After market close, 900 billion won was swept up... Where on earth did foreigners bet? / Samsung Electronics, SK Hynix. Did they collapse due to semiconductor tariffs? | CEO Kim Dong-yeop

[#RealMarket] After market close, 900 billion won was swept up... Where on earth did foreigners bet? / Samsung Electronics, SK Hynix. Did they collapse due to semiconductor tariffs? | CEO Kim Dong-yeop
Watch on YouTube ↗  |  August 28, 2026 at 11:00  |  31:02  |  815 Money Talk (815머니톡)
Speakers
Kim Dong-yeop — CEO, Decenter

Summary

The video discusses the recent foreign sell-off in Samsung Electronics and SK Hynix despite their massive share buyback programs, attributing it to potential US semiconductor tariffs and Nvidia's pricing stance. CEO Kim Dong-yeop suggests that while the broader market remains sluggish, specific themes like power equipment, cyber security, K-Beauty, and US-bound energy investments offer strong opportunities.

  • Foreign investors are utilizing Samsung and SK Hynix share buybacks as exit liquidity amid lingering uncertainties.
  • The KOSPI index is considered oversold below the 2700 level, with a gradual upward trend expected in September.
  • US regulations on Chinese power equipment continue to provide a structural advantage for Korean suppliers.
  • Cyber security is emerging as a critical AI bottleneck, driving momentum for domestic security stocks.
  • K-Beauty stocks are hitting new highs as defensive plays, potentially benefiting from US-Canada tariff conflicts.
  • Korean energy investments in the US are expected to focus on gas combined cycle plants and SMRs, benefiting related infrastructure companies.
Ideas
Kim Dong-yeop CEO, Decenter 1:53
US regulations on China benefit Korean power equipment.
The US is regulating Chinese power equipment and declaring a national emergency for power grids, which provides a structural competitive advantage and continued strong prospects for Korean power equipment suppliers.
Power equipment HIGH
Kim Dong-yeop CEO, Decenter 4:36
Buybacks provide exit liquidity amid lingering semiconductor uncertainties.
Despite massive share buybacks providing some downside support, foreign investors are using this liquidity to safely offload shares. Combined with Nvidia's slightly negative tone on memory pricing and potential US tariff risks, the semiconductor giants face lingering uncertainties.
000660.KS MED
Kim Dong-yeop CEO, Decenter 6:17
KOSPI below 2700 is an oversold buying opportunity.
The KOSPI index below 2700 is in oversold territory, and despite current low volatility and lack of momentum, the market is expected to show a gradual upward trend heading into September.
EWY MED
Kim Dong-yeop CEO, Decenter 10:19
AI expansion makes cyber security the next bottleneck.
Following power infrastructure, cyber security is emerging as the next major bottleneck for AI expansion, highlighted by 118 big tech companies signing an AI security pact, which will drive continued momentum for domestic security stocks.
CIBR 042510.KQ 263860.KQ 411080.KQ MED
Kim Dong-yeop CEO, Decenter 10:55
Government push for Honam cluster boosts local stocks.
The President's strong, monthly-checked push to develop the Honam semiconductor cluster is forcing rapid infrastructure development, benefiting locally tied companies like Kumho Group, Gwangju Shinsegae, and Samsung Climate Control.
037710.KS 002990.KS 012100.KS 073240.KS 006660.KS MED
Kim Dong-yeop CEO, Decenter 11:44
K-Beauty offers safe growth and potential tariff benefits.
K-Beauty stocks are acting as safe, defensive plays hitting new highs, and they could further benefit from potential US tariffs on Canadian cosmetics, alongside major domestic sales events.
278470.KS 161890.KS 257720.KQ 214450.KQ HIGH
Kim Dong-yeop CEO, Decenter 23:23
Upcoming digital asset regulations will boost payment stocks.
With the US Clarity Act pending in September to stabilize national debt via stablecoins, and Korea preparing its digital asset framework, payment-related stocks will continue to receive market attention.
Digital asset payment stocks MED
Kim Dong-yeop CEO, Decenter 25:09
US energy needs drive Korean nuclear and gas investments.
Korea's investments in the US will likely focus on gas combined cycle power plants and SMRs to meet urgent US energy needs. Companies overlapping in both nuclear and gas infrastructure, such as Doosan Enerbility and BHI, will be key beneficiaries.
034020.KS 083650.KQ HIGH
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This 815 Money Talk (815머니톡) video, published August 28, 2026, features Kim Dong-yeop discussing Power equipment, 000660.KS, EWY, CIBR, 042510.KQ, 263860.KQ, 411080.KQ, 037710.KS, 002990.KS, 012100.KS, 073240.KS, 006660.KS, 278470.KS, 161890.KS, 257720.KQ, 214450.KQ, Digital asset payment stocks, 034020.KS, 083650.KQ. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Dong-yeop  · Tickers: Power equipment, 000660.KS, EWY, CIBR, 042510.KQ, 263860.KQ, 411080.KQ, 037710.KS, 002990.KS, 012100.KS, 073240.KS, 006660.KS, 278470.KS, 161890.KS, 257720.KQ, 214450.KQ, Digital asset payment stocks, 034020.KS, 083650.KQ