Name: [Emergency Check] KOSPI 8% Plunge 'Panic'...Stock Market Response Strategy? Is the AI Rally Over?_26.06.08. | Lee Hyeok-jin, Yeo Do-eun, Heo Jae-mu [Morning N Investment]
Uploaded: 2026-06-08T02:51:28+00:00
Duration: 3391 s

Speakers

Lee Hyuk-jin — Reporter, The Bell

Summary

The video covers the KOSPI's 8% crash and provides investment response strategies. Guest Lee Hyeok-jin identifies key short-term pressures including SpaceX IPO supply and AI memory demand shifts, while advocating long-term optimism. He recommends buying SK hynix and Samsung on dips, favoring bank stocks over securities stocks, and avoiding Naver.

KOSPI plunged 8% amid panic selling, later recovered slightly.
Main concerns: SpaceX IPO supply, memory demand shift, geopolitical risks, rate hike fears.
Lee Hyeok-jin suggests SK hynix will lead any rebound due to valuation discount vs Micron.
He expects Samsung Electronics' Q2 earnings to be strong and advises buying if it falls further.
Korean bank stocks are recommended as a hedge against expected rate hikes.
Goldman Sachs is seen as a direct beneficiary of the AI IPO wave.
Naver is highlighted as unattractive due to declining user metrics and AI competition.
The speaker expects a recovery from August onward driven by midterm elections and AI capex monetization.

Trade Ideas

Lee Hyuk-jin Reporter, The Bell 7:23

SK hynix leads rebounds, undervalued vs Micron.

SK hynix is undervalued relative to Micron due to won weakness and Korea-specific selloff, and it historically leads rebounds by rising faster and higher. Its valuation is roughly half of Micron's trailing P/E while operating profit is 1.5x higher, making it a clear buying opportunity on this panic selloff.

Lee Hyuk-jin Reporter, The Bell 26:20

Naver faces declining users, AI shopping threat.

Naver's core value is its shopping platform, but user engagement (time spent, daily active users) is declining in the AI era. AI-powered shopping alternatives pose a direct threat, and Naver also restricts its data from being used by AI models, limiting its own AI competitiveness. The stock is unattractive.

Lee Hyuk-jin Reporter, The Bell 33:39

Buy Samsung on additional dips, PBR attractive.

If Samsung Electronics falls further from current levels, forward PBR becomes compelling (below 1x for next year's book), making additional declines a buying opportunity. He expects strong Q2 earnings in July to confirm fundamentals.

Lee Hyuk-jin Reporter, The Bell 51:50

Goldman Sachs profits from AI IPO fees.

Goldman Sachs is a direct beneficiary of the upcoming mega IPO wave (SpaceX, Anthropic, OpenAI) due its lead underwriting role, generating large fee income. The market is rewarding this revenue stream while other trading-focused brokers lag.

Lee Hyuk-jin Reporter, The Bell 54:07

Korean bank stocks benefit from rate hikes.

Korean bank stocks are a safe hedge against the expected rate hike cycle. With rising rates, financial sector profits benefit, and banks offer stability vs. securities stocks. He recommends allocating a portion of portfolios to bank stocks.

This 3PRO TV (삼프로TV) video, published June 08, 2026, features Lee Hyuk-jin discussing 000660.KS, 035420.KS, 005930.KS, GS, KBE. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Hyuk-jin · Tickers: 000660.KS, 035420.KS, 005930.KS, GS, KBE

[Emergency Check] KOSPI 8% Plunge 'Panic'...Stock Market Response Strategy? Is the AI Rally Over?_26.06.08. | Lee Hyeok-jin, Yeo Do-eun, Heo Jae-mu [Morning N Investment]

Summary

Trade Ideas

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