Market Disappointed with Samsung Electronics Shareholder Returns? Where Did the Money Lost in Semiconductors Go? | Lee Jieun, Aegis Stock CEO

Market Disappointed with Samsung Electronics Shareholder Returns? Where Did the Money Lost in Semiconductors Go? | Lee Jieun, Aegis Stock CEO [Double Check]
Watch on YouTube ↗  |  August 24, 2026 at 01:11  |  47:41  |  3PRO TV (삼프로TV)
Speakers
Lee Ji-eun — Representative of EasyStock

Summary

Lee Jieun, CEO of Aegis Stock, reviews the KOSPI/KOSDAQ session after Samsung Electronics' shareholder-return announcement disappointed investors and triggered sharp Samsung group selling, while SK Hynix and other sectors held up better. She discusses Nvidia's pre-earnings price hike, the DRAM/HBM memory upcycle, and rotation into secondary batteries, cosmetics, gold/silver, and Korean crypto-related names. The conversation also covers Kakao's split, China chip-risk scenarios, and market breadth.

  • Samsung Electronics shareholder return included a large cash dividend but postponed buyback/cancellation details, disappointing investors and dragging Samsung group stocks.
  • SK Hynix is viewed more positively due to its 40 trillion won buyback/cancellation plan and 50%+ FCF payout commitment.
  • Nvidia's 15% AI chip price increase ahead of earnings is seen as a positive signal for guidance and memory pass-through.
  • DRAM/HBM pricing remains in an upcycle, with HBM4 expected to extend demand strength.
  • Money is rotating away from semis into secondary batteries/ESS, cosmetics, gold/silver, and bitcoin-related Korean stocks.
  • Kakao's planned split is viewed as unlikely to remove its discount, and Korean semiconductor equipment/materials may face China-related downside risk.
Ideas
Lee Ji-eun Representative of EasyStock 3:11
Confident buyback/cancel makes SK Hynix outperform.
SK Hynix showed much more confident shareholder-return policy than Samsung, including a 40 trillion won buyback/cancellation plan within three months and a 50%+ FCF payout commitment. That is being treated as more supportive for the stock and is drawing relative funds toward SK Hynix.
000660.KS HIGH
Lee Ji-eun Representative of EasyStock 10:11
Price hike signals strong Nvidia guidance.
Ahead of earnings, Nvidia raised AI chip prices by 15% and explicitly cited rising memory prices, which suggests it can pass through costs and likely has room to give more aggressive guidance. Rubin/Vera Rubin production updates and H200/China commentary are key swing factors.
NVDA HIGH
Lee Ji-eun Representative of EasyStock 13:34
Semiconductor equipment/materials vulnerable to China issue.
Korean semiconductor equipment/materials names are moving weaker than in previous cycles despite some good earnings results. If the US-China chip approval issue expands, this group is likely to face more downside pressure than upside.
Korean semiconductor equipment/materials MED
Lee Ji-eun Representative of EasyStock 21:28
Selloff is disappointment; shareholder support remains.
Samsung Electronics' shareholder-return plan disappointed investors because buyback/cancellation details were postponed and the mix was cash-dividend heavy, triggering a sharp selloff in Samsung group stocks. However the announced return scale is still large and provides downside support, and the stock has not broken its longer range, so existing holders should maintain positions rather than turn bearish.
005930.KS HIGH
Lee Ji-eun Representative of EasyStock 25:10
Kakao split disappoints; discount remains.
Kakao's decision to split into Kakao AI and Kakao X is being read as another structural split that fails to cure its conglomerate discount. With no new AI model and a long 2030 guidance, the market is disappointed, while Naver is benefiting by contrast.
035720.KS MED
Lee Ji-eun Representative of EasyStock 28:01
Bitcoin strength lifts Korean crypto-related stocks.
Bitcoin is rallying as Trump pushes the Clarity bill and Treasury liquidity concerns drive crypto demand. Korean virtual-asset-related names such as ITCEN Global, Danal, Hecto Financial and Hecto Innovation are moving with the theme, and the September digital asset law schedule adds a domestic catalyst.
BTC 064260.KQ 052260.SE Hecto Innovation 234340.KQ MED
Lee Ji-eun Representative of EasyStock 29:49
Gold price and earnings support Korea Zinc.
Korea Zinc is rising with gold prices and good Q2 earnings, and is testing its 120-day moving average around 1.36 million won. A break above this short-term box resistance would open additional upside.
010130.KS MED
Lee Ji-eun Representative of EasyStock 30:25
Gold rally; silver can amplify upside.
Gold's uptrend is supported by rising commodity prices and increasing calls to buy gold. Silver often amplifies gold moves by 3-4x, and the speaker expects this market to again follow the pattern where silver joins the rally.
GLD SILVER MED
Lee Ji-eun Representative of EasyStock 31:34
LNF breakout leads battery/ESS rally.
The battery/ESS complex is surging while semis pause, led by LNF breaking its short-term box. ESS demand, renewable adoption, and LNF's first-mover LFP ESS production support further upside, with 130,000 won as the key breakout level.
006400.KS LNF 247540.KQ MED
Lee Ji-eun Representative of EasyStock 40:31
Korean cosmetics strength; buy on dips.
Korean cosmetics is a durable full-year theme because export data remains strong, European demand has surpassed North America, and Japanese commentary says K-beauty's OEM/ODM infrastructure underpins brand growth. Leaders and ODM/OEM names such as APR, Cosmax and Cosmecca Korea are rallying, so buy on dips rather than chase.
APR Cosmecca Korea Cosmax Korean cosmetics OEM/ODM HIGH
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This 3PRO TV (삼프로TV) video, published August 24, 2026, features Lee Ji-eun discussing 000660.KS, NVDA, Korean semiconductor equipment/materials, 005930.KS, 035720.KS, BTC, 064260.KQ, 052260.SE, Hecto Innovation, 234340.KQ, 010130.KS, GLD, SILVER, 006400.KS, LNF, 247540.KQ, APR, Cosmecca Korea, Cosmax, Korean cosmetics OEM/ODM. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ji-eun  · Tickers: 000660.KS, NVDA, Korean semiconductor equipment/materials, 005930.KS, 035720.KS, BTC, 064260.KQ, 052260.SE, Hecto Innovation, 234340.KQ, 010130.KS, GLD, SILVER, 006400.KS, LNF, 247540.KQ, APR, Cosmecca Korea, Cosmax, Korean cosmetics OEM/ODM