Samsung Electronics, SK Hynix Shareholder Return Competition.. Korean Stock Market Completely Changed 'Next Soaring Stock is Here'

[#UrgentMarketUpdate] Samsung Electronics, SK Hynix Shareholder Return Competition.. Korean Stock Market Completely Changed 'Next Soaring Stock is Here' | Oh Hyun-jin Team Leader, Park Geun-hyung Department Head

Watch on YouTube ↗ | August 20, 2026 at 06:00 | 24:07 | 815 Money Talk (815머니톡)

Speakers

Oh Hyun-jin — Team Lead

Park Geun-hyung — Director

Summary

The video discusses the market implications of SK Hynix's massive share buyback and anticipates Samsung Electronics' upcoming shareholder return policy. The speakers analyze various sectors, expressing caution on the recent Moderna-driven biotech rally while highlighting opportunities in oversold securities, construction, and solar energy stocks. Additionally, they point out that the high valuation of Chinese robotics firm Unitree could trigger a revaluation of Boston Dynamics, benefiting Hyundai Motor Group.

SK Hynix's 40 trillion won buyback balances shareholder returns with necessary semiconductor capex.
Samsung Electronics is expected to announce its shareholder return policy soon, potentially focusing on dividends.
Investors are advised to be cautious on domestic biotech despite the recent mRNA-driven spike.
Securities stocks are viewed as oversold and possess new momentum from STO and IMA products.
Construction stocks offer multiple catalysts including AI data centers, nuclear exports, and housing supply.
Hyundai Motor Group stocks could benefit from a revaluation of Boston Dynamics following Unitree's IPO.
Solar energy is highlighted as the fastest solution to current energy generation shortages.

Ideas

Oh Hyun-jin Team Lead 0:32

Hynix's buyback balances returns with necessary capex.

SK Hynix's 40 trillion won share buyback is an appropriate size that balances shareholder returns with the massive capital expenditures required for semiconductor investments. Further shareholder returns, utilizing 50% to 100% of free cash flow, are expected around the Q3 earnings release, keeping market expectations high.

Oh Hyun-jin Team Lead 4:05

Compress investments into the semiconductor Big 2.

Rather than buying peripheral Samsung Group stocks (S7) to capture dividend expectations, it is better to compress investments into the 'Big 2' (Samsung Electronics and SK Hynix). Their current valuations are undemanding, and they offer a faster path to recovery if the market turns.

Oh Hyun-jin Team Lead 5:05

Preferred shares may benefit from dividend focus.

While generally preferring common shares, Samsung Electronics is speculated to focus more on dividends rather than buybacks or cancellations to avoid increasing Samsung Life Insurance's stake. Therefore, preferred shares could show stronger momentum around the actual announcement of the shareholder return policy.

Oh Hyun-jin Team Lead 12:20

Be cautious on domestic pharma and bio.

Despite the Moderna-driven spike, investors should be cautious on the domestic pharma and bio sector. The specific mRNA technologies differ among companies, and the sector's performance is heavily tied to the KOSDAQ index, which currently faces technical resistance.

Oh Hyun-jin Team Lead 16:24

Securities stocks are oversold with new momentum.

Securities stocks are oversold despite an expected Q3 earnings dip. They possess steady new momentum from potential retail fund recovery if semiconductors rally, the launch of new IMA products, and the expansion of the STO market driven by stablecoins.

Oh Hyun-jin Team Lead 18:31

Stablecoins will become AI agent payment infrastructure.

As AI agents become prevalent, stablecoins are highly likely to become the core payment infrastructure due to their low fees and fast blockchain transfers. Related payment stocks like Hecto Financial and Danal are worth accumulating on pullbacks.

Oh Hyun-jin Team Lead 19:47

Construction stocks have multiple diverse growth catalysts.

Construction stocks are rebounding from the bottom and offer multiple catalysts, including nuclear power plant exports, semiconductor cluster construction, AI data centers, domestic housing supply initiatives, and potential Middle East reconstruction projects.

Oh Hyun-jin Team Lead 21:15

Boston Dynamics revaluation will boost Hyundai Motor.

Chinese robotics firm Unitree's valuation surged to 70 trillion won post-IPO, which makes Boston Dynamics (currently valued at 50-100 trillion won) appear undervalued. This impending revaluation of Boston Dynamics should serve as a strong catalyst for Hyundai Motor Group stocks.

Oh Hyun-jin Team Lead 22:39

Solar energy offers the fastest deployment timeline.

While power equipment is popular, actual energy generation faces severe shortages. Solar energy is the top pick because it can be deployed and start generating power in just one year, unlike nuclear or offshore wind, and has future expansion potential into space solar.

Park Geun-hyung Director 23:30

Power equipment and substrates show strong backlogs.

Power equipment stocks like Hyosung Heavy Industries, LS, and Iljin Electric are showing strong Q2 earnings and robust transformer order backlogs. Additionally, substrate stocks are receiving renewed attention alongside AI due to their strong order backlogs.

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This 815 Money Talk (815머니톡) video, published August 20, 2026, features Oh Hyun-jin, Park Geun-hyung discussing 000660.KS, 005930.KS, 005935.KS, 302440.KS, 226950.KQ, Korean Pharma/Bio, 237690.KQ, 196170.KQ, Korean securities stocks, 234340.KQ, 064260.KQ, 000720.KS, Korean Construction Stocks, 028260.KS, 005380.KS, 000270.KS, 012330.KS, 307950.KS, SOLAR, 010060.KS, 006260.KS, Substrates, Power equipment, 298040.KS, 103590.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Oh Hyun-jin, Park Geun-hyung · Tickers: 000660.KS, 005930.KS, 005935.KS, 302440.KS, 226950.KQ, Korean Pharma/Bio, 237690.KQ, 196170.KQ, Korean securities stocks, 234340.KQ, 064260.KQ, 000720.KS, Korean Construction Stocks, 028260.KS, 005380.KS, 000270.KS, 012330.KS, 307950.KS, SOLAR, 010060.KS, 006260.KS, Substrates, Power equipment, 298040.KS, 103590.KS