May 8 [Before Market Open] Peace Negotiation Uncertainty Re-emerges, NYSE Falls / US Military Clash with Iran in Hormuz

[5월8일 #장시작전] 종전협상 불확실성 재부각, 뉴욕증시 하락 / 미군, 이란 호르무즈에서 군사적 충돌
Watch on YouTube ↗  |  May 08, 2026 at 01:00  |  3:08:25  |  815 Money Talk (815머니톡)
Speakers

Summary

The May 8 pre-market show discusses heightened uncertainty from Iran-US military clashes and a US Supreme Court ruling striking down the 10% global tariff. Multiple experts analyze the overheated Korean market, with semiconductor stocks (Samsung, SK Hynix) seen as cheap on valuation but technically overbought. Sector rotation ideas include shipbuilding, robotics, entertainment, and battery plays as alternative investment opportunities.

  • US markets fell on renewed geopolitical risk (Iran clash) and profit-taking in semiconductors.
  • KOSPI saw record foreign selling of 8 trillion won, absorbed by individual investors.
  • Samsung and SK Hynix remain at 5-6x PER, cheap vs global peers, but near-term correction likely.
  • Shipbuilders (HD Hyundai Heavy) are undervalued due to capital neglect despite strong earnings.
  • STX Engine is highlighted as the leader in data-center engine demand.
  • Hyundai AutoEver is favored for autonomous driving and robotics catalysts.
  • Entertainment stocks (Hybe) trade at historical low PER with recovering fan platform revenue.
  • LG Energy Solution is attractive on LFP expansion and lithium price uptrend.
Trade Ideas
Park Hyun-sang Deputy Head 5:10
Semiconductors cheap on AI demand
Despite a sharp recent rally, Samsung Electronics and SK Hynix remain extremely cheap at 5-6x forward PER, well below global peers and historical averages. AI-driven structural demand supports strong earnings growth, so any near-term technical pullback is a buying opportunity for long-term gains.
005930.KS 000660.KS HIGH
Park Hyun-sang Deputy Head 21:21
Shipbuilders unfairly suppressed, good earnings
Shipbuilding stocks like HD Hyundai Heavy Industries have delivered strong earnings but are being ignored as capital floods into semiconductors. These unfairly suppressed names should rebound when money rotates, as their fundamentals are solid.
329180.KS MED
Lee Ju-hyeon Director, Xangle 61:58
Data center engine leader
STX Engine is the standout leader in the data-center engine theme for AI power demand. It has the strongest momentum among engine stocks and recently secured orders, capitalizing on the energy bottleneck created by AI infrastructure buildout.
077970.KS MED
Kim Young-cheol CEO 92:51
Autonomous driving/robotics play
Hyundai AutoEver is positioned to benefit from autonomous driving and physical AI/robotics themes, especially via the Hyundai Motor Group’s Boston Dynamics. After a long consolidation, it is ready to break out, offering more elasticity than the parent stock.
307950.KS MED
Lee Kwon-hee CEO, Economist 138:12
Good earnings, undervalued biotech
Celltrion posted stronger-than-expected earnings and has a catalyst in CDMO expansion in the U.S. (Eli Lilly contract). Foreign and institutional buying is emerging, and the stock offers a cheap valuation relative to its biotech peers.
068270.KS MED
Oh Hyun-jin Team Lead 159:16
Entertainment at historical low PER
Entertainment stocks, particularly Hybe, are at historically low forward PER valuations while earnings are recovering and the fan platform Weverse is generating steady revenue growth. As semiconductor leadership consolidates, money should rotate into this deeply undervalued sector.
352820.KS HIGH
Oh Hyun-jin Team Lead 176:33
LFP expansion, lithium recovery
LG Energy Solution is an attractive battery play due to its expansion into LFP for ESS and EV, rising lithium prices, and a relatively cheaper valuation versus Samsung SDI after the recent sector rally. ESS demand and North American capacity additions support future growth.
373220.KS MED
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This 815 Money Talk (815머니톡) video, published May 08, 2026, features Park Hyun-sang, Lee Ju-hyeon, Kim Young-cheol, Lee Kwon-hee, Oh Hyun-jin discussing 005930.KS, 000660.KS, 329180.KS, 077970.KS, 307950.KS, 068270.KS, 352820.KS, 373220.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang, Lee Ju-hyeon, Kim Young-cheol, Lee Kwon-hee, Oh Hyun-jin  · Tickers: 005930.KS, 000660.KS, 329180.KS, 077970.KS, 307950.KS, 068270.KS, 352820.KS, 373220.KS