Semiconductor Rotation Begins Ahead of 8,000... Will Samsung's Chase Rally Intensify While Hynix Rests? | Hong Seonae, Park Geunhyeong, Lee Jaegyu [Closing Bell Live]

Semiconductor rotation begins ahead of 8,000p… Will Samsung Electronics' chase rally intensify while Hynix rests? | Hong Seonae, Park Geunhyeong, Lee Jaegyu [Closing Bell Live]
Watch on YouTube ↗  |  May 14, 2026 at 08:28  |  1:12:31  |  3PRO TV (삼프로TV)
Speakers
Park Geun-hyung — Director
Lee Jae-kyu — PB Deputy Manager, SK Securities

Summary

This episode of Closing Bell Live discusses the KOSPI nearing 8,000 and a rotation from SK Hynix to Samsung Electronics. Guests Park Geun-hyeong and Lee Jaegyu highlight opportunities in consumption stocks, LG Group, and shipbuilding, while cautioning about high volatility and labor union risks.

  • KOSPI closed up 1.75% at 7,980, nearing 8,000.
  • Samsung Electronics rose 4.23% while SK Hynix fell 0.3%, indicating rotation.
  • Park Geun-hyeong recommends Samsung Electronics as it catches up to Hynix's rally.
  • Domestic consumption stocks like Lotte Shopping and Shinsegae are rallying on recovery signs.
  • LG Group stocks surged (LG Electronics +13%) on robotics and new growth themes.
  • Shipbuilding stocks dropped on labor union demands, but Lee Jaegyu sees a buying opportunity.
  • High V-KOSPI and historical patterns around Fed chair changes suggest near-term volatility.
  • Passive fund inflows into memory ETFs continue to support semiconductor dip-buying.
Trade Ideas
Park Geun-hyung Director 21:42
Samsung to outperform Hynix spread is extreme
Samsung Electronics is likely to outperform SK Hynix in the near term because the return spread between them has reached historical band extremes, meaning Samsung has lagged significantly. JP Morgan's analysis suggests the labor union impact on Samsung is limited and DRAM demand is stronger than expected, which could lead to earnings upgrades. Additionally, Samsung's foundry business is turning profitable, which could justify a higher valuation multiple.
005930.KS HIGH
Park Geun-hyung Director 24:06
Hynix supported by passive inflows dip-buying
SK Hynix is unlikely to experience a sharp decline despite recent gains because strong passive fund inflows (e.g., Roundhill Memory ETF) and persistent dip-buying by retail investors provide support. The stock may rest in the short term but the fundamental demand for HBM memory remains robust.
000660.KS MED
Park Geun-hyung Director 33:15
Korean consumption recovery play stocks benefit
Korean domestic consumption stocks are benefiting from a recovery in consumer spending driven by rising financial assets from stock market gains, inbound tourism, and a shift from overseas to domestic travel. Department stores (Shinsegae, Lotte Shopping), apparel (Handsome), and beauty/medical devices (PharmaResearch) are seeing strong sales. Handsome, in particular, is a late-cycle indicator as men's clothing purchases signal peak consumption.
Lotte Shopping 004170.KS Handsome E-MART HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 43:10
LG Group stocks new growth engines undervalued
LG Group stocks (LG Electronics, LG CNS) are attractive because they are benefiting from new growth engines such as robotics and vehicle electrification, which add valuation upside beyond traditional businesses. LG Electronics has strong cash flow and LG CNS gains from stable coins and system integration. While the stocks have rallied recently, any pullback is a buying opportunity given the structural shift.
066570.KS LG CNS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 53:45
Shipbuilding dip buying opportunity fundamentals intact
Korean shipbuilding stocks, especially HD Hyundai Heavy Industries, present a buying opportunity after the sharp drop due to labor union demands. The actual incremental cost impact is only about 10 percentage points of OP, which is manageable. Fundamentals are strong because Korean shipbuilders are globally competitive in LNG and military vessels, and IMO regulations will drive demand for eco-friendly ships.
329180.KS MED
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This 3PRO TV (삼프로TV) video, published May 14, 2026, features Park Geun-hyung, Lee Jae-kyu discussing 005930.KS, 000660.KS, Lotte Shopping, 004170.KS, Handsome, E-MART, 066570.KS, LG CNS, 329180.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Geun-hyung, Lee Jae-kyu  · Tickers: 005930.KS, 000660.KS, Lotte Shopping, 004170.KS, Handsome, E-MART, 066570.KS, LG CNS, 329180.KS