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Samsung Electronics Moves Like This After Earnings Release | Lee Gwon-hee, Wizwave CEO

Samsung Electronics Moves Like This After Earnings Release | Lee Gwon-hee, Wizwave CEO [Double Up]
Watch on YouTube ↗  |  July 06, 2026 at 02:05  |  23:56  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, Wizwave CEO, expects Samsung Electronics to deliver strong operating profits around 9 trillion KRW, reinforcing the semiconductor upcycle. He sees the recent KOSPI correction as technical and temporary, advising buying on dips. He remains bullish on Hyundai Motor as a physical AI beneficiary while cautioning that SK hynix has limited near-term upside and KOSDAQ suffers from liquidity diversion to large-cap leveraged ETFs.

  • Samsung Electronics poised for an earnings beat, supporting continued share price gains.
  • AI semiconductor super cycle intact, expanding into agentic and physical AI.
  • Hyundai Motor benefits from the physical AI trend and retains upside potential.
  • SK hynix seen as heavy with limited upside after ADR-driven rally and Micron decline.
  • KOSPI index considered undervalued, with broad earnings growth and foreign futures buying.
  • KOSDAQ underperforms due to liquidity drain from leveraged large-cap ETFs.
  • Technical overheating suggests buying on dips rather than chasing rallies.
  • Foreign investor spot selling masks net long futures positioning, signaling upward bias.
Ideas
Lee Kwon-hee CEO, Economist 3:04
Strong earnings and AI demand support upside.
Samsung Electronics is expected to deliver a strong Q2 operating profit of around 9.01 trillion KRW, beating expectations. The AI semiconductor super cycle continues, driven by generative AI, agentic AI, and physical AI, supporting demand for memory and logic chips. The recent correction is technical, not fundamental, and the stock should resume its upward trend after a brief pause. The speaker sees the stock reaching the 360,000 KRW area in the near term, with the long-term uptrend intact. He advises buying on dips rather than chasing rallies when the price gap widens excessively.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 9:31
Physical AI trend drives Hyundai Motor higher.
Hyundai Motor is a beneficiary of the physical AI and robotics trend. Despite short-term profit-taking and pullback, the company remains on an upward trajectory. The speaker reaffirms his bullish stance, noting that the move toward 800,000 KRW is still intact, and the correction is part of the natural progression. Hyundai Motor is seen as a key player in the AI-driven transformation of mobility and manufacturing.
005380.KS MED
Lee Kwon-hee CEO, Economist 12:53
KOSDAQ liquidity drained by large-cap leveraged ETFs.
The launch of leveraged ETFs on large-cap stocks like Samsung Electronics has drained liquidity from the KOSDAQ market. Investors seeking concentrated returns have shifted from individual small- and mid-cap names to these high-beta instruments, causing a sustained decline and underperformance in KOSDAQ. This drain will continue until large-cap stocks become expensive and lose their appeal, making KOSDAQ unattractive in the current environment.
KOSDAQ Index HIGH
Lee Kwon-hee CEO, Economist 17:01
KOSPI cheap, broad earnings growth, upside ahead.
The KOSPI index is still undervalued with a forward P/E around 7-8x. Broad Korean sectors beyond semiconductors are showing 60%+ earnings growth year-on-year. Foreign investors are currently selling spot but are net long KOSPI futures by 3-4 trillion KRW, indicating bullish positioning. The ongoing correction is technical and should resolve with further upside. The speaker expects foreign pension funds to increase Korea weightings in the future, adding to demand.
EWY HIGH
Lee Kwon-hee CEO, Economist 18:46
Limited upside after ADR run, heavyweight.
SK hynix has already rallied significantly on ADR listing expectations and Micron Technology has declined, narrowing the valuation gap. The stock now looks heavy and offers limited upside at current levels, as the price-to-earnings multiple difference has compressed. While overall semiconductor demand remains strong, SK hynix may underperform Samsung Electronics in the near term until a new catalyst emerges.
000660.KS MED
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This 3PRO TV (삼프로TV) video, published July 06, 2026, features Lee Kwon-hee discussing 005930.KS, 005380.KS, KOSDAQ Index, EWY, 000660.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 005380.KS, KOSDAQ Index, EWY, 000660.KS