Is it too late to enter? Standards for chasing and waiting in a FOMO market | Lee Jae-gyu, SK Securities PB Deputy Manager [Focus on Today's Stocks]

지금 들어가면 늦은 걸까? 포모 장세 속 추격매수와 기다림의 기준ㅣ이재규 SK증권 PB 차장 [집중 오늘의 주식]
Watch on YouTube ↗  |  May 11, 2026 at 11:00  |  38:35  |  3PRO TV (삼프로TV)
Speakers
Lee Jae-kyu — PB Deputy Manager, SK Securities

Summary

Lee Jae-gyu, a deputy manager at SK Securities, analyzes the Korean market rally led by semiconductors. He advises patience, keeping core semiconductor holdings, and suggests Samsung Electronics for new buyers. He sees potential for KOSDAQ rebound, optical communication stocks, and Hyundai Motor Group upside, while noting robotics names as a follow-on play.

  • Korean market hits new market cap record driven by Samsung Electronics and SK Hynix.
  • Speaker emphasizes patience and maintaining core semiconductor holdings.
  • Samsung Electronics preferred over SK Hynix for catch-up potential.
  • KOSDAQ expected to rebound with catalyst from National Growth Fund.
  • Optical communication stocks supported by AI infrastructure demand.
  • Hyundai Motor Group benefits from hybrid vehicle sales surge.
  • Robotics stocks move in tandem with auto group, worth watching.
  • SK Square and Samsung C&T are proxy plays for semiconductor giants.
Trade Ideas
Lee Jae-kyu PB Deputy Manager, SK Securities 2:08
Samsung Electronics proxy via C&T
Samsung C&T holds a stake in Samsung Electronics, and as Samsung Electronics rises, its proxy role is increasingly recognized, making it a secondary way to participate.
028260.KS LOW
Lee Jae-kyu PB Deputy Manager, SK Securities 2:22
SK Hynix proxy via SK Square
SK Square holds a large stake in SK Hynix, so it benefits as a proxy when SK Hynix rallies, offering a lower entry barrier for investors who find SK Hynix too expensive.
402340.KS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 8:04
AI semiconductor supply chain bullish
The semiconductor sector, led by Samsung Electronics and SK Hynix, remains the leading sector with strong AI-driven demand, solid earnings, and still attractive valuations. Investors should hold or accumulate these names despite recent gains, as the upward trend has further room.
005930.KS 000660.KS HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 24:28
KOSDAQ rebound likely
KOSDAQ has lagged significantly behind KOSPI, but historical patterns show sharp catch-up rallies. The upcoming National Growth Fund and rotation of capital could trigger a rebound, so patience is warranted.
KOSDAQ MED
Lee Jae-kyu PB Deputy Manager, SK Securities 26:40
Fiber optics demand growth
Optical communication stocks like Sungwoo Electronics and Daehan Optical Telecom are benefiting from rising fiber optic demand driven by AI infrastructure growth, as seen in export data. The trend is still early and worth monitoring.
081580.KQ 010170.KQ MED
Lee Jae-kyu PB Deputy Manager, SK Securities 30:29
Hyundai Motor Group upside
Hyundai Motor Group (Hyundai Motor and Kia) has strong hybrid vehicle sales in the US, improving profitability mix, and a cash cow business. Additionally, its robotics ventures add valuation potential. The stock is near previous highs and likely to break out.
005380.KS 000270.KS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 30:36
Robotics follow auto rally
Korean robotics stocks, including Rainbow Robotics, Robotis, Hyundai Movex, and Halla Cast, tend to move in tandem with Hyundai Motor Group. As the auto group rallies, these robotics names could follow, making them worth watching for potential gains.
Rainbow Robotics 108490.KQ Hyundai Movex Halla Cast LOW
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This 3PRO TV (삼프로TV) video, published May 11, 2026, features Lee Jae-kyu discussing 028260.KS, 402340.KS, 005930.KS, 000660.KS, KOSDAQ, 081580.KQ, 010170.KQ, 005380.KS, 000270.KS, Rainbow Robotics, 108490.KQ, Hyundai Movex, Halla Cast. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Jae-kyu  · Tickers: 028260.KS, 402340.KS, 005930.KS, 000660.KS, KOSDAQ, 081580.KQ, 010170.KQ, 005380.KS, 000270.KS, Rainbow Robotics, 108490.KQ, Hyundai Movex, Halla Cast