[#RealMarket] Nasdaq Rises Two Consecutive Days… Will Korean Stocks Surge Next Week? / Sudden Target Price Cut… Samsung Electronics, Is It a Danger Signal or an Opportunity? | Director Lee Ju-yeon

Watch on YouTube ↗  |  May 02, 2026 at 11:01  |  35:42  |  815 Money Talk (815머니톡)
Speakers

Summary

Director Lee Joo-yeon reviews US and Korean markets, highlighting strong memory semiconductor demand from AI capex, and views Samsung target cut as noise. He recommends buying memory stocks, semiconductor equipment on pullbacks, Korean auto stocks, KOSDAQ as alternative, and defense/aerospace. He warns about potential energy shock from Iran negotiations.

  • US markets rose on strong earnings and Iran ceasefire hopes.
  • Korean market may see consolidation after sharp April rally.
  • Memory semiconductor demand remains robust with supply shortage.
  • Samsung target cut by Citi due to strike provisions seen as temporary noise.
  • Korean auto stocks are undervalued and benefit from EU tariff hikes.
  • KOSDAQ may rotate as KOSPI rests, with robotics and biotech.
  • Defense stocks gain from US troop reduction and self-defense theme.
  • Potential energy shock from Hormuz blockade is a key risk to monitor.
Trade Ideas
Lee Ju-hyeon Director, Xangle 19:24
Memory supply shortage strong demand
Memory semiconductor demand is exploding due to AI expansion, supply is insufficient, and pricing power is strong. Samsung and SK Hynix are cheapest on fundamentals and any pullback is a buying opportunity. The cycle is long-term and not affected by short-term economic cycles.
005930.KS 000660.KS MU HIGH
Lee Ju-hyeon Director, Xangle 28:37
Equipment stocks buy on pullbacks
Semiconductor equipment and material stocks have risen but on pullbacks they become buying opportunities because order momentum and capex cycle are accelerating. Specific name: Hanmi Semiconductor.
042700.KS HIGH
Lee Ju-hyeon Director, Xangle 29:25
Korean auto undervalued tariff beneficiary
Korean auto stocks like Hyundai and Kia have not risen much compared to other sectors. US raising EU auto tariffs to 25% gives Korean automakers a relative price advantage. Even if Korea is targeted, downside is limited because they haven't rallied.
005380.KS 000270.KS MED
Lee Ju-hyeon Director, Xangle 31:22
KOSDAQ as KOSPI alternative
When KOSPI takes a breather in May, the alternative will be KOSDAQ because it contains many sectors that haven't yet rallied, such as robotics and biotech, and cash rotation will move there.
KOSDAQ MED
Lee Ju-hyeon Director, Xangle 32:58
Defense stocks on troop cuts
US troop reduction in Europe and self-defense policy push will increase demand for defense. SpaceX IPO in June also provides catalyst. Korean defense stocks like Hyundai Rotem, Korea Aerospace, Hanwha Aerospace are at support levels.
064350.KS 047810.KS 012450.KS MED
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815 Money Talk (815머니톡) · May 02

This 815 Money Talk (815머니톡) video, published May 02, 2026, features Lee Ju-hyeon discussing 005930.KS, 000660.KS, MU, 042700.KS, 005380.KS, 000270.KS, KOSDAQ, 064350.KS, 047810.KS, 012450.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon  · Tickers: 005930.KS, 000660.KS, MU, 042700.KS, 005380.KS, 000270.KS, KOSDAQ, 064350.KS, 047810.KS, 012450.KS