Samsung Electronics, SK Hynix.. What's the next likely 2x leverage candidate to hit it big? / Korean stock market levels up... The era of PER 13x opens | REX Financial Asia Representative Oh Giseok

Watch on YouTube ↗  |  May 31, 2026 at 07:00  |  23:55  |  815 Money Talk (815머니톡)
Speakers
Oh Gi-seok — Asia Representative, REX Financial

Summary

Oh Giseok of REX Financial discusses KOSPI valuation expansion to PER 12-13x, driven by Korea's unique role in AI infrastructure. He recommends investing in Korean AI semiconductor stocks and covered call ETFs as bond substitutes. He also outlines upcoming leveraged ETFs including AI 3x, SpaceX 2x, and DRAM 2x products.

  • KOSPI forward PER could reach 12-13x as Korea benefits from AI infrastructure demand.
  • Samsung Electronics and SK Hynix are key beneficiaries of the AI shift from training to inference.
  • Covered call ETFs are proposed as a portfolio stabilizer replacing traditional bonds.
  • A new AI 3x leverage ETF covering the full AI ecosystem is set to list on June 2.
  • Planned SpaceX 2x and DRAM 2x leveraged ETFs were mentioned without strong rationale.
  • Single-stock leverage ETFs in Korea may expand to Hyundai Motor if regulations ease.
  • The speaker notes the growing role of ETFs in providing diverse investment tools.
Trade Ideas
Oh Gi-seok Asia Representative, REX Financial 0:09
Invest in Korean AI semiconductor stocks.
The AI shift from training to inference drives demand for storage, data centers, and infrastructure, which Korea is uniquely positioned to supply due to its manufacturing ecosystem. Samsung Electronics and SK Hynix are central to this supply chain and should be invested in as leading AI stocks.
005930.KS 000660.KS HIGH
Oh Gi-seok Asia Representative, REX Financial 1:39
KOSPI PER can expand to 13x.
KOSPI forward PER is currently below 10x, but can expand to 12-13x as Korea becomes a unique beneficiary of AI infrastructure buildout due to its manufacturing base, distinguishing it from other markets. This valuation re-rating is supported by global investor demand and limited alternatives.
EWY MED
Oh Gi-seok Asia Representative, REX Financial 10:52
New AI 3x leverage ETF upcoming.
Existing AI leverage ETFs like TQQQ are too broad and SOXL too narrow. A new AI 3x leverage ETF that covers the entire AI ecosystem (software, hardware, infrastructure) will list on June 2, offering more targeted exposure to the full AI value chain.
AI3L MED
Oh Gi-seok Asia Representative, REX Financial 15:49
Covered call ETFs can replace bonds.
Traditional 60/40 portfolios have underperformed as bonds suffered from rising rates. Covered call ETFs can replace the bond portion, providing income and lowering volatility through option premium collection while retaining some upside, especially with modern OTM and partial coverage strategies.
Covered Call ETFs (e.g., KODEX, TIGER) MED
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This 815 Money Talk (815머니톡) video, published May 31, 2026, features Oh Gi-seok discussing 005930.KS, 000660.KS, EWY, AI3L, Covered Call ETFs (e.g., KODEX, TIGER). 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Oh Gi-seok  · Tickers: 005930.KS, 000660.KS, EWY, AI3L, Covered Call ETFs (e.g., KODEX, TIGER)