Name: Samsung Electronics, SK Hynix Holders, This is More Important Than Buying Now | Kim Jang-yeol, Unistory Asset Management Research Center Head [Today's Focus Stock]
Uploaded: 2026-06-12T12:00:20+00:00
Duration: 2282 s

Speakers

Kim Jang-yeol — Reporter, The Bell

Summary

Kim Jang-yeol, Head of Research at Unistory Asset Management, stresses discipline against chasing rallies and advises accumulating core Korean semiconductor stocks on pullbacks. He highlights Samsung Electronics and SK Hynix as long-term AI beneficiaries, alongside Google as a stable AI bellwether and SanDisk (NAND) as a top short-term trade. He also identifies HL Mando and Samsung Electro-Mechanics as AI/robot-themed plays with attractive dip-buying potential, and sees the KOSPI rallying to 9,500 by July.

Urges investors to avoid FOMO buying and sell into extreme greed, instead buying on fear-based pullbacks.
Samsung Electronics and SK Hynix remain core holdings with strong AI demand; preferred entry near safety margin levels (0.8x target prices).
SK Hynix's upcoming ADR listing and Samsung's potential Google TPU foundry deal provide additional upside catalysts.
Google serves as a full-stack AI bellwether and long-term portfolio anchor.
SanDisk/Western Digital is a favored short-term trade as NAND demand outpaces DRAM.
HL Mando is an emerging humanoid robot actuator play, with Goldman Sachs target of 109,000 KRW.
Samsung Electro-Mechanics presents a dip-buying opportunity after pullback to 170,000 KRW, backed by AI substrate demand.
The KOSPI index is expected to reach 9,500 by July, supported by improving macro and sector fundamentals.

Ideas

Kim Jang-yeol Reporter, The Bell 9:25

Buy SK Hynix on pullbacks.

SK Hynix is a leading HBM supplier with a near-term catalyst in its planned ADR listing in the US, which could reduce valuation discount and support multiple expansion. Buy on pullbacks near 0.8x of consensus target for higher risk-adjusted returns.

Kim Jang-yeol Reporter, The Bell 14:00

Buy Samsung Electronics on pullbacks.

Samsung Electronics is a key beneficiary of the AI semiconductor cycle with HBM and logic die integration, along with potential Google TPU foundry wins from 2027. Despite current volatility, fundamentals remain strong; pullbacks toward 344,000 KRW (0.8x of 430,000 KRW target) offer attractive entry points.

Kim Jang-yeol Reporter, The Bell 21:50

NAND outperforms DRAM, trade SanDisk.

SanDisk (Western Digital) and NAND flash are currently showing strong demand, outperforming DRAM in the current cycle. SanDisk is trading at all-time highs and is the speaker's top short-term trading pick in memory semiconductors.

Kim Jang-yeol Reporter, The Bell 22:01

Google is a stable AI bellwether.

Google is a full-stack AI company that serves as a reliable barometer for AI investment cycle; a sustained decline in Google would signal fundamental AI weakness. It is a preferred long-term holding for its stability and AI exposure.

Kim Jang-yeol Reporter, The Bell 25:43

KOSPI can rally to 9,500.

The KOSPI has likely passed its short-term bottom and can rally to the 9,500 target by July, driven by positive macro signals (FOMC, easing rates) and stock-specific catalysts (Micron results, SK Hynix ADR, Samsung earnings). The improving macro backdrop and continued AI investment cycle support upside.

Kim Jang-yeol Reporter, The Bell 29:20

Buy Samsung Electro-Mechanics on dip.

Samsung Electro-Mechanics is a key GPU substrate supplier benefiting from surging AI demand, as demonstrated by competitor Ibiden's massive capex. The stock's pullback to 170,000 KRW places it within safety margin (0.7-0.8x of the ~250,000 KRW consensus target), offering a buying opportunity.

Kim Jang-yeol Reporter, The Bell 33:15

HL Mando robot actuator play on dip.

HL Mando is an emerging humanoid robot play, with its steering systems overlapping technologically with actuators. Goldman Sachs issued a target of 109,000 KRW, and analysts see a potential re-rating to 18x PER as robot-related orders materialize. A pullback toward 80,000 KRW would provide an attractive entry.

Samsung Electronics, SK Hynix Holders, This is More Important Than Buying Now

Summary

Ideas

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