SK Hynix, 40 Trillion Won Share Buyback and Cancellation 'Super Strong Move'... Writing a New History of Shareholder Returns | Hong Seon-ae, Lee Kwon-hee, Jang Woo-jin
[August 19th Closing Market Conditions] SK Hynix, 40 Trillion Won Share Buyback and Cancellation 'Super Strong Move'... Writing a New History of Shareholder Returns | Hong Seonae, Lee Gwonhui, Jang Woojin [Closing Bell Live]
Watch on YouTube ↗
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August 19, 2026 at 08:46
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1:13:52
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3PRO TV (삼프로TV)
Ideas
Reduce equity exposure due to tight liquidity.
Global liquidity remains tight due to high interest rates and oil prices. The recent AI-driven rebound lacked sustained momentum, so investors should reduce equity exposure and raise cash.
Massive share buyback will drive strong rebound.
SK hynix announced a massive share buyback and cancellation (stated as 40 trillion won), which is a historic shareholder return move that will drive the stock price up significantly and lead a broader market rebound.
Expected to follow with shareholder return announcements.
Following SK hynix's massive shareholder return announcement, the market will anticipate Samsung Electronics to soon announce its own dividend and buyback plans to keep pace.
Sell short-term pops on Trump summit news.
North Korea's economy is currently stable due to trade with Russia and China, giving them little incentive to negotiate with the US. Any short-term pop in North Korea theme stocks on Trump summit news should be sold.
K9 howitzer successfully penetrated the US Army.
Hanwha Aerospace successfully penetrated the US Army market with its K9 self-propelled howitzer. This is highly meaningful as the US seeks cost-effective alternatives to its expensive legacy tanks.
Enhertu's clinical success benefits Alteogen's ADC platform.
Alteogen successfully defended the 300,000 won support level. Positive clinical results for Daiichi Sankyo's Enhertu in new indications provide a strong tailwind for Alteogen's ADC technology platform.
Oversold stock rebounding toward 50,000 won level.
HPSP was excessively oversold and is now showing a strong rebound. As equipment usage is expected to increase, the stock price is likely to recover to the 50,000 won level.
Eased valuation burden sets up strong rebound.
ISC's valuation burden has eased significantly after a steep correction, with its forward P/E dropping below 30x. This sets up a favorable risk-reward for a rebound to the 190,000 won level.
Buy biotech in summer for winter catalysts.
Korean biotech stocks exhibit strong seasonality. Investors should buy in the summer and sell in the winter, as major clinical catalysts and licensing events typically occur from September through early next year.
Monitor robotics for long-term growth potential.
Unitree's high-valuation IPO in China confirms the long-term potential of the robotics industry, though short-term momentum for Korean robot stocks faded as a 'sell the news' event. The sector remains attractive long-term.
Monitor strike risks despite cheap long-term valuation.
Hyundai Motor's long-term prospects are positive due to cheap valuation and robotics integration, but short-term momentum is hindered by an upcoming labor union strike that could damage earnings.
High interest rates threaten regional bank stability.
If the current high interest rate environment persists and causes systemic issues, US regional banks will be the first sector to take a hit. Investors should monitor them closely for signs of stress.
This 3PRO TV (삼프로TV) video, published August 19, 2026,
features Jang Woo-jin, Lee Kwon-hee
discussing EWY, 000660.KS, 005930.KS, 064350.KS, 089050.KS, 012450.KS, 196170.KQ, 403870.KQ, 095340.KQ, Korean Biotech, 277810.KQ, 108490.KQ, 005380.KS, KRE.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin,
Lee Kwon-hee
· Tickers:
EWY,
000660.KS,
005930.KS,
064350.KS,
089050.KS,
012450.KS,
196170.KQ,
403870.KQ,
095340.KQ,
Korean Biotech,
277810.KQ,
108490.KQ,
005380.KS,
KRE
