Unexpected stocks surging: How to sell in a stock-picking market / Biotech and KOSDAQ sunrise coming, not time to cut losses | Lee Kwon-hee CEO

Summary

Lee Kwon-hee discusses the current stock-picking market, emphasizing that while large caps like Samsung Electronics and SK Hynix are undervalued, the real opportunities lie in specific themes such as analog semiconductor monopoly (DB HiTek), semiconductor equipment rotation, and strong large caps like LG Innotek. He also shares his selling strategy and warns against panic selling during volatility.

• Lee Kwon-hee highlights his long-standing bullish thesis on DB HiTek, which has returned 300% due to a monopoly in analog 8-inch foundry.
• He argues that Samsung Electronics and SK Hynix are cheap and poised for a breakout.
• KOSDAQ semiconductor equipment stocks are showing renewed strength after a rest, part of a healthy rotation.
• LG Innotek is in a strong uptrend and yesterday's red candle was a buying opportunity.
• LX Semicon is on watch due to surging US peers in analog semiconductors.
• The market is described as a stock-picker's market with many individual stocks rising even when the index is flat.
• Lee advises selling only when the original investment thesis is invalidated, not on technical breakouts alone.
• He cautions against overconfidence and attributes recent gains more to the market environment than personal skill.