Foreigners creating a crash by selling off even futures, when will their selling end? / The crash of Samsung Electronics, SK Hynix... Another welcome buying opportunity has arrived / Lee Gwon-hui CEO

Watch on YouTube ↗  |  June 05, 2026 at 07:30  |  18:25  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee discusses the sharp selloff in Korean stocks driven by foreign selling, particularly in Samsung Electronics and SK Hynix. He views the decline as a correction rather than a trend change and urges long-term holders to stay put or buy on dips. He also highlights NAVER as a compelling long-term cloud play. The video covers market volatility, sector rotations, and upcoming MSCI events.

  • Foreign selling in KOSPI futures and equities is causing sharp declines.
  • Lee Kwon-hee sees the selloff in Samsung and SK Hynix as a correction, not a crash.
  • SK Hynix has strong support at 200,000 KRW; buying below that is recommended.
  • Samsung Electronics holders are advised to hold and not panic sell.
  • NAVER is favored for its cloud dominance, with the speaker personally buying more.
  • KOSDAQ is expected to hold up better than KOSPI, supported by biotech and secondary battery stocks.
  • Upcoming MSCI developed market watchlist announcement on June 25 could be a catalyst.
  • The speaker emphasizes maintaining conviction and avoiding short-term trading in volatile conditions.
Trade Ideas
Lee Kwon-hee CEO, Economist 3:24
Samsung Electronics hold, buy dip
Samsung Electronics is undervalued amid the selloff; earnings have not peaked and long-term holders should not sell. The dip is a buying opportunity, especially for those who missed the rally earlier.
Lee Kwon-hee CEO, Economist 6:52
NAVER cloud dominance, long thesis
NAVER is positioned to dominate the cloud industry, supported by partnerships and infrastructure. He personally increased his position and believes the long-term outlook is strong.
Lee Kwon-hee CEO, Economist 8:13
SK Hynix correction, buy on dip
SK Hynix's current decline is a correction driven by ETF-related selling, not a change in fundamentals. HBM contract prices will rise significantly, and earnings estimates continue to be revised upward. The 200,000 KRW level is strong support; if it breaks below, it is an aggressive buying opportunity.
Up Next

This 815 Money Talk (815머니톡) video, published June 05, 2026, features Lee Kwon-hee discussing 005930.KS, 035420.KS, 000660.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 035420.KS, 000660.KS