[South Korea IBK Investment Securities: Stick to the strategy of staying in the stock market from June to July, potential correction may follow] Golden Finance reported on May 11 that Lee Seung-hoon, head of research at South Korea's IBK Investment Securities, stated that the current strong performance of semiconductor companies such as SK Hynix and Samsung Electronics reflects significant growth in exports and earnings. He pointed out that the prosperity seen in the first half of this year and corporate earnings should be further reflected in stock prices. He mentioned that during the summer stock market rally in June and July, the strategy of operating within a favorable market environment remains effective. At that time, second-quarter earnings expectations are expected to remain stable. However, after August, if the momentum of economic and earnings indicators begins to slow, profit-taking may occur. Investors should be mindful of the potential correction following the summer rally. The stock market often declines due to the U.S. midterm elections, as investors seek to avoid uncertainty—a phenomenon that also occurred before the U.S. presidential election voting on November 3.