Samsung Electronics July 7 Earnings Announcement... Semiconductor Rally Watershed Appears "Reason for Spreading Long-Term DRAM Contracts" | CEO Lee Gwon-hee

Summary

CEO Lee Kwon-hee discusses a semiconductor-fueled market rally, led by Samsung Electronics and SK hynix benefiting from Micron’s momentum, long-term DRAM contracts, and upcoming earnings/ADR events. He also highlights recoveries in substrate names like Samsung Electro-Mechanics and Isu Petasys, names CMTX as an undervalued Micron supplier, and warns against Rokit Healthcare before a key breakout. The overall tone is bullish on Korean memory and selected equipment/supply-chain stocks, with a caution on excessive derivatives exposure.

• Micron’s breakout and long-term DRAM contracts are boosting Korean memory stocks.
• Samsung Electronics poised for strong preliminary earnings on July 7; SK hynix benefits from ADR listing July 10.
• Substrate names are reviving: Samsung Electro-Mechanics eyes 2 million won, Isu Petasys expected to resume uptrend.
• CMTX, a small-cap Micron supplier with low P/E, is argued to be undervalued.
• Rokit Healthcare should be avoided until it clears the 60,000 won resistance.
• Broader semiconductor small/mid-cap equipment names are recovering after corrections.
• Rising participation in derivatives market flagged as a potential future risk, though not immediately threatening.