Samsung Electronics Surges, 100 Trillion Won Operating Profit Becomes Reality! / Semiconductor and Bio Stocks Soar Together, KOSDAQ's Record Bull Market Has Begun. | Lee Dong-geun, CEO

삼성전자 급등, 영업이익 100조 현실화! / 반도체·바이오 '쌍끌이' 주가폭등, 코스닥 역대급 불장 시작됐다.ㅣ이동근 대표
Watch on YouTube ↗  |  January 02, 2026 at 06:00  |  19:50  |  815 Money Talk (815머니톡)
Speakers
Lee Dong-geun — CEO

Summary

Lee Dong-geun, CEO of First Prime Research, reviews the strong first trading day of 2026, with KOSPI and KOSDAQ rising and semiconductors and biotech rallying together. He highlights foreign and institutional buying in KOSDAQ, leadership from Samsung Electronics, SK hynix, and Celltrion, and a rebound in semiconductor equipment. He also discusses emerging themes including stablecoins/STO, China-related game and entertainment stocks, telecom equipment tied to space, and a bottoming cosmetics and aesthetic medical device sector. He warns that the rally's speed may cause volatility but favors KOSDAQ and stock-specific opportunities over KOSPI.

  • Korean equities opened 2026 strongly, with KOSDAQ outperforming KOSPI and semiconductors plus biotech rising together.
  • Foreign and institutional flows turned positive in KOSDAQ and foreign selling slowed in KOSPI.
  • Semiconductor equipment names rebounded on 2026-2027 expectations after a post-3Q correction.
  • Celltrion led biotech higher on record Q4 earnings expectations, a US plant acquisition, and a CDMO contract.
  • Stablecoin/STO, China-exposed game/entertainment, and telecom equipment/space themes drew attention.
  • Cosmetics and aesthetic medical device stocks were described as bottoming with improving export and pricing power.
  • The speaker prefers KOSDAQ over KOSPI for 2026 but warns the rapid rally may face a backlash.
Ideas
Lee Dong-geun CEO 0:34
Biotech leads KOSDAQ into JP Morgan event
Biotech is rising alongside semiconductors and leading KOSDAQ strength. The speaker also points to the upcoming JP Morgan Healthcare conference as a catalyst for biotech and pharma-related stocks.
Korean biotech and pharma sector MED
Lee Dong-geun CEO 2:07
Semiconductors lead Korean earnings and foreign buying
The speaker expects Korean semiconductors to drive 2026 KOSPI earnings growth, noting estimates of about 130 trillion won in KOSPI net profit with roughly 83 trillion won from semiconductors. He cites positive views on Samsung Electronics and SK hynix and foreign buying in those names, and says semiconductors are leading KOSPI.
005930.KS 000660.KS HIGH
Lee Dong-geun CEO 3:06
Celltrion gains on record Q4, US plant
Celltrion surged 11% and broke above 200,000 won on expectations for record fourth-quarter earnings, its acquisition of a US plant, and a CDMO contract won at that plant. The speaker presents it as the leading KOSDAQ biotech name.
068270.KS HIGH
Lee Dong-geun CEO 4:57
KOSPI flow positive but rally too fast
The speaker says year-start foreign and institutional flows are unusually positive for the Korean market, and KOSPI broke its previous high. However, he warns the speed and strength of the rally are excessive and could invite a backlash, so he views it as a setup to monitor rather than chase.
KRX:KOSPI MED
Lee Dong-geun CEO 6:48
Prefer KOSDAQ over KOSPI in 2026
He prefers KOSDAQ over KOSPI in 2026 because KOSPI is unlikely to repeat last year's 76% gain and market focus should shift from the index to individual stocks. KOSDAQ is attracting year-start foreign and institutional buying, and he refers to target estimates around 1,100.
KRX:KOSDAQ HIGH
Lee Dong-geun CEO 9:12
Buy semiconductor equipment leaders on expectations
The speaker says semiconductor equipment leaders such as Wonik IPS, Hanmi Semiconductor, Eugene Technology, and TES corrected after disappointing third-quarter results, but they are rebounding on 2026-2027 expectations. He advises staying with leading names because they recover quickly even if the group pulls back.
240810.KQ 042700.KS 084370.KQ 095610.KQ HIGH
Lee Dong-geun CEO 10:23
Stablecoin/STO policy hopes drive stocks
Stablecoin-related stocks are rising on expectations that government policy on stablecoins and STO will become more concrete in 2026, including progress on legislation, creating policy-driven momentum.
Korean stablecoin and STO theme MED
Lee Dong-geun CEO 10:48
China visit could unlock game/entertainment rally
Game/content and entertainment stocks are rising ahead of the President's China visit. The market is watching whether the Hallyu ban is eased; gaming and entertainment were the sectors most suppressed by China restrictions, so any easing could unlock upside.
Korean game and entertainment sector MED
Lee Dong-geun CEO 12:12
Telecom equipment gains on space crossover
Telecom equipment stocks are strong on the US spectrum allocation issue, and they now have multiple catalysts because they are increasingly tied to the space/aerospace theme. Named examples include Intellian Tech, RF Materials, and RFHIC.
189300.KQ 327260.KQ 218410.KQ MED
Lee Dong-geun CEO 15:20
PharmaResearch bottom confirmed despite competition fears
PharmaResearch fell from 710,000 won to around 350,000 won despite good export data, mainly on concerns that competing aesthetic products could take market share. The speaker argues these fears are overdone because medical aesthetic consumers rely on products with cumulative data and established formulations, making switching slow; he says the bottom is confirmed and the risk/reward is strongly positive.
214450.KQ HIGH
Lee Dong-geun CEO 18:00
Cosmetics and aesthetic devices bottom confirmed
The speaker says cosmetics and aesthetic medical device stocks have confirmed a bottom and are strongly attractive at current levels. Cosmetics exports are expanding into Europe and the Middle East, US demand is not shrinking and is growing offline, tariff risk may be offset by pricing power, and earnings should improve; aesthetic device names like Classys are recovering from overly pessimistic sentiment.
Korean cosmetics and aesthetic medical device sector 214150.KQ HIGH
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This 815 Money Talk (815머니톡) video, published January 02, 2026, features Lee Dong-geun discussing Korean biotech and pharma sector, 005930.KS, 000660.KS, 068270.KS, KRX:KOSPI, KRX:KOSDAQ, 240810.KQ, 042700.KS, 084370.KQ, 095610.KQ, Korean stablecoin and STO theme, Korean game and entertainment sector, 189300.KQ, 327260.KQ, 218410.KQ, 214450.KQ, Korean cosmetics and aesthetic medical device sector, 214150.KQ. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Dong-geun  · Tickers: Korean biotech and pharma sector, 005930.KS, 000660.KS, 068270.KS, KRX:KOSPI, KRX:KOSDAQ, 240810.KQ, 042700.KS, 084370.KQ, 095610.KQ, Korean stablecoin and STO theme, Korean game and entertainment sector, 189300.KQ, 327260.KQ, 218410.KQ, 214450.KQ, Korean cosmetics and aesthetic medical device sector, 214150.KQ