Semiconductors take center stage as we unpack Samsung’s comeback potential, SK Hynix’s HBM challenge, foreign investor flows, and the risks hiding behind soaring valuations. Plus, discover which sectors could surprise next—before the market makes its next move.
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0:00 - Semiconductor Market Concerns
0:23 - Foreign Futures and Market Flows
2:29 - Oil Prices, Iran, and Market Risks
4:58 - Samsung Electronics’ Recovery Potential
9:17 - Equipment Stocks and Valuation Risks
11:01 - KOSDAQ Picks and Substrate Valuations
13:26 - Export Sectors and Thematic Stock Valuations
17:44 - Semiconductor Catalysts and Downside Risks
