Samsung Electronics Market Cap Joins Trillion Dollar Club, SK Hynix Daily New Highs at 1.6 Million Won... Semiconductor Rally Continues [Closing Bell Live]

[May 6, 2:00 PM Broadcast Full View] Samsung Electronics Joins 'Trillion Dollar Club' in Market Cap · 1.6 Million NIKs Hit New Highs Daily…Semiconductor Rally Continues [Closing Bell Live]

Watch on YouTube ↗ | May 06, 2026 at 11:05 | 4:31:36 | 3PRO TV (삼프로TV)

Speakers

Lee Geon-hee — CEO, WizWave

Lee Jae-gyu

Choi Chang-gyu — Director, NH Investment & Securities

Summary

The video covers a historic KOSPI rally to 7,400, driven by massive foreign buying of Samsung Electronics and SK Hynix, fueled by new foreign access (IBKR) and low valuations. Panelists discuss sector favorites: semiconductors, glass substrates, power equipment, securities, and nuclear ETFs, while cautioning against chasing and emphasizing portfolio balance.

KOSPI surged 6.4% to close at 7,384, led by Samsung Electronics (+14%) and SK Hynix (+10%) on record foreign buying of 3 trillion won.
Key catalysts: low P/E (5-6x) for memory stocks, improved governance, and new foreign investor access via IBKR and Samsung Securities.
Glass substrate stocks spiked on Intel's revival and AI packaging demand.
Power equipment sector is highlighted as a structural long with 32.6 trillion won in order backlogs and global supply constraints favoring Korea.
Securities brokers (e.g., Mirae Asset) are expected to benefit from increased foreign trading volumes.
KOSDAQ lagged but a government growth fund (6 trillion won) is seen as a potential catalyst for catch-up.
ETFs focused on AI power infrastructure and nuclear energy are recommended for diversified exposure to the AI electricity theme.
Panelists advise holding semiconductor leaders, adding on pullbacks, and maintaining portfolio balance rather than chasing.

Trade Ideas

Lee Jae-kyu PB Deputy Manager, SK Securities 16:03

Glass substrate beneficiary stocks

Glass substrate is a key next-generation packaging material, revived by Intel's comeback. Companies like SKC, Philoptics, J&TC, and Kamtronics will see early revenue recognition (Philoptics first). These stocks have strong momentum and upside as commercialization progresses. Recommend buying on dips and holding for medium-term.

Lee Geon-hee CEO, WizWave 27:17

Power equipment structural bull

Power equipment is a structural long due to AI data center power demand, global supply constraints (only four countries can make transformers), and huge order backlogs totaling 32.6 trillion won for the top three players. Korea's ability to meet delivery timelines is a unique advantage. Multi-year growth cycle intact; do not sell.

Lee Geon-hee CEO, WizWave 33:30

Samsung still cheap, buy on dips

Samsung Electronics is extremely cheap with a forward P/E of around 5x, far below global peers like Micron at 8x. It has strong earnings momentum, Apple foundry partnership rumors, and foreign buying through new access channels. The stock could reach 500,000 won if P/E expands to 10x. Despite today's 15% surge, it remains undervalued. Recommend buying on dips.

Lee Geon-hee CEO, WizWave 33:48

SK Hynix cheapest, hold for more

SK Hynix is the cheapest stock in Korea at about 5x forward P/E, even cheaper than Samsung. It leads the memory rally with strong earnings. Technical divergence (26% above 21-day MA) suggests a near-term pullback, but the long-term trend is intact. Hold for further upside or add on pullback to 150,000 won.

Lee Jae-kyu PB Deputy Manager, SK Securities 161:49

KOSDAQ ETF catch-up play

KOSDAQ is significantly lagging KOSPI but the government growth fund (6 trillion won) will flow into KOSDAQ stocks, narrowing the gap. The KODEX KOSDAQ 150 ETF offers a low-cost way to play this catch-up trade. Entry is best during weakness.

Choi Chang-gyu Director, NH Investment & Securities 219:50

AI power ETF strong returns

The RISE AI Power Infrastructure ETF directly plays the AI power theme and has shown strong returns (21% in a week). Its underlying stocks benefit from AI data center construction and power equipment demand. With massive order backlogs, the trend is intact. Suitable for investors who want diversified exposure to the power sector.

Choi Chang-gyu Director, NH Investment & Securities 236:00

Nuclear ETF for AI power

Nuclear energy is a critical baseload power source for AI data centers. Korea has a competitive edge in nuclear construction. The TIGER Korea Nuclear Energy ETF captures nuclear-related stocks including construction, utilities, and equipment. As AI power demand grows, nuclear will benefit.

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815 Money Talk (815머니톡) · May 06

This 3PRO TV (삼프로TV) video, published May 06, 2026, features Lee Jae-kyu, Lee Geon-hee, Choi Chang-gyu discussing 233690.KQ, 048950.KQ, 253610.KN, 011790.KS, POWL, PWI, 005930.KS, 000660.KS, 229200.KS, 389070.KS, 388100.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Jae-kyu, Lee Geon-hee, Choi Chang-gyu · Tickers: 233690.KQ, 048950.KQ, 253610.KN, 011790.KS, POWL, PWI, 005930.KS, 000660.KS, 229200.KS, 389070.KS, 388100.KS