Stock Consultation & Investment Strategy: Samsung Electronics, SK Hynix Stock Plunge... What to Do with Semiconductor Stocks?

[Special Live] Stock Consultation & Investment Strategy / Samsung Electronics, SK Hynix Stock Plunge... What to do with Semiconductor Stocks? | CEO Lee Kwon-hee
Watch on YouTube ↗  |  June 06, 2026 at 04:48  |  1:43:16  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee analyzes the June 6 US market sell-off driven by strong employment data and rate-hike fears, but sees it as a correction within an ongoing AI-driven bull market. He recommends buying Samsung Electronics, SK Hynix, NAVER, and semiconductor equipment stocks on dips. He also highlights power grid, LG Innotek, Samsung SDI, and LG Electronics as undervalued AI beneficiaries. He advises selling Daewoo E&C and warns against leveraged products.

  • The NASDAQ fell over 4% and the Philadelphia Semiconductor Index dropped 10%+ on June 6 due to strong employment data and rate-hike fears.
  • Lee argues the sell-off is a correction, not a reversal, driven by profit-taking and positioning ahead of the SpaceX IPO.
  • He is bullish on Samsung Electronics, SK Hynix, and NAVER as core AI beneficiaries.
  • He recommends buying semiconductor equipment stocks (Hanmi, PSK, TES) on the pullback.
  • Power grid stocks are seen as long-term AI plays; the dip is a buying opportunity.
  • LG Innotek and Samsung SDI are highlighted as undervalued with strong relative valuations.
  • Defense, small-cap biotech, and KOSDAQ 150 leverage positions are not recommended at current levels.
Trade Ideas
Lee Kwon-hee CEO, Economist 20:12
Buy Samsung Electronics on correction.
Samsung Electronics benefits from strong 2Q earnings expected to reach ~100 trillion won, driven by memory demand. The recent sell-off is a correction, not a reversal, and long-term AI demand remains intact. The stock is a stable core holding with limited downside risk.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 20:12
Buy SK Hynix for growth.
SK Hynix is more volatile than Samsung but offers greater upside due to its memory cycle leverage. The correction provides an attractive entry, though further short-term downside to 190,000 KRW is possible. Long-term AI demand supports the thesis.
000660.KS HIGH
Lee Kwon-hee CEO, Economist 35:01
Buy NAVER for AI partnership.
NAVER is positioned as the AI factory hub in Asia following Jensen Huang's visit. The partnership with NVIDIA will drive infrastructure build-out, potentially making NAVER a key player in AI and data centers. The stock is undervalued relative to its potential.
035420.KS HIGH
Lee Kwon-hee CEO, Economist 37:25
POSCO Holdings safe at support.
POSCO Holdings is not a robotics play but a lithium beneficiary. The stock is holding support at the 120-day moving average (~370,000 KRW). If support holds, a rebound is likely as lithium prices bottom. Gradual buying is acceptable.
005490.KS MED
Lee Kwon-hee CEO, Economist 43:52
Power grid stocks are AI plays.
Power grid stocks (LS Electric, Sanil Electric) are long-term AI beneficiaries because data centers need massive electricity. The recent pullback is an overreaction to a report that grid expansion may be slow. The speaker sees this as a buying opportunity for patient investors.
062040.KS 010120.KS MED
Lee Kwon-hee CEO, Economist 46:04
Buy semiconductor equipment stocks.
Korean semiconductor equipment stocks (Hanmi Semiconductor, PSK, TES) will benefit from increasing capex by Samsung and SK Hynix. Hanmi is attractive below 300,000 KRW, PSK trades below 20x earnings, and TES just received a supply contract from Hynix, confirming order momentum.
042700.KS PSK 095610.KQ MED
Lee Kwon-hee CEO, Economist 50:20
Sell Daewoo E&C; avoid.
Daewoo Engineering & Construction is in a bearish trend and likely to fall further to 18,000 or even 9,000 KRW. The stock was overbought on nuclear power hype and is now correcting. Investors should sell.
047040.KS HIGH
Lee Kwon-hee CEO, Economist 61:10
LG Electronics cheap AI play.
LG Electronics is undervalued and benefits from AI collaboration with NVIDIA, as demonstrated by Jensen Huang's visit. The stock is a cheaper alternative to other AI beneficiaries and should rise once market volatility stabilizes.
066570.KS MED
Lee Kwon-hee CEO, Economist 63:29
LG Innotek cheap vs peers.
LG Innotek is cheap compared to Japanese peers Murata and Ibiden, trading at 31x P/E vs Ibiden above 50x. If the P/E falls below 30x, it becomes a strong buy. The stock has corrected -36% from highs and is near support.
011070.KS HIGH
Lee Kwon-hee CEO, Economist 70:12
Buy Samsung SDI on dips.
Samsung SDI is the leader in solid-state batteries, which will be essential for robotics and AI data center ESS. The stock is in a box range; buying on dips around 460,000 KRW is attractive. Long-term demand from EV and AI supports the thesis.
006400.KS MED
Lee Kwon-hee CEO, Economist 95:10
KOSPI at 7.5x P/E cheap.
The KOSPI is trading at a P/E of 7.5x, extremely cheap. Earnings growth will further lower multiples, making the index attractive. A rebound is likely due to bargain hunting.
069500.KS MED
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This 815 Money Talk (815머니톡) video, published June 06, 2026, features Lee Kwon-hee discussing 005930.KS, 000660.KS, 035420.KS, 005490.KS, 062040.KS, 010120.KS, 042700.KS, PSK, 095610.KQ, 047040.KS, 066570.KS, 011070.KS, 006400.KS, 069500.KS. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 000660.KS, 035420.KS, 005490.KS, 062040.KS, 010120.KS, 042700.KS, PSK, 095610.KQ, 047040.KS, 066570.KS, 011070.KS, 006400.KS, 069500.KS