Will 'Bittoo' Shock Samjeon-Nix Again? | Son Sooyeon, Hana Securities Yongsan WM Center PB [Double Crew]

Watch on YouTube ↗  |  August 03, 2026 at 01:07  |  18:55  |  3PRO TV (삼프로TV)
Speakers
Son Soo-hyun — Private Banker, Hana Securities Yongsan WM Center

Summary

Hana Securities PB Son Soo-hyeon reviews Big Tech earnings and cloud growth, arguing that strong capex plans support memory semiconductors Samsung and SK hynix. She warns that rising credit concentration in those two stocks may heighten volatility. She also advises shifting from KOSDAQ small-caps to KOSPI large-caps, while remaining positive on the market’s fundamentals.

  • Big Tech cloud revenue is accelerating and capex guidance has been raised, positive for memory demand.
  • Capex breakdown shows a high share of short-lived assets like memory, benefiting Samsung and SK hynix.
  • SK hynix Q2 earnings dip was a temporary delay and the sell-off was overdone.
  • Credit concentration in Samsung and SK hynix increased, risking amplified volatility.
  • July semiconductor exports remained strong despite monthly fluctuations.
  • PB recommends moving from KOSDAQ to KOSPI large-cap stocks for relative stability.
  • Overall market fundamentals are sound, though near-term volatility persists.
Ideas
Son Soo-hyun Private Banker, Hana Securities Yongsan WM Center 1:48
Higher credit concentration in Samsung, SK hynix risks volatility.
Big Tech earnings from Microsoft and Amazon show accelerating cloud revenue growth and raised capex guidance, with a high share of short-lived assets like memory. This supports sustained memory demand. AMD's new chips use more memory, diversifying demand; long-term agreements remain solid; July semiconductor exports were strong; SK hynix's Q2 earnings dip was temporary and the sell-off overdone. Memory stocks Samsung Electronics and SK hynix are set to benefit.
005930.KS 000660.KS MED
Son Soo-hyun Private Banker, Hana Securities Yongsan WM Center 17:02
Favor KOSPI large-caps over KOSDAQ.
Investors should shift from KOSDAQ small-cap stocks to KOSPI large-cap stocks for relative stability and better positioning. The PB recommends moving toward large-cap names rather than KOSDAQ amid current market conditions.
EWY MED
Son Soo-hyun Private Banker, Hana Securities Yongsan WM Center 17:02
Favor KOSPI large-caps over KOSDAQ.
Investors should shift from KOSDAQ small-cap stocks to KOSPI large-cap stocks for relative stability and better positioning. The PB recommends moving toward large-cap names rather than KOSDAQ amid current market conditions.
KOSDAQ Index MED
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This 3PRO TV (삼프로TV) video, published August 03, 2026, features Son Soo-hyun discussing 005930.KS, 000660.KS, EWY, KOSDAQ Index. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Son Soo-hyun  · Tickers: 005930.KS, 000660.KS, EWY, KOSDAQ Index