Name: The Reason Foreigners Are Buying SK Hynix Like Crazy One Day Before ADR Listing / Hanwha Ocean, All Bad News Is Gone. Now Is the Opportunity | CEO Lee Gwon-hui
Uploaded: 2026-07-09T06:00:15+00:00
Duration: 1104 s

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses near-term catalysts for several Korean stocks, including SK Hynix's ADR pricing-driven rebound, Hyundai Motor's ETF-induced sell-off, and a buying opportunity in Hanwha Ocean after its failed Canadian submarine deal. He also highlights Samsung Electronics as a long-term dip buy, substrate plays Samsung Electro-Mechanics and LG Innotek benefiting from a resolved issue, and a potential breakout in bank stocks led by KB Financial.

SK Hynix's ADR pricing based on today's close is attracting foreign buyers and could push the stock toward 220,000 won.
Hyundai Motor's recent weakness is blamed on KOSPI ETF selling, not company problems, pointing to a recovery.
Samsung Electronics is viewed as a long-term accumulation opportunity on further pullbacks.
Resolution of the Kyberrex-related issue is expected to lift substrate stocks Samsung Electro-Mechanics and LG Innotek.
Hanwha Ocean is seen as an oversold opportunity after the Canadian submarine contract loss, with a target of 139,000 won and potential for other weapon sales.
KB Financial and bank stocks are poised for further upside on earnings, dividends, and a large buyback.
KOSDAQ may bounce due to extremely light positioning.

Ideas

Lee Kwon-hee CEO, Economist 0:39

ADR pricing drives rebound to 220,000

Today's closing price of SK Hynix will serve as the reference price for its ADR offering, and the underwriters tend to set the offering price very close to the reference. With foreign investors buying aggressively and the ADR listing expected soon, the stock could rebound to around 220,000 won.

Lee Kwon-hee CEO, Economist 5:45

ETF selling overdone; stock will recover

Hyundai Motor's recent drop is not due to company-specific bad news but because it got dragged down by indiscriminate selling of KOSPI ETFs that hold large-cap names. The selling pressure was mechanical, so the stock should recover.

Lee Kwon-hee CEO, Economist 8:31

Long-term buy on dips

Samsung Electronics offers a good long-term buying opportunity whenever it dips. The speaker bought some near the close yesterday for peace of mind and advises waiting for further pullbacks to accumulate, as the market always gives chances to buy.

Lee Kwon-hee CEO, Economist 10:18

Empty supply sets stage for bounce

KOSDAQ's supply has been completely drained, so even a small improvement in sentiment could trigger a broad bounce across the index.

Lee Kwon-hee CEO, Economist 12:47

Substrate issue resolved; these stocks move

A previously troubling issue related to Kyberrex (likely involving substrate demand) has been resolved. This should benefit IC substrate-related stocks, especially Samsung Electro-Mechanics and LG Innotek, which are expected to move higher in the near term.

Lee Kwon-hee CEO, Economist 13:35

Bank breakout on earnings and buyback

KB Financial and other bank stocks look attractive with upcoming Q2 earnings, dividend announcements, and a large share buyback/burn of nearly 800 billion won. After a long consolidation, the stock is attempting to break out and has further upside.

Lee Kwon-hee CEO, Economist 14:43

Excessive discount; buy near bottom

Hanwha Ocean fell sharply after losing the Canadian submarine contract, but the sell-off is excessive and now represents an opportunity. The speaker sees the stock bottoming around current levels with a target of 139,000 won, and there is a chance Canada may buy other weapons, providing additional upside.

The Reason Foreigners Are Buying SK Hynix Like Crazy One Day Before ADR Listing / Hanwha Ocean, All Bad News Is Gone. Now Is the Opportunity | CEO Lee Gwon-hui

Summary

Ideas

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