Korean stock market hits record high despite foreign selling of 5 trillion won - 'Monster Strength' | Myung Min-joon, Kang A-rang, Kim Jang-yeol [Joorini Rescue Team]

외국인 5조원 매도폭탄에도 최고가 찍은 '괴물 체력' 한국 증시ㅣ명민준, 강아랑, 김장열 [주린이 구조대]
Watch on YouTube ↗  |  May 08, 2026 at 13:01  |  51:10  |  3PRO TV (삼프로TV)
Speakers

Summary

Guest Kim Jeong-hyeon discusses the Korean stock market's resilience despite heavy foreign selling, attributing strength to domestic liquidity and a structural AI-driven upcycle. He recommends semiconductors (Samsung, SK hynix) and Hyundai Motor with specific price targets, and suggests monitoring Anthropic for AI capex sustainability.

  • KOSPI hit new highs despite foreign net selling of over 5 trillion won.
  • Domestic individual and institutional buying power is exceptionally strong.
  • AI structural shift thesis underpins long-term bullish view on semiconductors.
  • Samsung and SK hynix earnings estimates surged 3.5x, valuations still cheap.
  • Hyundai Motor target raised to 80,000 won on robot narrative and rotation.
  • Boston Dynamics IPO seen as limited catalyst for Hyundai, may be sell event.
  • Watching Anthropic/Claude revenue to confirm AI capex cycle sustainability.
  • Historical valuation suggests KOSPI could rise to 8,500-9,500.
Trade Ideas
Kim Jeong-hyeon Head of Unni Asset Management 13:39
KOSPI target 8,500-9,500 on historical multiples.
KOSPI is undervalued relative to historical average P/E and could rise to 8,500-9,500 if earnings hold. Despite concentration risk in Samsung and SK hynix, the overall market has room to expand multiples.
EWY MED
Kim Jeong-hyeon Head of Unni Asset Management 19:35
Semiconductor earnings surge, cheap multiples, re-rating.
Samsung Electronics and SK hynix benefit from AI-driven structural demand surge; earnings estimates have risen 3.5x in 4 months while valuations remain cheap at 5-6x P/E. Potential multiple expansion to 8x and U.S. listing catalyst for re-rating.
005930.KS 000660.KS HIGH
Kim Jeong-hyeon Head of Unni Asset Management 20:27
Hyundai Motor upside to 80,000 won.
Hyundai Motor has upside to 80,000 won, driven by robot/AI narrative (Boston Dynamics) and sector rotation, though earnings haven't increased; valuation catch-up potential similar to semiconductors.
005380.KS MED
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This 3PRO TV (삼프로TV) video, published May 08, 2026, features Kim Jeong-hyeon discussing EWY, 005930.KS, 000660.KS, 005380.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jeong-hyeon  · Tickers: EWY, 005930.KS, 000660.KS, 005380.KS