[May 26, 2019 Morning Broadcast Full View] New York Stock Market Slightly Down Amid 'Burden' of Oil Prices and Interest Rates... Micron Closes -6%

Watch on YouTube ↗  |  May 19, 2026 at 03:15  |  6:10:51  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Lee Jong-won — Team Lead, WM Center, Hana Securities
Cho Dong-hyun — CEO, Undefined Labs
Park Myung-seok — Curator
Park Byeong-chang — Director, MP Partners

Summary

This Korean financial broadcast covers US and Korean market movements, geopolitical risks (Iran-US tensions, oil prices), and semiconductor sector dynamics. Guest analysts recommend buying Korean semiconductor stocks on dips, highlight Hyundai Motor's robotics potential, and LIG Nex1's defense robotics opportunity, while also discussing Circle as a long-term stablecoin play.

  • US market mixed; AI hardware sell-off but software rally; oil above $100 weighs on rates.
  • Samsung strike risk seen as manageable; government intervention expected to resolve.
  • Lee Kwon-hee strongly bullish on Samsung, SK hynix, and Hyundai Motor.
  • Defense robotics: LIG Nex1 highlighted as beneficiary of US autonomous warfare spending.
  • Stablecoin expansion: Circle (USDC) viewed as long-term investment on dips.
  • Market volatility driven by oil, interest rates, and geopolitical uncertainty.
  • Rotation from AI hardware to software observed in US markets.
  • Korean semiconductor earnings remain strong; structural growth thesis intact.
Trade Ideas
Lee Kwon-hee CEO, Economist 56:22
Buy Korean semiconductors on structural AI growth.
South Korean semiconductor stocks, particularly Samsung Electronics and SK hynix, are in a structural growth phase driven by AI demand, not a cyclical upturn. The current pullback is a buying opportunity as earnings remain robust and the long-term AI infrastructure buildout supports continued demand. Government intervention in the Samsung strike limits downside risk.
000660.KS 005930.KS HIGH
Lee Kwon-hee CEO, Economist 56:40
Long Hyundai Motor for robotics transformation.
Hyundai Motor has significant upside potential due to its robotics and autonomous vehicle capabilities, including Boston Dynamics and its manufacturing automation edge. The stock is undervalued compared to global peers like Toyota, and the market underestimates its long-term transformation into a mobility and robotics company.
005380.KS MED
Lee Jong-won Team Lead, WM Center, Hana Securities 212:07
LIG Nex1 benefits from defense robotics boom.
LIG Nex1 is a direct beneficiary of the US defense budget surge for autonomous warfare systems. Its ownership of Ghost Robotics and the successful deployment of the Vision 60 robot in US special forces testing positions it for significant revenue growth as the Pentagon scales up unmanned combat systems from 2026 onward.
079550.KS HIGH
Cho Dong-hyun CEO, Undefined Labs 365:00
Buy Circle on dips for stablecoin growth.
Circle, the issuer of USDC, is a long-term investment in the secular growth of stablecoins and on-chain finance. The stock should be bought on sharp dips, particularly if the Clarity bill fails in the near term, as the eventual regulatory clarity will drive massive adoption. The company is diversifying revenue beyond Treasury interest into payment fees and tokenized money market funds.
USDC MED
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This 3PRO TV (삼프로TV) video, published May 19, 2026, features Lee Kwon-hee, Lee Jong-won, Cho Dong-hyun discussing 000660.KS, 005930.KS, 005380.KS, 079550.KS, USDC. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Lee Jong-won, Cho Dong-hyun  · Tickers: 000660.KS, 005930.KS, 005380.KS, 079550.KS, USDC