[May 26, 2021 Afternoon Broadcast Full View] "Thank You, Samjeon, NVIDIA"... What is the Fate of the Domestic Stock Market That Has Risen Again? [Closing Bell Live]

Watch on YouTube ↗  |  May 21, 2026 at 10:59  |  4:33:16  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell
Jang Ho-jin — CEO, Geumsigong
Lee Kwon-hee — CEO, Economist
Jeong Tae-geun — Director, Mire Economic Research Institute
Yoo Chang-hee — CEO

Summary

The broadcast discusses the major rebound in the Korean stock market on May 21, 2025, driven by Samsung’s tentative labor agreement, NVIDIA’s strong earnings, and hopes for a US-Iran ceasefire. Multiple analysts share bullish views on semiconductors, robotics, power equipment, and secondary batteries, while advising caution on biotech and warning of potential macro risks in the second half of the year. Specific stock picks include Samsung Electronics, SK Hynix, LG Electronics, Hyundai Mobis, and Hanmi Semiconductor.

  • KOSPI surged over 8% on Samsung labor deal, NVIDIA earnings, and ceasefire hopes.
  • Samsung Electronics and SK Hynix remain key leaders with strong earnings momentum.
  • Robotics theme continues with LG Electronics and Hyundai Mobis as top beneficiaries.
  • Transformer and power equipment stocks rebounded sharply after a 30% correction.
  • Hanall Biopharma hit limit-up on positive clinical results with Johnson & Johnson.
  • Analysts maintain a positive near-term outlook but warn of macro risks in H2 2025.
  • Secondary battery sector seen as lagging with upside potential.
  • Biotech is advised to be avoided until interest rates fall.
Trade Ideas
Kim Jang-yeol Reporter, The Bell 12:56
Hanmi Semiconductor is bottoming after earnings.
Hanmi Semiconductor's stock is near bottom after earnings report, making it a good buying opportunity.
042700.KS MED
Kim Jang-yeol Reporter, The Bell 28:40
Transformer stocks oversold, rebound buying opportunity.
Korean transformer and power equipment stocks experienced a sharp 30% correction from May 7 peak and are now rebounding strongly, offering a buying opportunity in oversold conditions.
Korean Power Equipment Sector MED
Lee Kwon-hee CEO, Economist 37:27
CPU volume surge drives substrate stock demand.
NVIDIA’s Vera CPU volume is increasing threefold, which will boost demand for AI substrate stocks such as Simtek and TLB.
024110 TLB Simtek HIGH
Lee Kwon-hee CEO, Economist 38:41
Daeduck Electronics benefits from substrate shortage.
Daeduck Electronics has strong technology among small PCB companies and benefits from the substrate shortage, making it a good mid-cap play.
008060.KS MED
Lee Kwon-hee CEO, Economist 39:02
Samsung Electro-Mechanics silicon capacitor contract upside.
Samsung Electro-Mechanics is set to benefit from a new silicon capacitor contract, with significant earnings upside and price targets of 160-170 million won.
009150.KS HIGH
Lee Kwon-hee CEO, Economist 45:08
Hanall Biopharma clinical success with J&J.
Hanall Biopharma's positive phase results for a rheumatoid arthritis treatment in collaboration with Johnson & Johnson (Janssen) triggered a limit-up and points to significant upside.
046310.KQ HIGH
Kim Jang-yeol Reporter, The Bell 58:00
Samsung Electronics cheap with buyback support.
Samsung Electronics is the cheapest stock in KOSPI by valuation, with strong earnings prospects and a multi-year share buyback program from the labor deal supporting the stock price.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 67:08
Avoid biotech until rates fall.
The biotech sector will continue to struggle until interest rates fall, as it is very sensitive to rate increases. Avoid biotech for now.
Korean biotech sector MED
Jang Ho-jin CEO, Geumsigong 92:36
Semiconductors are most resilient sector.
The semiconductor sector will be the most resilient part of the Korean market during any macro correction, as it held up much better than other sectors during the recent sell-off.
Korean semiconductor sector HIGH
Jang Ho-jin CEO, Geumsigong 114:35
KOSPI target 8,800-8,900 with margin of safety.
KOSPI can reach 8,800-8,900 based on semiconductor valuation and Nomura’s target of 11,000, but applying a 0.8 margin of safety.
EWY MED
Yoo Chang-hee CEO 180:26
Robotics leaders remain, sell laggards.
The robotics theme remains dominant, with leaders like Hyundai Mobis and LG Electronics still the main beneficiaries. Investors should sell laggard stocks and stick with robotics leaders.
Korean robotics sector MED
Yoo Chang-hee CEO 183:20
LG Electronics robot manufacturing opportunity.
LG Electronics has the potential to benefit from the shift to robot manufacturing, as it can leverage its manufacturing capabilities and has opened both Chinese and American standardization routes.
066570.KS MED
Yoo Chang-hee CEO 199:14
Hyundai Mobis actuator mandate boosts outlook.
Hyundai Mobis is well-positioned due to its new actuator production mandate for Hyundai Motor Group’s robots, making it a key beneficiary of the robotics trend.
012330.KS MED
Jeong Tae-geun Director, Mire Economic Research Institute 252:30
SK Hynix earnings data supports 300 million won.
SK Hynix's earnings trajectory is extremely strong, with DRAM and SSD export data suggesting Q2 operating profit could exceed 100 trillion won, supporting the stock price target of 300 million won.
000660.KS HIGH
Jeong Tae-geun Director, Mire Economic Research Institute 266:00
Secondary batteries lagging, upside potential.
The secondary battery sector is the most lagging among large-cap sectors and has significant upside potential as orders flow to Samsung SDI and others, making it a good long-term play.
Korean secondary battery sector MED
Up Next
1:35:38
Goldman CEO Slides Into Musk’s DMs, Iran Reviews Trump’s Latest Offer | The Opening Trade 5/21/2026
Bloomberg Markets · May 21
2:55
Iran Is Reviewing Latest US Peace Proposal
Bloomberg Markets · May 21
1:03:45
As 'Samjeonnix' is sold off, the stock market stumbles... The reason why the securities industry is smiling
Chesley Investment Advisory (체슬리투자자문) · May 21
44:33
If it falls, I'll buy more?" If you think this way in the second half, you're in big trouble... | Jang Woojin, CEO of Geumsigong [Yeouido Insight]
3PRO TV (삼프로TV) · May 21
1:12:19
May 22nd Closing Market Review: "Do I still not have Samjeon-Nix?" No matter how much I search, there's no stock cheaper than Samsung Electronics right now | Hong Seon-ae, Lee Kwon-hee, Kim Jang-yeol [Closing Bell Live]
3PRO TV (삼프로TV) · May 21

This 3PRO TV (삼프로TV) video, published May 21, 2026, features Kim Jang-yeol, Lee Kwon-hee, Jang Ho-jin, Yoo Chang-hee, Jeong Tae-geun discussing 042700.KS, Korean Power Equipment Sector, 024110, TLB, Simtek, 008060.KS, 009150.KS, 046310.KQ, 005930.KS, Korean biotech sector, Korean semiconductor sector, EWY, Korean robotics sector, 066570.KS, 012330.KS, 000660.KS, Korean secondary battery sector. 15 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee, Jang Ho-jin, Yoo Chang-hee, Jeong Tae-geun  · Tickers: 042700.KS, Korean Power Equipment Sector, 024110, TLB, Simtek, 008060.KS, 009150.KS, 046310.KQ, 005930.KS, Korean biotech sector, Korean semiconductor sector, EWY, Korean robotics sector, 066570.KS, 012330.KS, 000660.KS, Korean secondary battery sector