There Was a Reason for the Stock Price Surge: Samsung Electronics on Track to Become World's No.1 Market Cap? Apple's Emergency Love Call - Another Big Boon for Samsung | Lee Kwon-hee CEO

“Stock Price Soared for a Reason” Samsung Electronics, Will it Become World’s #1 in Market Cap? / Apple’s Urgent Love Call! Another Big Boon for Samsung Electronics | CEO Lee Kwon-hee
Watch on YouTube ↗  |  May 06, 2026 at 04:15  |  20:37  |  815 Money Talk (815머니톡)
Speakers

Summary

The video covers the surge in Korean semiconductor stocks (Samsung, SK Hynix) driven by AI demand and low valuations. Guest Lee Kwon-hee expects further upside and sees the KOSPI reaching 7,500-8,000. He also highlights opportunities in LNG infrastructure (POSCO International) and a potential short squeeze in small-cap semiconductor equipment stocks.

  • Samsung Electronics and SK Hynix have low P/E ratios despite strong earnings and are undervalued vs US peers.
  • The KOSPI has historically low P/E and is expected to rise to 7,500-8,000.
  • A $295 trillion Korean LNG terminal project in Louisiana will benefit POSCO International and related industrial stocks.
  • Heavy short selling in small-cap semiconductor equipment stocks may trigger a squeeze as rally continues.
  • Cosmetics sector benefits from tourism but not a strong personal call.
  • CXL and silicon photonics are longer-term themes not immediately investable.
Trade Ideas
Lee Kwon-hee CEO, Economist 8:00
Samsung and SK Hynix remain cheap.
Samsung Electronics and SK Hynix are undervalued relative to global peers. Despite significant share price gains, their P/E ratios are still low (Samsung ~6-7x, SK Hynix ~4.5x) compared to Micron's 8-11x. Earnings are rising rapidly, and the market is repricing memory stocks. There is room for further upside.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 9:05
LNG terminal benefits POSCO International.
A $295 trillion Korean investment over 10 years in a Louisiana LNG terminal will benefit infrastructure, construction, shipbuilding, steel, and related stocks. POSCO International is the controlling entity overseeing the project. Related stocks should move higher.
047050.KS MED
Lee Kwon-hee CEO, Economist 10:25
Small-cap equipment stocks face short squeeze.
Small-cap Korean semiconductor equipment and materials stocks have heavy short interest built up during recent rallies. As the overall semiconductor uptrend continues, short sellers will be forced to cover, leading to further price increases. This is a short squeeze setup.
Korean small-cap semiconductor equipment stocks MED
Lee Kwon-hee CEO, Economist 11:40
KOSPI to 7,500-8,000 on low P/E.
The KOSPI index has historically low P/E of around 7x, while earnings per share are growing strongly. The index is being dragged higher by fundamentals, not speculation. Target of 7,500-8,000 by year-end is achievable.
EWY MED
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This 815 Money Talk (815머니톡) video, published May 06, 2026, features Lee Kwon-hee discussing 005930.KS, 000660.KS, 047050.KS, Korean small-cap semiconductor equipment stocks, EWY. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 000660.KS, 047050.KS, Korean small-cap semiconductor equipment stocks, EWY