Korean Stock Market's Color Has Changed... Next Week, 'This Stock' Will Rise When Semiconductor Stocks Rest / Money Is Rushing Here

Summary

Kim Dong-yeop, CEO of S1 Investment Research, reviews the Korean market's shift as ETF regulations redirect money into KOSDAQ and non-semiconductor sectors. He sees sustained semiconductor demand with potential SK hynix buyback surprise, a battery sector recovery, SpaceX-linked space stocks, AI-themed small-cap momentum, and US-China conflict beneficiaries in robotics, optical communication, and solar. Near-term catalysts include Bill Gates' visit for SMR plays and LG Electronics ahead of the chairman's US meeting.

• Memory semiconductor demand-supply imbalance persists with dominance until 2031; SK hynix may announce a surprise buyback soon.
• ETF trading curbs are pushing liquidity into KOSDAQ and non-semiconductor mid-caps, fueling a rotation.
• Battery stocks (Posco Future M, Samsung SDI) are recovering on a large LFP cathode supply deal.
• SpaceX value-chain names (Spear, HVM) surge on Elon Musk's space data center plans.
• AI-themed small caps with 'AI' in the name are riding strong momentum.
• US-China friction creates tailwinds for Korean robotics, optical communication, and solar; Hanwha Solutions is a standout in solar.
• Bill Gates' visit could rekindle SMR-related stock interest; LG Electronics may rally on the chairman's meeting with Jensen Huang.