After KOSPI Settles Above 7,000... Semiconductor Rally Fuels Sector Rotation, CEO Kim Donghwa's Top Picks in Focus

Even after the KOSPI surpassed the 7,000-point mark, it has continued its strong upward momentum, reigniting investors' interest in the domestic stock market. Although there were some predictions of a pause following the sharp rally the previous day, the market remained centered around semiconductor stocks, especially SK hynix, which continued to show strength during the trading session on September 9.

At the same time, there is growing anticipation of sector rotation, as buying activity has spread to power, nuclear power, and some growth stocks.

Recently, in the stock market, not only has the expansion of AI investment fueled demand for semiconductors, but expectations for increased power demand from data centers have also been driving interest in nuclear power and power infrastructure-related stocks. The key variable for the market's future direction is whether the current bullish trend will expand to stocks supported by robust earnings and supply-demand dynamics, rather than staying limited to specific sectors. Against this backdrop, CEO Kim Donghwa is selecting key stocks of interest based on the importance of tracking where actual funds are moving in the market, rather than simply following the index’s upward movement.

■ Top 5 Core Stocks Currently Attracting Market Inflows (Click)

In particular, CEO Kim Donghwa is paying close attention to the trend of capital inflows spreading from leading semiconductor stocks to equipment and materials/components suppliers. He also points out the need to closely watch whether nuclear power and power infrastructure-related stocks could emerge as a new axis of rotation.

■ Where Will Funds Flow After Semiconductors? CEO Kim Donghwa’s Featured Stocks Revealed (Click)

Rather than making decisions based solely on the index, investors should also track the direction of money flows and sector rotations. With Korea’s stock market now above the 7,000-point threshold, now is an ideal time to check CEO Kim Donghwa's market insights and top picks for stocks that may lead the next upward trend.

■ Next Leading Stocks Captured in Today’s Market – TOP 3 (Click)

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Samsung Electronics, Jusung Engineering, Doosan Enerbility, KEPCO E&C, EcoPro BM

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