D-1 to Earnings: Meritz Raises Samsung Electronics Operating Profit Forecast - How to Trade Tomorrow / Park Hyunsang, Director

Earnings Announcement D-1.. Meritz Unilaterally Raises Samsung Electronics Operating Profit, Why? "Here's How to Respond Tomorrow" / Park Hyunsang, Department Head

Watch on YouTube ↗ | July 06, 2026 at 05:45 | 23:21 | 815 Money Talk (815머니톡)

Speakers

Park Hyun-sang — Deputy Head

Summary

Director Park Hyunsang discusses Samsung Electronics' upcoming earnings, where Meritz Securities raised its operating profit forecast significantly. He advises holding Samsung, buying on dips but not chasing into the news. He also highlights potential bounces in LG Electronics, Hanwha Ocean on submarine news, and oversold small-cap semiconductor equipment and biotech stocks, while warning that SK Hynix ADR listing may not be a bullish event and Kia is showing relative strength.

Market opens with lingering volatility and foreign selling, but large-cap events provide some support.
Samsung Electronics Q2 earnings preview: Meritz raises OP estimate to 9-11 trillion won, memory supply tight through 2027, potential re-rating.
Rumors of Samsung pushing for 20% Q3 DRAM contract price increase add to bullish memory narrative.
LG Electronics also reports; tariff refund could drive earnings beat and a short-term technical bounce.
Hanwha Ocean surges on Canadian submarine split-order news; defense and shipbuilding seen as buy-on-dip sectors this week.
Small-cap semiconductor equipment stocks like Jusung Engineering fall without negative news, suggesting oversold bounce potential.
Korean biotech small/mid-caps are extremely quiet and oversold; early signs of rotational interest emerging.
SK Hynix ADR listing on Friday is a major event but may trigger sell-the-news reaction; Kia breaks out versus Hyundai on stronger sales.

Ideas

Park Hyun-sang Deputy Head 0:54

Buy Hanwha Ocean on submarine deal dips

Hanwha Ocean rallies on news of a potential 6-submarine split order with Germany for Canada. The stock had not pre-rallied much, suggesting the news is being priced in now. Defense and shipbuilding sectors have additional news momentum this week, offering buy-the-dip opportunities. He views Hanwha Ocean as buyable on pullbacks.

Park Hyun-sang Deputy Head 2:25

Buy Samsung on dips for memory cycle

Samsung Electronics Q2 operating profit likely beats consensus, with Meritz raising estimate to 9-11 trillion won. Memory supply remains tight through Q4 2027, supporting mid-term upcycle. Rumors of 20% Q3 DRAM contract price hike and re-rating potential to 500,000 won. Existing holders should hold; new buyers should accumulate on dips rather than chase the earnings spike, as foreigners may sell into strength.

Park Hyun-sang Deputy Head 12:19

Trade LG Electronics bounce on earnings beat

LG Electronics Q2 earnings may beat expectations thanks to tariff refund effects, with operating profit potentially surpassing 1 trillion won. The stock already ran up and has pulled back, so a positive surprise could trigger a technical bounce. However, this likely remains a short-term rebound rather than a sustained trend, so holders can watch for the pop.

Park Hyun-sang Deputy Head 14:43

SK Hynix ADR listing may disappoint

SK Hynix ADR listing on Friday is a major event but not necessarily a bullish catalyst. ADRs often price in advance or create arbitrage selling, and the market may treat it as a sell-the-news event. The speaker warns against viewing it as an unconditional long, advising investors to watch for potential weakness.

Park Hyun-sang Deputy Head 16:01

Biotech oversold, poised for turnaround

Korean biotech small/mid-cap stocks are deeply oversold with virtually no news flow, even though companies continue to operate and develop licensing deals. The speaker likens this to a dark-before-dawn phase. Some channels are starting to look at these neglected areas this week, indicating a potential contrarian turnaround.

Park Hyun-sang Deputy Head 17:44

Buy oversold Jusung, rotation will reverse

Semiconductor equipment stock Jusung Engineering fell significantly without any negative news, which the speaker finds puzzling. The current sell-off in small-cap chip equipment names is due to rotation into large-cap Samsung Electronics, but such extreme concentration is likely to reverse, creating a buying opportunity in oversold names like Jusung.

Park Hyun-sang Deputy Head 22:39

Kia breaks out on strong sales momentum

Kia Motors is showing stronger relative performance than Hyundai Motor, driven by better recent sales numbers. Technically, Kia has broken above its box-range resistance level, indicating short-term momentum in its favor. This sets up a potential outperformance trade against Hyundai.

Up Next

As China Buys, Gold Moves Differently' Why Remaining Hedge Options Narrow to Bitcoin | Seo Dong-ju, Kim Dong-hwan, Paz Bulljang TV CEO [Crypto PLUS]

3PRO TV (삼프로TV) · Jul 06

Trump: 'Crypto is a big industry, and like AI, leadership is important'···Discloses $1.4 billion profit from meme coins 'no problem' | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk Digital Asset Editor-in-Chief [Crypto PLUS]

3PRO TV (삼프로TV) · Jul 06

[26.07.06 Morning Broadcast Full View] Semiconductor 'Big Event Week', What's the Direction for the New York Stock Market This Week? Will Tech Stock Volatility Subside?

3PRO TV (삼프로TV) · Jul 06

Samsung Electronics, SK Hynix, a week that determines stock price direction "Historic money movement begins" / Samsung Heavy Industries opens the era of offshore data centers | CEO Lee Kwon-hee

815 Money Talk (815머니톡) · Jul 06

Trump Puts Himself Centerstage; Fewer Ships Passing Hormuz | Bloomberg This Weekend: July 5

Bloomberg Markets · Jul 06

This 815 Money Talk (815머니톡) video, published July 06, 2026, features Park Hyun-sang discussing 042660.KS, 005930.KS, 066570.KS, 000660.KS, Korean biotech sector, 036930.KQ, 000270.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-sang · Tickers: 042660.KS, 005930.KS, 066570.KS, 000660.KS, Korean biotech sector, 036930.KQ, 000270.KS