[5월 8일 마감시황] 트럼프 발언 앞두고 출렁인 국내 증시… 다음 주 반도체·실적·정책 변수 총정리ㅣ홍선애, 김장열, 이재규 [클로징벨 라이브]

Watch on YouTube ↗  |  May 08, 2026 at 08:27  |  1:11:43  |  3PRO TV (삼프로TV)
Speakers

Summary

The May 8 closing show reviews a strong market with KOSPI barely positive and KOSDAQ up. Semiconductors lead, with Hyundai Motor Group surging on robotics and Boston Dynamics IPO news. Speakers are bullish on KOSPI reaching 8,500-9,000 driven by semiconductor earnings and PER expansion, and recommend SK Hynix, Samsung, and Hyundai. Next week's focus includes Trump's speech, US CPI, and earnings.

  • KOSPI closed up 0.11% at 7,498, with strong recovery from intraday losses.
  • SK Hynix and Samsung Electronics led the rebound, with Hynix turning positive.
  • Hyundai Motor Group stocks surged on robotics and Boston Dynamics IPO expectations.
  • Speakers project KOSPI 8,500-9,000 based on EPS growth and PER expansion.
  • SK Hynix is seen as a core holding with dips attracting buyers.
  • Hyundai Motor is viewed as undervalued with upside to 80,000 won.
  • Next week's catalysts: Trump speech, US CPI, and NVDA earnings season.
  • Foreign investors sold heavily but domestic investors absorbed supply.
Trade Ideas
Kim Jang-yeol Reporter, The Bell 22:34
KOSPI 8,500 to 9,000 possible.
KOSPI can reach 8,500-9,000 given current EPS of ~850 and PER expansion from 10x to 12x. Strong earnings from Samsung and SK Hynix, improving ROE vs Taiwan support higher valuation. With other sectors contributing, index upside is significant.
EWY HIGH
Kim Jang-yeol Reporter, The Bell 26:47
SK Hynix dips bought, upside to 190.
SK Hynix is structurally strong with tight supply, long-term agreements, and high earnings visibility. Even at current elevated prices, dips to 150,000-160,000 won will attract strong buying. Target price consensus around 184,000 and upside from PER expansion.
000660.KS HIGH
Kim Jang-yeol Reporter, The Bell 27:42
Samsung Electronics upside to 32.
Samsung Electronics has upside from consensus target of ~32,000 won. Labor issues and weaker momentum vs Hynix, but still supported by earnings. At 26,000 won level strong buying emerges. Upside 10-15%.
005930.KS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 41:22
Kia more undervalued than Hyundai.
Kia is more undervalued than Hyundai Motor, trading at lower valuation despite strong fundamentals. However, the robotics momentum is weaker for Kia, so upside may lag Hyundai near-term.
000270.KS LOW
Kim Jang-yeol Reporter, The Bell 45:43
Hyundai Motor to 80,000 won.
Hyundai Motor can re-rate to PER 20x from current 13x, implying a target of 80,000 won. Catalysts include robotics/AI factory narrative, Boston Dynamics IPO potential, and undervaluation vs global peers like BYD.
005380.KS HIGH
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This 3PRO TV (삼프로TV) video, published May 08, 2026, features Kim Jang-yeol, Lee Jae-kyu discussing EWY, 000660.KS, 005930.KS, 000270.KS, 005380.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Jae-kyu  · Tickers: EWY, 000660.KS, 005930.KS, 000270.KS, 005380.KS