Plunging Semiconductor Stocks: Will Samsung Electronics and SK Hynix Shareholder Returns Provide a Rebound? / A Financial Crisis-Level Decline, Where is the Bottom? | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses the brutal sell-off in Korean equities, particularly Samsung Electronics and SK Hynix, and the potential for shareholder return policies to spark a rebound. Previous leading sectors like nuclear, shipbuilding, and defense are breaking down, while financials act as defensive plays. He sees a technical bounce in the oversold KOSPI, points to Alteogen's positive catalysts, and monitors Micron as a lead indicator for semiconductor reversal.

• The KOSPI has entered a bear market with many stocks down 30–50%, but fundamentals haven't deteriorated to that degree.
• Samsung Electronics and SK Hynix may surprise with strong shareholder return policies that could lift valuations and trigger a rebound.
• Alteogen's 0.3-share bonus issue and decision to stay on KOSDAQ are viewed as positive near-term catalysts.
• Nuclear energy stocks are breaking down as cost economics fail without subsidies, with US nuclear names crushed first.
• Shipbuilding and defense sectors, which led for years, are now losing momentum and entering major corrections.
• KB Financial and other financials are rising in a weak market, playing their classic defensive role.
• Micron Technology is a key watch item; if it holds support, it could signal a turnaround for Korean memory stocks.
• The near-term focus is on upcoming tech earnings and foreign futures flow to determine if a 1-2 week bounce materializes.