Even the successful Samsung has a 'sore spot'
Even the successful Samsung has a 'sore spot
Speakers
Park Se-ik
— CEO, ex-Chief Strategist
Summary
Park Se-ik and Choi Ho discuss Korean market news including foreign selling dynamics, Samsung's weakening appliance/TV division (DX), Hyundai's humanoid robot plans, and KOSPI/KOSDAQ earnings divergence. Park Se-ik emphasizes holding Samsung long-term and suggests Samsung should pivot semiconductor profits into robotics.
- Foreign investors sold 91 trillion won of KOSPI stocks yet their ownership share rose due to surging semiconductor stocks.
- Samsung's DX (appliance/TV/mobile) division faces margin squeeze from Chinese competition and rising logistics costs.
- Hyundai Motor Group plans to deploy 25,000+ Atlas humanoid robots at production sites.
- Samsung and Google partner to launch AI smart glasses in H2 2025, challenging Meta.
- KOSPI Q1 operating profit tripled year-on-year, driven by Samsung and SK hynix.
- KOSDAQ still has 40% loss-making companies and rising debt ratios.
- Park Se-ik advises not to sell Samsung even if price drops to 50,000-60,000 won.
- Park Se-ik suggests Samsung should use semiconductor profits to aggressively invest in robotics.
Trade Ideas
Hold Samsung long-term despite drops
Park Se-ik advises long-term investors to hold Samsung Electronics shares regardless of short-term price declines, using the analogy of a mother's enduring love. He implies that the stock will recover and deliver returns over time, despite the current weakness in its non-semiconductor divisions.
Up Next
This Chesley Investment Advisory (체슬리투자자문) video, published May 20, 2026, features Park Se-ik discussing 005930.KS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Park Se-ik · Tickers: 005930.KS