Funds that left Samsung Electronics and SK Hynix flocked to KOSDAQ. A full-fledged stock market rally has begun. | CEO Lee Kwon-hee

Watch on YouTube ↗  |  August 06, 2026 at 01:30  |  21:06  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the shift from Samsung Electronics and SK Hynix into KOSDAQ, arguing that the two semiconductor giants have become value stocks with reduced cycle risk thanks to Nvidia's pricing power. He also highlights SK Telecom as an AI data center growth play and expects a KOSDAQ catch-up rally driven by a historic divergence between US and Korean biotech indices.

  • Lee Kwon-hee says Samsung Electronics and SK Hynix are now value stocks with low volatility and suggests a 30% allocation.
  • He believes Nvidia's dominance stabilizes memory pricing, reducing the semiconductor cycle risk.
  • SK Telecom is positioned as an AI data center/cloud growth company rather than a traditional telecom.
  • The US biotech index has rallied while Korean biotech and KOSDAQ have diverged, creating a catch-up setup.
  • He sees funds flowing back into KOSDAQ and biotech stocks as the market moves to close the gap.
  • There is also discussion on US foreign exchange pressure and its indirect impact on Korean chip exporters.
Ideas
Lee Kwon-hee CEO, Economist 11:54
Samsung and SK Hynix as value stocks.
Samsung Electronics and SK Hynix have transitioned from growth stocks to value stocks with depressed valuations. Nvidia’s pricing power over memory makes the semiconductor cycle less volatile, and long-term investors can now buy them as value plays. The speaker suggests a 30% portfolio allocation and expects near-term buyback catalysts from Samsung.
000660.KS 005930.KS HIGH
Lee Kwon-hee CEO, Economist 16:02
SK Telecom is AI data center play.
SK Telecom is transforming from a traditional telecom into a cloud/data center operator for AI, giving it a growth momentum that peers KT and LG Uplus lack. Despite the recent pullback, its target price of 140,000 won implies significant upside from the current 93,000 won level.
017670.KS MED
Lee Kwon-hee CEO, Economist 18:50
KOSDAQ rally to close US biotech gap.
The US biotech index has been surging while the Korean biotech/KOSDAQ index has lagged and diverged in an unprecedented way. This divergence is likely to close, and funds that left leveraged ETFs and large-cap stocks are now flowing back into KOSDAQ, especially into biotech names. The KOSDAQ market is poised for a catch-up rally.
KOSDAQ Index MED
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This 815 Money Talk (815머니톡) video, published August 06, 2026, features Lee Kwon-hee discussing 000660.KS, 005930.KS, 017670.KS, KOSDAQ Index. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 000660.KS, 005930.KS, 017670.KS, KOSDAQ Index