May 6 Closing Market - If I were you I'd buy tomorrow, black hole of supply semiconductors, strategies to escape neglected stocks

[May 6th Closing Market Review] "If it were me, I'd buy tomorrow"...Semiconductors, the black hole of supply and demand, what's the escape strategy for 'underperforming stocks' in my account? | Hong Seonae, Lee Gwonhui, Lee Jaegyu [Closing Bell Live]
Watch on YouTube ↗  |  May 06, 2026 at 08:22  |  1:09:28  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

The video discusses the historic KOSPI surge above 7,000 led by Samsung Electronics and SK Hynix, while the broader market shows sharp divergence with many stocks declining. Guests Lee Kwon-hee and Lee Jae-gyu analyze the semiconductor 'supply black hole', recommend holding core holdings, and identify undervalued sectors like glass substrates, power equipment, and KOSDAQ for rotation. They also touch on fuel cells, financial stocks, and potential catalysts like LNG terminals.

  • KOSPI closed up 6.4% at 7,380, driven by Samsung Electronics (14% up) and SK Hynix (10% up), but nearly 1,800 stocks declined.
  • Lee Kwon-hee argues Samsung and SK Hynix are still cheap on forward P/E (5-6x) and can reach 500,000 won for Samsung.
  • Glass substrate stocks (SKC, Philoptics, Kemtronics) are highlighted as beneficiaries of Intel's advanced packaging and AI demand.
  • Power equipment stocks (Hyosung Heavy, LS Electric, Hyundai Electric) remain in strong uptrend and are considered undervalued globally.
  • Doosan Fuel Cell is noted for domestic orders and potential US export opportunities as a fuel cell leader.
  • Lee Jae-gyu advises that KOSDAQ is likely to catch up to KOSPI, suggesting rotation into the index.
  • Meritz Financial and KB Financial are flagged as less-risen financials with potential foreign inflow catalysts.
  • The video also discusses the impact of foreign buying, Korea's integrated foreign account system, and the timing of buying on dips.
Trade Ideas
Lee Kwon-hee CEO, Economist 20:50
Meritz and KB financials less risen
Meritz Financial Group and KB Financial Group are less risen compared to other financials like Mirae Asset Securities. As global brokerages expand into Korean equities via integrated accounts, these undervalued financial stocks could benefit from increased foreign inflows and catch up to peers.
138040.KS 105560.KS LOW
Lee Kwon-hee CEO, Economist 22:06
Glass substrates bullish on Intel packaging
Glass substrate stocks are benefiting from Intel's revival in advanced packaging and AI demand. Companies like SKC, Philoptics, and Kemtronics are positioned to profit from this emerging technology, with commercialization expected within a year. The sector has strong momentum and is worth buying into.
128660.KQ 011790.KS MED
Lee Kwon-hee CEO, Economist 23:10
Power equipment still cheap trend intact
Power equipment stocks (Hyosung Heavy Industries, LS Electric, Hyundai Electric) remain cheap on a global basis (e.g., Hyosung Heavy at 40x P/E vs global peers at higher multiples). The uptrend has been intact for 4 years and is still strong, driven by AI and electrification demand. Hold these positions; do not sell.
298040.KS 010120.KS 267260.KS HIGH
Lee Kwon-hee CEO, Economist 24:15
Doosan Fuel Cell domestic orders potential exports
Doosan Fuel Cell is gaining momentum as a domestic leader in fuel cells, with ongoing domestic orders and potential future US export opportunities. The stock is emerging as a strong alternative energy play, similar to the recent surge in Blue Energy, and could re-rate if exports materialize.
336260.KS MED
Lee Kwon-hee CEO, Economist 29:25
Samsung and SK Hynix still cheap
Samsung Electronics and SK Hynix are still cheap on forward P/E (5-6x) compared to global peers like Micron (8x) and SanDisk (11x). The speaker believes they can reach 10x P/E, implying Samsung could go to 500,000 won. He advises holding without selling until the trend breaks, and suggests buying on red days for those without positions.
000660.KS 005930.KS HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 45:25
KOSDAQ will catch up to KOSPI
The KOSDAQ index has underperformed the KOSPI significantly (KOSPI up ~75% YTD vs KOSDAQ ~30%). This gap is likely to narrow, making KOSDAQ a candidate for catch-up gains. Investors who feel late to the KOSPI rally should consider shifting attention to KOSDAQ for potential relative outperformance.
KOSDAQ MED
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This 3PRO TV (삼프로TV) video, published May 06, 2026, features Lee Kwon-hee, Lee Jae-kyu discussing 138040.KS, 105560.KS, 128660.KQ, 011790.KS, 298040.KS, 010120.KS, 267260.KS, 336260.KS, 000660.KS, 005930.KS, KOSDAQ. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Lee Jae-kyu  · Tickers: 138040.KS, 105560.KS, 128660.KQ, 011790.KS, 298040.KS, 010120.KS, 267260.KS, 336260.KS, 000660.KS, 005930.KS, KOSDAQ