[August 21st Before Market Open] New York Stock Market Falls as US Treasury Yields Rise Again "Micron, SK Hynix ADR Up 4%" / Samsung Electronics Large Shareholder Return Expectations, What Will Foreigners Choose Today?

[August 21st #BeforeMarketOpen] New York Stock Market Falls as US Treasury Yields Rise Again "Micron, SK Hynix ADR Up 4%" / Samsung Electronics Large Shareholder Return Expectations, What Will Foreigners Choose Today?

Watch on YouTube ↗ | August 21, 2026 at 00:50 | 3:09:41 | 815 Money Talk (815머니톡)

Speakers

Oh Hyun-jin — Team Lead

Kim Hyeong-cheol — CEO, Kim Hyung-chul Research Institute

Lee Ju-hyeon — Director, Xangle

Lee Geon-hee — CEO, WizWave

Summary

The video discusses the recent fluctuations in the US stock market driven by rising US Treasury yields and macroeconomic uncertainties. The panelists highlight the strong momentum in the Korean market fueled by massive shareholder return expectations from Samsung Electronics and SK Hynix. They also explore alternative investment themes such as stablecoins, robotics, and cosmetics amid the broader market volatility.

US Treasury yields continue to rise despite buyback announcements, pressuring global equities.
Samsung Electronics and SK Hynix are expected to announce massive shareholder return policies, supporting the KOSPI.
Stablecoin and crypto-related stocks are gaining traction due to the US Clarity Act and agentic AI developments.
KOSDAQ semiconductor equipment companies are emerging as new market leaders with high margins.
Robotics stocks are favored as companies seek automation to offset labor risks and demographic shifts.
Cosmetic OEM and distribution companies remain undervalued despite strong export growth to the US.
Investors are advised to maintain cash reserves and avoid excessive leverage during this volatile period.

Ideas

Oh Hyun-jin Team Lead 9:57

Stablecoins benefit from US regulatory momentum.

Stablecoin and crypto-related stocks are expected to benefit from the momentum of the US Clarity Act and the structural shift towards agentic AI, which will likely utilize stablecoins for seamless transactions.

Oh Hyun-jin Team Lead 13:03

SK Securities benefits from SK Hynix buybacks.

SK Securities is highly likely to be used as the broker for SK Hynix's massive share buyback program, which will provide downside rigidity and steady capital inflow for the stock.

Oh Hyun-jin Team Lead 21:09

Foldable component suppliers benefit from market expansion.

Suppliers of foldable phone components are poised to benefit from the expansion of wide foldable models by Samsung and the anticipated entry of Apple into the foldable market.

Oh Hyun-jin Team Lead 21:46

Accumulate Hyundai Motor Group on valuation dips.

Hyundai Motor Group stocks have lagged the broader market but are becoming attractively valued; accumulating them on dips is a sound strategy for when their valuation is eventually reassessed.

Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 33:57

Gold hedges against US fiscal deficit risks.

Gold is an attractive asset to hold as a hedge against ongoing US fiscal deficit issues and macroeconomic uncertainties, with the KODEX Gold ETF being a practical vehicle for domestic investors.

Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 35:25

VIX below 15 is a good hedge.

The VIX tends to spike whenever it drops below the 15 level, making it a reliable risk management hedge for investors holding overseas stock portfolios.

Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 44:15

US biotech offers defensive growth and cash.

US biotech stocks offer defensive characteristics and strong cash flows, making them an excellent rotational play if the broader tech sector undergoes a correction.

Lee Ju-hyeon Director, Xangle 79:28

Power infrastructure benefits from rising AI demand.

Power infrastructure stocks remain in a structural upcycle due to the upward revision in power demand forecasts driven by AI data centers and mega projects.

Lee Ju-hyeon Director, Xangle 94:01

Hold 30% cash amid macro uncertainties.

Investors should maintain at least a 30% cash position to manage risks and navigate the high market volatility expected ahead of the US elections and potential fiscal noise.

Lee Geon-hee CEO, WizWave 123:42

Semi equipment stocks lead KOSDAQ earnings growth.

KOSDAQ semiconductor equipment stocks are replacing biotech and batteries as market leaders, driven by high operating margins and the trickle-down effect from Samsung and SK Hynix.

Lee Geon-hee CEO, WizWave 128:38

Robotics offset labor risks and demographic shifts.

Robotics companies will see increased demand as large corporations aggressively adopt automation to offset labor strike risks, demographic changes, and the financial burden of shareholder returns.

Lee Geon-hee CEO, WizWave 132:11

Buy Hyundai Motor Group during strike consolidation.

Hyundai Motor Group stocks are currently depressed due to labor strike noise, but this consolidation phase presents an attractive buying opportunity for long-term investors.

Lee Geon-hee CEO, WizWave 142:33

Hanmi Pharm leads domestic obesity drug market.

Hanmi Pharm is an attractive play in the obesity drug market as it prepares to launch the first domestic treatment this year, differentiating it from peers still in clinical trials.

Oh Hyun-jin Team Lead 152:00

Optical communication benefits from CPO and SpaceX.

Optical communication stocks will benefit from SK Hynix's adoption of CPO (Co-Packaged Optics) and the momentum generated by SpaceX's massive AI data center investments.

Oh Hyun-jin Team Lead 177:35

Large builders benefit from government supply plans.

Large construction companies are poised to benefit from government housing supply plans in the metropolitan area, data center construction, and semiconductor cluster projects.

Oh Hyun-jin Team Lead 179:00

Cosmetic OEMs are undervalued despite export growth.

Cosmetic OEM and distribution companies are undervalued compared to finished brands and will continue to benefit from strong, uninterrupted US export growth.

Oh Hyun-jin Team Lead 181:25

Ottogi benefits from strong won and hikes.

Ottogi is well-positioned in the food sector as it benefits from the strong won, which lowers imported raw material costs, and upcoming price hikes for its cup noodles.

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This 815 Money Talk (815머니톡) video, published August 21, 2026, features Oh Hyun-jin, Kim Hyeong-cheol, Lee Ju-hyeon, Lee Geon-hee discussing 232560.KQ, 064260.KQ, 035420.KS, 119830.KQ, 094480.KQ, 060250.KQ, 001510.KS, 060720.KQ, 106240.KQ, 090460.KS, 007660.KS, 005380.KS, 000270.KS, 132030.KS, GLD, VIX, 226490.KS, XBI, Power infrastructure, CASH, KOSDAQ Semiconductor Equipment, 289010.KQ, 277810.KQ, 389500.KQ, 108490.KQ, 090360.KQ, 455900.KQ, 012330.KS, 204320.KS, 314390.KS, 128940.KS, 218410.KQ, 327260.KQ, 138080.KQ, 032500.KQ, Large Construction Companies, 257720.KQ, 192820.KS, 161890.KS, 007310.KS. 17 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Oh Hyun-jin, Kim Hyeong-cheol, Lee Ju-hyeon, Lee Geon-hee · Tickers: 232560.KQ, 064260.KQ, 035420.KS, 119830.KQ, 094480.KQ, 060250.KQ, 001510.KS, 060720.KQ, 106240.KQ, 090460.KS, 007660.KS, 005380.KS, 000270.KS, 132030.KS, GLD, VIX, 226490.KS, XBI, Power infrastructure, CASH, KOSDAQ Semiconductor Equipment, 289010.KQ, 277810.KQ, 389500.KQ, 108490.KQ, 090360.KQ, 455900.KQ, 012330.KS, 204320.KS, 314390.KS, 128940.KS, 218410.KQ, 327260.KQ, 138080.KQ, 032500.KQ, Large Construction Companies, 257720.KQ, 192820.KS, 161890.KS, 007310.KS