Urgent Market Update: Market Awaits FOMC with Caution; Why Samsung Electronics and SK Hynix Are Rising Despite Foreign Selling; The Real Rally Begins at This Time — Stock Golden Pig Lee Gun-hee, CEO

[Urgent Market Update] Market Awaits FOMC with Caution… Why Samsung Electronics and SK Hynix Are Rising Despite Foreign Selling / The Real Rally Begins 'At This Time' l Stock Golden Pig Lee Gun-hee, CEO
Watch on YouTube ↗  |  September 16, 2026 at 05:30  |  19:26  |  815 Money Talk (815머니톡)
Speakers
Lee Geon-hee — CEO, WizWave

Summary

Lee Gun-hee, CEO of Stock Golden Pig, gives an intraday market update ahead of the FOMC decision. He says the Korean market is holding up better than feared, led by resilient semiconductors, while foreign investors remain cautious. He highlights capacitor/MLCC, optical communications/power infrastructure, and stablecoin-related stocks as areas to watch, and says macro conditions need to improve before a full market rally.

  • Korean market holds up despite US weakness and FOMC rate-hike anxiety.
  • Samsung Electronics and SK Hynix remain resilient; SK Hynix buyback supports dips and Samsung's long-term contracts cushion AI-speed concerns.
  • Foreigners remain net sellers on FOMC and geopolitical uncertainty, while institutions/pension funds support KOSPI.
  • Optical communications and power-infrastructure names are strong; Daehan Optical Telecom and WooriNet were mentioned.
  • Stablecoin-related stocks slump after the US Clarity Act vote failed; the speaker sees delayed legislation as an early-stage shakeout.
  • Capacitor/MLCC/silicon capacitor theme highlighted; Samwha Capacitor, Amotech, and LS Materials discussed.
  • A rate hike could hurt high-multiple growth stocks but favor export/earnings stocks, with macro resolution needed for a full rally.
Ideas
Lee Geon-hee CEO, WizWave 1:09
Semis resilient despite AI pace worries
Semiconductors remain the relatively strong part of the market. AI capex-pace concerns hit memory names, but Jensen Huang's rebuttal helped them defend. SK Hynix is supported by its buyback window, with strong buying on dips, while Samsung Electronics and DB HiTek are protected by long-term supply contracts, making AI speed moderation likely short-term noise rather than a fundamental earnings break.
005930.KS 000990.KS 000660.KS HIGH
Lee Geon-hee CEO, WizWave 3:06
Korean market up-cycle after patience
The Korean market has held up relatively well despite US weakness, rate-hike anxiety, and heavy foreign selling. After the prior uptrend and a correction/consolidation phase, the market is likely in a normal cycle; if investors are patient, the next up-cycle should emerge, though a full rally may need war/commodity risks and US political uncertainty to ease.
EWY MED
Lee Geon-hee CEO, WizWave 3:30
Large semis lift supplier chain
As Samsung Electronics and SK Hynix rebound, KOSDAQ semiconductor equipment/materials names are rising. The large-cap semiconductor leaders must lead for the smaller supplier chain to follow, and this linkage is visible; select quality names rather than buying the whole theme.
KOSDAQ MED
Lee Geon-hee CEO, WizWave 4:34
Optical communications on grid demand
Optical communications is emerging as a strong theme because power infrastructure investment and aging US power grids make the equipment essential. Daehan Optical Telecom and WooriNet were directly mentioned; quantum/advanced materials were also tied in, but only select names are rising, so stock selection is important.
010170.KQ 115440.KQ MED
Lee Geon-hee CEO, WizWave 5:18
Stablecoin selloff may be chance
The US Senate Clarity Act vote failed 49-50, Congress is out until November 3, and crypto/stablecoin legislation is delayed, causing Kukon and Hecto Financial to plunge on thin volume. He views this as an early-growth-stage shakeout rather than the end: global banks plan stablecoin issuance from early next year, and after the US midterms there could be another opportunity; if the stocks hold a specific support range over the next few days, it may be a chance to accumulate at lows.
294570.KQ 234340.KQ MED
Lee Geon-hee CEO, WizWave 7:54
Rate hike favors exporters over growth
If the FOMC rate hike proceeds, rising rates are most painful for high-multiple growth stocks, which may lack staying power and need portfolio trimming. By contrast, Korean export earnings stocks should attract strong foreign inflows, making the market easier to trade after the event.
High-valuation Korean growth stocks MED
Lee Geon-hee CEO, WizWave 13:37
Capacitor theme enters early uptrend
Samsung Electro-Mechanics highlighted capacitors as the next growth engine after MLCC. Silicon capacitors are needed for AI server power stabilization and can fit inside semiconductor packaging/chiplets where MLCCs cannot, making them complementary. A roughly $1B big-tech contract, revenue starting next year, potential shortage through 2030, near-100% factory utilization, and depleted inventories should support both earnings and prices. He sees the related share moves as an early-stage uptrend, with Samwha Capacitor, Amotech, and LS Materials as key related names.
Samwha Capacitor Amotech 417200.KQ HIGH
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815 Money Talk (815머니톡) · Sep 16

This 815 Money Talk (815머니톡) video, published September 16, 2026, features Lee Geon-hee discussing 005930.KS, 000990.KS, 000660.KS, EWY, KOSDAQ, 010170.KQ, 115440.KQ, 294570.KQ, 234340.KQ, High-valuation Korean growth stocks, Samwha Capacitor, Amotech, 417200.KQ. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Geon-hee  · Tickers: 005930.KS, 000990.KS, 000660.KS, EWY, KOSDAQ, 010170.KQ, 115440.KQ, 294570.KQ, 234340.KQ, High-valuation Korean growth stocks, Samwha Capacitor, Amotech, 417200.KQ