[May 26, 2019 PM Broadcast Full View] Black Tuesday's Sad Faces...Rollercoaster KOSPI Continues to Fall, Where's the Refuge? [Closing Bell Live]

Watch on YouTube ↗  |  May 19, 2026 at 11:08  |  4:40:11  |  3PRO TV (삼프로TV)
Speakers
Kim Jeong-yeol — Head, Unistory Asset Management
Lee Kwon-hee — CEO, Economist
Vincent — Analyst
Lee Ji-hwan — CEO, Aurora Investment Advisory

Summary

The video covers a sharp KOSPI/KOSDAQ decline driven by foreign selling, rising rates, and semiconductor weakness. Panelists debate whether corrections are buying opportunities. Key ideas include buying Samsung Electronics and Hyundai Motor at specific low levels, and favoring SK Hynix and APR as top picks. Detailed technical and fundamental analysis is provided.

  • KOSPI fell 3.25% to 7,271, KOSDAQ dropped 2.4% amid broad selling.
  • Foreigners net sold over 6 trillion won in KOSPI for 9 consecutive sessions.
  • Samsung Electronics labor negotiations and Seagate commentary weighed on sentiment.
  • Lee Kwon-hee recommends buying Hyundai Motor below 600,000 won.
  • Kim Jeong-yeol advises buying Samsung Electronics only below 270,000 won.
  • Vincent identifies SK Hynix as the top pick in the market with strong earnings momentum.
  • Vincent also highlights APR (cosmetics) as a secondary pick with solid earnings.
  • Lee Ji-hwan analyzes that the correction is passive fund-driven and advises holding through it.
Trade Ideas
Kim Jeong-yeol Head, Unistory Asset Management 31:36
Buy Samsung below 270,000 won.
Samsung Electronics is undervalued with a PER below 6x. The speaker recommends buying only below 270,000 won, which corresponds to a 0.75x multiple of consensus target (34,000 won), providing a safety margin. The stock is suppressed by temporary labor issues and will rise once resolved.
Lee Kwon-hee CEO, Economist 36:24
Buy Hyundai Motor below 600,000 won.
Hyundai Motor is the cheapest robot stock globally, trading at a significant discount to its robot peers. The speaker explicitly says to buy if the price falls below 600,000 won, citing safety margin and technical support. The recent pullback is due to market-wide selling, not fundamental deterioration.
Vincent Analyst 89:28
SK Hynix is the top pick.
SK Hynix is the top pick in the Korean market. It benefits from strong AI memory demand, leading HBM technology, and earnings momentum. Despite recent correction, its valuation remains attractive (low PER) and it is lighter than Samsung, allowing for faster gains. The speaker advises buying on any dip.
Vincent Analyst 111:15
APR is top cosmetics stock.
APR (cosmetics company) is the leader in its sector with strong earnings. As a secondary pick after SK Hynix, it offers solid growth prospects and has held up relatively well in the market decline. The speaker believes its earnings will continue to support the stock.
Up Next

This 3PRO TV (삼프로TV) video, published May 19, 2026, features Kim Jeong-yeol, Lee Kwon-hee, Vincent discussing 005930.KS, 005380.KS, 000660.KS, APR. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jeong-yeol, Lee Kwon-hee, Vincent  · Tickers: 005930.KS, 005380.KS, 000660.KS, APR