SK Hynix Surges: 200 Million Won Target? Foreigners Buy 6 Trillion Won in Stocks and Futures – KOSPI: If You Sold, Buy Again. Featuring Stock Master Lee Chang-dae.

SK Hynix Stock Price Soars.. Will It Go to 2 Million Hynix? / Why Foreigners Are Scooping Up Over 6 Trillion Won in Stocks and Futures.. KOSPI, If You Sold, Buy Again. | Stock Master Lee Chang-dae CEO
Watch on YouTube ↗  |  May 04, 2026 at 07:00  |  20:41  |  815 Money Talk (815머니톡)
Speakers

Summary

The video features stock master Lee Chang-dae analyzing the strong rally in KOSPI and SK Hynix. He advises against selling, forecasts KOSPI 8,000-10,000, and recommends buying undervalued semiconductor majors. He also highlights US software leaders Alphabet and Amazon as top picks, with Korean platforms to follow later, and identifies game stocks and AI communication stocks as emerging opportunities.

  • KOSPI surged 4% led by semiconductors and AI.
  • SK Hynix rose 10%+; Lee calls it undervalued with big upside.
  • Foreigners and institutions buying heavily; advises not to sell.
  • Broad market target: KOSPI 8,000–10,000.
  • US software: Long GOOGL and AMZN; watch Naver and Kakao.
  • Game stocks (Krafton, NCsoft, etc.) are bottoming and undervalued.
  • AI communication stocks (RFHIC, SOLiD, Daehan Gwangtong) are in uptrend.
  • Oil and rate outlook discussed but not traded.
Trade Ideas
Lee Chang-dae CEO 1:58
Korean semiconductor majors deeply undervalued vs margins
SK Hynix (000660.KS) and Samsung Electronics (005930.KS) are significantly undervalued with operating margins around 70% (SK Hynix) and very low PERs of 3-4.5x. The stock can easily reach 200,000 won for SK Hynix and 40,000 won for Samsung, which are conservative targets. Given high margins and low valuations, both have substantial upside.
000660.KS 005930.KS HIGH
Lee Chang-dae CEO 2:49
KOSPI target 8,000 to 10,000
KOSPI is in a strong uptrend driven by semiconductors and AI. The index can easily reach 8,000 and even 10,000 if the trend remains intact. Investors should hold and not sell prematurely. The market is in a long-term rally cycle.
EWY HIGH
Lee Chang-dae CEO 10:23
AI communication stocks strong uptrend
AI infrastructure buildout is driving demand for communication components. Stocks like RFHIC (218410.KQ), SOLiD (050890.KQ), and Daehan Gwangtong (010170.KQ) are seeing strong price action and continue to rally. Jensen Huang mentioned communication as the next leg, supporting these names.
218410.KQ 050890.KQ 010170.KQ MED
Lee Chang-dae CEO 13:43
Korean game stocks turning up undervalued
Game stocks are bottoming and showing signs of trend reversal. Krafton (259960.KS) already surged 10% today, and NCsoft (036570.KQ), W Games (348310.KQ), and Pearl Abyss (263750.KQ) are also turning around on improving earnings and new game releases. The sector is undervalued and has high potential given K-content appeal.
259960.KS 036570.KQ 348310.KQ 263750.KQ MED
Lee Chang-dae CEO 16:19
Buy Alphabet, Amazon; watch Naver, Kakao
The software sector is turning. Alphabet (GOOGL) and Amazon (AMZN) are the leaders, already breaking all-time highs and supported by strong cash flows from Google/YouTube and AWS respectively. They are the best investment in software now. Korean platforms like Naver (035420.KS) and Kakao (035720.KS) will follow later once US leaders continue to rally. For now, focus on US leaders.
035720.KS 035420.KS MED
Lee Chang-dae CEO 16:19
Buy Alphabet, Amazon; watch Naver, Kakao
The software sector is turning. Alphabet (GOOGL) and Amazon (AMZN) are the leaders, already breaking all-time highs and supported by strong cash flows from Google/YouTube and AWS respectively. They are the best investment in software now. Korean platforms like Naver (035420.KS) and Kakao (035720.KS) will follow later once US leaders continue to rally. For now, focus on US leaders.
GOOGL AMZN MED
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This 815 Money Talk (815머니톡) video, published May 04, 2026, features Lee Chang-dae discussing 000660.KS, 005930.KS, EWY, 218410.KQ, 050890.KQ, 010170.KQ, 259960.KS, 036570.KQ, 348310.KQ, 263750.KQ, 035720.KS, 035420.KS, GOOGL, AMZN. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Chang-dae  · Tickers: 000660.KS, 005930.KS, EWY, 218410.KQ, 050890.KQ, 010170.KQ, 259960.KS, 036570.KQ, 348310.KQ, 263750.KQ, 035720.KS, 035420.KS, GOOGL, AMZN