[May 26 #BeforeMarketOpen] Trump "Iran negotiations proceeding smoothly...deal or no deal" Oil prices plummet / Samsung Electronics to fully allow ChatGPT for internal use

Watch on YouTube ↗ | May 26, 2026 at 00:24 | 2:35:30 | 815 Money Talk (815머니톡)

Speakers

Kim Tae-seong — Division Head, Xangle

Lee Ju-hyeon — Director, Xangle

Oh Hyun-jin — Team Lead

Summary

This video discusses the positive impact of US-Iran peace talks on oil prices and Korean markets, with a focus on KOSDAQ rebound, semiconductor and robotics themes, and sector rotation. Analysts recommend buying pharma/bio, Samsung Electro-Mechanics, Samsung Electronics, SK hynix, and Hyundai Motor on pullbacks, while cautioning on insurance/banks and leveraged ETFs.

US-Iran peace progress leads to oil price drop, boosting Korean market sentiment.
Foreign net buying of KOSDAQ and National Growth Fund support KOSDAQ rally.
Pharma/bio sector benefits from rate cut expectations and fund inflows.
Samsung Electro-Mechanics surges on MLCC and substrate demand.
Semiconductors remain core theme; Samsung and SK hynix still cheap.
Hyundai Motor's robot production plans and new robotics ETF drive auto/robotics stocks.
Defense stocks may pull back on peace but remain attractive long-term.
Caution on insurance/banks due to rate cut outlook; avoid leveraged ETFs for long-term.

Trade Ideas

Kim Tae-seong Division Head, Xangle 1:24

Pharma/bio to rebound on rate cuts.

Foreigners have accumulated Korean pharma/bio stocks on dips, and US-Iran peace agreement lowers rate hike risk, benefiting rate-sensitive pharma/bio. National Growth Fund will also allocate to this sector.

Kim Tae-seong Division Head, Xangle 6:11

Samsung Electro-Mechanics surges on AI substrate demand.

Samsung Electro-Mechanics is benefiting from AI-driven demand for MLCC, substrates, and silicon capacitors, with strong momentum and earnings growth.

Kim Tae-seong Division Head, Xangle 7:50

Optical stocks benefit from AI interconnect.

Korean optical communication stocks (RF Materials, Daehan Optical) are part of Nvidia's supply chain for AI optical interconnects, and the upcoming US spectrum auction will boost telecom infrastructure investment.

Lee Ju-hyeon Director, Xangle 37:00

Buy Samsung, SK hynix on dips.

Samsung Electronics and SK hynix remain cheap on forward earnings, with AI capex cycle continuing and new leveraged ETFs bringing inflows. Any pullback is a buying opportunity.

Kim Tae-seong Division Head, Xangle 43:36

KOSDAQ poised for gains on fund inflows.

Foreigners have been net buyers of KOSDAQ in May, and the National Growth Fund will allocate to KOSDAQ top sectors, supporting further index gains. KODEX KOSDAQ 150 Leveraged ETF offers leveraged exposure.

Lee Ju-hyeon Director, Xangle 52:00

Defense stocks buyable on pullbacks.

Korean defense stocks have large order backlogs (~100 trillion won) and strong earnings momentum; any pullback due to peace news is a buying opportunity.

Lee Ju-hyeon Director, Xangle 64:00

Hyundai Motor revalued via robotics push.

Hyundai Motor Group is accelerating robot production (Atlas), with plans to produce 30,000 robots by 2028 and new robotics ETF launching, revaluing the company.

Lee Ju-hyeon Director, Xangle 94:00

Dongjin Semichem cheap on forward earnings.

Dongjin Semichem has strong earnings guidance for 2028 and is still cheap relative to peers, benefiting from Samsung's semiconductor expansion.

Oh Hyun-jin Team Lead 107:00

CS Wind bottoming, long-term energy demand.

CS Wind is bottoming technically and will benefit from long-term renewable energy demand driven by AI data centers; current price is low-risk.

Oh Hyun-jin Team Lead 132:00

Samsung E&A watch for Iran rebuild.

Samsung E&A could benefit from Iran reconstruction if peace progresses, and has strong Middle East references; currently a watch for that catalyst.

Oh Hyun-jin Team Lead 136:00

Avoid insurance/banks on rate cuts.

Insurance and bank stocks have rallied on rate hike expectations, but as rate cut expectations increase (due to falling oil and Iran peace), these sectors will lose momentum and underperform.

Oh Hyun-jin Team Lead 146:00

Korean aerospace undervalued versus SpaceX.

Korean aerospace companies (KAI, Hanwha Aerospace) are undervalued compared to SpaceX on a PSR basis, and SpaceX's successful Starship launch and upcoming IPO will lift the entire sector.

Up Next

[Chesley Morning Brief] Global Stock Valuation Check [26/05/26]

Chesley Investment Advisory (체슬리투자자문) · May 26

Today's market was ultimately semiconductors, AI, and power infrastructure | Park Byeong-chang, MP Partners CEO [Market Inside]

3PRO TV (삼프로TV) · May 26

Trump-Iran "Significant Agreement in Negotiations"...Forced Abraham Accords Too | Kwon Soon-woo, 3PRO TV Reporting Team Leader [News3]

3PRO TV (삼프로TV) · May 25

ENFRAQUECIMENTO DE FLÁVIO BOLSONARO, JORNADA 6X1 E O ACORDO EUA E IRÃ | Risco Brasil #40

Market Makers · May 25

Data Center Structure Is Changing Due to the Spread of AI Inference | Son Jeong-woo, Tech Valley Insight CEO [Global Interview]

3PRO TV (삼프로TV) · May 25

This 815 Money Talk (815머니톡) video, published May 26, 2026, features Kim Tae-seong, Lee Ju-hyeon, Oh Hyun-jin discussing Korean pharmaceutical/biotech sector, 009150.KS, RF Materials (Korean stock), Daehan Optical Telecom (Korean stock), 005930.KS, 000660.KS, 233740.KS, Korean defense sector, 005380.KS, 005160.KS, 112610.KS, 028260.KS, KIE, 047810.KS, 012450.KS. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Tae-seong, Lee Ju-hyeon, Oh Hyun-jin · Tickers: Korean pharmaceutical/biotech sector, 009150.KS, RF Materials (Korean stock), Daehan Optical Telecom (Korean stock), 005930.KS, 000660.KS, 233740.KS, Korean defense sector, 005380.KS, 005160.KS, 112610.KS, 028260.KS, KIE, 047810.KS, 012450.KS