Sell Samsung Electronics and SK Hynix at This Time, Prepare Plan B: After Semiconductors, This Sector Will See a Supply-Demand Surge | Director Jeon In-gu

Sell Samsung Electronics and SK Hynix "at this time" "Prepare Plan B" / After semiconductors, it's "here"... "This sector" will see a surge in supply and demand | Director Jeon In-gu
Watch on YouTube ↗  |  August 17, 2026 at 08:30  |  21:28  |  815 Money Talk (815머니톡)
Speakers
Jeon In-gu — Director, Jeon In-gu Economic Research Institute

Summary

Jeon In-gu argues investors should currently follow foreign inflows into Samsung Electronics and SK hynix while staying ready to reduce on foreign selling or negative DRAM signals. He sees policy-driven KOSDAQ large-cap upside, prefers ESS/secondary battery names for AI data-center power demand, and is constructive on large-cap biotech. He also highlights Nvidia as the main AI data-center beneficiary and suggests a Plan B using neglected growth names such as Netflix and Airbnb.

  • Foreign investors have turned buyers in Samsung Electronics and SK hynix, and are also buying futures.
  • KOSDAQ large caps could benefit from government policy and possible KOSDAQ 50 passive ETF flows.
  • Semiconductor small-cap leadership is seen as conditional on memory strength.
  • ESS and secondary battery stocks are preferred for AI data-center power shortages and domestic tax credits.
  • Samsung Biologics and Celltrion are viewed as attractive large-cap biotech on growth, valuation, and demographics.
  • DRAM price volatility is the main risk to the memory stock rebound.
  • Nvidia is called the biggest beneficiary of AI data center rental demand and GPU financing.
  • Plan B includes Netflix and Airbnb as cheaper, stable growth names; Fed/oil/CPI risk remains a watch item.
Ideas
Jeon In-gu Director, Jeon In-gu Economic Research Institute 0:09
Follow foreign flows in Samsung/SK hynix.
Foreign investors have shifted from heavy selling to buying Samsung Electronics and SK hynix, and have also been buying futures in five of the last six sessions. Nasdaq is near highs, Nvidia GPU rental prices are still rising, and near-term memory demand looks acceptable, so foreigners appear to be betting on a partial recovery because the stocks became cheap after sharp declines. The speaker argues investors should follow the foreign buying trend now and reduce or exit when foreign net selling turns decisive, rather than anchoring to their own cost basis.
000660.KS 005930.KS HIGH
Jeon In-gu Director, Jeon In-gu Economic Research Institute 4:55
KOSDAQ large caps get policy-driven inflows.
After Samsung Electronics and SK hynix recover somewhat, investors should look for the next high-growth names and money may rotate into KOSDAQ leadership around Chuseok. If the government wants to lift KOSDAQ, it could create a narrower KOSDAQ 50 index, driving passive ETF flows and other funds into a small number of large-cap KOSDAQ names, potentially giving the index more upside buffer.
KOSDAQ large-cap stocks MED
Jeon In-gu Director, Jeon In-gu Economic Research Institute 5:56
Memory strength decides semiconductor small-cap leadership.
KOSDAQ leadership can rotate to semiconductor materials/parts/equipment only if Samsung Electronics and SK hynix continue their uptrend. If those memory leaders stall or re-enter a downcycle, semiconductor materials/parts/equipment and physical AI names are unlikely to emerge as leaders, so the sector is a conditional watch rather than a standalone long.
Korean semiconductor materials/parts/equipment stocks LOW
Jeon In-gu Director, Jeon In-gu Economic Research Institute 6:50
Buy ESS/secondary battery on datacenter power.
With oil prices elevated and US AI data center construction booming, power shortages for data centers are highly visible. A new Korean tax credit provides 1x to 1.5x benefits for domestic solar, wind, and secondary battery companies using domestically produced materials. The speaker prefers KOSDAQ ESS/secondary battery-related stocks, including cathode and battery names, over chasing semiconductor small caps.
Korean ESS/secondary battery stocks HIGH
Jeon In-gu Director, Jeon In-gu Economic Research Institute 7:24
Large-cap biotech is cheap with growth.
Samsung Biologics and Celltrion have steadily rising revenue and operating profit while their share prices have fallen, pushing PER toward value-stock levels. They may increasingly emphasize shareholder returns and become dividend-like stocks, are expanding overseas, and benefit structurally from aging demographics and older cohorts with greater spending power.
068270.KS 207940.KS HIGH
Jeon In-gu Director, Jeon In-gu Economic Research Institute 13:24
Nvidia is primary AI datacenter beneficiary.
Nvidia's GPU rental prices are still rising even for older models, showing explosive cloud demand. Nvidia is now backstopping GPU value to bring in Wall Street funding for data centers, which should accelerate data center construction. Since about 40% of AI data center cost is GPUs, Nvidia is the biggest beneficiary, while Samsung Electronics, SK hynix, and Micron also benefit near term.
NVDA HIGH
Jeon In-gu Director, Jeon In-gu Economic Research Institute 19:17
Netflix and Airbnb are cheaper defensive growth.
As part of a personal Plan B, about 40% of the portfolio can go to companies capable of growing annual revenue and profit by more than 10% that have been neglected by AI and have become cheap. He names Netflix and Airbnb as examples of companies that were previously too expensive but are now reasonably priced, offering long-term stability even if share prices fall.
NFLX ABNB MED
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815 Money Talk (815머니톡) · Aug 17

This 815 Money Talk (815머니톡) video, published August 17, 2026, features Jeon In-gu discussing 000660.KS, 005930.KS, KOSDAQ large-cap stocks, Korean semiconductor materials/parts/equipment stocks, Korean ESS/secondary battery stocks, 068270.KS, 207940.KS, NVDA, NFLX, ABNB. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jeon In-gu  · Tickers: 000660.KS, 005930.KS, KOSDAQ large-cap stocks, Korean semiconductor materials/parts/equipment stocks, Korean ESS/secondary battery stocks, 068270.KS, 207940.KS, NVDA, NFLX, ABNB