Before Market Open May 20: NYSE Falls on Soaring Yields, Micron Rebounds 2.5% / Samsung Final Talks Today at 10 AM, Crossroads of General Strike

Summary

The May 20 pre-market show covers the sharp decline in Korean equities driven by foreign selling and surging US Treasury yields, with a focus on the Samsung Electronics labor strike negotiations. Multiple experts analyze the macro environment (oil, rates, Fed) and recommend selective buys in AI semiconductors, particularly Sandisk, Marvell, and Micron, as well as Samsung/SK Hynix ahead of a leveraged ETF launch. Personal trades from Lee Geon-hee include buying Samsung on dips and targeting Hyundai Motor below 600,000 won.

• Korean market fell sharply due to foreign selling and US bond yield spike above 4.6% on the 10-year.
• Samsung Electronics' final labor negotiation at 10 AM is a key event with potential strike impact.
• Kim Tae-sung highlights Sandisk, Marvell, and Micron as top AI semiconductor plays with strong upside.
• A 2x leveraged ETF for Samsung and SK Hynix will list on May 27; buying the underlying stocks before that is recommended.
• Lee Geon-hee personally bought Samsung Electronics on the 5% drop and suggests buying Hyundai Motor under 600,000 won.
• Macro risks remain: WTI oil above $100 and unresolved Iran/US tensions are pressuring rates and equities.
• The show advises caution but sees the correction as an opportunity to accumulate quality names in semis and autos.