Hormuz Blocked Again...Trump Declares '20% Toll' | SK Hynix ADR Plunges 9.3% | Climate Minister "New Nuclear Power Plants and SMRs to be Promoted Through Public Discussion" | Kwon Soon-woo 3PRO TV Reporter [News3]

Summary

Reporter Kwon Soon-woo covers three main stories: Trump's threat to toll ships traversing the Strait of Hormuz, which lifted oil prices and stoked rate-hike fears; a 9.3% plunge in SK Hynix ADR amid memory-sector valuation concerns, which he argues is overdone given robust AI demand signals from TSMC, Meta, and Nanya; and the Korean climate minister's openness to new nuclear plants and SMRs, highlighting opportunities for Korean nuclear supply-chain companies like Doosan Enerbility and HD Hyundai.

• Trump says he will levy a 20% charge on Hormuz cargoes, raising oil and inflation fears.
• SK Hynix ADR fell 9.3%, with the Korean stock down over 15% on memory valuation worries.
• Kwon argues memory selloff is unjustified, citing TSMC's record June sales, Meta's $50B data center capex expansion, and Nanya's 73% margin.
• Climate minister announces plan to consider new nuclear and SMRs through public debate, citing surging AI and semiconductor power demand.
• Korean nuclear supply chain—Doosan Enerbility, HD Hyundai—is seen as a direct beneficiary given their forging capability and SMR project pipeline.
• Leveraged ETF regulation discussion mentioned without conclusion.