인텔, 마이크론 급등...삼성전자, SK하이닉스는 '덜 올랐다', 지금 뭘 사야하나? | 김장열 유니스토리자산운용 본부장 [글로벌 인터뷰]

Watch on YouTube ↗  |  May 05, 2026 at 23:19  |  32:28  |  3PRO TV (삼프로TV)
Speakers

Summary

Kim Jang-yeol analyzes the recent semiconductor rally, focusing on Korean memory stocks Samsung and SK Hynix. He argues they remain cheap relative to US peers and are poised for re-rating due to AI demand and foundry catalysts. He advises holding positions through volatility and warns against selling too early. The discussion covers valuation disparities, CPU shortage effects, and institutional flows.

  • Recent semiconductor rally led by Intel, AMD, Micron, and SanDisk
  • Kim Jang-yeol says Korean semiconductor stocks are still undervalued
  • Samsung Electronics and SK Hynix trade at low single-digit P/E ratios
  • Foundry improvements and Apple potential catalyst for Samsung
  • AI memory demand (HBM) supports SK Hynix
  • Korea discount may narrow as foreign buying increases
  • Risks include potential interest rate hikes and geopolitical issues
  • Advice to hold and not sell early despite pullbacks
Trade Ideas
Kim Jang-yeol Reporter, The Bell 5:02
Low valuation, potential foundry catalyst.
Samsung Electronics is undervalued at 5x forward P/E, well below historical and global peers. The Korea discount has compressed the valuation, but positive catalysts such as foundry improvement, potential Apple partnership, and foreign institutional inflows could drive a re-rating. The stock has underperformed peers like SK Hynix and Micron recently, creating catch-up potential.
005930.KS MED
Kim Jang-yeol Reporter, The Bell 5:15
Low PE, HBM memory cycle.
SK Hynix trades at about 5x consensus forward earnings, even lower on higher estimates. It benefits directly from HBM demand tied to NVIDIA and the broader memory upcycle. Despite having risen, the stock remains cheap relative to US memory names (Micron ~8x) and has further upside given the continued AI-driven demand for memory.
000660.KS MED
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This 3PRO TV (삼프로TV) video, published May 05, 2026, features Kim Jang-yeol discussing 005930.KS, 000660.KS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol  · Tickers: 005930.KS, 000660.KS