NVIDIA's Strong Numbers...Will Samsung Electronics and SK Hynix Continue to Benefit? | Park Byeong-chang, MP Partners CEO

NVIDIA's Strong Numbers...Will Samsung Electronics and SK Hynix Continue to Benefit? | Park Byeong-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  August 28, 2026 at 00:01  |  45:17  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byeong-chang discusses NVIDIA's surge and its implications for Korean markets and memory names. He argues NVIDIA has leveled up, Samsung Electronics and SK Hynix remain long-term memory beneficiaries despite near-term overhang, and KOSPI can target 7,500 after clearing 7,000. He also highlights Korean power equipment strength and domestic AI software candidates, while warning on low-cap KOSDAQ speculation.

  • NVIDIA's one-day gain approximated KOSDAQ's entire market cap after strong guidance and memory supply contract disclosures.
  • Samsung Electronics and SK Hynix are expected to benefit from NVIDIA memory LTA demand but face retail selling and fund rotation.
  • KOSPI is seen targeting 7,500 if it breaks 7,000, provided rates do not disrupt the setup.
  • Korean power equipment names such as Hyosung Heavy Industries and HD Hyundai Electric broke out on US policy expectations.
  • Korean refining stocks are perking up on improving refining margins.
  • Korean AI software names are viewed as a speculative long-term basket after US AI software strength.
  • Low-cap KOSDAQ stocks are volatile and delisting-risk driven, not a positive sign.
Ideas
Park Byeong-chang Director, MP Partners 0:10
NVIDIA broke out, leveling up higher.
NVIDIA's 9% one-day surge added roughly 600 trillion won in market value, equivalent to the entire KOSDAQ market cap, and it has broken out of its prior box range into a higher trading band. The market also cheered unusually specific next-year guidance and large disclosed long-term memory supply contracts.
NVDA HIGH
Park Byeong-chang Director, MP Partners 8:28
Samsung and SK Hynix memory beneficiaries.
NVIDIA disclosed large long-term memory supply agreements with Samsung, SK Hynix and Micron, indicating strong memory demand and pricing into next year and contradicting bearish HBM/memory concerns. Park expects Q3 earnings to provide an upward catalyst, though retail overhang and fund-manager rotation are capping the two stocks; SK Hynix has more upside to its July high while Samsung sits near 300,000 won resistance.
005930.KS 000660.KS HIGH
Park Byeong-chang Director, MP Partners 12:39
KOSPI targeting 7,500 after breaking 7,000.
KOSPI is looking upward and a break of 7,000 opens the 7,500 target, which is the midpoint of the 9,000-to-5,000 range and a prior support/resistance zone. The main condition is that no September rate hike disrupts the liquidity-driven market setup.
EWY HIGH
Park Byeong-chang Director, MP Partners 23:41
Power equipment breaks out on US policy.
Korean power equipment names broke out, with Hyosung Heavy Industries surging through prior highs on increased volume and HD Hyundai Electric forming a bullish bar. The move is tied to US policy and tariff dynamics, and Park says the US midterm election is very important for these stocks.
298040.KS 267260.KS MED
Park Byeong-chang Director, MP Partners 27:21
Refiners rising on improving refining margins.
Korean refining stocks are perking up after a long quiet stretch because refining margins are said to be improving, creating an early sector-level long setup.
XLE LOW
Park Byeong-chang Director, MP Partners 28:06
Avoid low-cap KOSDAQ delisting-risk gambles.
KOSDAQ small-cap names under roughly 200-300 billion won market cap are being driven by delisting-rule survival maneuvers, producing violent price spikes and crashes. Park warns these are not a positive setup.
KOSDAQ low market-cap stocks MED
Park Byeong-chang Director, MP Partners 30:33
Korean AI software names are next.
US AI software strength is spilling into Korean AI software names. Selvas AI, Saltlux, S2W, ITCEN Global and Konan AI are moving as a theme and are candidate future AI winners, making them suited for a small long-term basket approach rather than a near-term trade.
108860.KQ 304100.KQ S2W 052260.SE 313760.KQ MED
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This 3PRO TV (삼프로TV) video, published August 28, 2026, features Park Byeong-chang discussing NVDA, 005930.KS, 000660.KS, EWY, 298040.KS, 267260.KS, XLE, KOSDAQ low market-cap stocks, 108860.KQ, 304100.KQ, S2W, 052260.SE, 313760.KQ. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: NVDA, 005930.KS, 000660.KS, EWY, 298040.KS, 267260.KS, XLE, KOSDAQ low market-cap stocks, 108860.KQ, 304100.KQ, S2W, 052260.SE, 313760.KQ