[May 27, 2:00 PM Broadcast Full View] Buy Sidecar Activated Again Today, SK Hynix Achieves $1 Trillion Market Cap…Semiconductor Bull Market Continues! [Closing Bell Live]

Watch on YouTube ↗ | May 27, 2026 at 11:04 | 4:35:16 | 3PRO TV (삼프로TV)

Speakers

Lee Kwon-hee — CEO, Economist

Park Byeong-chang — Director, MP Partners

Jang Woo-jin — Writer

Summary

The May 27 broadcast analyzes a polarized Korean market: KOSPI surged 2.25% to 8228 on semiconductor strength (Samsung Electronics, SK hynius) and the listing of 2x leveraged ETFs, while KOSDAQ plunged 3.3% as capital rotated out of most stocks. Panelists discuss long-term structural growth in memory, the pitfalls of leveraged ETFs, opportunities in shipbuilding/defense, SI firms benefiting from corporate AI adoption, component suppliers, and power equipment on dips. Biotech excitement from DND Pharmatech is seen as premature.

KOSPI +2.25% to 8228, but only 75 stocks rose vs 826 fell; KOSDAQ -3.3%
2x leveraged ETFs for Samsung Electronics and SK hynius launched and saw heavy short-term trading, but are not for buy-and-hold
UBS raised Micron target to $1625, reinforcing structural growth thesis for memory semiconductors
Shipbuilding/defense stocks (HD Hyundai Heavy, Hanwha Ocean) favored on submarine and naval orders
SI firms (Samsung SDS, Hyundai AutoEver) rally on AI adoption within conglomerates
Samsung Electro-Mechanics and LG Innotek seen as direct AI component plays
Power equipment (LS Electric, Hyundai Electric) pullback considered a buying opportunity given multi-year supply constraints
Biotech rotation from DND Pharmatech results viewed as too early for decisive positioning

Trade Ideas

Lee Kwon-hee CEO, Economist 16:15

Memory structural growth justifies higher multiples

Memory semiconductors (Samsung Electronics, SK hynius) are now structural growth rather than cyclical, supported by long-term agreements (LTAs) and sustained high profitability. The UBS upgrade of Micron to a 15x P/E on 2029 EPS indicates the market is re-rating the sector. Despite recent gains, valuation remains undemanding (Samsung at 5-6x 2027 P/E), and any dips should be bought. The bull market in memory is far from over.

Park Byeong-chang Director, MP Partners 151:00

Component makers benefit from AI demand

Samsung Electro-Mechanics and LG Innotek are key component suppliers (MLCC, substrates) for AI and data center hardware. They have strong upside momentum but are prone to sharp intraday pullbacks. Use 'mental accounting' — invest only profit money — to buy these stocks on dips with tight stop-losses. The secular AI demand for their products supports the thesis.

Park Byeong-chang Director, MP Partners 158:00

Leveraged ETFs decay; avoid long-term holding

The 2x leveraged ETFs (KODEX 2x Samsung Electronics, KODEX 2x SK hynius) suffer from volatility decay: if the underlying oscillates, the ETF loses value over time even if the stock is flat. They are short-term trading instruments only, not buy-and-hold investments. Investors expecting long-term compounding through leverage will be disappointed.

Lee Kwon-hee CEO, Economist 195:48

SI firms gain from conglomerate AI adoption

SI (System Integration) companies within large Korean conglomerates — Samsung SDS, Hyundai AutoEver, LG CNS — are direct beneficiaries of the AI infrastructure buildout. As each group deploys its own AI systems for security and efficiency, these in-house IT services firms will see rising demand for cloud, AI integration, and enterprise software. This is a new growth phase for what were previously stable but unexciting businesses.

Jang Woo-jin Writer 211:17

Power equipment structural shortage; buy dips

Power equipment stocks (LS Electric, Hyundai Electric) have recently corrected, partly due to a reporting error at LS Electric and general market rotation into semiconductors. However, the fundamental shortage of transformers and ultra-high-voltage equipment remains acute, with lead times exceeding three years. This dip is a buying opportunity for investors with a medium-term horizon. The sector will re-accelerate once semiconductor momentum pauses.

Jang Woo-jin Writer 218:50

Shipbuilding benefits from defense orders

Shipbuilding and defense stocks, particularly HD Hyundai Heavy Industries and Hanwha Ocean, are well-positioned due to strong defense orders (e.g., Canada's 60 trillion won submarine project, US naval collaboration). HD Hyundai Heavy is preferred because of its engine business and superior surface ship capabilities. Any pullback in these stocks is a buying opportunity.

Up Next

[#RealMarket] KOSDAQ Plunges, KOSPI Soars… The Fear of 2x ETFs Becoming a Supply-Demand Black Hole "The Reason Why Other Leading Stocks All Plunged" | CEO Lee Gwon-hee

815 Money Talk (815머니톡) · May 27

Taiwan Suspects Nvidia AI Chip Shipment Smuggled to China

Bloomberg Markets · May 27

AI Optimism Sends Stocks Rocketing Higher; BP's Chair Ousted | The Opening Trade 5/27/2026

Bloomberg Markets · May 27

Russian Airlines Skirt Sanctions to Keep Jets Flying

Bloomberg Markets · May 27

Stocks to Buy Now? Hold onto the Market Leader until June, and Unconditionally Chase Buy This Stock. | Park Byeongchang, MP Partners CEO [Yeouido Insight]

3PRO TV (삼프로TV) · May 27

This 3PRO TV (삼프로TV) video, published May 27, 2026, features Lee Kwon-hee, Park Byeong-chang, Jang Woo-jin discussing 005930.KS, 000660.KS, 011070.KS, 009150.KS, KODEX 2x Samsung Electronics ETF, KODEX 2x SK hynius ETF, 018260.KS, 307950.KQ, 267260.KS, 010120.KS, 329180.KS, 042660.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Park Byeong-chang, Jang Woo-jin · Tickers: 005930.KS, 000660.KS, 011070.KS, 009150.KS, KODEX 2x Samsung Electronics ETF, KODEX 2x SK hynius ETF, 018260.KS, 307950.KQ, 267260.KS, 010120.KS, 329180.KS, 042660.KS