(Filmed on October 2, 2026, at 5:50 PM)

0:00 CEO Lee Ji-hwan, Aurora Investment Advisory / MC - Team Leader Oh Hyun-jin, Luce Invest

0:20 What is the expected operating profit for Samsung Electronics in the third quarter?

5:20 Will expectations for other sectors disappear if the focus shifts to semiconductors?

7:10 What will happen to foreign investor supply and demand after the share buyback?

11:51 Will the upward trend of materials, parts, and equipment (Sobujang) stocks continue?

15:21 What is the strategy for substrate-related stocks, which have been performing well recently?

18:41 What is the weighting of large-cap and small-cap stocks?

PD Nam Sang-seon - 80/05/30

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