[July 7 #BeforeMarketOpen] New York Stock Market Closes Up on AI Stock Rebound 'Tesla Surges 6.7%' / German TKMS Selected for Canada Submarine Project, What's Next for the Market After Samsung Electronics' Provisional Earnings?

[July 7 #BeforeMarketOpen] New York Stock Market Closes Up on AI Stock Rebound "Tesla Surges 6.7%" / German TKMS Selected for Canada Submarine Project, What's Next for the Market After Samsung Electronics' Provisional Earnings?

Watch on YouTube ↗ | July 07, 2026 at 00:20 | 2:40:01 | 815 Money Talk (815머니톡)

Speakers

Host

Kim Tae-seong — Division Head, Xangle

Lee Ju-hyeon — Director, Xangle

Kim Hyeong-cheol — CEO, Kim Hyung-chul Research Institute

Lee Kwon-hee — CEO, Economist

Summary

The video discusses the market implications of Samsung Electronics' Q2 provisional earnings, which beat expectations but received a lukewarm market response. Panelists analyze the shift in AI investments, the impact of Hanwha Ocean losing a major Canadian submarine bid, and potential opportunities in sectors like power equipment, cybersecurity, and undervalued Korean stocks.

Samsung Electronics reported strong Q2 provisional earnings of 89.4 trillion KRW, but the stock faced short-term selling pressure.
Hanwha Ocean lost the Canadian submarine project to Germany, causing a sharp drop in Korean shipbuilding stocks.
Experts suggest switching to HD Hyundai Heavy Industries or buying Hanwha Ocean on the dip.
AI investment trends may be expanding from hardware to software and cybersecurity, benefiting stocks like CrowdStrike.
Rumors of Nvidia's next-gen chip delay were denied, presenting a rebound opportunity for Korean PCB suppliers.
Trump's pressure on US retailers to cut prices could negatively impact margins for K-Beauty exporters.

Ideas

15:03

HYBE Q2 earnings will drive sector rebound.

Entertainment stocks are heavily undervalued. HYBE is expected to post strong Q2 earnings as BTS members' activities are reflected, which could positively impact the entire sector.

16:34

Kia offers strong sales and low valuation.

Kia is showing strong sales defense compared to Hyundai and is trading at a very low valuation of 7x PER, making it an attractive auto pick with strong earnings momentum.

Kim Tae-seong Division Head, Xangle 33:43

Korean power equipment stocks will rebound soon.

US power infrastructure stocks like GE Vernova and Eaton rebounded strongly, indicating that Korean power equipment and cable stocks should also rebound after their recent corrections.

Kim Tae-seong Division Head, Xangle 34:50

Verify Tesla's ESS margins before buying aggressively.

While Tesla's vehicle delivery recovery is positive, the profitability and EPS margin of its Energy Storage System (ESS) business need to be verified over the next few quarters before expecting a sustained massive rally.

Kim Tae-seong Division Head, Xangle 38:48

Buy Micron and Dell on government support.

The Trump administration is actively supporting specific companies like Micron and Dell. These stocks are good buy-on-dip candidates as they will likely continue to benefit from government backing.

Kim Tae-seong Division Head, Xangle 41:10

Buy NAND and Foundry supply chain stocks.

SSD prices have surged significantly. With Samsung's earnings expected to beat, the excess profit likely comes from Foundry and NAND. Focus on equipment and materials stocks at this intersection, like Wonik IPS, Soulbrain, and Doosan Tesna.

Kim Tae-seong Division Head, Xangle 50:04

Switch from Hanwha Ocean to HD Hyundai.

Hanwha Ocean lost the Canadian submarine bid, which will cause a sector-wide drop. Investors should sell Hanwha Ocean and switch to HD Hyundai Heavy Industries, which has a full dock of high-value ships and isn't reliant on this specific MRO project.

Kim Tae-seong Division Head, Xangle 50:04

Switch from Hanwha Ocean to HD Hyundai.

Hanwha Ocean thesis says investors should sell/switch after lost bid; no explicit short/puts, so bearish sell view is avoid.

Lee Ju-hyeon Director, Xangle 55:34

PCB stocks will rebound after false rumors.

Nvidia officially denied rumors of a delay in its next-gen AI accelerator due to PCB issues. Korean PCB stocks like Samsung Electro-Mechanics and Daeduck Electronics dropped unfairly on this noise and should rebound.

Lee Ju-hyeon Director, Xangle 74:05

US retail price cuts threaten K-Beauty margins.

Trump is pressuring Walmart to cut prices ahead of the election. This could lead to margin pressure and demands for price cuts on K-Beauty and cosmetic brands supplying US retailers.

Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 90:31

AI investment is shifting to cybersecurity stocks.

Global AI investment is expanding from hardware to software and cybersecurity, as evidenced by CrowdStrike and Palo Alto Networks hitting all-time highs. Investors should look at software and security stocks.

Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 106:37

Murata is cheaper than Samsung Electro-Mechanics.

Samsung Electro-Mechanics is trading at a much higher valuation (73x) compared to its Japanese peer Murata (56x). Murata is a better and cheaper alternative in the same sector.

Lee Kwon-hee CEO, Economist 108:39

Avoid SK hynix until ADR pricing settles.

SK hynix's ADR listing price is not yet fixed, so its stock price will likely be suppressed in the short term to manage the pricing. Investors should wait until next week.

Lee Kwon-hee CEO, Economist 117:27

YG-1 has solid earnings and foreign buying.

YG-1 is seeing foreign buying and has solid, consistent earnings from its cutting tools business, which is benefiting from steady utility and manufacturing demand.

Lee Kwon-hee CEO, Economist 119:35

OCI Holdings benefits from US solar tariffs.

OCI Holdings is severely undervalued at a PER of 1.3x and expects strong Q2 earnings. It will also benefit directly from upcoming US tariffs on Chinese solar products.

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This 815 Money Talk (815머니톡) video, published July 07, 2026, features Kim Tae-seong, Lee Ju-hyeon, Kim Hyeong-cheol, Lee Kwon-hee discussing 122870.KQ, 041510.KQ, 035900.KQ, 000270.KS, Power equipment, GEV, ETN, TSLA, MU, DELL, 357780.KQ, 240810.KQ, 329180.KS, 042660.KS, 009150.KS, 353200.KS, K-beauty, Cosmetics, CRWD, PANW, FTNT, 6981.T, 000660.KS, 019210.KS, 010060.KS. 15 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Tae-seong, Lee Ju-hyeon, Kim Hyeong-cheol, Lee Kwon-hee · Tickers: 122870.KQ, 041510.KQ, 035900.KQ, 000270.KS, Power equipment, GEV, ETN, TSLA, MU, DELL, 357780.KQ, 240810.KQ, 329180.KS, 042660.KS, 009150.KS, 353200.KS, K-beauty, Cosmetics, CRWD, PANW, FTNT, 6981.T, 000660.KS, 019210.KS, 010060.KS