CEO Seol Jae-hwan Forecasts Samsung Electronics and SK Hynix Shareholder Return Policies to Secure Downside Rigidity of Index

This reduction in labor costs is analyzed as an essential choice for companies to gain a competitive edge and achieve sustainable growth.

The actions of global companies related to physical AI are drawing attention. Citing the example of Nvidia CEO Jensen Huang's visit to Korea for collaboration on humanoid and robot autonomous driving technology with LG Group, the necessity of automation in manufacturing sites and the importance of related technologies were highlighted. Such investments by global companies are expected to accelerate the expansion of the humanoid robot market.

Demand for essential components for robot operation, such as actuators, and backup batteries for robots and AI data centers is expected to increase. These are crucial elements for the development of physical AI technology and are analyzed to drive the co-growth of related industries.

The impact of the U.S. presidential election results on the secondary battery market was also analyzed. Currently, Trump's approval rating is 33%, and with 75 days remaining until the U.S. midterm elections, the possibility of a change in the majority party has been raised. CEO Seol Jae-hwan predicted that if the majority party changes, the logic for the revival of electric vehicle subsidies could emerge, which could have a positive impact on secondary battery-related companies.

This will act as a factor that can give investors confidence in market stability.

This, he explained, is an essential part of an investment strategy that aims for significant profits, not just short-term gains.

Although the current market is showing an adjustment period, fluctuating around 6,500 points, he explained that there are leading stocks whose weight should be increased during this time. He emphasized investing in industry-leading stocks that simultaneously experience a turnaround in supply and demand and earnings, focusing on those accumulated by major players. This demonstrates the importance of strategic response to consistently participate in the market and target leading stocks regardless of market conditions.