Nasdaq Stock Plunge.. Will Black Monday Begin Next Week / The Stock That Will Rise with Jensen Huang's Good News is 'This'

[#RealMarket] Nasdaq Stock Plunge.. Will Black Monday Begin Next Week / The Stock That Will Rise with Jensen Huang's Good News is 'This' | Director Lee Ju-yeon

Watch on YouTube ↗ | June 06, 2026 at 11:00 | 36:58 | 815 Money Talk (815머니톡)

Speakers

Lee Ju-hyeon — Director, Xangle

Summary

Director Lee Ju-yeon analyzes the sharp US tech selloff and its impact on Korean markets. He views the KOSPI as deeply undervalued and recommends buying Samsung, SK Hynix, and semiconductor equipment stocks on dips. He also favors financial, domestic consumption, and shipbuilding stocks as defensive plays amid rate-hike fears.

Nasdaq fell over 4% and SOX dropped 10% on strong US employment data, raising rate hike fears.
KOSPI futures hit limit-down, and Korean ETF-related selling amplified the decline.
Lee sees the KOSPI PER at 8.5x as a deep undervaluation zone and a buying opportunity.
He recommends Samsung Electronics and SK Hynix as core holdings to accumulate on dips.
Semiconductor equipment stocks (HBM4 related) have order momentum and are attractive.
Financial stocks benefit from rising rates and are defensive in a volatile market.
Domestic consumption and shipbuilding stocks are supported by domestic demand and upcoming catalysts.
The SpaceX IPO liquidity scare is overstated; actual proceeds are manageable at ~$20 billion.

Trade Ideas

Lee Ju-hyeon Director, Xangle 17:42

Samsung, SK Hynix attractive on dip.

Samsung Electronics and SK Hynix are the core Korean tech leaders. The current decline is primarily due to ETF-related liquidity shifts, not fundamental deterioration. With KOSPI at deep undervaluation, these stocks are attractive buys on the dip.

Lee Ju-hyeon Director, Xangle 17:46

KOSPI deeply undervalued, buy opportunity.

The KOSPI PER has fallen below 9x and is approaching 8x, which is the historical lower band. This represents a deep undervaluation zone and provides a strong buying opportunity, especially if the market gaps down further on Monday. The speaker advises using such dips as entry points for long-term positioning.

Lee Ju-hyeon Director, Xangle 28:41

HBM4 equipment stocks have order momentum.

Semiconductor equipment stocks related to HBM4 (PSK, TES, Wonik IPS, Eugene Tech, PSK Holdings) continue to receive orders and have strong momentum for the second half of the year. The recent pullback from ETF dislocations is reversing, and further upside is expected as orders flow in.

Lee Ju-hyeon Director, Xangle 30:08

Financial stocks benefit from rate hikes.

Korean financial stocks (KB Financial Group, Shinhan Financial Group, Hana Financial Group) benefit from rising interest rates and serve as defensive plays. They are expected to be relatively strong when the broader market is volatile, especially as rate-hike fears support their margins.

Lee Ju-hyeon Director, Xangle 30:40

Domestic consumption stocks are defensive plays.

Domestic consumption stocks including department stores, travel, casino, and leisure (Hyundai Department Store, Shinsegae, Paradise, GS, PNL, Lotte Tour Development) are defensive and expected to benefit from domestic demand resilience, especially as overseas growth slows. Their earnings season in the second half provides a catalyst.

Lee Ju-hyeon Director, Xangle 31:08

Shipbuilding stocks have navy contract catalyst.

Shipbuilding stocks Hanwha Ocean and HD Hyundai Heavy Industries have momentum from the expected Canadian navy contract decision around late June. This provides a catalyst for further upside, and the order cycle remains supportive.

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This 815 Money Talk (815머니톡) video, published June 06, 2026, features Lee Ju-hyeon discussing 005930.KS, 000660.KS, EWY, 095610.KQ, PSK, WONIK IPS, 031980.KQ, Eugene Tech, KB, 055550.KS, Hana Financial Group, 069960.KS, 004170.KS, 034230.KQ, GS, PNL, Lotte Tour Development, 042660.KS, 329180.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon · Tickers: 005930.KS, 000660.KS, EWY, 095610.KQ, PSK, WONIK IPS, 031980.KQ, Eugene Tech, KB, 055550.KS, Hana Financial Group, 069960.KS, 004170.KS, 034230.KQ, GS, PNL, Lotte Tour Development, 042660.KS, 329180.KS