KOSPI Trend Is Still Alive! Why KOSDAQ Investment Needs Caution Now | Lee Jaegyu, SK Securities PB Deputy Manager [Focus Today's Stock]

Watch on YouTube ↗  |  June 04, 2026 at 11:30  |  38:31  |  3PRO TV (삼프로TV)
Speakers
Lee Jae-kyu — PB Deputy Manager, SK Securities

Summary

Lee Jae-gyu of SK Securities discusses the KOSPI uptrend and advises caution on KOSDAQ due to weak volume. He emphasizes semiconductors as the leading sector and highlights specific stocks like Samsung Electronics, SK Hynix, and shipbuilding stocks. He also suggests holding cash and using KOSDAQ ETF if volume returns.

  • KOSPI maintains strong uptrend as the main market.
  • KOSDAQ rebound lacks volume; trend reversal not confirmed.
  • Semiconductors remain the key leading sector.
  • Samsung Electronics and SK Hynix are attractively valued.
  • Samsung Electro-Mechanics has earnings-driven upside potential.
  • Shipbuilding stocks benefit from dollar strength.
  • Securities stocks are attractive due to high trading volumes.
  • Jensen Huang's visit caused volatility; buy on dip for select names.
Trade Ideas
Lee Jae-kyu PB Deputy Manager, SK Securities 0:40
Semiconductor remains the leading sector
Semiconductors are the leading sector driven by the AI narrative, long-term supply agreements (LTA), and strong earnings; they will continue to lead the market; the thesis is supported by dollar strength benefit and spillover to equipment/materials.
SOC HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 0:47
KOSDAQ downtrend not yet reversed
KOSDAQ is in a short-term downtrend with low trading volume; today's rebound is not enough to confirm a trend reversal; caution is needed until volume picks up; avoid rushing into KOSDAQ.
KOSDAQ Index HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 1:22
KOSPI uptrend remains intact
KOSPI has a strong and intact uptrend supported by the semiconductor sector and other industries; market leadership remains with KOSPI; the trend is alive and investors should keep KOSPI as the main market; Goldman Sachs target of 12,000 is plausible.
EWY HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 8:16
Samsung Electronics undervalued, trend strong
Samsung Electronics is attractively valued relative to future earnings; its uptrend is intact; it is a cheap large-cap AI play compared to global peers like TSMC; the stock is still a core holding.
005930.KS HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 8:22
SK Hynix strong, undervalued
SK Hynix has a strong uptrend; its HBM and DRAM business are solid; it remains undervalued compared to TSMC and is a direct beneficiary of AI memory demand.
000660.KS HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 16:50
Samsung SDS buy on weakness
Samsung SDS also dropped sharply; similar to LG Electronics, the selloff may be overdone; consider buying on weakness given the Jensen visit related expectations.
018260.KS LOW
Lee Jae-kyu PB Deputy Manager, SK Securities 16:50
LG Electronics dip buying opportunity
LG Electronics experienced a sharp decline after the Jensen Huang visit anticipation; further dip could be a buying opportunity as the partnership narrative still holds; consider buying on weakness.
066570.KS LOW
Lee Jae-kyu PB Deputy Manager, SK Securities 20:05
KOSDAQ ETF if volume returns
If KOSDAQ trading volume rebounds, investing via a KOSDAQ index ETF is preferable to picking individual stocks; currently not yet justified but worth watching.
KOSDAQ MED
Lee Jae-kyu PB Deputy Manager, SK Securities 23:00
Samsung Electro-Mechanics earnings-driven upside
Samsung Electro-Mechanics has upside potential if Q2/Q3 earnings confirm expectations; it is a leading MLCC and FCBGA player with global peers trading at much higher multiples (Murata ~50x, Ibiden ~60x); the stock could see further multiple expansion.
009150.KS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 27:36
Wonik IPS volume spike, watch
Wonik IPS saw a 300% volume surge and hit the upper limit; this is a meaningful signal but needs confirmation; it is a semiconductor equipment stock that could resume its uptrend if volume sustains; treat as a watch.
240810.KQ MED
Lee Jae-kyu PB Deputy Manager, SK Securities 29:45
Shipbuilding benefiting from dollar strength
Shipbuilding stocks benefit from dollar strength and order momentum; they may move this month; HD Hyundai Heavy Industries and HD Hyundai Marine Solution are attractive plays.
329180.KS 443060.KS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 30:05
Securities stocks volume-driven upside
Securities stocks are attractive due to surging trading volumes; they offer dividend and large-cap exposure; Kiwoom Securities, Samsung Securities, and Mirae Asset Securities are good candidates.
039490.KS 006800.KS 016360.KS MED
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This 3PRO TV (삼프로TV) video, published June 04, 2026, features Lee Jae-kyu discussing SOC, KOSDAQ Index, EWY, 005930.KS, 000660.KS, 018260.KS, 066570.KS, KOSDAQ, 009150.KS, 240810.KQ, 329180.KS, 443060.KS, 039490.KS, 006800.KS, 016360.KS. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Jae-kyu  · Tickers: SOC, KOSDAQ Index, EWY, 005930.KS, 000660.KS, 018260.KS, 066570.KS, KOSDAQ, 009150.KS, 240810.KQ, 329180.KS, 443060.KS, 039490.KS, 006800.KS, 016360.KS