How far will KOSPI go after breaking through 7000 resistance? Foreigners' 3 trillion won betting created a decisive signal… Money is flowing back into semiconductors | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses the KOSPI's test of 7,000-7,050 and overhead resistance at 7,200-7,300. He highlights strong foreign and institutional buying in Samsung Electronics and SK Hynix, a possible rotation back into AI hardware and semiconductors, and specific Korean themes including Naver's AI factory rerating, DB HiTek's 8-inch foundry boom, Alteogen's pipeline execution, and won-strength risks for cosmetics and food exporters. He also notes Eli Lilly's reported interest in Korean beauty and medical aesthetics names.

• KOSPI faces a key test at 7,000-7,050, with 7,200-7,300 seen as heavy overhead resistance.
• Foreigners and institutions aggressively bought Samsung Electronics and SK Hynix, pointing to a semiconductor supply/demand inflection.
• Naver is being re-rated as Asia's only integrated AI factory operator.
• DB HiTek is favored as a near-monopoly 8-inch foundry beneficiary of China AI and robot demand.
• Alteogen's case is shifting from big contracts to actual pipeline execution and revenue.
• Won strength is a margin headwind for smaller cosmetics and food exporters such as Samyang Foods.
• Eli Lilly's reported meetings with Korean beauty device and cosmetics firms are a speculative positive catalyst.
• Astra is viewed as an inflection point for money rotating back into AI hardware and semiconductors.