Will the surge continue tomorrow? Samsung, Hynix 2x leverage sortie / Hyundai Motor big boon… robot production expansion begins

Will the surge continue tomorrow? Samsung, Hynix 2x leverage sortie / Hyundai Motor big boon… robot production expansion begins | Team Leader Oh Hyun-jin
Watch on YouTube ↗  |  May 26, 2026 at 03:00  |  21:48  |  815 Money Talk (815머니톡)
Speakers
Oh Hyun-jin — Team Lead

Summary

Oh Hyun-jin discusses the market's positive start driven by Iran-US nuclear negotiation progress and strong semiconductor momentum. He highlights renewable energy stocks (OCI, CS Wind, SK Ocean Plant) as post-correction opportunities, sees Samsung Electro-Mechanics as a new leader due to silicon capacitor technology, and recommends Kia as a value play within Hyundai Motor Group's robotics expansion. He strongly warns against long-term holding of the newly listed single-stock 2x leverage ETFs on Samsung and SK Hynix due to negative compounding.

  • Iran-US nuclear talks progress supports market open and semiconductor strength.
  • Renewable energy stocks like OCI Holdings, CS Wind, and SK Ocean Plant are seen as technically bottoming and worth watching.
  • Samsung Electro-Mechanics is highlighted as a new leader driven by silicon capacitor and substrate synergy.
  • Hyundai Motor Group's robotics expansion (Boston Dynamics) makes Kia an attractive low-valuation play.
  • New single-stock 2x leverage ETFs on Samsung and SK Hynix are warned against for long-term holding due to negative compounding.
  • Market liquidity remains ample but investor deposits have slightly declined, which could limit upside if trend continues.
  • National Pension Service's equity weight increase is expected, reducing the risk of a large selling block.
Trade Ideas
Oh Hyun-jin Team Lead 5:09
Samsung Electro-Mechanics new leader on silicon capacitor.
Samsung Electro-Mechanics is emerging as a new market leader due to its silicon capacitor technology, which is smaller and thinner than traditional MLCCs and can be embedded in substrates. This creates synergy with its substrate business, making it a key beneficiary of the semiconductor supply chain evolution, ahead of competitors like Murata and Ibiden.
009150.KS HIGH
Oh Hyun-jin Team Lead 6:16
OCI Holdings can target 390,000 won.
OCI Holdings is positioned to benefit from the renewable energy theme, especially after the Starship test launch success enables space solar panel deployment. Technically, the stock has corrected and recovered its 20-day moving average, and can target the previous high around 390,000 won.
010060.KS MED
Oh Hyun-jin Team Lead 6:19
CS Wind bottoming, low risk entry.
CS Wind, an offshore wind tower manufacturer, is bottoming out with low technical risk. The stock has been raising its lows, and the current level is attractive for entry as part of the renewable energy recovery.
CS Wind MED
Oh Hyun-jin Team Lead 6:31
SK Ocean Plant bottoming, pair with CS Wind.
SK Ocean Plant, which produces offshore wind substructures (jackets), is also bottoming and should be considered together with CS Wind as both benefit from offshore wind development.
SK Ocean Plant MED
Oh Hyun-jin Team Lead 11:14
Avoid long holding single-stock 2x leverage.
Single-stock 2x leverage ETFs (such as the new Samsung Electronics and SK Hynix 2x leverage products) are unsuitable for long-term holding because the daily rebalancing and negative compounding cause principal decay over time. Even without a directional loss, volatility alone erodes value. He recommends against holding them for more than a day or two.
Samsung Electronics 2x Leverage ETF SK Hynix 2x Leverage ETF HIGH
Oh Hyun-jin Team Lead 20:14
Kia cheapest in Hyundai Motor Group.
Kia is the cheapest stock within the Hyundai Motor Group robotics ecosystem. For conservative, risk-averse investors looking at new positions, Kia offers the best value despite lower momentum, and the group's robotics expansion (Boston Dynamics, Atlas) provides a long-term growth catalyst.
000270.KS MED
Up Next
58:51
8,000 Points Achieved, What's Next? Is it LG Innotek and Samsung Electro-Mechanics Rather Than Samsung Electronics and SK Hynix?_26.05.26. | Kim Jong-mun, Yeo Do-eun, Heo Jae-mu [Morning N Investment
3PRO TV (삼프로TV) · May 26
19:24
PCBs have risen this much, but you're telling me to look more? | Kim Min-soo, Lemon Research CEO [Double Up]
3PRO TV (삼프로TV) · May 26
18:21
Will the dot-com bubble crash be re-enacted? | Lee Jae-chan, Hana Securities Myeongdong Financial Center PB [Double Crew]
3PRO TV (삼프로TV) · May 26
36:40
Screaming Due to CPU Shortage, What's the Biggest Beneficiary Stock? | Jang Woojin [Double Check]
3PRO TV (삼프로TV) · May 26
2:35:30
[May 26 #BeforeMarketOpen] Trump "Iran negotiations proceeding smoothly...deal or no deal" Oil prices plummet / Samsung Electronics to fully allow ChatGPT for internal use
815 Money Talk (815머니톡) · May 26

This 815 Money Talk (815머니톡) video, published May 26, 2026, features Oh Hyun-jin discussing 009150.KS, 010060.KS, CS Wind, SK Ocean Plant, Samsung Electronics 2x Leverage ETF, SK Hynix 2x Leverage ETF, 000270.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Oh Hyun-jin  · Tickers: 009150.KS, 010060.KS, CS Wind, SK Ocean Plant, Samsung Electronics 2x Leverage ETF, SK Hynix 2x Leverage ETF, 000270.KS