KOSPI Goes to 11,000 From Conservative 'Nomura Securities'?

KOSPI Goes to 11,000" From Conservative 'Nomura Securities'? | Kwon Taek-jung, The Centerfield W Manager [Double Crew]
Watch on YouTube ↗  |  May 22, 2026 at 01:42  |  18:27  |  3PRO TV (삼프로TV)
Speakers
Kwon Taek-jung — Manager, The Centerfield W

Summary

Kwon Taek-jung, a manager at a securities firm, discusses Nomura Securities' bullish KOSPI target of 11,000 and recommends Samsung Electronics and SK Hynix as core holdings. He also presents reconstruction stocks, particularly Samsung E&A, as a tactical buying opportunity after a price pullback. The video touches on the KOSDAQ rally potential contingent on macro conditions.

  • Nomura raised KOSPI target to 11,000, driven by Samsung Electronics and SK Hynix.
  • Kwon advises allocating 50% of accounts to Samsung Electronics and SK Hynix.
  • Reconstruction stocks like Samsung E&A are seen as a trading opportunity after recent declines.
  • Samsung E&A benefits from Middle East rebuilding, captive orders, and AI-related fab construction.
  • KOSDAQ rally is possible if oil prices fall and interest rates stabilize.
  • Power infrastructure and renewable energy are used as satellite positions but not emphasized.
Trade Ideas
Kwon Taek-jung Manager, The Centerfield W 8:44
Core holdings: Samsung Electronics and SK Hynix.
Samsung Electronics and SK Hynix are the core holdings of any portfolio because they are strong earnings machines. With high interest rates, money flows to companies that generate strong cash flows. Nomura Securities' targets of 590,000 won for Samsung Electronics and 400,000 won for SK Hynix imply nearly 2x upside from current levels, making them the best positions to own.
005930.KS 000660.KS HIGH
Kwon Taek-jung Manager, The Centerfield W 9:58
Tactical long on reconstruction stocks.
Reconstruction stocks, especially Samsung E&A (Samsung Engineering), are a trading opportunity after a pullback. The stock price has 'cleaned up' and the theme of Middle East reconstruction is still alive. Samsung E&A has unique advantages: prior project experience in damaged facilities, captive orders from Samsung affiliates (including Samsung Electronics fab construction and bio), oil/gas related rebuilding, and a new water treatment MOU. The stock is attractively priced for a tactical long.
028050.KS MED
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This 3PRO TV (삼프로TV) video, published May 22, 2026, features Kwon Taek-jung discussing 005930.KS, 000660.KS, 028050.KS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Taek-jung  · Tickers: 005930.KS, 000660.KS, 028050.KS