Jensen Huang's Visit to Korea, Samsung Electronics Surges 11%... Will a Big Positive Catalyst Emerge for Samsung Electronics Foundry?

Summary

Lee Kwon-hee discusses the strong market divergence with large caps surging while small caps decline, centered on Samsung Electronics' 11% rally ahead of Jensen Huang's visit. He highlights opportunities in undervalued large caps like Samsung, LG Electronics, LG Display, and NAVER, while advising against defense and shipbuilding. The market is driven by AI and robotics themes.

• KOSPI large caps surge led by Samsung and SK hynix but most stocks fall.
• Jensen Huang's visit to Korea is a catalyst for Samsung foundry and robotics.
• Samsung Electronics benefits from potential NVIDIA CPU foundry orders.
• LG Electronics revalues on robotics platform link with NVIDIA.
• LG Display offers 50% upside if guidance is met.
• NAVER is undervalued with AI monopoly and multiple catalysts.
• Defense and shipbuilding are fully priced and not attractive.
• Cash is rotating into large cap tech from overvalued sectors.