Surged to 6400 in a Flash—Has What Was Coming Arrived? | Lee Ji-eun, Aegis Stock CEO

Surged to 6400 in a flash" Has what was coming arrived? | Lee Ji-eun, Aegis Stock CEO [Double Check]
Watch on YouTube ↗  |  July 31, 2026 at 00:52  |  34:15  |  3PRO TV (삼프로TV)
Speakers
Lee Ji-eun — Representative of EasyStock

Summary

Lee Ji-eun, CEO of Aegis Stock, discusses the dramatic rebound in Korean equities led by semiconductors and AI infrastructure stocks. She attributes the prior selloff to forced deleveraging and leverage liquidation, now seen as a supply-side bottom. She recommends phased accumulation of Samsung Electronics and SK Hynix, and highlights short-covering opportunities in semiconductor equipment, unjustified drops in MLCC names like Samsung Electro-Mechanics, and a positive outlook for Korean robotics on physical AI developments.

  • Korean market surges over 10% as AI semiconductor names bounce sharply from forced liquidation lows.
  • Samsung Electronics and SK Hynix seen as key buys: leverage flush, good earnings, improving supply-demand.
  • Semiconductor equipment sector benefits from very high short interest and a short-covering rally.
  • Samsung Electro-Mechanics' MLCC demand is outstripping supply; rebound after unjustified selloff.
  • LG Innotek posts record Q2 revenue and demonstrates FC-BGA ramp, unfair selloff.
  • Robotics sector positive on new humanoid robot using Google DeepMind; Korean supply chain set to benefit.
  • Power equipment stocks strong with AI infrastructure theme but no differentiated thesis.
Ideas
Lee Ji-eun Representative of EasyStock 5:30
Leverage flush bottom; buy Samsung, SK Hynix
Samsung Electronics and SK Hynix were unjustly sold off due to forced deleveraging and leverage liquidation despite strong earnings. The recent margin call event at a large AI hedge fund and the clearing of leveraged positions signal a supply-demand bottom. With the new 30 million KRW margin rule taking effect and short covering likely, the stocks are set for a strong rebound. She recommends starting a phased buy today, preferably near the close.
000660.KS 005930.KS HIGH
Lee Ji-eun Representative of EasyStock 7:48
Short covering in semiconductor equipment sector
The Korean semiconductor equipment and materials sector has very high short-selling interest, and the overnight futures surge is triggering a short-covering rally. The AI infrastructure demand provides fundamental support, making the sector attractive for a sharp rebound trade.
Korean Semiconductor Equipment & Materials MED
Lee Ji-eun Representative of EasyStock 8:55
MLCC shortage; Samsung Electro-Mechanics oversold rebound
Samsung Electro-Mechanics reported strong earnings that beat expectations on all metrics, signed long-term agreements with 10 companies, and is experiencing MLCC demand so strong they cannot meet it. Yesterday's sharp drop was driven by market sentiment rather than fundamentals, making the rebound justified. The AI and automotive MLCC demand outlook remains very strong.
009150.KS HIGH
Lee Ji-eun Representative of EasyStock 13:09
Physical AI progress; Korean robotics benefit
A new humanoid robot using Google DeepMind was revealed, demonstrating physical AI progress. While mass production is still distant, the technology acceleration and likely U.S. restrictions on China will open opportunities for Korean companies in the robotics supply chain. The speaker is very positive on Korean robotics names.
Korean robotics sector MED
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3PRO TV (삼프로TV) · Jul 31

This 3PRO TV (삼프로TV) video, published July 31, 2026, features Lee Ji-eun discussing 000660.KS, 005930.KS, Korean Semiconductor Equipment & Materials, 009150.KS, Korean robotics sector. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ji-eun  · Tickers: 000660.KS, 005930.KS, Korean Semiconductor Equipment & Materials, 009150.KS, Korean robotics sector