Samsung Electronics and SK hynix: Why Sell Rising Stocks? The Korean Market Is Now at the Beginning of a Rally / Three Decisive Reasons to 'Buy Stocks Right Now' | Kwangsu's Real Estate, CEO Lee Kwang-soo

Summary

Lee Kwang-soo, CEO of Kwangsu's Real Estate and a former Mirae Asset Securities analyst, argues that the Korean stock market is in the early stage of a major rally and targets KOSPI 5,500. He cites foreign inflows from gradual U.S. rate cuts, cheap Korean valuations, the ongoing AI semiconductor cycle, and corporate governance reform. He recommends Korean semiconductor leaders, especially Samsung Electronics and SK hynix, and suggests beginners use Korean index ETFs such as KODEX. He also stresses flexible allocation, holding winners, cutting losses, and participating in the AI infrastructure trend rather than trying to time a bubble.

• Guest Lee Kwang-soo sees KOSPI reaching 5,500.
• Three pillars: foreign inflows, AI semiconductors, governance reform.
• Gradual U.S. rate cuts favor emerging markets; Korea is cheapest.
• Samsung Electronics and SK hynix are about 40% of KOSPI market cap.
• Korean semiconductor upside is earnings-driven, not multiple expansion.
• Beginners should consider Korean index ETFs like KODEX.
• AI infrastructure cycle should be participated in; bubble timing is impossible.
• He criticizes selling winners and holding losers; advises the opposite.