Name: [5월 22일 마감시황] 코스피만 달린 장이 아니었다...국민성장펀드 완판 이후 코스닥까지 불붙은 이유ㅣ홍선애, 이권희, 김장열 [클로징벨 라이브]
Uploaded: 2026-05-22T08:25:44+00:00
Duration: 4180 s

Speakers

Kim Jang-yeol — Reporter, The Bell

Lee Kwon-hee — CEO, Economist

Summary

The video covers the KOSDAQ rally driven by the National Growth Fund's successful launch, sector rotation into defense, quantum, and healthcare stocks, and upcoming catalysts like double-leveraged ETFs and ASCO data. Guests Kim Jang-yeol and Lee Kwon-hee provide specific stock ideas and caution against overconcentration in Samsung Electronics and SK Hynix.

KOSDAQ 150 surged nearly 5% on strong policy support from the National Growth Fund.
Foreign investors have been consistently buying KOSDAQ stocks since late April.
Samsung Electro-Mechanics rose sharply on silicon capacitor orders and analyst upgrades.
Quantum computing plays: short-term (IONQ, RGTI) and long-term (NVDA) recommended.
DND Pharmatech is a watch item ahead of obesity drug data on May 27.
Hanwha Ocean should be avoided due to a derivative overhang capping upside.
SK Holdings is being bought as a substitute for SK Hynix and SK Square.
Double-leveraged ETFs for Samsung Electronics and SK Hynix launch on May 27.

Trade Ideas

Kim Jang-yeol Reporter, The Bell 13:58

Bullish on Samsung Electro-Mechanics from orders.

Samsung Electro-Mechanics surged on specific silicon capacitor orders and an analyst target price of 1.8 million won. The stock has strong momentum and could move further, though some consolidation is possible after the rapid rise.

Kim Jang-yeol Reporter, The Bell 14:59

Bullish on SK as substitute for Hynix.

SK Holdings is being bought by institutions as a substitute for SK Hynix and SK Square, which have already been heavily accumulated. Foreign and domestic institutions have been net buyers recently, supporting the stock.

Kim Jang-yeol Reporter, The Bell 16:58

Avoid due to structured derivative overhang.

Avoid Hanwha Ocean for now due to an overhang from a structured derivative deal (RS - Return Swap) that caps upside. The deal involves a 1.7 trillion won block at 122,000 won, and until it matures (~1 year), the stock is unlikely to move significantly higher unless a major catalyst emerges.

Kim Jang-yeol Reporter, The Bell 26:35

Bullish on KOSDAQ 150 from policy support.

KOSDAQ 150 will continue to rise due to the National Growth Fund policy tailwind, foreign investor accumulation, and technical breakout. The fund provides downside protection and tax benefits, attracting retail and institutional flows.

Lee Kwon-hee CEO, Economist 44:40

Short-term quantum play on US government news.

For short-term quantum computing exposure, buy IonQ (IONQ) or Rigetti Computing (RGTI) following the US government's equity investment news. These are pure-play quantum stocks with different technological approaches (ion trap vs. superconducting).

Lee Kwon-hee CEO, Economist 45:14

Long-term quantum beneficiary via NVDA.

For long-term quantum computing exposure, buy NVIDIA (NVDA) because it is likely to integrate quantum capabilities into its platforms and become the primary beneficiary of commercial quantum computing.

Lee Kwon-hee CEO, Economist 58:18

Watch DND Pharmatech for ASCO data catalyst.

DND Pharmatech should be watched ahead of its 48-week obesity drug data presentation at the diabetes conference on May 27. Previous 12-week and 24-week results were very strong, and a positive outcome could lead to technology export and a significant share price move.

[5월 22일 마감시황] 코스피만 달린 장이 아니었다...국민성장펀드 완판 이후 코스닥까지 불붙은 이유ㅣ홍선애, 이권희, 김장열 [클로징벨 라이브]

Summary

Trade Ideas

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