SK하이닉스 ADR 상장 후 다음주 주가 '이렇게' 된다 | 박석현 우리은행 WM그룹 부부장｜위클리뷰

1. Market Situation This Week (0:29 - 3:17): The recent correction in the KOSPI is the result of a combination of factors, including concerns regarding the earnings of semiconductor companies and news of Meta's entry into the cloud business (concerns about a slowdown in AI investment). However, it is excessive to interpret Meta's moves as a reduction in AI investment; the current situation is assessed as a healthy correction phase where prices are being absorbed after rising significantly. 2. Major Events Next Week (3:31 - 4:05): Tue (7th): Samsung Electronics preliminary earnings announcement Thu (9th): US options expiration and release of FOMC minutes Fri (10th): SK Hynix scheduled to list US NASDAQ ADRs 3. Outlook for Samsung Electronics and SK Hynix: Samsung Electronics (4:08 - 6:01): The consensus for Q2 operating profit is approximately 85.6 trillion won, so a positive stock price reaction can be expected if strong earnings are announced. However, expectations for earnings are already largely reflected in the stock price. SK Hynix (6:02 - 10:25): While the listing of ADRs (approximately 2.5% of total issued shares) is anticipated, the valuation of the ADRs is a more critical factor than the revaluation of the underlying shares themselves, as seen in the TSMC case. Furthermore, it appears that the inflow of funds will lead to domestic facility investments, positively impacting exchange rate stability. 4. Market Strategy (10:27 - 12:03): For the time being, it is highly likely that volatile market conditions will continue until around July 22nd, when big tech companies are scheduled to release their earnings reports. In conclusion, this is a time when a response utilizing volatility is necessary rather than focusing on a downward trend. [Successful Investment Afternoon Market] ● Anchor Lee Hye-soo Guest: Park Seok-hyun, Deputy General Manager, Woori Bank WM Solutions Production: PD Lee Young-kyung, Writer Lee Hyun-ju, AD Lee So-hyun, FD Lee Su-bin, FD Oh Chang-hwa ------------------------------------------------- 🎯 Investment Decisions: Information is the Key. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ------------------------------------------------- ※ This content is for investment reference only. You are solely responsible for any investment decisions.