Short Selling vs. Credit Clash... SK Hynix's Direction? / Naver Should Go to 300,000 Won, The Fatal Reason Why the Stock Price Isn't Moving! | CEO Lee Gwon-hee

Summary

CEO Lee Kwon-hee discusses robot stocks, recommending Hyundai Motor over Rainbow Robotics and noting RoboTis' steady performance. He criticizes Naver's management, calling the stock undervalued but lacking near-term catalysts. He also comments on SK Hynix's short-selling dynamics without a clear trade call. Power equipment and renewable energy sectors are noted as strong but not given independent theses.

• Host and guest review market open, with KOSPI up 0.9% and KOSDAQ up 1.4%.
• Lee Kwon-hee prefers Hyundai Motor over Rainbow Robotics, calling Rainbow overvalued.
• RoboTis is singled out as moving steadily with reduced volatility, attractive in the robot sector.
• Naver is deemed undervalued at current levels (fair value ~300,000 won), but management issues weigh on the stock.
• SK Hynix short-selling and credit buying dynamics are discussed as a tug-of-war, but no directional trade is advocated.
• Power equipment and reconstruction-related stocks (LS, Doosan Energy, HD Hyundai Electric) show strong momentum.
• Renewable energy stocks (OCI, CS Wind, Doosan Fuel Cell) are up but lack a clear investment thesis from the speaker.
• Guest reiterates long-term bullish view on Korea, mentioning MSCI developed market inclusion potential.