Don't dump because the good news is over... '1 Trillion Won Supply and Demand' is coming to prevent Samsung Electronics and SK Hynix stock price decline / Next week, the 'real sector' where money will flock is here | Director Lee Ju-yeon

[#RealMarket] Don't dump because the good news is over... '1 Trillion Won Supply and Demand' is coming to prevent Samsung Electronics and SK Hynix stock price decline / Next week, the 'real sector' where money will flock is here | Director Lee Ju-yeon

Watch on YouTube ↗ | August 22, 2026 at 11:00 | 36:20 | 815 Money Talk (815머니톡)

Speakers

Lee Ju-hyeon — Director, Xangle

Summary

Director Lee Ju-yeon reviews the week's US and Korean market action and next week's events. She argues that Samsung Electronics and SK hynix buybacks will cushion downside, and that SK hynix's shareholder return structure is stronger than Samsung's. She is positive on memory semiconductors, lithium/secondary battery rebound, crypto, healthcare and LS Corp, while flagging event-driven robotics and defensive insurance/bank themes.

US equities rose but semiconductor and tech names weakened amid pre-Nvidia caution, implying a possibly weak Monday start for Korea's semiconductor-heavy market.
Samsung Electronics and SK hynix have mandatory Monday buyback flows expected to provide downside support.
SK hynix's 40 trillion won buyback with full cancellation and FCF 50%-plus policy was viewed more favorably than Samsung's dividend-heavy shareholder return plan.
Memory prices remain strong and next week's AI/semiconductor conferences and Nvidia earnings may support Korean semiconductor stocks.
Lithium price rebound and tight inventory could drive Korean battery materials first, then cell makers.
Crypto rallied on Trump's CLARITY Act pressure, with Naver cited as a steadier Korean crypto proxy.
Healthcare and biotech are viewed as a Korean buy zone near KOSDAQ 800.
Robot-related stocks may gain pre-event momentum ahead of the autonomous driving conference and Hyundai Motor Investor Day.

Ideas

Lee Ju-hyeon Director, Xangle 2:55

Buybacks cushion Samsung and SK Hynix downside.

SK hynix announced a 40 trillion won buyback with full cancellation and committed to returning at least 50% of free cash flow, which could reach about 90 trillion won this year. Samsung Electronics announced a larger 90-110 trillion won shareholder return plan, but the market was disappointed because its buyback portion is smaller, is mainly for employee compensation, lacks immediate large-scale cancellation, and is dividend-heavy rather than buyback-focused. Structurally, the shareholder return difference favors SK hynix over Samsung Electronics.

Lee Ju-hyeon Director, Xangle 8:31

Robotaxi approval boosts Tesla.

Tesla surged more than 5% after Nevada allowed 5,000 Cybercab robotaxi vehicles to operate, providing a concrete autonomous-driving regulatory and operational catalyst. With an autonomous driving industry conference and robot-related events next week, Tesla and related autonomous/robot names can stay supported.

Lee Ju-hyeon Director, Xangle 8:47

Lithium rebound lifts Korean battery stocks.

Lithium carbonate prices broke their downtrend and jumped more than 4% in China, while Chinese and US lithium/battery names rallied. Supply fears are easing because Chinese mines are not restarting in August-September, lithium inventory is only about three weeks, and ESS demand is strong. Korean battery names were over-sold and should rebound, with materials such as L&F and POSCO Future M likely leading, followed by cell makers Samsung SDI and LG Energy Solution. The speaker views the depressed area as a buy zone.

Lee Ju-hyeon Director, Xangle 9:38

Trump catalyst fuels crypto rally.

Bitcoin, Ethereum and altcoins are rallying because money rotated into crypto and Trump pressured Congress to pass the CLARITY Act quickly, threatening administrative support if not. September CLARITY Act expectations add momentum, and related US names Coinbase, Robinhood and MicroStrategy jumped. Korean crypto-linked names could see continued volatility next week.

Lee Ju-hyeon Director, Xangle 12:14

Gold, silver, copper remain strong.

Commodities were the strongest sector: gold broke above 4,600 dollars to a record high, silver and copper rose near 2%, and the commodity complex is showing notable relative strength. The speaker sees the precious and base metals trend as a continuing leadership area.

Lee Ju-hyeon Director, Xangle 13:24

Rising copper benefits LS Corp.

Copper prices are rising strongly, and wire companies benefit by selling copper-heavy inventory produced at lower prices into higher copper prices because copper is more than 50% of input. LS Corp is her preferred idea: third-quarter operating profit beat expectations at about 590 billion won versus a 490 billion forecast, and subsidiaries LS-Nikko Copper and LS MnM add copper refining exposure, but the stock has not fully reflected the earnings surprise.

Lee Ju-hyeon Director, Xangle 31:43

Insurance and banks remain defensive.

Insurance and bank stocks remain strong as rate-hike beneficiaries and defensive sectors. They act as market hedges, getting sold when markets are strong and bought when markets weaken, so they deserve continued attention.

Lee Ju-hyeon Director, Xangle 32:32

Naver offers steadier crypto exposure.

Naver has accumulated crypto-related momentum because of its planned Dunamu acquisition in the second half, but its large market cap has limited the share price reaction so far. For investors who want steadier crypto exposure than high-volatility coin-related names, she prefers Naver.

Lee Ju-hyeon Director, Xangle 32:42

Korean healthcare is a buy zone.

Global healthcare and biotech stocks are making new highs, but Korean healthcare and biotech names sold off without clear bad news and remain relatively weak. The speaker views KOSDAQ around the early 800 level as a buying zone, with additional buying near 700 mid-to-high if 800 breaks, while staying positive on healthcare and biotech.

Lee Ju-hyeon Director, Xangle 34:29

Robot stocks get pre-event momentum.

Next week's autonomous driving industry conference and Hyundai Motor CEO Investor Day on Wednesday are catalysts that should generate pre-event momentum in robot-related Korean stocks. The autonomous driving theme is largely a robot keyword, so robot names could move before the investor day.

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This 815 Money Talk (815머니톡) video, published August 22, 2026, features Lee Ju-hyeon discussing 005930.KS, 000660.KS, TSLA, 006400.KS, L&F, 003670.KS, BTC, ETH, COIN, HOOD, MSTR, GLD, SILVER, LS Corp, COPPER, KBE, Korean insurance stocks, 035420.KS, KOSDAQ, Korean healthcare/biotech stocks, Korean robotics stocks, 005380.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon · Tickers: 005930.KS, 000660.KS, TSLA, 006400.KS, L&F, 003670.KS, BTC, ETH, COIN, HOOD, MSTR, GLD, SILVER, LS Corp, COPPER, KBE, Korean insurance stocks, 035420.KS, KOSDAQ, Korean healthcare/biotech stocks, Korean robotics stocks, 005380.KS