Name: Semiconductor stocks with concentrated foreign buying... Now, where should we look among Samjeonnix? | Myeong Min-jun, Kang A-rang, Lee Gwon-hee [Stock Beginner Rescue Team]
Uploaded: 2026-05-04T12:00:32+00:00
Duration: 3537 s
Description: Semiconductor stocks with concentrated foreign buying... Now, where should we look among Samjeonnix? | Myeong Min-jun, Kang A-rang, Lee Gwon-hee [Stock Beginner Rescue Team] — AI-analyzed trade ideas from 3PRO TV (삼프로TV) on Buzzberg.

Speakers

Lee Kwon-hee (CEO, Wizwave)

Myung Min-jun

Summary

Lee Kwon-hee, CEO of Wizwave, discusses the surge in Korean semiconductor stocks (Samsung, SK Hynix) driven by AI demand and foreign buying via new retail channels. He advises holding these core positions and recommends selective additions on pullbacks in power equipment and pharma. The panel also touches on battery stocks and telecom equipment.

SK Hynix and Samsung Electronics are seen as undervalued despite recent gains, with AI and data center demand providing structural support.
Foreign retail buying of Korean stocks via Samsung Securities' new platform is a new demand catalyst.
Nvidia remains a buy on dips ahead of its May earnings report.
Korean power equipment stocks have rallied significantly; buying on pullbacks is preferred over chasing.
Battery sector (L&F, POSCO Holdings) has recovered but new entries are cautioned until better entry points appear.
PharmaResearch is considered cheap based on earnings, with potential to rebound from its correction.
Communication equipment stocks like HFR are playing catch-up amid sector strength.
The broader market outlook is bullish but concentrated in large-cap tech, with rotation expected later.

Trade Ideas

Lee Kwon-hee CEO, Economist 7:04

Samsung/Hynix undervalued, hold long

Samsung Electronics and SK Hynix are still cheap relative to historical valuations and the AI-driven semiconductor upcycle is far from over. DRAM prices are rising structurally due to data center demand, and foreign buying is accelerating through new retail channels. Selling now is premature; investors should hold for further upside.

Lee Kwon-hee CEO, Economist 19:56

Nvidia upside from earnings

Nvidia remains a strong AI play; its upcoming earnings (around May 21) are likely to drive the stock higher. Even if it pulls back, it's a buying opportunity. The underlying demand for AI chips is intact.

Lee Kwon-hee CEO, Economist 45:22

Power equipment buy on pullback

Korean power equipment stocks (Hyundai Electric, LS Electric, Hyosung Heavy Industries, Sanil Electric, etc.) are benefiting from AI data center CapEx and electrification trends. However, they have run up sharply and are now extended. The best approach is to buy on a pullback rather than chasing the rally.

Lee Kwon-hee CEO, Economist 50:53

HFR can catch up

HFR (communication equipment) has lagged behind other telecom equipment stocks that have already rallied. Given the strong sector momentum driven by US telecom investment, HFR is likely to catch up, as evidenced by its 24% surge today.

Lee Kwon-hee CEO, Economist 51:15

PharmaResearch cheap, good earnings

PharmaResearch has strong earnings (profit growth) and is trading at a low P/E (~15x) after a sharp correction. Concerns over market share loss and failed spin-off are overblown. If earnings stay solid, the stock can recover to the 400,000-500,000 won range.

This 3PRO TV (삼프로TV) video, published May 04, 2026, features Lee Kwon-hee discussing 000660.KS, 005930.KS, NVDA, Korean Power Equipment Sector, 230240.KQ, 214450.KQ. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 000660.KS, 005930.KS, NVDA, Korean Power Equipment Sector, 230240.KQ, 214450.KQ

Semiconductor stocks with concentrated foreign buying... Now, where should we look among Samjeonnix? | Myeong Min-jun, Kang A-rang, Lee Gwon-hee [Stock Beginner Rescue Team]

Summary

Trade Ideas

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