[October (month 10) 7 Closing Market Review] The widening stock-market gap with the United States, Japan, and Taiwan… Why foreign investors are leaving Korea | Hong Seon-ae, Lee Kwon-hee, Jang Woo-jin [Closing Bell Live]

The October (month 10) 7 Closing Bell Live broadcast runs for around 1 hour and 10 minutes, with two company heads examining the KOSPI's closing decline of 1.98% and the reasons behind foreign investor outflows. They assess that early-session strength was derailed by adverse developments involving Hormuz and a sharp rise in oil prices, while capital outflows from emerging markets driven by a stronger dollar caused Korea to diverge from the United States, Japan, and Taiwan. They review sector trends, including rotation into cosmetics and entertainment and sharp declines in materials, parts, and equipment stocks, and examine foreign investors' futures buying and shifts in options positions. They report that, within the consensus range of 105 trillion~109 trillion won for Samsung Electronics' preliminary earnings, Meritz's estimate of 106 trillion won appears likely, but market expectations have been set at 110 trillion won. They emphasize that memory earnings are price-based, leaving no variation in consensus estimates and making a surprise difficult, and that Samsung must repeatedly deliver more than 100 trillion won each quarter to demonstrate its competitiveness, as TSMC does. They examine doubts surrounding Hynix's HBM4 with 8 layers, issues involving Solidigm, caps on capital expenditure affecting equipment stocks, and fatigue after 4 years of gains in power equipment stocks. They review Peptron's sharp decline following an unsuccessful technology evaluation, LG Electronics' earnings miss and expectations for chillers, and aerospace stocks that fell despite Nuri's successful launch, and call for range-bound market strategies and loss control. All directional outlooks are conditional judgments by the speakers, not definitive predictions of short-term prices.