Samsung Electronics First Ever 16% Surge... Real Reason Foreigners Bought 3 Trillion / 35 Stocks to Watch Now... Next Rally Stocks Are Here | Lee Kwon-hee, CEO

[#찐시황] 삼성전자 사상 첫 16% 폭등… 외국인이 3조 매수한 진짜 이유 / 지금 주목해야 할 종목 35선… 다음 상승주는 여기 있다 ㅣ 이권희 대표
Watch on YouTube ↗  |  May 06, 2026 at 11:01  |  31:14  |  815 Money Talk (815머니톡)
Speakers

Summary

Lee Kwon-hee, CEO of Wizwave, analyzes the massive May 6 rally where Samsung Electronics surged 14.41% and KOSPI gained 6.45%. He attributes the move to foreign buying (3.1 trillion won), Micron's 20% rise, and policy expectations for foreign account opening. He recommends focusing on semiconductors, securities, power equipment, defense, and select equipment stocks while warning that KOSDAQ and biotech need patience until rotation occurs.

  • Samsung Electronics surged 14.41% and SK Hynix 11%, driving KOSPI above 7,400.
  • Foreign investors bought 3.1 trillion won of Korean stocks, mainly Samsung Electronics.
  • Policy to open foreign direct accounts is a catalyst for securities firms (Mirae Asset, Samsung Securities, Kiwoom).
  • Power equipment stocks (LS, HD Hyundai Electric, Hyosung Heavy) remain in a secular uptrend.
  • KAI (Korea Aerospace) is favored as a defense play on KF21 and export orders.
  • HPSP is a long-term beneficiary of Samsung's 1D DRAM process adoption.
  • KB Financial is recommended for conservative investors due to dividends and securities subsidiary.
  • Krafton is pitched as a defense simulation company with overlooked potential.
Trade Ideas
이권희 대표 대표, 이코노미스트 5:35
Samsung Life gains from Samsung Electronics.
Samsung Life Insurance holds a large stake in Samsung Electronics, so it directly gains from the surge in Samsung Electronics' share price. This creates a valuation lift for the insurance company.
032830.KS LOW
이권희 대표 대표, 이코노미스트 6:07
Samsung Electronics cheap at 6x P/E.
Samsung Electronics is cheap at a trailing P/E of 6x, compared to Micron's 8x, despite the recent 14% surge. The valuation gap justifies further upside, supported by foreign buying of 3.1 trillion won, Apple's foundry orders, and progress in Exynos and advanced node technology.
005930.KS HIGH
이권희 대표 대표, 이코노미스트 6:17
SK Hynix cheap at 5x P/E.
SK Hynix trades at a P/E of only 5x, making it undervalued relative to memory cycle recovery and AI-driven demand. The stock is a direct beneficiary of the memory super-cycle alongside Samsung.
000660.KS MED
이권희 대표 대표, 이코노미스트 7:22
Securities firms benefit from foreign account opening.
The expansion of foreign investor direct accounts (외국인 계좌 개방) is a structural catalyst for Korean securities firms, as it will increase trading volumes and commission income. The main beneficiaries are Mirae Asset Securities, Samsung Securities, and Kiwoom Securities.
006800.KS 016360.KS 039490.KQ MED
이권희 대표 대표, 이코노미스트 8:46
Power equipment stocks in continuous uptrend.
Power equipment stocks are in a continuous uptrend driven by global infrastructure demand and electrification. LS, HD Hyundai Electric, and Hyosung Heavy Industries are the key names to own in this sector.
006260.KS 267260.KS 298040.KS MED
이권희 대표 대표, 이코노미스트 21:24
KAI defense export growth.
Korea Aerospace Industries (KAI) is a prime defense beneficiary due to expected KF21 orders, Cheongung export deals, and a potential management dispute that could unlock value. The stock is attractively positioned in the growing defense export cycle.
047810.KS MED
이권희 대표 대표, 이코노미스트 23:23
HPSP long-term DRAM equipment play.
HPSP is a long-term semiconductor equipment play tied to Samsung's adoption of the 1D DRAM process, which will require HPSP's annealing equipment. This is a high-conviction structural growth story.
403870.KQ HIGH
이권희 대표 대표, 이코노미스트 25:57
KB Financial good for conservative investors.
KB Financial is a defensive, dividend-paying stock suitable for conservative investors. It benefits from its securities subsidiary (KB Securities) which will gain from the foreign account opening policy, and the bank's high dividend yield offers downside protection.
105560.KS MED
이권희 대표 대표, 이코노미스트 28:22
Naver double bottom technical setup.
Naver is forming a double-bottom pattern and is waiting for its 120-day moving average to catch up. This technical setup suggests potential upside if the market rotates back into growth/tech names once semiconductor leadership pauses.
035420.KS LOW
이권희 대표 대표, 이코노미스트 29:00
Krafton as defense simulation play.
Krafton should be re-rated as a defense company because its battle simulation technology (e.g., drone training using BattleGrounds engine) aligns with military demand from Ukraine and other countries. This is an overlooked angle that could drive long-term value.
259960.KS MED
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This 815 Money Talk (815머니톡) video, published May 06, 2026, features 이권희 대표 discussing 032830.KS, 005930.KS, 000660.KS, 006800.KS, 016360.KS, 039490.KQ, 006260.KS, 267260.KS, 298040.KS, 047810.KS, 403870.KQ, 105560.KS, 035420.KS, 259960.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: 이권희 대표  · Tickers: 032830.KS, 005930.KS, 000660.KS, 006800.KS, 016360.KS, 039490.KQ, 006260.KS, 267260.KS, 298040.KS, 047810.KS, 403870.KQ, 105560.KS, 035420.KS, 259960.KS