SK Hynix Surges in the US… Foreigners Started Buying Samsung Electronics Again. Why? / Samsung SDI, Big ESS Catalyst Emerges | CEO Lee Kwon-hee

Summary

CEO Lee Kwon-hee discusses overnight US market moves, the Lumentum and CoreWeave earnings impact on Korean optical and AI data-center names, and new catalysts for Samsung SDI and NHN. He highlights a misunderstood positive in Samsung SDI's GM JV termination as it pivots to high-margin ESS, while noting technical setups in Samsung Electro-Mechanics and a rebound in power equipment stocks. The talk also covers stablecoin and Naver-Dunamu merger catalysts, as well as broad profit-taking discipline in overheated markets.

• SK Hynix ADR surged but Korean market under-reacted due to NXT liquidity issues.
• Lumentum strong results expected to lift Korean optical communication stocks that had sold off with it.
• Foreigners and institutions bought heavily into Samsung Electronics and SK Hynix, signaling upside bets.
• NHN hit limit-up on data-center driven earnings beat and raised target price.
• Samsung SDI's GM JV termination is framed as a positive, redirecting capacity to 20%+ margin ESS.
• Samsung Electro-Mechanics shows a technical rebound setup above 130k KRW, with 160k as a target but heavy overhead supply.
• Mid-small power equipment names are recovering from steep drawdowns supported by solid earnings.
• Stablecoin usage growth and a pending Naver-Dunamu merger are fueling upside moves in Naver and NHN.