Shareholder Returns Are Coming, And In Times Like These, 'Hold The Bat Short' | Kim Moon-jung, Hana Securities Beomeo-dong Branch PB [Double Check]

Shareholder Returns Are Coming, And In Times Like These, "Hold The Bat Short" | Kim Moon-jung, Hana Securities Beomeo-dong Branch PB [Double Check]
Watch on YouTube ↗  |  August 06, 2026 at 01:46  |  16:48  |  3PRO TV (삼프로TV)
Speakers
Kim Moon-jung — PB, Hana Securities Daegu Central WM Center

Summary

Kim Moon-jung, a PB at Hana Securities, discusses the recent SK Hynix sell-off and why it may be a dip-buying opportunity ahead of strong earnings. She presents a detailed bullish case for Samsung Electro-Mechanics, highlighting record earnings guidance, MLCC tightness, AI server demand, and Tesla camera module wins. She also addresses short-term trading tactics, shareholder return disappointments, and macro risks from yen intervention.

  • SK Hynix decline attributed to profit-taking before expected Q3 earnings, still viewed as a good stock
  • Samsung Electro-Mechanics guided for record Q3 earnings, benefiting from MLCC supply crunch and AI capex
  • Tesla robotaxi and humanoid robot plans create large camera module demand for Samsung Electro-Mechanics
  • Samsung Electro-Mechanics deeply undervalued vs. consensus targets, recommended for accumulation on weakness
  • Short-term, buy-on-dips and take-profits approach advocated for current choppy market
  • Disappointment over SK Hynix shareholder returns intensified the sell-off
  • Trump-related yen management could lift US yields, posing macro risk
Ideas
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 0:33
Dip buying opportunity on earnings growth
The sharp decline in SK Hynix is not driven by fundamental deterioration. The company is still seen as a good stock that makes money by default. Selling pressure likely comes from traders aiming to re-enter at cheaper prices ahead of expected strong Q3 earnings, making the dip a potential buying opportunity.
000660.KS MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 8:00
Record earnings, AI and Tesla undervalued
Samsung Electro-Mechanics guided for record maximum earnings in Q3, driven by MLCC supply-demand tightness, LTA expansion, and rising prices. AI capex fuels demand for high-end MLCC and FCBGA in servers. The company signed LTA contracts with hyperscalers and announced three new businesses. Additionally, Tesla's robotaxi (Cybercab) and humanoid robot plans require eight camera modules per vehicle, creating a large new revenue stream. Despite target price cuts, the stock is deeply undervalued relative to its ~300,000 KRW target price, currently trading around 124,500 KRW. She recommends accumulating on weakness.
009150.KS HIGH
Up Next
37:19
Confirm the bottom and then move." Otherwise...! | Ha Chang-wan, Ha Bono's Stock Story CEO [Double Check]
3PRO TV (삼프로TV) · Aug 06
21:06
Funds that left Samsung Electronics and SK Hynix flocked to KOSDAQ. A full-fledged stock market rally has begun. | CEO Lee Kwon-hee
815 Money Talk (815머니톡) · Aug 06
48:19
China Outbuilds America 230-to-1. Saronic Has a Plan
All-In Podcast · Aug 06
3:02:51
[August 6th #BeforeMarketOpen] Nasdaq Falls Due to AI Investment Burden, SpaceX 14% Plunge / Nvidia Rises, Philly Semiconductor Index Falls 1.4%
815 Money Talk (815머니톡) · Aug 06
40:55
What is the 'decline range' checkpoint that will determine if the rebound continues? | Park Byeong-chang, MP Partners CEO [Market Inside]
3PRO TV (삼프로TV) · Aug 06

This 3PRO TV (삼프로TV) video, published August 06, 2026, features Kim Moon-jung discussing 000660.KS, 009150.KS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Moon-jung  · Tickers: 000660.KS, 009150.KS