Samsung Electronics: If you don't have it, start buying in installments now. / KOSDAQ rebound signal appears | CEO Lee Kwon-hee

삼성전자, 없다면 지금이라도 분할 매수 들어가세요. / 코스닥 반등 신호 떴다ㅣ이권희 대표
Watch on YouTube ↗  |  May 08, 2026 at 07:30  |  19:46  |  815 Money Talk (815머니톡)
Speakers

Summary

In this morning market commentary, CEO Lee Kwon-hee discusses the correction in Samsung Electronics and SK Hynix as a buying opportunity using installment buying. He is bullish on Hyundai Motor due to Tesla and robotaxi themes, and sees biotech recovery led by Celltrion. He also mentions a relative trade of selling NAVER to buy Samsung.

  • Samsung Electronics and SK Hynix correction is a buying opportunity with dip-buying strategy.
  • Hyundai Motor expected to rise above 70,000 won benefiting from Tesla and robot trends.
  • Celltrion has strong earnings and CDMO expansion, with foreign buying support.
  • Pair trade suggestion: sell NAVER to fund Samsung Electronics purchases.
  • Large-cap biotech stocks on KOSDAQ are recovering, rotation recommended.
  • KOSDAQ may rebound as foreign buying continues and valuations are low.
  • Defense stocks could see a bounce after post-earnings sell-off.
Trade Ideas
Lee Kwon-hee CEO, Economist 3:44
Sell NAVER to buy Samsung
Lee suggests that if investors want to buy Samsung Electronics, they should sell NAVER first, as NAVER may not rally soon. This implies a relative trade favoring Samsung over NAVER.
035420.KS LOW
Lee Kwon-hee CEO, Economist 5:13
Buy Samsung and SK Hynix on dips
Both Samsung Electronics and SK Hynix are experiencing a correction after a strong run. Lee advises buying on dips to the 5-day moving average (around 25,500 won for Samsung) using a staggered buying approach. He believes the correction is temporary and the uptrend will resume.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 11:17
Celltrion undervalued after strong earnings
Celltrion reported strong earnings, is expanding CDMO capacity (potential Eli Lilly deal), and has seen foreign buying. The stock price is not burdensome at current levels, and the biotech sector is showing signs of recovery.
068270.KS MED
Lee Kwon-hee CEO, Economist 16:54
Hyundai Motor target above 70,000 won
Hyundai Motor is benefiting from Tesla's robotaxi and humanoid robot themes, as well as its own Atlas robot. Lee expects the stock to rise above 70,000 won, continuing its upward trend.
005380.KS MED
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815 Money Talk (815머니톡) · May 08

This 815 Money Talk (815머니톡) video, published May 08, 2026, features Lee Kwon-hee discussing 035420.KS, 005930.KS, 000660.KS, 068270.KS, 005380.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 035420.KS, 005930.KS, 000660.KS, 068270.KS, 005380.KS