Catch the foreigners going to Taiwan!...Rollercoaster KOSPI, what's the one shot to pull it back up?

[26.08.13 Afternoon Broadcast Full View] Catch the foreigners going to Taiwan!...Rollercoaster KOSPI, what's the one shot to pull it back up?

Watch on YouTube ↗ | August 13, 2026 at 11:03 | 4:23:34 | 3PRO TV (삼프로TV)

Speakers

Kim Jang-yeol — Reporter, The Bell

Lee Kwon-hee — CEO, Economist

Jang Ho-jin — CEO, Geumsigong

Lee Jae-kyu — PB Deputy Manager, SK Securities

Yu Ri-pro — Analyst

Lee Ji-hwan — CEO, Aurora Investment Advisory

Summary

The video discusses the recent rebound in the Korean stock market, driven by easing US inflation data and strong earnings from US AI infrastructure companies. Experts analyze the valuation and technical setups of major semiconductor stocks like Samsung Electronics and SK hynix, noting that they have reached historic bottoms and are poised for recovery. The panel also highlights investment opportunities in Korean AI data center builders, renewable energy, and defense sectors.

US CPI data met expectations, easing fears of inflation and supporting a market rebound.
Strong earnings from US neo-cloud companies validate ongoing AI capex, benefiting Korean data center and semiconductor stocks.
Samsung Electronics and SK hynix are considered deeply undervalued, with resilient profit structures despite potential memory price drops.
Samsung Electro-Mechanics is highlighted as a top pick due to its unique exposure to MLCCs and silicon capacitors for AI.
Renewable energy and defense stocks are showing strong momentum driven by US policies and export expectations.
Experts advise taking profits on cosmetics ODM stocks after their recent 30-40% rebound.
Technical analysis suggests Samsung Electronics has hit a rare 120-month moving average bottom, signaling a strong long-term buy.

Ideas

Lee Kwon-hee CEO, Economist 22:22

Korean AI data center builders benefit from US peers.

With US neo-cloud companies proving their profitability, Korean companies directly building data centers (SK Telecom, NAVER, NHN, SGC Energy, GNC Energy) are attractive. Unlike US startups, they already generate strong cash flows and should be accumulated on dips.

Lee Kwon-hee CEO, Economist 22:22

Korean AI data center builders benefit from US peers.

As US neo-cloud companies like CoreWeave and Nebius surge on strong earnings, Korean companies building AI data centers, such as NAVER, NHN, SK Telecom, and KT, are being re-evaluated. NAVER is also investing in floating AI data centers.

Lee Kwon-hee CEO, Economist 31:29

Samwha Capacitor surges following Murata and Samsung Electro-Mechanics.

Following the strong rebound of Japan's Murata and Samsung Electro-Mechanics, related MLCC stocks like Samwha Capacitor are surging. Samwha Capacitor has higher volatility and can be traded as a fast-following stock in the sector.

Lee Kwon-hee CEO, Economist 34:37

Solar and wind stocks benefit from favorable policies.

Renewable energy stocks are benefiting from US policies and the Korean government's growth initiatives. OCI Holdings signed a supply deal with SpaceX, Hanwha Solutions is operating its full US value chain, and SK Eternix and CS Wind are showing strong momentum.

Lee Kwon-hee CEO, Economist 37:56

Buy LIG Nex1 on dips due to strong exports.

LIG Nex1 is receiving requests for early introduction of its Cheongung-II system from Saudi Arabia and as an alternative to the US Patriot missile shortage. Export share is expected to increase to 30%, making it a buy on dips as the chart consolidates.

Kim Jang-yeol Reporter, The Bell 45:44

Cheap valuation and resilient profits despite price drops.

Samsung Electronics and SK hynix are trading at very cheap valuations of 4-5x P/E. Even if memory prices drop by 20%, their operating profits will remain resilient due to Long-Term Agreements (LTA) covering 50% of volume, floor pricing mechanisms, and ongoing cost reductions.

Lee Kwon-hee CEO, Economist 62:38

Reduce exposure to cosmetics ODMs after strong rebound.

Cosmetics ODM companies like Hankook Kolmar, Cosmax, and Cosmecca Korea reported good earnings, but their stock prices have already rebounded 30-40% from the bottom. It is time to reduce exposure and take profits rather than holding blindly.

Jang Ho-jin CEO, Geumsigong 96:56

Buy profitable Korean AI data center builders on dips.

With US neo-cloud companies proving their profitability, Korean companies directly building data centers (SK Telecom, NAVER, NHN, SGC Energy, GNC Energy) are attractive. Unlike US startups, they already generate strong cash flows and should be accumulated on dips.

Lee Jae-kyu PB Deputy Manager, SK Securities 124:46

KOSDAQ semiconductor equipment benefits from passive fund inflows.

As passive funds are expected to flow into the KOSDAQ market, semiconductor equipment stocks like Jusung Engineering, Wonik IPS, and EO Technics become highly attractive from a supply-demand perspective, leading to strong rebounds.

Lee Jae-kyu PB Deputy Manager, SK Securities 146:48

Battered large-caps are attractive due to growth valuation.

Large-cap stocks that fell heavily during the recent market correction, such as Hanwha Aerospace, NAVER, and LG Electronics, are now attractive due to their growth valuation merits and potential for a strong rebound.

Yu Ri-pro Analyst 178:15

Silicon capacitors for AI make Samsung Electro-Mechanics highly attractive.

Samsung Electro-Mechanics is highly attractive due to its unique position combining MLCC and Silicon Capacitors. Silicon capacitors are crucial for AI semiconductors as fast power reservoirs, and the stock is cheap considering its 2028 earnings potential.

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This 3PRO TV (삼프로TV) video, published August 13, 2026, features Lee Kwon-hee, Kim Jang-yeol, Jang Ho-jin, Lee Jae-kyu, Yu Ri-pro discussing 035420.KS, 017670.KS, 181710.KS, 030200.KS, 001820.KS, 010060.KS, 112610.KS, 009830.KS, 475150.KS, 079550.KS, 005930.KS, 000660.KS, 161890.KS, 241710.KQ, 192820.KS, 005090.KS, 119850.KQ, 036930.KQ, 240810.KQ, 039200.KQ, 012450.KS, 066570.KS, 009150.KS. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Kim Jang-yeol, Jang Ho-jin, Lee Jae-kyu, Yu Ri-pro · Tickers: 035420.KS, 017670.KS, 181710.KS, 030200.KS, 001820.KS, 010060.KS, 112610.KS, 009830.KS, 475150.KS, 079550.KS, 005930.KS, 000660.KS, 161890.KS, 241710.KQ, 192820.KS, 005090.KS, 119850.KQ, 036930.KQ, 240810.KQ, 039200.KQ, 012450.KS, 066570.KS, 009150.KS