Major Good News Breaks...KOSDAQ Will Soar From This Point. Should I Buy Samsung Electronics Now? Can We Expect a Surge in Biotech and Semiconductor Equipment Stocks?

Major good news breaks... KOSDAQ will soar from this point. / Should I buy Samsung Electronics now? Can we expect a surge in biotech stocks and semiconductor equipment stocks? | CEO Lee Kwon-hee

Watch on YouTube ↗ | June 14, 2026 at 08:00 | 20:55 | 815 Money Talk (815머니톡)

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses several Korean market themes: KOSDAQ revival policy catalysts, steel stocks led by Hyundai Steel, semiconductor equipment picks and the overvaluation of Jusung Engineering, a biotech rebound thesis on ABL Bio using seasonal timing, a bullish call on SK Hynix, a governance restructuring play in Hyundai Glovis, and a risk warning on leveraged single-stock ETFs. He generally advises a hold or selective buy stance across these assets.

KOSDAQ expected to benefit from 30th anniversary policy announcements, semiconductor equipment cycle, biotech rebound, and small-cap promotion measures
Hyundai Steel seen as undervalued with Saemangeum project catalyst and solid earnings, though governance overhang caps upside
Domestic-focused semiconductor equipment stocks (Wonik IPS, Eugene Tech, PSK) favoured over Jusung Engineering which is overvalued and mixed with solar exposure
ABL Bio is oversold with potential for a sharp bounce on new technology export deals, historically best traded with summer-buy/winter-sell seasonality
SK Hynix projected to reach 240,000-300,000 won; no reason to sell or rotate into Samsung Electronics
Hyundai Glovis positioned as the primary beneficiary of an eventual Hyundai Motor Group governance restructuring
Leveraged single-stock ETFs warned against as declining volatility increases tracking error and time decay costs

Ideas

Lee Kwon-hee CEO, Economist 0:38

KOSDAQ catalysts support holding, not selling

Multiple short-term catalysts are converging for the KOSDAQ index: the 30th anniversary event on July 1-3 with expected policy guidelines, a favorable semiconductor equipment cycle, biotech rebound potential, and new small-cap promotion measures including a tier system and larger government-driven growth fund (possibly over 1 trillion won). These momentum drivers make selling KOSDAQ index exposure premature, and the index is likely to move higher.

Lee Kwon-hee CEO, Economist 5:03

Hyundai Steel undervalued, Saemangeum catalyst, hold

Hyundai Steel is cheap at a PBR of 0.25x, second-quarter earnings are expected to exceed 100 billion won, and Chinese steel supply cuts are supporting prices. The Saemangeum development project is a direct near-term catalyst because the Dangjin steel mill is the closest supplier. Downside looks limited, and while steel is not a leading sector, the stock should be held without selling at current levels, though trimming near the cost basis is advisable. Governance overhang from Hyundai Motor Group's inheritance issues also acts as a cap, but no further major downside is expected.

Lee Kwon-hee CEO, Economist 7:33

Hyundai Glovis governance restructuring winner

Hyundai Motor Group's unresolved circular shareholding structure and the chairman's inheritance create a powerful governance catalyst. When this issue is resolved, Hyundai Glovis is the prime beneficiary because its share price must rise to facilitate the restructuring, similar to past Samsung Group restructuring plays. The stock is expected to outperform significantly in that scenario.

Lee Kwon-hee CEO, Economist 9:45

Buy domestic-focused semiconductor equipment stocks on pullbacks

Korean semiconductor equipment stocks with strong domestic exposure are in a sustained up-cycle driven by shortages, price hikes, and capacity expansion at Samsung and SK Hynix. Wonik IPS, Eugene Tech, and PSK are specifically highlighted as having strong trends and can be bought on 5-day moving average pullbacks. This is a differentiated call favoring companies tied to domestic chipmakers over those with high China exposure.

Lee Kwon-hee CEO, Economist 9:45

Jusung Engineering overvalued, use bounces to exit

Jusung Engineering has rallied significantly, but only about one-third of the move is semiconductor-driven; the rest is due to solar equipment orders tied to Tesla/SpaceX, which makes the stock a mixed play and no longer a pure semiconductor equipment name. At 108 times earnings, valuations are stretched. The stock is more likely to consolidate in a box range or correct, and any bounce toward 250,000 won should be used as an exit opportunity.

Lee Kwon-hee CEO, Economist 13:45

ABL Bio oversold, rebound on tech export deal

ABL Bio has sold off sharply after the biliary tract cancer clinical thesis faded, and the original 4.2 trillion won GSK deal value has been wiped out. However, the stock is now deeply oversold, foreigners are accumulating, and a new technology export deal could trigger a sharp rebound to 120,000 won or even 160,000 won. The seasonal pattern for Korean biotech is to buy in summer and sell in winter when deal news typically emerges around September-November.

Lee Kwon-hee CEO, Economist 15:52

SK Hynix to rise beyond 240,000 won

SK Hynix is expected to rise further, with a target price of 240,000 won easily achievable and even 300,000 won possible, as analyst targets are around 350,000 won. The speaker strongly advises against selling SK Hynix to rotate into Samsung Electronics, stating that both will go up and investors should not worry at current levels.

Lee Kwon-hee CEO, Economist 19:24

Avoid leveraged single-stock ETFs, decay risk

Now that extreme daily volatility is subsiding, leveraged single-stock ETFs will suffer from greater tracking error and time decay. Investors should be cautious and avoid holding these products, as the reduced daily swings make the cost of leverage more noticeable and can erode value even when the underlying stock is flat.

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This 815 Money Talk (815머니톡) video, published June 14, 2026, features Lee Kwon-hee discussing KOSDAQ Index, 004020.KS, 086280.KS, 319660.KQ, 240810.KQ, 084370.KQ, 036930.KS, 298380.KQ, 000660.KS, Korean leveraged single-stock ETFs. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: KOSDAQ Index, 004020.KS, 086280.KS, 319660.KQ, 240810.KQ, 084370.KQ, 036930.KS, 298380.KQ, 000660.KS, Korean leveraged single-stock ETFs