KOSPI After the Fear: Who Are the Winners Among Samsung Electronics, SK Hynix, and Samsung Electro-Mechanics? | Myeong Min-jun, Park Ga-young, Yu Yeong-hwa
Fear-Ended KOSPI, Who Are the Winners Among Samjeon, Nix, Samsung Electro-Mechanics? | Myeong Min-jun, Park Ga-young, Yu Yeong-hwa [Stock Beginner Rescue Team]
Watch on YouTube ↗
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August 13, 2026 at 13:00
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56:24
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3PRO TV (삼프로TV)
Ideas
KOSPI excessively sold; foreign buying may return
KOSPI fell excessively because panic, leverage, and fund liquidations pushed volatility to abnormal levels. If Samsung Electronics and SK Hynix earnings estimates do not break, the market is now undervalued and foreign investors have a base to buy again as volatility normalizes.
Short covering and shareholder return support recovery
SK Hynix is no longer being pressed by hedge shorts that were used against long Samsung Electronics positions during high volatility; short covering is returning. DRAM contract prices rebounded in August, HBM pricing uncertainty is easing into September, and the promised 3Q shareholder return announcement makes shorting uncomfortable. She expects the stock can recover toward 164,000 won, though governance/HBM concerns still need to clear.
Foreigners buy; foundry and pricing power support
Samsung Electronics has fewer of the governance and HBM concerns weighing on SK Hynix, has already committed to shareholder return, and is being bought more actively by foreigners. Intel's equity raise is being read positively for Samsung's foundry position because Intel capacity expansion signals foundry demand, and Samsung also has memory, foundry, display, appliance and robotics exposure.
Unique MLCC and silicon capacitor compounder
Samsung Electro-Mechanics is expensive on current multiples but has a unique position combining MLCC and silicon capacitor capabilities, plus LTA-like earnings structure and capacity expansion. By 2028 its multiple falls to around 30x versus its historical 20x average, and she sees it as cheap when considering data center, robot, EV and future mobility demand. Foreigners are attracted because one stock gives exposure to several AI hardware components.
Neocloud names monetize AI compute shortage
US neocloud companies Nebius and CoreWeave are already monetizing AI compute infrastructure, showing very strong earnings, with Nebius up 34% after results and CoreWeave's neocloud earnings confirming demand. The market is tight enough that short-term contracts are priced much higher. She says US stock investors can buy these directly instead of chasing early-stage domestic AI cloud proxies.
Google AI search wins; Naver lacks model
Naver has started losing search leadership to Google, and the rise of AI agents/crawlers means machines may increasingly consume web content instead of human users. Google has its own Gemini model and is better positioned for AI-driven search, while Naver lacks a proprietary AI model and is only beginning to build its AI/cloud business, so Google is preferred and Naver faces structural risk.
Google AI search wins; Naver lacks model
Naver has started losing search leadership to Google, and the rise of AI agents/crawlers means machines may increasingly consume web content instead of human users. Google has its own Gemini model and is better positioned for AI-driven search, while Naver lacks a proprietary AI model and is only beginning to build its AI/cloud business, so Google is preferred and Naver faces structural risk.
Growth matured; less attractive than cloud
Kakao has become a mature, earnings-linked stock without the explosive growth it had during COVID. Its growth has slowed, and it is less attractive relative to rapidly growing cloud names.
This 3PRO TV (삼프로TV) video, published August 13, 2026,
features Yu Yeong-hwa
discussing EWY, 000660.KS, 005930.KS, 009150.KS, NBIS, CRWV, 035420.KS, GOOGL, 035720.KS.
8 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Yu Yeong-hwa
· Tickers:
EWY,
000660.KS,
005930.KS,
009150.KS,
NBIS,
CRWV,
035420.KS,
GOOGL,
035720.KS
