Even if I get criticized, now is the time to buy stocks.. 'This stock' will eventually become a strong market leader again (Surging Market) Director Park Hyun-sang

Summary

After a violent market crash, Director Park Hyun-sang argues that now is the time to hold and buy Samsung Electronics and SK hynix. He sees a rebound fueled by AI capex, rising memory prices, and Korea's continued dominance until 2031. He warns against rotating into volatile KOSDAQ small caps and suggests semiconductor ETFs as an easier alternative. He also notes a near-term KOSPI target of 7,300–7,500 and underscores the defensive appeal of the memory names' dividends and real earnings.

• Park Hyun-sang recommends holding/buying Samsung Electronics and SK hynix after the crash, citing AI capex durability and memory price uptrend.
• Foreign institutional buying is returning, and 3Q earnings estimates are very strong (Samsung 120 trillion won operating profit).
• He cautions against shifting from memory names into KOSDAQ small caps or 소부장, calling the volatility too dangerous for such investors.
• A technical rebound in KOSPI to the 7,300–7,500 resistance area is likely in the near term.
• Even if the memory stocks don't become the next market leaders, their dividends, earnings, and shareholder return policies make them solid core holdings.
• Investors who cannot pick individual stocks can use the top two Korean semiconductor ETFs to capture the memory theme.
• A Yole report forecasts Korea will remain the memory leader through 2031, supporting a long-term structural view.
• The speaker highlights that Elon Musk and Apple have acknowledged rising memory prices, but local sentiment remains excessively pessimistic.