Next Year Operating Profit 1 Trillion Won Era... Semiconductors See Unprecedented Demand as ETFs and Leverage Products Flock | Kwon Soon-woo, Sampro TV News Team Leader

내년 영업익 1000조 시대…반도체 역대급 수급 ETF·레버리지까지 몰린다 | 권순우 삼프로TV 취재팀장 [뉴스3]
Watch on YouTube ↗  |  May 12, 2026 at 02:19  |  23:24  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo discusses the dominant rally in Korean semiconductor stocks, focusing on Samsung Electronics and SK Hynix, which are seeing earnings upgrades outpacing price gains while forward valuations remain extremely low. He highlights the massive inflows into semiconductor ETFs and upcoming leveraged products, and also flags energy supply risks from the Hormuz Strait blockade that could impact global oil markets.

  • US markets closed slightly higher; semiconductors led by memory stocks.
  • Samsung and SK Hynix earnings estimates up 90% in 3 months, stock prices up 70%.
  • Forward P/E for Samsung 5.8x, SK Hynix 5.1x – considered cheap for growth stocks.
  • Semiconductor ETFs attracting huge inflows; covered call and leverage products launching.
  • Oil supply risk from Hormuz Strait blockade could worsen energy shock.
  • Aramco CEO warns normalization may take until 2027.
  • Korean chemical/refinery Q1 earnings improved on cheap inventory gains, sustainability uncertain.
  • National Growth Fund (KDB) to begin sales from April 22.
Trade Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 3:37
Korean memory semi leaders still cheap vs earnings.
Samsung Electronics and SK Hynix have experienced a 90% rise in consensus earnings over the past three months while their stock prices have risen only 70%, resulting in extremely low forward P/E ratios of 5.8x and 5.1x respectively. Earnings are growing faster than prices, making these memory semiconductor leaders still cheap relative to their growth profile. Massive fund inflows from conservative ETF products and aggressive leveraged products are further driving demand.
005930.KS 000660.KS HIGH
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This 3PRO TV (삼프로TV) video, published May 12, 2026, features Kwon Soon-woo discussing 005930.KS, 000660.KS. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: 005930.KS, 000660.KS