Korean Stock Market and Semiconductor Trends Analysis

The Korean stock market responded positively to U.S. tech stocks, while SK Hynix led the rebound, and the horse race players were discussed.

### Hyundai and Kia's Strong Performance and India's IPO as a Game Changer
* 🚗  Hyundai and Kia's stocks have been setting **new all-time highs rapidly** since the end of May, and their performance is not only being recognized in Korea but also in the **global automotive market**.
* 🇮🇳  The IPO of Hyundai and Kia in the Indian market is seen as a **significant factor** that could **expand their growth potential** to the **world's third-largest market**.
* 💰  Hyundai is expected to achieve around **44 to 45 trillion won in revenue** for the second quarter, and its low P/E ratio of **6.53** is attracting attention as an **undervalued stock**.
* 🔋  Hyundai and Kia are shifting from cooperating with LG Chem to using domestic battery companies for their entry into the North American market, and their technological capabilities and the GMP platform are considered **ahead of other automakers by 4 to 6 years**.
* 📈  The Indian market is expected to be one of the **top 5 globally** in the future, with great growth potential and a large population, leading to **high expectations** for Hyundai and Kia's business in India.
* 📈  Hyundai and Kia's stocks are seen as having the potential to **lead the future electric vehicle era ahead of Toyota** by utilizing their **technological capabilities** and **good K batteries**.

### Hyundai's Electric Vehicle Strategy, Hyundai Motor Group's IPO Fund Usage, and Samsung Electronics vs. SK Hynix in the Semiconductor Market
* 🚗  Hyundai aims to **accelerate the electric vehicle transition by 25-30% until 2030**, with Hyundai alone planning to increase the number of electric vehicles in the Indian market to around **1.5 million units**, nearly **doubling the current number**.
* 💰  Hyundai Motor Group's IPO is more about the **significance and where to use the funds**, with a plan to allocate the raised funds for **electric vehicles, autonomous driving, and shareholder policies**.
* 📈  Hyundai and Kia's stock prices are expected to rise with the unfolding of shareholder policies, as Hyundai's current value is **relatively low** compared to other global automakers.
* 🔌  SK Hynix is leading the semiconductor market, hitting a **new high**, while Samsung Electronics is facing challenges in the **HBM sector**.
* 💸  In terms of relative value, Hynix is considered **cheap**, with its market cap expected to reach around **20 trillion KRW in 2024**.
* 🔮  The market's perspective on Samsung Electronics' stock price is influenced not only by the **call test results** but also by **expectations of entering NVIDIA's ecosystem** and other factors.
* 🔒  The upcoming block deal is expected to bring more transparency to the market, but its **actual impact is uncertain**.
* 🔋  The adjustment in secondary battery stocks was influenced by news related to U.S. presidential candidate Donald Trump's **comments on electric vehicle and battery policies**.

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Resilient Rebound of KOSPI and KOSDAQ with Strong Foreign Investor Activity

7% while the KOSDAQ remained steady, driven by strong buying activity from foreign investors.

Samsung Electronics and SK Hynix saw significant growth, approaching the 80,000 KRW mark and reaching record-breaking highs, leading the market.

The secondary battery sector experienced a correction due to emerging political risks, impacting both KOSPI and KOSDAQ.

Hyundai, Kia, and the Current Stock Market Trends

Hyundai and Kia are experiencing an acceleration in fund growth, while the KOSDAQ is showing relative weakness due to the supply and demand situation of large-cap semiconductor and automotive stocks.

Global funds are currently focused on large tech companies, with Samsung Electronics and Hynix being the main stocks in which individuals are investing.

Foreign investment is showing a strong buying trend in the spot and futures markets, with a concentration in the investment patterns of foreigners.

The market is experiencing high elasticity regarding stock prices, and there is an expectation for the government-led industrial sectors to move more aggressively, potentially causing volatility.

There is a significant probability for fund growth in areas with a possibility of an increase, particularly in the context of regaining the position of an oil-producing country.

Investment Opportunities in Korean Stocks

The focus on investing in Korean stocks, particularly in exploration-related companies like POSCO International and Korea Gas Corporation, is gaining momentum.

The potential beneficiaries of government-led projects and the impact of gas prices on the market are important factors to consider for investment.

Hyundai and Kia have been showing strong performance in the global automotive market, attracting significant market interest and solidifying positive expectations for the future.

Hyundai and Kia Motors' Growing Potential in the Indian Market

Hyundai and Kia Motors are experiencing strong performance and growth, with expectations for the Indian market's explosive growth trends.

The companies are planning to double the number of electric vehicles in India and raise funds through an IPO, aiming to increase their presence in the country.

The fund raised is likely to be used for electric vehicles, autonomous driving, and shareholder policies, potentially increasing the value of Hyundai and Kia Motors.

Hyundai Motor's Stock Price Projections and the Semiconductor Market

Hyundai Motor's stock is expected to reach 300,000 won, with projections of it possibly reaching 330,000 to 350,000 won in the near future.

The company's high stock price elasticity is anticipated in June or July, coinciding with important policy pursuits in South Korea.

In the semiconductor market, SK Hynix is outperforming Samsung Electronics, and it is recommended to focus more on Hynix for investment.

Micron's strong performance is also influencing the semiconductor stocks, with a suggestion to sell Samsung Electronics and lean towards Hynix for investment.

Samsung Electronics, however, still holds a crucial role in the market and is expected to continuously utilize negotiation strategies.

Samsung Electronics' Semiconductor Performance and Market Analysis

Samsung Electronics is facing challenges in stock performance, with expectations for legacy semiconductors impacting the second quarter.

The company's stock price is affected by the increasing prices of semiconductors, but it is advised to focus on the upside risk rather than the downside.

Hynix is outperforming Samsung in the semiconductor market, and its stock is considered a more valuable investment from a relative perspective.

The cold test and yield are crucial factors for Samsung Electronics' survival in the HBM semiconductor sector, and the company needs to adopt a 16nm hybrid bonding method for production.

The Impact of Bonding and Block Deals on Samsung Electronics

Bonding success is crucial for Samsung Electronics to stand out in the market, especially in terms of entering NVIDIA's ecosystem.

The discussion also emphasizes the potential impact of block deals on the stock market and the perception of individual investors.

The second battery adjustments are influenced by negative mentions of electric vehicle policies, potentially affecting Samsung Electronics as well.

President Biden's Mandate on Electric Cars and Batteries

President Biden has expressed a mandate on electric cars and batteries, referring to them as crazy obligations.

The discussion also involves the potential impact of these mandates on the economy and the stock market.

Additionally, there is a focus on the resistance towards Biden's policies, particularly in relation to eco-friendly initiatives and tax policies, causing concerns domestically.

The conversation also touches on the expansion of subsidies for Tesla's electric vehicles and the overall trends in the semiconductor and automobile industries.