[26.05.08 오후 방송 전체보기] 트럼프 긴급 연설 예고! 혹시 종전 오나요...국내증시의 다음주는? [클로징벨 라이브]

Watch on YouTube ↗  |  May 08, 2026 at 11:08  |  4:39:56  |  3PRO TV (삼프로TV)
Speakers

Summary

The video covers the closing market on May 8, 2026, with KOSPI finishing near 7,500 and strong rotation into Hyundai Motor Group and robotics. Guests discuss KOSPI upside to 8,500-9,000, led by Samsung Electronics, SK Hynix, and Hyundai Motor, while advising caution on overheated sectors. A later segment addresses lagging stocks like KEPCO, Celltrion, and Samsung Biologics as value plays with catalysts.

  • KOSPI closed at 7,498, near all-time high, with strong buying by individuals despite foreign selling.
  • Hyundai Motor Group surged on Boston Dynamics IPO expectations, lifting related stocks.
  • Kim Jang-yeol expects KOSPI 8,500-9,000 based on EPS and PER, sees upside in SK Hynix, Samsung, and Hyundai Motor.
  • Lee Jae-gyu favors Hyundai Motor Group rotation and notes foreign bottom-fishing in KOSDAQ.
  • Jang Ho-jin advises gradually taking profits and warns of eventual correction but says not to short.
  • Park Ji-eun recommends KEPCO on nuclear catalyst and Celltrion/Samsung Biologics on earnings recovery.
  • National Growth Fund and 2x KOSPI ETF launches on May 22 are highlighted as catalysts.
  • Samsung Electronics labor issue appears resolved, boosting sentiment.
Trade Ideas
Kim Jang-yeol Reporter, The Bell 26:52
KOSPI to 8,500 on EPS and PER
KOSPI can reach 8,500 based on current EPS of 850 and a 10x PER multiple, which is historically reasonable. Additionally, earnings upgrades at Samsung and SK Hynix support a move to 8,500, and even 9,000 is possible if those stocks rise 30% and others follow.
EWY HIGH
Kim Jang-yeol Reporter, The Bell 49:01
Hyundai Motor to 80K, robot narrative
Hyundai Motor Group is the best large-cap opportunity as funds rotate from overbought semiconductors into under-owned auto/robotics. Boston Dynamics IPO catalyst and AI/automation synergy give Hyundai Motor (005380.KS) substantive upside with lower valuation than Samsung Electronics.
005380.KS HIGH
Kim Jang-yeol Reporter, The Bell 134:00
Samsung to 35K, discount narrowing
Samsung Electronics has upside to 32,000-35,000 won as earnings power is strong (PER 6.5x) and labor risks are fading. It trades at a discount to SK Hynix, but will catch up as the strike issue settles and earnings momentum continues.
005930.KS HIGH
Kim Jang-yeol Reporter, The Bell 219:20
SK Hynix to 220K, cheap vs Micron
SK Hynix is undervalued at 5.8x forward earnings versus Micron's 8x. Earnings power from HBM and tight supply, plus long-term contracts with customers, justify a target of 210,000-220,000 won, representing 30%+ upside.
000660.KS HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 242:46
KOSDAQ to benefit from fund flow
KOSDAQ deserves attention: the National Growth Fund (launching May 22) will allocate >10% to KOSDAQ, and foreign investors are bottom-fishing in oversold KOSDAQ semiconductor and biotech names. A catalyst for small-cap rotation.
KOFR MED
Park Ji-eun Director 259:00
KEPCO value play on nuclear catalyst
Korea Electric Power Corp (015760.KS) is deeply undervalued: PER ~3x, PBR 0.3x. Negative sentiment from oil cost is priced in. The nuclear power catalyst (North American large reactor investments from May, government push for KEPCO as lead exporter) provides a re-rating trigger. Strong buy.
015760.KS HIGH
Park Ji-eun Director 273:05
Celltrion earnings rebound in 2026
Celltrion (068270.KQ) is set for a strong 2026 with revenue above 5 trillion won and operating profit near 2 trillion. Biosimilars pipeline, CMO contracts, and improving fundamentals make it the 'big brother' that can lift the beaten-down biotech sector. Patient accumulation recommended.
068270.KQ MED
Park Ji-eun Director 274:30
Samsung Biologics on CMO expansion
Samsung Biologics (207940.KS) has strong growth from CMO and capacity expansion (6th plant, US plant). The company guided $4.7 billion in orders for rest of 2026, ensuring revenue visibility. It's a long-term compounder in biopharma manufacturing.
207940.KS MED
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This 3PRO TV (삼프로TV) video, published May 08, 2026, features Kim Jang-yeol, Lee Jae-kyu, Park Ji-eun discussing EWY, 005380.KS, 005930.KS, 000660.KS, KOFR, 015760.KS, 068270.KQ, 207940.KS. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Jae-kyu, Park Ji-eun  · Tickers: EWY, 005380.KS, 005930.KS, 000660.KS, KOFR, 015760.KS, 068270.KQ, 207940.KS