Semiconductors and Bio Go Together? Market Mood Has Changed

Semiconductors and Bio Go Together? Market Mood Has Changed | Park Byung-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  August 20, 2026 at 00:02  |  40:23  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang analyzes the recent market shifts, focusing on the positive impacts of SK Hynix's shareholder return policy and the ripple effects of Moderna's vaccine success on the Korean biotech sector. He also discusses the macroeconomic environment, including the drop in US Treasury yields and its benefits for Big Tech, as well as Samsung Electronics' foundry price hikes.

  • SK Hynix's aggressive shareholder return policy is expected to drive strong stock performance.
  • Falling US Treasury yields are providing relief and upside momentum for US Big Tech companies.
  • Moderna's successful cancer vaccine trials have sparked a rally in Korean biotech stocks like Alteogen and ST Pharm.
  • Samsung Electronics is raising foundry prices by up to 15%, which should help the division turn profitable.
  • The US Treasury's increase in its buyback limit has helped stabilize long-term bond yields temporarily.
  • A strengthening Korean won could benefit domestic sectors competing with Japanese and Chinese peers.
Ideas
Park Byeong-chang Director, MP Partners 0:33
SK Hynix's strong shareholder return policy drives upside.
SK Hynix announced a shareholder return policy of over 50% of free cash flow. Compared to Micron, SK Hynix has a lower market capitalization but higher free cash flow, making this policy highly impactful and suggesting the stock has significant room to rebound and perform well.
000660.KS HIGH
Park Byeong-chang Director, MP Partners 6:33
Falling Treasury yields benefit US Big Tech stocks.
US Big Tech stocks such as Apple, Tesla, Amazon, and Oracle are benefiting from the recent drop in US Treasury yields, as high interest rates have previously acted as a significant cost burden for these companies.
AAPL TSLA AMZN ORCL MED
Park Byeong-chang Director, MP Partners 9:44
Moderna's success acts as a catalyst for Korean biotech.
Moderna's massive surge on positive cancer vaccine trial results is acting as a major catalyst for the Korean biotech sector. Companies involved in mRNA and cancer treatments, such as Alteogen, ST Pharm, ABL Bio, and Samsung Biologics, are seeing strong positive momentum as market sentiment shifts favorably towards biotech.
196170.KQ ST Pharm ABL Bio 207940.KS HIGH
Park Byeong-chang Director, MP Partners 30:02
Foundry price hikes will improve Samsung's profitability.
Samsung Foundry is raising its prices by up to 15% because TSMC's capacity is full, forcing customers to diversify their orders. This price hike will help Samsung's foundry business turn a profit by Q4 or next year, significantly improving its overall corporate earnings.
005930.KS HIGH
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This 3PRO TV (삼프로TV) video, published August 20, 2026, features Park Byeong-chang discussing 000660.KS, AAPL, TSLA, AMZN, ORCL, 196170.KQ, ST Pharm, ABL Bio, 207940.KS, 005930.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: 000660.KS, AAPL, TSLA, AMZN, ORCL, 196170.KQ, ST Pharm, ABL Bio, 207940.KS, 005930.KS