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Summary

Yeom Seung-hwan, executive director at LS Securities, argues that Samsung Electronics and SK hynix are undervalued with PER below 7x and can re-rate to 10x, implying significant upside. He recommends buying on pullbacks and holding for the long term. He advises against chasing already expensive semiconductor equipment stocks, but notes infrastructure-related names like Hanyang Engineering and SaeBo MC are relatively cheaper alternatives.

• Samsung and SK hynix are undervalued with low PER, supply shortage extending.
• Long-term targets: Samsung 500k won, SK hynix 3M won.
• Advises buying on pullbacks (red days) for new investors.
• Semiconductor equipment stocks are overvalued and should be avoided.
• Infrastructure sojubang stocks like Hanyang Eng, SaeBo MC are relatively cheaper.
• Foreign selling of Samsung common shares is mechanical, not fundamental.
• MSCI developed market inclusion likely but not critical.
• AI theme extends beyond semiconductors to multiple sectors.