Why Samsung Electronics is a Top Pick… Buy Every Time There's a Sharp Drop / The Real Core of LG Group is These Three Companies | CEO Lee Kwan-hee

Summary

CEO Lee Kwan-hee discusses market conditions, emphasizing that Samsung Electronics and SK Hynix remain core buys on dips due to strong AI-driven earnings and low valuation. He highlights LG Group stocks revaluing from its AI research lab, NAVER as a key domestic AI platform, and NCsoft's turnaround. The KOSPI index's low PER suggests 20% upside.

• Samsung Electronics and SK Hynix are recommended as core holdings; buy on sharp dips.
• LG Group stocks (LG Elec, LG CNS, LG Innotek, LG Corp) are rising due to LG AI Research Institute valuation.
• NAVER is positioned as a key domestic AI platform benefiting from partnerships and government projects.
• NCsoft shows a successful turnaround with new games and stable growth.
• KOSPI PER at 8.4x vs historical 10x implies 20% index upside.
• Hanmi Pharmaceutical's large tech export deal failed to lift stock as it wasn't the expected obesity drug.
• Forex liberalization and potential MSCI inclusion could bring foreign inflows.
• Market concentration in AI/semiconductor stocks is acknowledged as justified by earnings.