SK Hynix's ₩40 Trillion Share Buyback and Cancellation Leads to Market Rebound; Bio, Robot, Semiconductor Sectors Expected to Surge

Manager Lee Chang-won stated that if foreigners buy ₩1 trillion, the index rises by 5%, making this an enormous positive catalyst. He also anticipated Samsung Electronics would announce a similar level of shareholder return policy within 10 days.

Manager Lee Chang-won noted that the index showed a V-shaped rebound five minutes before market close, even without any news. He suggested the possibility that someone might have obtained information in advance and started buying before the official disclosure.

He specifically explained that Oscotec, as the original developer of Yuhan Corporation's Lazertinib (Leclaza), receives 40% of the royalty revenue from Leclaza sales.

Manager Lee Chang-won analyzed that the renewed tension in the Strait of Hormuz, leading to rising oil prices, causes an increase in government bond yields. This, he explained, could raise capital financing costs for big tech companies, potentially leading to a reduction in AI investment. He proposed that these factors connect to a slowdown in memory semiconductor demand, causing a market decline. He stated that if the market fell due to Strait of Hormuz tensions, the situation could be reversed at any time, and that if Trump decided, interest rates could fall, and the index could rise.

He also believed that anticipation of Samsung Electronics' shareholder return policy announcement would positively impact the market sentiment reversal.

He stated that the commonality between EV components and humanoid components is approximately 70%, adding that Hwashin Tech hit the daily limit.

Following Chairman Koo Kwang-mo's visit to Nvidia headquarters, a collaboration model was confirmed where LG provides the hardware and Nvidia provides the 'brain'. He emphasized LG's AI model parameters and technological competitiveness.

Manager Lee Chang-won stated that Unitree achieved a 35% net profit margin in robotics and is considered the world leader in hardware mass production capability.

For Atlas-related robot stocks, he mentioned Hyundai Mobis, Hwashin Tech, and SOS Lab. For LG Electronics-related robot stocks, he listed LG Electronics, Robotis, and Robostar. For Nvidia-related robot stocks, he suggested Doosan Robotics and Hyundai AutoEver.

Manager Lee Chang-won predicted a rebound in the domestic stock market as Nasdaq futures returned to flat. He projected that SK Hynix would start with an almost 99.9% surge, leading to a simultaneous surge in semiconductor SoBuJang stocks such as Hanmi Semiconductor, Hana Micron, Wonik IPS, Jusung Engineering, and Eugene Technology. He specifically noted that both front-end and back-end semiconductor equipment stocks would show strong performance.

Manager Lee Chang-won emphasized that ISC silicon rubber sockets are technically critical components. He mentioned the importance of HBM and DRAM test equipment from companies like Techwing and YC, and categorized NAND/SSD/CXL-related stocks such as Neosem and Exicon. Manager Lee Chang-won stated that despite the poor market conditions today, some stocks rose, but rather than chasing them, one should anticipate the rise of other related stocks tomorrow.

Manager Lee Chang-won expected that if SK Hynix surges, AI tech stocks would naturally surge along with it. He set a target price for SK Hynix at ₩1.8 million, emphasizing the possibility of the domestic stock market opening with an almost 4-5% increase tomorrow. Manager Lee Chang-won added that AI tech-related stocks have secured surging catalysts through this rise.

Manager Lee Chang-won revealed that demand for solar energy is rapidly increasing with the expansion of AI data centers. He explained that there are no realistic alternatives to solar power for supplying electricity to operate AI data centers. He emphasized that solar power can be installed and operated quickly, unlike nuclear power plant construction, which takes a long time.

Manager Lee Chang-won recommended fundamental stocks rather than short-term theme stocks when international oil prices rise. He cited Hanwha Solutions, L&F, Seojin System, and SK Eternix as examples, stating that these stocks could rise if oil prices remain at the $80-90 level.

This event is only available for 5 days and is a more enhanced benefit than the previous offer of 15 days with a two-month subscription. He explained that this event is exclusively for YouTube subscribers and is not published on the homepage.

He emphasized his track record as the top-performing manager, expressing confidence in his recommended stocks.