September Rebound After August Correction? 3 Key Factors to Flip the Market | Lee Won-hee, Wizwave CEO [Global Interview]

September Rebound After August Correction? 3 Key Factors to Flip the Market | Lee Gwon-hee, Wizwave CEO [Global Interview]
Watch on YouTube ↗  |  August 09, 2026 at 22:45  |  31:22  |  3PRO TV (삼프로TV)
Speakers
Lee Won-hee — CEO

Summary

Lee Won-hee, CEO of Wizwave, expects the Korean stock market to rebound from September after an August correction, driven by easing macro concerns, KOSDAQ tiering policy catalysts, and deeply undervalued memory chips. He highlights trading opportunities in Korean robotics, aerospace, and specific large-caps like Doosan Enerbility while maintaining long-term bullishness on Samsung Electronics and SK Hynix. AI semiconductor demand continues to favor Nvidia and Broadcom.

  • KOSPI likely to recover from September as the price correction has already occurred and macro headwinds fade.
  • KOSDAQ could rally on September announcement of tiered listing system, lifting index heavyweights.
  • Doosan Enerbility rebounded from oversold levels without negative news, signaling potential in undervalued large-caps.
  • Robotics and aerospace themes are attractive again with catalysts like Hyundai investor day and SpaceX momentum.
  • Samsung Electronics and SK Hynix are deeply undervalued on PBR basis but near-term recovery may be slow.
  • Nvidia's strong earnings and Google's TPU expansion underscore sustained AI semiconductor demand, supporting Broadcom and memory makers.
  • Shareholder return policy announcements for Samsung and SK Hynix could provide a sentiment turning point.
  • US market resilience confirms Korean decline is a correction, not a structural downtrend.
Ideas
Lee Won-hee CEO 0:46
KOSPI to rebound from September after August correction.
The KOSPI is likely to start rebounding from September after an August price correction. Much of the price damage has already occurred and the market is undergoing a time correction. Foreign investors are managing their positions without aggressive selling, and the broader market is showing vitality with rotation into other sectors. The US market's resilience confirms that the Korean sell-off is a correction, not a trend reversal, and negative sentiment will ease as macro triggers like the FOMC and falling rate expectations support a recovery.
EWY HIGH
Lee Won-hee CEO 4:41
Korean space stocks are a trading buy.
Korean space and aerospace stocks have pulled back to their previous levels after an earlier rally and the underlying companies have improved. With SpaceX-related momentum and improving valuations, these stocks are poised to rise again. The theme is still alive and presents a short-term trading opportunity.
Korean space stocks MED
Lee Won-hee CEO 7:43
Samsung and SK Hynix are deeply undervalued.
Samsung Electronics and SK Hynix are deeply undervalued. Current PBR is below 1.5x even if next year's earnings are trusted, compared to 2-2.5x in past semiconductor supercycles when earnings were far smaller. Despite short-term headwinds from shareholder return policy uncertainty and the need to absorb overhead supply, the sell-off is overdone and they are long-term buys. The rebound will be slow, taking 12 weeks or more to recover, but the valuation floor is compelling.
000660.KS 005930.KS HIGH
Lee Won-hee CEO 11:08
KOSDAQ to rally on tiering system announcement.
The KOSDAQ market will benefit from the tiered listing system guidelines to be released in early September. The introduction of 1st, 2nd, and 3rd tiers will polarize the market, but the index itself will be lifted as top market-cap stocks surge on expectations of inclusion in the premier 1st tier. The policy implementation in January means there is a long runway for a rally from September through December, making KOSDAQ a strong near-term trade.
KOSDAQ Index MED
Lee Won-hee CEO 12:48
Doosan Enerbility oversold bounce is a trade.
Doosan Enerbility plunged from 130,000 won to under 60,000 won without any fundamental reason and has already rebounded to 70,000 won. This pattern reflects oversold large-cap stocks that are snapping back even in a weak overall market, indicating that such undervalued names are offering strong recovery potential. Investors should watch for entry timing on similar recovering large-caps.
034020.KS MED
Lee Won-hee CEO 15:37
Nvidia earnings will be strong, stock rises.
Nvidia's stock is pushing towards all-time highs and its upcoming earnings will not disappoint. Supply chain readings from TSMC to Foxconn are robust, with strong revenue and improving margins, while investment continues to accelerate. The narrative of an AI spending slowdown is inconsistent with the price action and strong upstream signals, making Nvidia a clear long.
NVDA HIGH
Lee Won-hee CEO 17:10
Broadcom benefits from Google TPU expansion.
Broadcom is a direct beneficiary of Google's TPU expansion. Google plans to sell TPUs externally from 2025-2026, potentially generating $250 billion in revenue, and Broadcom provides the enabling silicon. The stock has recently been heating up as the market connects these dots, and the AI infrastructure buildout keeps Broadcom in a strong upward trajectory.
AVGO MED
Lee Won-hee CEO 24:18
Korean robotics stocks are a trading buy.
Korean robotics stocks are regaining momentum with catalysts such as Hyundai Motor Group's investor day in late August and Samsung's formation of a dedicated RX robotics team. Chinese labor shortages are driving robot adoption, sustaining long-term demand. Although Tesla's delayed Optimus production cooled the theme, the sector is now at good entry levels and is suited for trading up to 10% allocation, not long-term buy-and-hold.
Korean robotics stocks MED
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This 3PRO TV (삼프로TV) video, published August 09, 2026, features Lee Won-hee discussing EWY, Korean space stocks, 000660.KS, 005930.KS, KOSDAQ Index, 034020.KS, NVDA, AVGO, Korean robotics stocks. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Won-hee  · Tickers: EWY, Korean space stocks, 000660.KS, 005930.KS, KOSDAQ Index, 034020.KS, NVDA, AVGO, Korean robotics stocks