Samsung Electronics DX Union Demands '1,000 Treasury Shares'... The Real Reason Shareholders Are Opposing / World's #1 Robot Company Unitree Listing... Will It Be a Major Boon for Robot Stocks? | Lee Kwon-hee CEO

Summary

Lee Kwon-hee, CEO of Wizwave, discusses the Samsung Electronics DX union's treasury share demand and its negative shareholder reaction, then turns to the Unitree IPO as a catalyst for Korean robot stocks. He highlights low-PBR securities firms as attractive ahead of potential regulatory changes and warns that KOSDAQ's rally is heavily driven by leverage ETF flows, advising against chasing.

• Samsung Electronics DX union requests 1,000 treasury shares per employee, frustrating existing shareholders.
• Unitree, the world's #1 robot producer by volume, is listing; its valuation could lift Korean robot names like Robotis, SPG, and Rainbow Robotics.
• Korean robot companies are positioned as fast followers, so a leading peer's valuation acts as a positive anchor.
• Securities stocks with very low PBR (Kiwoom, Korea Investment, Daol, Kyobo, etc.) may attract attention if anti-suppression regulations emerge.
• KOSDAQ's recent surge is amplified by money flowing into leveraged ETFs (single-stock → KOSDAQ 150), creating a risky, event-driven trading environment.
• Post-earnings season, the market is dominated by supply-demand dynamics and macro sentiment, making fundamentals less relevant.
• The host notes intraday strength in Cosmecca Korea, PharmaResearch, and SPG, but no deeper thesis is offered for those moves.