US Treasury Yields, Exchange Rate Surge Shock... Korean Stock Market at a Precarious Inflection Point / Can Samsung Electronics Strike? | CEO Lee Gwon-hee

Summary

CEO Lee Gwon-hee discusses the Korean stock market amid soaring US Treasury yields and a weak won (1500+). He covers Samsung Electronics' labor negotiations, Hyundai Motor's long-term vision, and specific stocks like Alteogen and Hanmi Semiconductor. He advises buying Samsung on dips, Hyundai Motor below 600k won, and sees accumulation in Alteogen, while being cautious on Hanmi at current levels.

• US Treasury yields and exchange rate shock dominate market concerns, capping upside.
• Samsung Electronics labor negotiations create near-term uncertainty but the stock is a buy on dips.
• Hyundai Motor is recommended below 600,000 won based on long-term robotics/autonomous driving story.
• Alteogen shows resilience with positive news flow and is accumulating at 360k won level.
• Hyundai Steel is seen as a long-term play due to strong rebar demand despite tariff issues.
• Hanmi Semiconductor is a buy only if it drops to 300k won; current levels are not attractive.
• KOSDAQ second half start is rough but the speaker expects a later recovery.
• The biggest macro uncertainty is identified as Trump administration policy rather than domestic factors.