May 28 #BeforeMarketOpen New York Stock Market 3 Major Indices Hit All-Time Highs, Draft Ceasefire MOU Released, Oil Prices Plummet / Amid Philly Semiconductor Decline, Micron Rises, Will Memory Bias Continue Today?
[May 28 #BeforeMarketOpen] New York Stock Market 3 Major Indices Hit All-Time Highs, Draft Ceasefire MOU Released, Oil Prices Plummet / Amid Philly Semiconductor Decline, Micron Rises, Will Memory Bias Continue Today?
Trade Ideas
Micron long-term earnings strong
Micron Technology is a beneficiary of long-term memory demand. UBS raised its price target to $1,600 based on 2028 EPS estimates above $100, driven by long-term contracted supply agreements and AI growth.
Space stocks benefit from SpaceX
Space stocks like Rocket Lab and Intuitive Machines will benefit from the upcoming SpaceX IPO. Inflows into space ETFs will increase even if individual weightings adjust, and the momentum should continue until the IPO.
Airlines benefit from oil drop
Airlines, particularly Korean Air, benefit directly from lower oil prices as fuel costs drop. The US-Iran ceasefire progress supports oil staying below $90, boosting airline profitability.
Samsung buyback positive for price
Samsung Electronics planned ~21 trillion won share buyback for employee performance bonuses will reduce outstanding shares and support the stock price. Buyback is likely to be executed quickly, providing positive sentiment.
Department stores gain on wealth effect
Korean department stores (Shinsegae, Hyundai Department Store) benefit from a wealth effect as strong equity markets boost consumption with a roughly one-year lag. Recent retail data confirms rising department store sales.
Semis buy on dips
Samsung Electronics and SK Hynix remain core holdings with strong AI-driven earnings growth. Any pullback should be bought as targets keep rising (Samsung 500,000 won, SK Hynix re-rated). Fundamental upside is massive.
SK Square undervalued on Hynix
SK Square is deeply undervalued given its 20% stake in SK Hynix. With SK Hynix expected to generate ~350 trillion won operating profit by 2028, SK Square’s share is worth ~70 trillion won, implying a fair value many times higher than its current 160 trillion won market cap.
Robotics core theme, Hyundai group
Humanoid robotics will be the next major theme, and only Hyundai Motor Group and LG Group have the capability to produce complete humanoid robots. Related stocks like Hyundai Motor, Hyundai Mobis, HL Mando, and SL are positioned to benefit.
Quantum security stocks bullish
AI advancements increase cybersecurity threats, making quantum security stocks attractive. Dream Security, XGate, and ICTK are likely to see higher valuations as demand for quantum-safe solutions rises.
Battery stocks rebound
Battery stocks LG Energy Solution and Samsung SDI have corrected sufficiently and are now rebounding. LG Energy Solution's large ESS contract with DT Energy and improving sentiment support a recovery.
Samsung SDS buy on dip
Samsung SDS is the key beneficiary of AI deployment within Samsung Group, including generative AI, digital twin, and smart factory solutions. After a sharp rise, any pullback is a buying opportunity.
DND Pharmatech trial catalyst
DND Pharmatech surged on positive MASH (metabolic fatty liver) phase 1 trial results. The pipeline is worth 2-5 trillion won, and successful licensing could propel the stock much higher.
Power equipment bullish on grid
Power equipment stocks, especially Hyosung Heavy Industries, benefit from US grid upgrades requiring 765kV transformers. The company won orders in Japan and is a leader in the sector.
Substrate stocks buy on dip
Substrate stocks like Samsung Electro-Mechanics and LG Innotek have rallied hard but are now correcting. Any pullback is a chance to buy, as demand from AI and high-end electronics remains strong.
This 815 Money Talk (815머니톡) video, published May 28, 2026,
features Ha Chang-bong, Lee Ju-hyeon, Lee Kwon-hee
discussing MU, RKLB, LUNR, 003490.KS, 005930.KS, 004170.KS, 069960.KS, 000660.KS, 402340.KS, 012330.KS, 005850.KS, 204320.KQ, 005380.KS, Dream Security, XGate, ICTK, 373220.KS, 006400.KS, 018260.KS, 224060.KQ, 298040.KS, 009150.KS, 011070.KS.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Ha Chang-bong,
Lee Ju-hyeon,
Lee Kwon-hee
· Tickers:
MU,
RKLB,
LUNR,
003490.KS,
005930.KS,
004170.KS,
069960.KS,
000660.KS,
402340.KS,
012330.KS,
005850.KS,
204320.KQ,
005380.KS,
Dream Security,
XGate,
ICTK,
373220.KS,
006400.KS,
018260.KS,
224060.KQ,
298040.KS,
009150.KS,
011070.KS
