Super bull market... SK Hynix, Samsung Electronics: a loss if you sell now? / Pay attention to secondary batteries, Samsung SDI | CEO Lee Kwon-hee

It's a super bull market now... SK Hynix, Samsung Electronics, is it a loss if you sell now? / Pay attention to secondary batteries for Samsung SDI | CEO Lee Gwon-hee
Watch on YouTube ↗  |  June 12, 2026 at 03:00  |  20:49  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses a super bull market fueled by peace prospects, falling oil and bond yields, and a return to semiconductor earnings focus. He urges holding Samsung Electronics and SK hynix, sees upside in KOSDAQ and Samsung SDI, highlights Sandisk's AI-driven NAND strength, and recommends Hyosung Heavy Industries as a power equipment play.

  • Peace talks remove inflation and rate fears, collapsing oil and bond yields, and setting the stage for a semiconductor rally.
  • The market is in a super bull phase; selling Samsung Electronics or SK hynix now would be a mistake; foreign buying supports the uptrend.
  • KOSDAQ benefits from lower rates, with its growth sectors (biotech, secondary batteries) becoming more attractive.
  • Samsung SDI has retraced sharply and can rebound toward 680k–700k won on Q3 profitability hopes from European EV demand and LFP batteries.
  • Sandisk hits new highs as AI cold storage demand drives SSD/NAND growth.
  • Hyosung Heavy Industries trades at 45% upside to its analyst target on massive project orders and its role in the AI/semiconductor power chain.
Ideas
Lee Kwon-hee CEO, Economist 6:11
Sandisk surges on AI cold storage demand.
Sandisk is making new highs as SSD/NAND demand surges due to AI-driven cold storage requirements outlined by Nvidia. The shortage of memory for data centers creates a structural demand tailwind for SSD and NAND suppliers, positioning Sandisk for continued upside.
SNDK MED
Lee Kwon-hee CEO, Economist 9:31
KOSDAQ index benefits from falling rates.
Falling bond yields and supportive policy make the growth-heavy KOSDAQ index favorable. The index hosts many growth sectors such as biotech and secondary batteries, which benefit disproportionately from lower rates. KOSDAQ is positioned for outperformance in this rate environment.
KOSDAQ Index MED
Lee Kwon-hee CEO, Economist 13:23
Hold Samsung Electronics and SK hynix in super bull.
The prospect of peace talks removes inflation and interest-rate fears, sending oil and bond yields lower. This resolves the macro headwind that had overshadowed semiconductor earnings, allowing the market to refocus on fundamentals. The speaker calls the current environment a super bull market and explicitly advises against selling SK hynix and Samsung Electronics, having increased his own position. Foreign institutional flows are turning aggressively bullish on KOSPI, supporting further upside.
000660.KS 005930.KS HIGH
Lee Kwon-hee CEO, Economist 15:35
Samsung SDI rebound play to 700k.
Samsung SDI has corrected sharply from 500,000 won and is technically ready for a rebound. Expectations of Q3 profitability driven by European EV battery demand, LFP batteries, and BBU adoption support a bounce toward 680,000–700,000 won. As the sector leader (주도주) in secondary batteries, the pullback offers a tactical long opportunity.
006400.KS MED
Lee Kwon-hee CEO, Economist 18:16
Hyosung Heavy 45% upside on AI power demand.
Hyosung Heavy Industries is attractively valued at around 21x PER and 1.5x PBR (2028 base), with project orders totaling approximately 9.2 trillion KRW this year. Power equipment is a necessary component in the AI and semiconductor infrastructure buildout, and an analyst report assigns a 500,000 KRW target, implying 45% upside from the current 343,000 KRW level.
298040.KS HIGH
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This 815 Money Talk (815머니톡) video, published June 12, 2026, features Lee Kwon-hee discussing SNDK, KOSDAQ Index, 000660.KS, 005930.KS, 006400.KS, 298040.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: SNDK, KOSDAQ Index, 000660.KS, 005930.KS, 006400.KS, 298040.KS