There is no better stock than this... You'll regret not buying Samsung Electronics, SK Hynix when their stock prices plummet - Reason for sudden surge | CEO Lee Ju-hyun

[#Urgent Market Conditions] There is no better stock than this... You'll regret not buying Samsung Electronics, SK Hynix when their stock prices plummet "Reason for sudden surge" | CEO Lee Ju-hyun
Watch on YouTube ↗  |  May 18, 2026 at 06:00  |  21:08  |  815 Money Talk (815머니톡)
Speakers
Lee Ju-hyeon — Director, Xangle

Summary

The video features CEO Lee Ju-hyun of Blue Dream Research analyzing a sharp market decline and rebound. He recommends accumulating Samsung Electronics and SK Hynix on dips due to strong earnings and AI demand. He also warns against KOSDAQ, healthcare, and aerospace theme stocks, while favoring KOSPI. The discussion covers foreign selling, futures positioning, and sector rotations.

  • Market experienced a sharp 4%+ intraday drop before recovering to near positive.
  • Lee Ju-hyun advises buying Samsung Electronics and SK Hynix on pullbacks as long-term plays.
  • Nomura target prices cited: SK Hynix 4M won, Samsung Electronics 500K won.
  • KOSDAQ is weak due to overvalued biotech stocks; KOSPI is preferred.
  • Healthcare/biotech sector is vulnerable to rising rate expectations.
  • Aerospace/space stocks are theme-driven ahead of SpaceX IPO; avoid heavy allocation.
  • Foreign investors continue net selling, but program buying supports the market.
  • Leverage (margin) should be avoided in high-volatility conditions.
Trade Ideas
Lee Ju-hyeon Director, Xangle 2:43
Accumulate Samsung and SK Hynix on dips.
The recent sharp decline in Samsung Electronics and SK Hynix is a buying opportunity due to strong forward earnings, AI-driven DRAM price increases, and Nomura's target prices (SK Hynix 4 million won, Samsung Electronics 500,000 won). These are high-quality companies with earnings momentum, and investors should accumulate on dips using a dollar-cost averaging strategy.
000660.KS 005930.KS HIGH
Lee Ju-hyeon Director, Xangle 12:04
Avoid heavy allocation in aerospace stocks.
Korean aerospace stocks are driven by the upcoming SpaceX IPO, but they are theme stocks without earnings support. Investors should avoid heavy allocation and consider taking profits if they have them, as the rally may be a sell-the-news event.
Korean Aerospace Sector MED
Lee Ju-hyeon Director, Xangle 18:55
Avoid Korean healthcare sector.
Korean healthcare/biotech stocks have rallied significantly since 2023 and are now vulnerable due to increased expectations of rate hikes, making them risky. The sector is overextended and likely to underperform.
KORU LOW
Lee Ju-hyeon Director, Xangle 20:24
Prefer KOSPI, avoid KOSDAQ.
KOSPI is the only index to invest in Korea because it contains earnings-driven companies like Samsung and Hynix, while KOSDAQ is weak due to top-heavy biotech stocks that lack earnings and are vulnerable to rate increases. Investors should prefer KOSPI over KOSDAQ.
KOSDAQ MED
Lee Ju-hyeon Director, Xangle 20:24
Prefer KOSPI, avoid KOSDAQ.
KOSPI is the only index to invest in Korea because it contains earnings-driven companies like Samsung and Hynix, while KOSDAQ is weak due to top-heavy biotech stocks that lack earnings and are vulnerable to rate increases. Investors should prefer KOSPI over KOSDAQ.
EWY MED
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815 Money Talk (815머니톡) · May 18

This 815 Money Talk (815머니톡) video, published May 18, 2026, features Lee Ju-hyeon discussing 000660.KS, 005930.KS, Korean Aerospace Sector, KORU, KOSDAQ, EWY. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon  · Tickers: 000660.KS, 005930.KS, Korean Aerospace Sector, KORU, KOSDAQ, EWY