지금 살까 말까, 삼성전자 주가 60만원설의 진실 | 이안나 유안타증권 리서치센터 부센터장 [취재수첩]
Buy now or not — the truth about the 600,000-won Samsung Electronics share price theory | Lee An-na, Deputy Head of Research Center, Yuanta Securities [Reporting Notebook]
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredSamsung Electronics 8 →SK Hynix 6 →Korean secondary battery (EV battery) sector 2 →
Buy now or not — the truth about the 600,000-won Samsung Electronics share price theory | Lee An-na, Deputy Head of Research Center, Yuanta Securities [Reporting Notebook]
주도주는 반도체에서 바뀌지 않으며 SK하이닉스는 자사주 매입과 외국인 수급에 힘입어 추가 상승한다
반도체 주도주 장세는 끝나지 않았고 40조 자사주 매입이 하단을 방어 — 삼성전자 주가는 앞으로 더 오른다(본전에 팔면 안 된다)
Holders of Samsung/Hynix single-stock leveraged ETFs will keep losing money the longer they hold, due to volatility decay.
Share price gains for SK Hynix are hard to expect for the time being
Buy index ETFs instead of Samsung Electronics; new entry at these highs is unattractive
SK Hynix is not too late to buy; the semiconductor supercycle backed by 90%+ DRAM/HBM dominance makes it a safe zone conservatively through 2026.
Samsung Electronics is being re-rated upward by Wall Street on the back of 5-year long-term supply agreements (LTAs) that remove earnings volatility and guarantee a floor; foreign investors are following in.
Hyundai Motor and Kia overtaken by China? What shareholders should really fear | Kang Dae-kwon, CEO of Life Asset Management, Part 2 [Reporter Lee's Notebook]
Must-read for Naver/Kakao holders! Why the companies are fine but the share prices are cut in half | Kang Dae-kwon, CEO of Life Asset Management [Reporter Lee's Notebook]
Must-read for Naver/Kakao holders! Why the companies are fine but the share prices are cut in half | Kang Dae-kwon, CEO of Life Asset Management [Reporter Lee's Notebook]
Samchundang Pharm is cited as the signal of the coming leadership change away from semiconductors.
A corpse without Samsung and SK Hynix? Why your domestic-market investing is dangerous | Ken Fisher, CEO of Fisher Investments [Money Lecture]
Chemical stocks will move on Middle East war de-escalation/settlement.
Construction stocks will move on Middle East war de-escalation/settlement.
BTS comeback at Gwanghwamun shakes up the Korean economy too | Lee Hwa-jung, NH Investment & Securities analyst [Reporter Lee's Reporting Notebook]
SK Square is held at 15% to maximize SK Hynix exposure, implying upside.
SK Hynix is the core beneficiary of HBM market growth of nearly 100% annually through 2027; EPS upgrades are outpacing the share price so it remains undervalued.
Samsung Electronics, a top-2 holding of the AI semiconductor ETF, is backed by real earnings and policy support — now is the time to invest.
EcoPro and secondary battery stocks are rising again and are not at a peak.
Investors should focus on ESS and power infrastructure rather than EVs amid the AI power shortage.
Korean transformer and materials companies will see earnings growth continue through 2029, benefiting from exclusion of Chinese products; current prices are not the peak.
증권주 중 한국금융지주에 관심을 가지라고 제시
뉴진스 복귀로 하이브 주가가 올라갈 것
Sell All Your Stocks and Get Out in May — the 'Final Crash' Is Coming Before KOSPI 6000 | Park Se-ik, CEO of Chesley Investment Advisory [2026 Wealth Management Expo Replay]
SK하이닉스는 HBM4 시대에 유리하며 지금 들어가도 된다는 판단
삼성전자는 여전히 저평가돼 있으며 4월 실적을 주목하라 (반도체 사이클 고점 아님)
Buy 'this stock' while everyone else hesitates! 5 US stocks that will multiply my money 10x in 5 years | Professor Kim Hak-joo, Handong University [2026 Korea Wealth Management Expo replay]
Buy 'this stock' while everyone else hesitates! 5 US stocks that will multiply my money 10x in 5 years | Professor Kim Hak-joo, Handong University [2026 Korea Wealth Management Expo replay]
Buy 'this stock' while everyone else hesitates! 5 US stocks that will multiply my money 10x in 5 years | Professor Kim Hak-joo, Handong University [2026 Korea Wealth Management Expo replay]
2026 is the year of bio! The second Alteogen, look at just 3 | Moon Yeo-jung, Executive Director at IMM Investment [Reporter Lee's Coverage Notebook]
2026 is the year of bio! The second Alteogen, look at just 3 | Moon Yeo-jung, Executive Director at IMM Investment [Reporter Lee's Coverage Notebook]
2026 is the year of bio! The second Alteogen, look at just 3 | Moon Yeo-jung, Executive Director at IMM Investment [Reporter Lee's Coverage Notebook]
2026 is the year of bio! The second Alteogen, look at just 3 | Moon Yeo-jung, Executive Director at IMM Investment [Reporter Lee's Coverage Notebook]
2026 is the year of bio! The second Alteogen, look at just 3 | Moon Yeo-jung, Executive Director at IMM Investment [Reporter Lee's Coverage Notebook]