Name: The Leverage Crisis That Ruined the Korean Stock Market: We Reveal the Real Culprit / Why Hyundai Motor is Good for Long-Term Investment | Professor Seo Jun-sik
Uploaded: 2026-08-07T08:00:15+00:00
Duration: 1517 s

Speakers

Seo Jun-sik — Professor, Department of Economics, Soongsil University

Summary

Professor Seo Jun-sik discusses the US interest rate outlook, Korea's rate-hike impact on equities, the need for Korea Exchange listing to achieve MSCI developed market status, and two actionable investment ideas: Hyundai Motor for its humanoid robot potential, and deeply undervalued small/mid-cap securities stocks.

US 10-year yield near 5% is a headwind but the Fed is unlikely to hike aggressively and may shift to rate cuts if equities pull back.
Korea's hawkish rate stance risks draining liquidity from stocks; structural reforms (ISA, anti-suppression law, exchange listing) are needed to offset the impact.
Korea Exchange listing would reduce government influence, allow competition, and is a prerequisite for MSCI developed market inclusion.
Hyundai Motor is a leading play on the humanoid robot theme; the professor recommends buying the preferred shares at current levels for long-term stability.
Small/mid-cap Korean securities stocks have crashed to PBRs as low as 0.3x; the professor is rotating into them and buying more on dips, focusing on earnings recovery.

Ideas

Seo Jun-sik Professor, Department of Economics, Soongsil University 17:34

Buy Hyundai Motor preferred for humanoid.

Hyundai Motor is well positioned in the humanoid robot industry, which is set to become a global three-way competition between the US, China, and Korea. The company has strong human resources, and at the current price of around 400,000 KRW, it offers a good long-term entry. For individual investors, buying preferred shares provides higher dividends and stability, making it easier to hold through volatility. If the stock falls further, it is an even better opportunity.

Seo Jun-sik Professor, Department of Economics, Soongsil University 22:20

Buy cheap small-cap Korean securities stocks.

Small and mid-cap Korean securities stocks have become deeply undervalued after a sharp sell-off, with some trading at a PBR as low as 0.3x. The speaker is rotating back into these stocks, buying on dips using margin, and focusing on those with improving earnings (e.g., 50% year-over-year growth). He believes long-term ROE across securities firms is similar, and extreme low PBR offers a bargain entry.

This 815 Money Talk (815머니톡) video, published August 07, 2026, features Seo Jun-sik discussing 005380.KS, 005385.KS, Korean small/mid-cap securities stocks. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Seo Jun-sik · Tickers: 005380.KS, 005385.KS, Korean small/mid-cap securities stocks

The Leverage Crisis That Ruined the Korean Stock Market: We Reveal the Real Culprit / Why Hyundai Motor is Good for Long-Term Investment | Professor Seo Jun-sik

Summary

Ideas

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