Former U.S. President and Republican presidential nominee Donald Trump points to supporters in the crowd after speaking during a campaign rally at the Bojangles Coliseum in Charlotte, North Carolina, Wednesday. AFP-Yonhap

During the first three months of Donald Trump's presidency in 2017, stocks in Korea's construction and information technology sectors rose significantly, while auto and steel stocks declined.

Investment experts said Friday that if Trump is reelected as U.S. president in November, more Korean companies across diverse sectors will benefit thanks to reduced uncertainty compared to his first term.

They recommended focusing on stocks that benefit from the growth of the artificial intelligence (AI) industry, low oil prices and low interest rates.

"Having already experienced Trump's first term, there would be significantly less uncertainty in the potential second term," Lee Seon-yeop, a Shinhan Securities analyst, said.

"Since the AI industry is currently growing around major U.S. big tech companies, it would be unlikely that Trump's hostile remarks about Taiwanese semiconductor firms would lead to actual regulations."

In his recent interview with Bloomberg Businessweek, the Republican presidential nominee said that Taiwan has stolen America's chip industry and that the island democracy should pay the United States for its defense as it does not give the U.S. anything.

Lee noted that Trump's promises to lower electricity rates and ease regulations on AI are expected to benefit not only semiconductor companies but also power infrastructure stocks.

As for the former U.S. president's proposal of imposing 10 percent levies across the board on all products imported into the U.S. from overseas, Lee said, "The 10 percent tariff needs to be approved by Congress, so its immediate impact on domestic export companies, such as those in the automotive sector, will be minimal."

He also anticipated that lower energy prices and interest rates would benefit the transportation sector, including airlines, delivery businesses and travel industries.

Kim Young-hwan, an NH Investment & Securities analyst, pointed out that the probability of Trump's reelection increased after he survived the shooting, noting that the market now expects volatility to subside.

"Among Trump's campaign promises, there are elements, such as tax cuts and deregulation, which can be interpreted positively for the Korean stock market," Kim said.

Other stocks expected to benefit from Trump 2.0 are those related to economic cooperation between South and North Korea, the rebuilding and recovery work in Ukraine, virtual assets and defense, according to the experts.

U.S. Vice President Kamala Harris speaks to the press after meeting with Israeli Prime Minister Benjamin Netanyahu at the Eisenhower Executive Office Building in Washington, Thursday. AFP-Yonhap

Meanwhile, Hyundai Pharmaceutical has gained attention after U.S. Vice President Kamala Harris, the presumptive Democratic presidential nominee, raised the need to restore and protect the right to abortion.

The Korean pharmaceutical firm has signed an exclusive supply contract with the British pharmaceutical company Linepharma International for Mifepristone. This drug, used together with another medicine called misoprostol, is used to bring about a medical abortion during pregnancy.