If we just get past this hurdle, the August rally begins! Why are my stocks still flat despite today's rebound? Supply and demand must revive to be 'real' | Hong Seonae, Lee Kwon-hee, Kim Jangyeol [Closing Bell Live]

[July 21st Closing Market Review] If we just get past this hurdle, the August rally begins! Why are my stocks still flat despite today's rebound? Supply and demand must revive to be 'real' | Hong Seonae, Lee Gwonhui, Kim Jangyeol [Closing Bell Live]

Watch on YouTube ↗ | July 21, 2026 at 08:26 | 1:11:00 | 3PRO TV (삼프로TV)

Speakers

Lee Kwon-hee — CEO, Economist

Kim Jang-yeol — Reporter, The Bell

Summary

The KOSPI rebounded 3.5% led by semiconductors on oversold buying, while the KOSDAQ lagged. Panelists Lee Kwon-hee and Kim Jangyeol discussed a potential August rally once big-tech earnings and the FOMC clear uncertainties. They highlighted investment ideas in Samsung/SK Hynix, Micron, Samsung Electro-Mechanics, robotics, Hyundai Motor, Naver, and cosmetics, while warning against risky biotechs.

KOSPI surged 3.5% as foreign/institutional buying returned, but KOSDAQ only inched up 0.5% with biotech weighing.
Lee Kwon-hee sees KOSPI aiming for 7,000 near term and 8,000 in August if upcoming events pass smoothly.
Kim Jangyeol notes AI model Kimi K3 increases memory demand, benefiting Korean memory stocks Samsung and SK Hynix.
Lee Kwon-hee points to Micron's strong free cash flow as a catalyst, while Samsung Electro-Mechanics is touted as a deep value play on tight MLCC/BGA supply.
Samsung's new robot business unit sparked a bottom-fishing rally in robotics; Rainbow Robotics and Hyundai Motor are highlighted as oversold plays.
Naver bounced on news of AI factory funding talks with Brookfield; cosmetics stocks rallied on cheap valuations and institutional buying.
Biotech names Kolon TissueGene and Samchundang Pharm are flagged as binary, single-drug risks to avoid.

Ideas

Kim Jang-yeol Reporter, The Bell 2:23

Korean memory stocks rebound on AI demand

Korean memory semiconductor stocks Samsung Electronics and SK Hynix are rebounding from oversold levels as US and Japan peers (Micron, Kioxia) rallied first, and AI competition (Kimi K3) will raise memory demand per server, benefiting domestic memory makers; foreign buying confirms a turning point forming.

Lee Kwon-hee CEO, Economist 4:31

KOSPI to 7,000 then 8,000 in August

KOSPI will climb to 7,000 points soon on expected strong big-tech earnings and then reach 8,000 in August, driven by a calm rally as event fears fade, supported by oversold conditions and institutional buying.

Lee Kwon-hee CEO, Economist 5:21

Micron strong FCF, undervalued, buy now

Micron Technology is undervalued with strong free cash flow that will force dividend increases, making it more attractive than cash-poor big tech; this supports a tactical buy now.

Lee Kwon-hee CEO, Economist 22:26

Avoid single-drug biotechs, binary risk

Kolon TissueGene and Samchundang Pharm are extremely risky because their entire valuation hangs on a single drug approval; recent FDA rejections/delays expose the binary downside — retail investors should avoid these names.

Lee Kwon-hee CEO, Economist 33:17

Buy Rainbow Robotics on Samsung robot push

Rainbow Robotics is the key beneficiary of Samsung's newly announced robot business push (DX division, data factory for physical AI); the news marks a bottoming signal for the oversold robotics sector, and Rainbow Robotics specifically is tied to Samsung supply and upcoming Optimus production.

Lee Kwon-hee CEO, Economist 41:16

Hyundai Motor oversold, robotics catalyst ahead

Hyundai Motor has fallen to 390,000 won from 780,000 with no fundamental deterioration; it traded without volume, oversold to extreme levels, and upcoming robotics catalysts (Atlas update, Tesla Optimus build) can restart momentum — this is a bottom-building opportunity to add positions.

Kim Jang-yeol Reporter, The Bell 44:38

Samsung Electro-Mechanics earnings explosion, buy now

Samsung Electro-Mechanics will see earnings surge with 90%+ utilization in Q4, no capacity additions, escalating content in AI servers (MLCC, flip-chip BGA); foreign investors keep buying and capex growth signals management confidence; target prices range from 175,000 to 300,000 won, providing attractive upside from 130,000 won.

Lee Kwon-hee CEO, Economist 58:34

Naver AI factory funding positive but watch

Naver snapped its losing streak on news that the chairman and CEO met Brookfield for AI factory funding; Naver Cloud's 1 GW data center plan positions it as a potential Asia CoreWeave, a positive narrative change despite past disappointments.

Lee Kwon-hee CEO, Economist 61:13

Cosmetics stocks cheap, strong exports, buy now

K-beauty / cosmetics stocks are cheap with valuations around 7-9x despite record exports; strategic buying by Fidelity and National Pension Service into Dalbod Global signals institutional confidence, and the sector is set up for a rebound when macro uncertainty eases.

Up Next

Gilts to Lag Peers on Renewed Fiscal Uncertainty: 3-Minutes MLIV

Bloomberg Markets · Jul 21

China Kimi K3 Shock… Will US Semiconductor Chip Demand Decrease? "Why Do Foreigners Keep Buying Samsung Electronics and SK Hynix?" | CSOP Asset Management Executive Director Lee Je-chung

815 Money Talk (815머니톡) · Jul 21

Oil Risks Soar as Houthis Threaten Red Sea Blockade | Horizons Middle East & Africa 7/21/2026

Bloomberg Markets · Jul 21

Red Sea Threat Puts Oil Traders on Alert | Insight with Haslinda Amin 7/21/2026

Bloomberg Markets · Jul 21

Inflation Cooled In June. Sort Of 7/21/26

This 3PRO TV (삼프로TV) video, published July 21, 2026, features Kim Jang-yeol, Lee Kwon-hee discussing 000660.KS, 005930.KS, EWY, MU, Samchundang Pharm, 950160.KQ, 277810.KQ, 005380.KS, 009150.KS, 035420.KS, DALBOD, Cosmecca Korea. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee · Tickers: 000660.KS, 005930.KS, EWY, MU, Samchundang Pharm, 950160.KQ, 277810.KQ, 005380.KS, 009150.KS, 035420.KS, DALBOD, Cosmecca Korea