Samsung Electronics and SK Hynix Earnings Season Ends: Is It Time to Sell or Buy More? The Reason Why the Korean Stock Market Trend Is Changing | Han Se-gu

삼성전자·SK하이닉스 실적 시즌 끝! 지금은 팔 때일까, 더 살 때일까? / “이번엔 다르다” 한국 증시의 흐름이 바뀌는 이유ㅣ백만개미 한세구 당주
Watch on YouTube ↗  |  May 08, 2026 at 09:00  |  21:22  |  815 Money Talk (815머니톡)
Speakers

Summary

Han Se-gu discusses the rapid KOSPI rally driven by AI and Korea's semiconductor competitiveness. He warns that KOSDAQ is unlikely to catch up until weak companies are cleaned out, and recommends avoiding it. He highlights electricity infrastructure as a rate-independent beneficiary of AI expansion.

  • AI remains the dominant market driver, supported by Korea's top memory chip makers.
  • KOSDAQ should be avoided as it needs restructuring of weak companies.
  • Secondary batteries and biotech sectors face structural headwinds that cap index gains.
  • Electricity/power sector is a must-own theme regardless of interest rate moves.
  • Semiconductor equipment/materials require proven earnings before investing.
  • Retail investors are becoming smarter and actively managing profits.
  • Foreign and institutional buying reflects trend-following on fundamentals.
  • Portfolio management and profit-taking are more important than new buying now.
Trade Ideas
Han Se-gu Investment Commentator 12:29
KOSDAQ needs restructuring, avoid now.
The KOSDAQ market requires extensive restructuring of weak companies before it can attract sustained foreign and institutional buying. Its two main sectors — secondary batteries and biotech — have structural issues: batteries are recovering slowly and face selling pressure from long-term holders rotating into semiconductors, while biotech is a winner-take-all industry with high sunk costs, making it more of a thematic play. Until the ecosystem is cleaned up, foreign investors will not buy KOSDAQ, and the index will continue to lag KOSPI.
KOSDAQ Composite Index HIGH
Han Se-gu Investment Commentator 20:09
Electricity essential for AI expansion.
Electricity infrastructure (power generation, transmission, and distribution) is a must-have sector because AI data center expansion inevitably increases power demand. This capital spending will continue regardless of interest rate decisions, making it a rate-independent investment theme. Unlike other sectors that can wait for lower rates, electricity expansion cannot be postponed.
Korean electricity/power sector MED
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This 815 Money Talk (815머니톡) video, published May 08, 2026, features Han Se-gu discussing KOSDAQ Composite Index, Korean electricity/power sector. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Han Se-gu  · Tickers: KOSDAQ Composite Index, Korean electricity/power sector