To the shareholders who waited for us...! What will be the effect of Samsung Electronics' shareholder return? | Lee Ji-eun, CEO of Easy Stock

To the shareholders who waited for us...!" What will be the effect of Samsung Electronics' shareholder return? | Lee Ji-eun, CEO of Easy Stock [Double Check]

Watch on YouTube ↗ | August 10, 2026 at 01:14 | 50:53 | 3PRO TV (삼프로TV)

Speakers

Lee Ji-eun — Representative of EasyStock

Jeong Young-jil — Host

Summary

Lee Ji-eun, CEO of Easy Stock, reviews the current market with a focus on KOSDAQ outperformance. She is bullish on power infrastructure (led by Sanil Electric), the aerospace/space supply chain (SeAH Besteel, HVM), and SMR/nuclear plays (Doosan Enerbility) ahead of Bill Gates' visit. In biotech, Alteogen is breaking out on deal expectations. For semiconductor heavyweights, shareholder return plans act as fresh catalysts for Samsung Electronics and SK hynix. She also highlights the substrate/PCB sector with Simmtech and Samsung Electro-Mechanics, while taking a more cautious stance on POSCO Holdings and LG Innotek.

KOSDAQ market strength and rotation into mid/small caps from large-cap semiconductors.
Power equipment theme strong: Sanil Electric benefits from data center demand and target price upgrade.
Aerospace/space stocks rebound on oversold conditions and SpaceX rally linking Korean suppliers.
SMR/nuclear sector gets short-term catalyst from Bill Gates' visit, Doosan Enerbility as top pick.
Alteogen's technical breakout and third technology transfer re-energize KOSDAQ biotech.
Samsung Electronics and SK hynix gain new momentum from large shareholder return expectations.
Substrate/PCB stocks like Simmtech and Samsung Electro-Mechanics rally on strong earnings and substrate shortages.
POSCO Holdings and LG Innotek present long-term value but lack near-term momentum, requiring patience or breakout confirmation.

Ideas

Lee Ji-eun Representative of EasyStock 8:24

SpaceX rally boosts Korean space supply chain.

SpaceX rally is lifting the Korean aerospace/space sector. Stocks like SeAH Besteel and HVM have been heavily sold off, so a technical bounce is underway. With SpaceX performing well, the Korean value chain is attracting dip-buying interest and the sector looks poised to continue recovering.

Lee Ji-eun Representative of EasyStock 9:08

SMR catalyst from Bill Gates visit.

Bill Gates is visiting Korea this week with a focus on SMR and AI. Doosan Enerbility is the top pick for the nuclear/SMR theme. The stock has dropped a lot, creating a low base, and technicals show a bottoming pattern with an uptrend beginning. The visit provides a strong short-term catalyst for the nuclear sector.

Lee Ji-eun Representative of EasyStock 16:18

Biotech leader breaking out on big deal expectations.

Alteogen has achieved three technology transfers this year, with expectations of a very large deal. On the chart, it has broken above the 120‑day and 60‑day moving averages, confirming a trend change. As the leading biotech name, it is likely to pull the entire KOSDAQ biotech sector higher.

Lee Ji-eun Representative of EasyStock 17:56

Shareholder return plan re-rates memory stock.

SK hynix's memory cycle is not over. The company is moving up its shareholder return plans to Q3, including a 375 won dividend and potential share buybacks as part of a total return package that could reach 100 trillion won. Market focus on shareholder returns is a fresh catalyst, and foreign investors are buying through EWY.

Lee Ji-eun Representative of EasyStock 18:55

Potential 200 trillion won shareholder return catalyst.

Samsung Electronics could announce shareholder return plans worth up to 200 trillion won, according to KB Securities, which targets a stock price of 600,000 won. The memory cycle is not ending, and the new focus on shareholder returns provides a catalyst that was missing. The recent sell-off makes valuation more attractive.

Jeong Young-jil Host 24:12

Leveraged ETF flows favoring KOSDAQ.

Money is rotating out of Samsung/SK hynix leveraged ETFs into KOSDAQ leveraged ETFs. KOSDAQ is strengthening and this flow shift indicates the market prefers KOSDAQ exposure, so the KOSDAQ 150 leverage ETF is gaining popularity.

Lee Ji-eun Representative of EasyStock 25:09

FCBGA substrate shortage makes SEMCO attractive.

Samsung Electro-Mechanics has corrected significantly, addressing earlier overvaluation concerns. The FCBGA substrate shortage continues, and its operating margin could rise to 30%. Long-term agreements and substrate demand provide a solid backdrop, making the stock attractive at current prices.

Lee Ji-eun Representative of EasyStock 26:14

Earnings beat and technical resistance breakout ahead.

Simmtech reported very strong Q2 earnings and has broken above the 60‑day moving average. The next critical resistance is at 117,000 won; a breakout would open a much larger upside. It is the leading name in the PCB/substrate group, which is showing broad strength.

Lee Ji-eun Representative of EasyStock 39:16

Non-China sourcing and strong earnings breakout.

Korea Zinc benefits from the US push to diversify away from China for raw materials. It posted strong Q2 earnings and the management dispute is being resolved. Technically, it has broken above the 60‑day line, supporting a positive long-term view.

Lee Ji-eun Representative of EasyStock 46:48

Long-term improvement but near-term momentum lacking.

POSCO Holdings is seeing improvement in steel and secondary batteries, but the pace is slow. The market does not view it as a near-term theme. Holding is acceptable for long-term investors, but there are more dynamic alternatives like Samsung SDI. Watch for clearer momentum.

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This 3PRO TV (삼프로TV) video, published August 10, 2026, features Lee Ji-eun, Jeong Young-jil discussing 001430.KS, HVM, 034020.KS, 196170.KQ, 000660.KS, 005930.KS, KOSDAQ 150 Leverage ETF, 009150.KS, 222800.KQ, 010130.KS, 005490.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ji-eun, Jeong Young-jil · Tickers: 001430.KS, HVM, 034020.KS, 196170.KQ, 000660.KS, 005930.KS, KOSDAQ 150 Leverage ETF, 009150.KS, 222800.KQ, 010130.KS, 005490.KS