[July 13, 26 AM Broadcast Full View] New York Stock Market Continues to Rise Despite US-Iran Instability...SK Hynix +13%

Summary

The broadcast covers the New York stock market's resilience despite US-Iran instability, with a focus on SK Hynix's successful ADR listing that surged 13%. Multiple Korean finance experts discuss the implications for memory semiconductors, highlighting CEO commentary about supply shortages lasting through 2030. They express bullish views on Korean semiconductor equipment stocks, power equipment as a laggard play, and the cosmetics export boom led by APR. The crypto segment argues that first-generation DeFi protocols will lead the next rally while warning of risks around leverage and certain weak domestic stocks.

• SK Hynix ADR debuted on the NYSE with a 13% gain, reflecting strong global demand for memory and Korean tech.
• Memory supply shortage is expected to persist until 2030, with 2027 seen as the worst year; SK Hynix and Samsung Electronics are long-term buys.
• Semiconductor front-end equipment makers like Wonik IPS and PSK are poised for a multi-year capex boom driven by Samsung and SK Hynix expansion.
• Korean power equipment stocks are undervalued relative to global peers and offer upside from AI data center and grid investments.
• K-beauty exports are surging to the US and Europe; APR is the top pick, while Korea Kolmar is a diversified proxy.
• DeFi blue chips such as Uniswap and Aave are expected to lead the next crypto bull market as they partner with fintech platforms.
• Investors should avoid speculative stocks like HanSung Enterprise and Monami due to poor fundamentals and governance.
• TSMC and ASML earnings this week are key events that could stabilize semiconductor sentiment.