Big Positive News for Hyundai Motor: Full Buying Coming, 'Trump Tariffs Are an Opportunity' / Stocks to Buy Before the February KOSDAQ Surge | Director Lee Young-hoon

현대차에 터진 빅호재.. 풀 매수 들어온다 '트럼프 관세는 기회다' / 2월 코스닥 폭등장 오기 전, 미리 담아야 할 종목 | 이영훈 이사

Watch on YouTube ↗ | January 10, 2026 at 23:30 | 18:37 | 815 Money Talk (815머니톡)

Speakers

Lee Young-hoon — Director

Summary

Lee Young-hoon, Director at iM Securities Seoul Finance Center, discusses the market impact of the upcoming IEEPA tariff ruling, Hyundai Motor's tariff-related move, the memory semiconductor upcycle, LG Energy Solution and secondary batteries, KOSDAQ and biotech, and portfolio positioning. He remains a long-term holder of Hyundai and semiconductors, sees KOSPI supported by large-cap earnings, calls LG Energy Solution a bottomed but low-momentum watch, and expects KOSDAQ with biotech to attract more attention after the main earnings season. He also flags caution around the market later in the first half.

Tariff ruling may cause short-term noise, but tariffs likely persist under Trump.
Lee remains positive on Hyundai Motor and dismisses tariff damage fears.
He plans to buy more semiconductors and keeps Samsung Electronics and SK hynix as core holdings.
LG Energy Solution and secondary batteries look bottomed but lack upside momentum for new buying.
He plans to add to shipbuilding and defense exposure and prefers earnings-momentum areas.
KOSPI is seen as supported by large-cap earnings, while KOSDAQ is expected to strengthen after earnings season.
He is buying KOSDAQ biotech with a patient, longer-term view.
He warns of market correction or rotation risk after the first quarter and into April and May.

Ideas

Lee Young-hoon Director 3:22

Hyundai remains a core long-term holding.

Lee Young-hoon remains positive on Hyundai Motor over the medium to long term, viewing it as a group with both growth and stability. He thinks tariff fears are overstated because US local automakers do not produce 100% locally, Hyundai's US production share should rise sharply by year-end, and even a tariff-refund ruling would be short-term noise rather than a lasting negative. He would keep Hyundai in the base portfolio for new money.

Lee Young-hoon Director 5:12

Memory upcycle supports Samsung and SK hynix.

He plans to buy more Korean semiconductors rather than reduce, and says Samsung Electronics or SK hynix should be in every basic portfolio. Although high chip prices could eventually trigger consumer resistance and a Big Tech affordability dilemma, he expects long-term binding supply contracts and concrete HBM and legacy expansion contracts to improve earnings visibility and potentially lift multiples. He also flags Samsung's foundry normalization and buyback support as additional reasons Samsung can re-rate.

Lee Young-hoon Director 11:08

KOSPI should rise with large-cap earnings.

He argues that Samsung Electronics and SK hynix operating profit is surging to levels that already dwarf the entire KOSPI's prior operating profit, so the KOSPI's total market capitalization should rise over time. He acknowledges corrections will occur, but says investors should focus on the overall earnings-supported market picture rather than trying to sell exactly at the top.

Lee Young-hoon Director 12:01

Battery bottom formed, but upside lacks momentum.

Lee Young-hoon believes LG Energy Solution and the secondary-battery sector have likely bottomed, but he does not see enough upward momentum or valuation support for further upside yet. He would not tell existing holders to sell, but for new buying he prefers growth and earnings-momentum areas, so the sector is a monitorable setup rather than a clean long.

Lee Young-hoon Director 13:41

Plans to add shipbuilding and defense.

He has reduced his broader shipbuilding, defense, and nuclear exposure but still holds shipbuilding and defense, and he regrets not adding more this week. He plans to increase weight in that area relative to other sectors, consistent with his preference for areas tied to growth, earnings improvement, and concentrated market momentum.

Lee Young-hoon Director 15:22

KOSDAQ should outperform after earnings season.

He argues the current KOSDAQ advance is different from past theme-driven rallies because it is backed by fundamental improvement and government support policies. He expects major KOSPI earnings season to finish around early February, after which attention and momentum should rotate more strongly into KOSDAQ, so investors should keep KOSDAQ exposure and be patient rather than chase immediate moves.

Lee Young-hoon Director 16:13

Buying KOSDAQ biotech patiently for re-rating.

Within KOSDAQ, Lee Young-hoon is specifically buying biotech and advises clients not to be impatient because the sector already moved in November and may feel slow now. He expects KOSDAQ biotech to receive renewed attention after the main earnings season and frames it as a longer holding rather than a quick trade.

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This 815 Money Talk (815머니톡) video, published January 10, 2026, features Lee Young-hoon discussing 005380.KS, 005930.KS, 000660.KS, KRX:KOSPI, 373220.KS, Korean secondary battery sector, Korean shipbuilding sector, Korean defense sector, KRX:KOSDAQ, KOSDAQ biotech sector. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Young-hoon · Tickers: 005380.KS, 005930.KS, 000660.KS, KRX:KOSPI, 373220.KS, Korean secondary battery sector, Korean shipbuilding sector, Korean defense sector, KRX:KOSDAQ, KOSDAQ biotech sector