Individuals Realizing Profits as KOSPI Nears 7,000, Securities Firms Opening Up to 8,000... How Far Will KOSPI's Surge Go? | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]

Watch on YouTube ↗  |  May 05, 2026 at 23:47  |  28:26  |  3PRO TV (삼프로TV)

Summary

The video covers KOSPI nearing the 7,000 level with individual investors heavily selling while institutions raise targets based on low valuation and strong earnings growth. It also discusses Samsung Electronics' labor conflict risks and positive semiconductor demand signals from long-term contracts. Additionally, geopolitical tensions around the HMM ship incident in the Strait of Hormuz add uncertainty.

  • KOSPI approaches 7,000 with individual investors net selling 17.7 trillion won in a month.
  • Foreign investors are buying mainly Samsung Electronics and SK Hynix.
  • Securities firms raise KOSPI targets to 8,400–8,700 citing low PER and earnings growth.
  • Samsung Electronics faces strike risk and CLSA cuts target price on potential provisioning.
  • Sandisk reveals multiple long-term memory contracts, signaling strong semiconductor demand.
  • The HMM ship explosion raises geopolitical concerns and U.S. pressure on Korea to join the 'Freedom Project'.
Trade Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 16:30
KOSPI undervalued strong earnings growth
KOSPI is undervalued based on low PER of 7.15, below the COVID-era trough of 7.52, while earnings are expected to grow 4-5 times from 2023 levels, supporting a target range above 8,000.
Kwon Soon-woo Reporting Team Lead, 3PRO TV 21:58
Samsung earnings hurt by labor conflict
Samsung Electronics faces earnings headwinds from labor conflict and potential large provisioning, with CLSA cutting its target price from 32,000 to 30,000 won due to strike risk.
Kwon Soon-woo Reporting Team Lead, 3PRO TV 23:44
Semiconductor demand strong via contracts
Memory semiconductor demand is robust, as evidenced by Sandisk signing multiple long-term contracts, indicating strong orders even for weaker competitors, which bodes well for the overall semiconductor sector.
Up Next

This 3PRO TV (삼프로TV) video, published May 05, 2026, features Kwon Soon-woo discussing EWY, 005930.KS, Semiconductor sector (Korea). 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: EWY, 005930.KS, Semiconductor sector (Korea)