Real-time market conditions: Samsung Electronics' first 16% surge... The real reason foreigners bought 3 trillion won / 35 stocks to watch now... The next rising stocks are here | CEO Lee Kwon-hee

[#RealMarket] Samsung Electronics' first-ever 16% surge... The real reason foreigners bought 3 trillion won / 35 stocks to watch now... The next rising stock is here | CEO Lee Gwon-hee
Watch on YouTube ↗  |  May 06, 2026 at 11:01  |  31:14  |  815 Money Talk (815머니톡)
Speakers

Summary

Lee Kwon-hee, CEO discusses the historic surge in Samsung Electronics and SK Hynix driven by foreign buying and cheap valuations. He identifies several investment themes including securities benefiting from foreign account opening, defense stocks, and semiconductor equipment plays like HPSP. He also highlights laggards such as Posco Future M and Meritz Financial, while advising caution on Pharmaresearch.

  • Samsung and SK Hynix surged on foreign buying and still look cheap on P/B.
  • Foreign account opening policy boosts brokerage stocks like Mirae Asset, Samsung Securities, Kiwoom.
  • Defense sector, particularly KAI, gains from export catalysts and geopolitical tensions.
  • HPSP is a long-term play on Samsung's 1D DRAM shift.
  • NAVER shows a double bottom pattern and potential rebound.
  • Krafton is uniquely positioned as a defense simulation stock.
  • Posco Future M and Meritz Financial are laggards with catch-up potential.
  • Pharmaresearch is to be avoided due to weak technicals.
Speakers

Summary

Lee Kwon-hee discusses the May 6, 2026 market surge led by Samsung Electronics (14.4% up) and SK Hynix, driven by foreign buying and memory demand. He emphasizes that Samsung and Hynix are still cheap on PER, and highlights rotation into KOSPI large caps (semiconductors, power equipment, defense, shipbuilding) while KOSDAQ lags. He presents specific stock picks including Samsung, Hynix, brokerages, power equipment, KAI, shipbuilders, HPSP, battery materials, KB Financial, Naver, and Krafton. The overall theme is that the market is in a strong uptrend for select sectors, and investors should focus on KOSPI names and rotate out of KOSDAQ.

  • Samsung Electronics surged 14.4% (all-time high single-day gain) on foreign net buying of 3.1 trillion won.
  • SK Hynix rose 11%, both stocks driven by memory upcycle and Micron's 20% rally during Korean holidays.
  • KOSPI jumped 6.45% to 7384, while KOSDAQ only edged up 0.2% as money rotated into large caps.
  • Foreign account opening policy boosts brokerage stocks like Samsung Securities, Kiwoom, and Mirae Asset.
  • Power equipment stocks (LS, HD Hyundai Electric, Hyosung) continue strong uptrend.
  • Defense (KAI) and shipbuilding (Samsung Heavy, HD Hyundai, HJ) are expected to benefit from FLNG and export orders.
  • Semiconductor equipment stock HPSP is a long-term play on Samsung's 1D DRAM adoption.
  • Lee recommends rotating from KOSDAQ ETFs to KOSPI ETFs to capture the large-cap-led rally.
Trade Ideas
Lee Kwon-hee CEO, Economist 3:00
Rotate from KOSDAQ to KOSPI.
Investors should rotate from KOSDAQ ETFs to KOSPI ETFs because all attention and money are flowing into KOSPI large caps (semiconductors, power equipment) while KOSDAQ languishes. The KOSPI is set to outperform.
KOSDAQ MED
Lee Kwon-hee CEO, Economist 3:00
Rotate from KOSDAQ to KOSPI.
Investors should rotate from KOSDAQ ETFs to KOSPI ETFs because all attention and money are flowing into KOSPI large caps (semiconductors, power equipment) while KOSDAQ languishes. The KOSPI is set to outperform.
EWY MED
Lee Kwon-hee CEO, Economist 5:22
Brokerage stocks gain from foreign account opening.
Foreign account opening (foreigners can directly trade Korean stocks) will expand brokerage revenues; major securities firms like Mirae Asset, Samsung Securities, Kiwoom, NH, and Meritz Financial are direct beneficiaries, with Meritz still lagging and offering catch-up potential.
016360.KS 039490.KS 005940.KS 138040.KS MED
Lee Kwon-hee CEO, Economist 6:11
Samsung still cheap at 6x PER.
Samsung Electronics and SK Hynix remain attractively valued at 6x and 5x P/B respectively versus Micron's 8x, benefiting from a memory demand upcycle, massive foreign buying (3.1 trillion won), Apple’s foundry order, and improving technology; current valuations are cheap and the run is justified.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 8:48
Power equipment stocks continue uptrend.
Power equipment stocks like LS, HD Hyundai Electric, and Hyosung Heavy Industries are in a sustained uptrend driven by global demand for electrical infrastructure and grid modernization. They continue to move higher with strong momentum.
006260.KS 093240.KS 267260.KS MED
Lee Kwon-hee CEO, Economist 9:00
Battery stocks have catch-up potential.
Battery materials stocks Posco Future M and EcoPro BM have underperformed relative to the market, presenting a catch-up opportunity. Lee has added them to his watchlist expecting them to rebound as rotation continues.
003670.KS 247540.KQ MED
Lee Kwon-hee CEO, Economist 20:13
Shipbuilders benefit from FLNG expectations.
Shipbuilding stocks (Samsung Heavy Industries, HD Hyundai Heavy Industries, HJ Heavy Industries) have upside from FLNG projects, low valuations, and improving order books. The stocks are forming higher lows and are attractive on dips.
010140.KS 329180.KS 097230.KS MED
Lee Kwon-hee CEO, Economist 21:24
KAI benefits from KF21 orders.
KAI (Korea Aerospace Industries) is a key defense play with catalysts including KF21 fighter exports, Cheongung missile system interest from European countries, and management/corporate governance events, all supporting a strong outlook.
047810.KS MED
Lee Kwon-hee CEO, Economist 23:41
HPSP awaits 1D DRAM adoption catalyst.
HPSP is a semiconductor equipment company poised to benefit when Samsung adopts the 1D DRAM process, which will require HPSP's annealing equipment. This is a long-term catalyst with significant revenue potential.
403870.KQ HIGH
Lee Kwon-hee CEO, Economist 25:57
KB Financial safe with dividend.
KB Financial Group is a safe, conservative play with a strong dividend yield and a subsidiary (KB Securities) that enables US stock trading for foreigners, which should boost earnings. Suitable for risk-averse investors.
105560.KS MED
Lee Kwon-hee CEO, Economist 27:31
Pharmaresearch weak and avoid.
Pharmaresearch is weak and still below its 120-day moving average; the speaker advises to avoid it and keep distance as it may continue to underperform.
214450.KQ MED
Lee Kwon-hee CEO, Economist 28:18
Naver forming double bottom reversal.
NAVER is forming a double bottom and waiting for its 120-day moving average to catch up, suggesting a potential rebound; institutional buying was seen, and the stock offers a calm alternative amid the semiconductor rally.
035420.KS MED
Lee Kwon-hee CEO, Economist 29:01
Krafton as defense play via drones.
Krafton is a unique defense play because BattleGround is used for drone combat training (Ukraine context), giving the stock a long-term thematic angle. Lee was the first to suggest this angle, but it has not been widely adopted.
259960.KS LOW
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This 815 Money Talk (815머니톡) video, published May 06, 2026, features Lee Kwon-hee discussing KOSDAQ, EWY, 016360.KS, 039490.KS, 005940.KS, 138040.KS, 005930.KS, 000660.KS, 006260.KS, 093240.KS, 267260.KS, 003670.KS, 247540.KQ, 010140.KS, 329180.KS, 097230.KS, 047810.KS, 403870.KQ, 105560.KS, 214450.KQ, 035420.KS, 259960.KS. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: KOSDAQ, EWY, 016360.KS, 039490.KS, 005940.KS, 138040.KS, 005930.KS, 000660.KS, 006260.KS, 093240.KS, 267260.KS, 003670.KS, 247540.KQ, 010140.KS, 329180.KS, 097230.KS, 047810.KS, 403870.KQ, 105560.KS, 214450.KQ, 035420.KS, 259960.KS