May 29th Closing Market Review: KOSPI Breaks Record Again… Now is the Time to Ride the Wave, Not Predict It | Hong Seonae, Lee Kwon-hee, Kim Jang-yeol

[May 29th Closing Market Review] KOSPI Breaks Record Again… Now is the Time to Ride the Wave, Not Predict It | Hong Seonae, Lee Gwonhui, Kim Jangyeol [Closing Bell Live]
Watch on YouTube ↗  |  May 29, 2026 at 08:28  |  1:12:23  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Kim Jang-yeol — Reporter, The Bell
Hong Seonae — Host

Summary

KOSPI closed at a record high of 8,476 on May 29th, driven by large-cap tech and auto stocks, while KOSDAQ fell sharply. The panel highlighted structural AI-driven demand in semiconductors, substrates, power equipment, batteries, and SI stocks. They advised holding leader stocks and buying on pullbacks, with some expecting KOSPI to reach 9,000 soon.

  • KOSPI hit a record close at 8,476, up 3.5%.
  • KOSDAQ fell 2.68%, showing extreme divergence.
  • Samsung Electronics rose 5.8% on HBM4 sample news.
  • Substrate stocks (Samsung Electro-Mechanics, LG Innotek) surged on FCBGA demand.
  • Power equipment stocks like Hyosung Heavy are seen as AI infrastructure beneficiaries.
  • Lee Kwon-hee advised riding the wave and not selling leader stocks.
  • Jensen Huang's visit to Korea boosted LG Group and NAVER.
  • The panel expects KOSPI to reach 9,000 soon.
Trade Ideas
Kim Jang-yeol Reporter, The Bell 9:07
SI firms benefit from AI.
Korean AI software/SI companies (Samsung SDS, Hyundai Autoever) will experience structural growth as enterprises undergo AI transformation (AX). These stocks are finally being revalued after years of low multiples.
307950.KS 018260.KS MED
Kim Jang-yeol Reporter, The Bell 28:46
Substrate shortage for AI chips.
FCBGA substrate stocks (Samsung Electro-Mechanics, LG Innotek, Daeduck Electronics) are in a structural growth cycle because the substrate is a critical bottleneck for AI semiconductor packaging. Demand is strong and the trend is set to continue.
009150.KS 008060.KS 011070.KS HIGH
Lee Kwon-hee CEO, Economist 31:01
Power stocks benefit from AI demand.
Power equipment stocks (HD Hyundai Electric, Hyosung Heavy Industries) will benefit structurally from rising demand for electricity infrastructure driven by AI data centers. The sector is in an uptrend and pullbacks should be used to accumulate.
298040.KS 267250.KS MED
Lee Kwon-hee CEO, Economist 36:52
Hold and add on pullbacks.
Korean large-cap leader stocks (Samsung Electronics, SK hynix, Hyundai Motor) are the core drivers of the AI-driven rally, supported by strong earnings momentum, HBM demand, and valuation re-rating. Investors should hold these stocks and add on pullbacks rather than sell them off.
005930.KS 005380.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 38:17
Battery stocks for data centers.
Secondary battery stocks (LG Energy Solution, Samsung SDI, POSCO Future M) are worth buying on pullbacks because of growing demand from data center backup batteries (BBU) and a recovery in electric vehicle adoption.
006400.KS 373220.KS 003670.KS LOW
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This 3PRO TV (삼프로TV) video, published May 29, 2026, features Kim Jang-yeol, Lee Kwon-hee discussing 307950.KS, 018260.KS, 009150.KS, 008060.KS, 011070.KS, 298040.KS, 267250.KS, 005930.KS, 005380.KS, 000660.KS, 006400.KS, 373220.KS, 003670.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee  · Tickers: 307950.KS, 018260.KS, 009150.KS, 008060.KS, 011070.KS, 298040.KS, 267250.KS, 005930.KS, 005380.KS, 000660.KS, 006400.KS, 373220.KS, 003670.KS