7천피 근접에 차익 실현하는 개인, 8천피 상단 여는 증권가…코스피 폭주 어디까지? | 권순우 삼프로TV 취재팀장 [뉴스3]
Speakers
Summary
Kwon Soon-woo discusses the Kospi rally near 7,000, with retail investors cashing out while foreigners buy Samsung and SK Hynix. He highlights strong earnings growth and low PER as supporting further upside, citing securities firms' raised targets. Geopolitical risks from the HMM ship incident and Samsung strike concerns are also covered.
- Kospi approaching 7,000 with retail investors selling 17.7 trillion won in a month.
- Foreign investors concentrated buying in Samsung Electronics and SK Hynix.
- Securities firms raise Kospi targets to 8,600+ based on low PER of 7.15x.
- Corporate earnings expected to grow 4-5x from 2023 levels, supporting valuations.
- Samsung Electronics faces strike risk; CLSA cuts target to 30,000 won.
- SanDisk announces long-term contracts, positive for semiconductor sector.
- HMM ship incident in Hormuz raises geopolitical tensions with Iran.
- US pushes Korea to join 'Project Freedom' naval operation.
Trade Ideas
Kospi undervalued, earnings growth supports upside.
Kospi is undervalued at a PER of only 7.15x, far below the pandemic low of 7.52x, while corporate earnings are expected to grow 4-5x from 2023 levels. If a multiple of 8x is applied, the index would reach 7,730; at 9x, 8,700; at 10x, 9,660. Securities firms are raising targets to 8,600 or higher, and the speaker agrees that the market is not overvalued and has further upside despite retail profit-taking.
Up Next
This 3PRO TV (삼프로TV) video, published May 05, 2026, features Kwon Soon-woo discussing EWY. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: Kwon Soon-woo · Tickers: EWY