Semiconductor Stocks' Big Counterattack... SK Hynix's 40 Trillion Won Buyback and Cancellation Is Just the Beginning 'These Stocks Will Attract Money Today' | Director Lee Ju-yeon

Semiconductor Stocks' Big Counterattack... SK Hynix's 40 Trillion Won Buyback and Cancellation Is Just the Beginning "These Stocks Will Attract Money Today" | Director Lee Ju-yeon

Watch on YouTube ↗ | August 20, 2026 at 02:15 | 18:38 | 815 Money Talk (815머니톡)

Speakers

Lee Ju-hyeon — Director, Xangle

Summary

Director Lee Ju-yeon reviews the Moderna and Merck mRNA cancer vaccine data and its spillover to Korean biotech names including Alteogen, Green Cross, Hanmi Pharm, OliX, and Samsung Biologics. She then analyzes SK Hynix's 40 trillion won buyback and cancellation as a re-rating catalyst driven by shareholder return policy and low valuation. Finally, she explains the SEC crypto regulatory easing behind the Bitcoin and Ethereum rally toward $70,000.

Moderna surged on positive phase 3 personalized mRNA melanoma vaccine data combined with Keytruda.
Korean biotech and pharma names may catch spillover bids, especially Alteogen and domestic mRNA and cancer vaccine developers.
SK Hynix announced a 40 trillion won buyback and cancellation, the largest domestic share cancellation plan discussed.
SK Hynix's shareholder return policy shifted to at least 50% of cumulative FCF and could boost EPS and BPS.
SK Hynix is viewed as low valuation, with a sell-side target price near 3.1 million won implying under 5x PER.
Bitcoin and Ethereum rallied as the SEC signaled crypto regulatory easing; the Clarity bill vote in September is a key catalyst.

Ideas

Lee Ju-hyeon Director, Xangle 0:06

Positive mRNA/Keytruda combo data lifts both.

Moderna's personalized mRNA melanoma vaccine combined with Merck's Keytruda met its primary endpoint and showed significantly better recurrence-free survival than Keytruda alone. AI accelerated mutation selection and analysis, enabling six-week personalized vaccine production. The data validate a broader personalized cancer vaccine platform beyond melanoma, so both Moderna and Merck rallied and can continue re-rating as the pipeline expands into lung, bladder, and kidney cancer.

Lee Ju-hyeon Director, Xangle 3:40

Keytruda SC formulation benefits Alteogen.

The positive Keytruda combination data support wider Keytruda use and combination therapy expansion, and Alteogen is positioned to benefit as a direct Merck partner, especially through Keytruda subcutaneous formulation and other alternative dosage forms.

Lee Ju-hyeon Director, Xangle 5:20

US biotech spillover lifts Korean pharma/biotech.

The US biotech rally triggered by Moderna's cancer vaccine data, together with lower Treasury yields, is likely to spill over to Korean pharmaceutical and biotech names, making the domestic pharma and biotech sector attractive for a near-term rebound.

Lee Ju-hyeon Director, Xangle 5:35

Korean mRNA vaccine developers gain attention.

Within Korean biotech, domestic companies with their own mRNA or cancer vaccine platforms, including Green Cross, Hanmi Pharm, and OliX, are likely to attract attention as the US success increases interest in Korean cancer vaccine development.

Lee Ju-hyeon Director, Xangle 6:02

Samsung Biologics benefits from CDMO demand.

Samsung Biologics, as a contract manufacturing organization for biologics and vaccines, is positioned to benefit from increased outsourcing demand tied to the new personalized mRNA and cancer vaccine momentum.

Lee Ju-hyeon Director, Xangle 8:11

Buyback cancellation makes SK Hynix undervalued.

SK Hynix announced a 40 trillion won buyback with cancellation over three months, covering 24.07 million shares and described as the largest domestic listed company share cancellation plan. It also shifted shareholder return policy from up to 50% of cumulative FCF to at least 50%, backed by about 69 trillion won in net cash. Cancellation is expected to reduce share count by about 10-12%, lift EPS by 10-13%, and leave SK Hynix at a very low PER, under 5x even at Meritz's 3.1 million won target price. Shareholder return yield could reach 14-16%, and this is likely only the beginning of additional return measures.

Lee Ju-hyeon Director, Xangle 17:03

SEC regulatory easing fuels Bitcoin, Ethereum.

Bitcoin and Ethereum rallied because the SEC released new crypto-asset regulatory proposals that the market treated as deregulatory, including easier fundraising exemptions for crypto companies and looser securities treatment for projects deemed sufficiently mature. The speaker expects this SEC easing to be a short-term positive catalyst, while the Clarity bill vote in September remains the larger legislative catalyst.

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This 815 Money Talk (815머니톡) video, published August 20, 2026, features Lee Ju-hyeon discussing MRNA, MRK, 196170.KQ, Korean Biotech/Pharma Sector, 128940.KS, 226950.KQ, 006280.KS, 207940.KS, 000660.KS, BTC, ETH. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon · Tickers: MRNA, MRK, 196170.KQ, Korean Biotech/Pharma Sector, 128940.KS, 226950.KQ, 006280.KS, 207940.KS, 000660.KS, BTC, ETH