Will the Real Game Begin After the War? Attention Shifts to Semiconductors and Automobiles

There is an analysis that, reflecting expectations for the end of the war, market funds are shifting from "war beneficiaries" to "post-war beneficiaries." At the center of this trend is the semiconductor sector. Structural growth drivers such as investments in AI and data centers remain intact, while memory inventory has fallen to historic lows, leading to simultaneous expectations for price hikes and upward revisions of earnings. As a result, semiconductors are once again emerging as the leading sector where capital inflows are expected to rebound most rapidly when investor sentiment recovers.

Cyclical sectors such as automotive, consumer goods, and aviation are also expected to benefit from the anticipated end of the war. This is because expectations for stable oil prices, normalization of logistics, and recovery in consumption are being reflected, increasing the potential for improved earnings. In contrast, the defense and energy sectors may see their short-term momentum weaken as the war premium partially dissipates. However, structural factors such as global military expansion and supply variables remain valid. Overall, the market's focus is shifting back to earnings and growth.

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Samsung Electronics, SK hynix, Doosan Enerbility, Hyundai Motor, Daehan Cable

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