Foreigners Return with 2 Trillion Won Intraday Buying... Will Trump's 'End of War' Spark a Super Bull Market? / Robot, Battery, Semiconductor Stocks Surge in Leading Sectors | CEO Kim Min-soo

Summary

Kim Min-soo reviews the market after the US-Iran deal, with foreign buying of 2 trillion won driving a KOSPI trend reversal. He highlights semiconductor and robotics leadership, sees specific opportunities in Samsung Electro-Mechanics and Samsung SDI, and advises caution on financials and construction until clearer catalysts emerge.

• US-Iran agreement eases oil supply fears, triggers foreign buying and KOSPI trend reversal.
• Semiconductors and semiconductor equipment/materials are the only clear market leaders.
• Hyundai Motor and NAVER bounce from key support levels but NAVER faces strong resistance.
• Robotics stocks surge on Goldman Sachs report calling Korea a key humanoid robot hub; HL Mando and SBB Tech favored.
• Optical communication and telecom equipment rally is only an oversold bounce; Seongwoo Electronics is the one stock worth watching.
• Financials receive a limited rate-hike trade; KB Financial target near 180,000 won but sector not a leader.
• Samsung Electro-Mechanics has strong MLCC fundamentals but faces near-term rebalancing selling, favored on dips.
• Samsung SDI leads secondary battery recovery supported by improving EV demand and ESS orders; support at 530,000 won.
• Construction, steel, defense, and shipbuilding stocks need confirmed peace deal and Hormuz passage to rally.