KOSPI 10,000... Read the 'Flow of Money' Created by War / 'If you miss the current flow, it's over' Core Sectors Leading the Bull Market After War | Professor Kim Seong-hyo 'Hyoracle'

KOSPI Goes to 10,000... Read the 'Flow of Money' Created by War / "If You Don't See the Current Flow, It's Over" Key Sectors to Lead the Bull Market After the War | Professor Kim Seong-hyo, 'Hyoracle
Watch on YouTube ↗  |  May 02, 2026 at 07:00  |  25:10  |  815 Money Talk (815머니톡)
Speakers

Summary

Professor Kim Seong-hyo argues that the US-Iran war will be prolonged and will accelerate industrial development, driving KOSPI to 10,000. He highlights Korean shipbuilding, construction related to Middle East pipeline, semiconductor equipment/materials/parts on KOSDAQ, and defense AI software as key beneficiaries. He also notes nuclear power and secondary batteries as secondary themes, and points to Chinese shipbuilding as another winner.

  • War is expected to be prolonged, driving defense spending and AI investment.
  • KOSPI target of 10,000 is based on historical pattern of war boosting innovation.
  • Korean shipbuilding benefits from vessel shortage due to Hormuz blockage.
  • High oil prices will trigger Middle East construction, likely pipeline projects.
  • Korean semiconductor SOUJANG stocks benefit from AI demand and KOSDAQ promotion.
  • Defense AI software (e.g., Palantir) will see government contract boost.
  • Nuclear power and secondary batteries gain from fossil fuel risk shift.
  • Chinese shipbuilding also benefits from war disruption.
Trade Ideas
Kim Seong-hyo Professor, Korea University 8:25
Nuclear power gains from fossil fuel risk.
The war reveals the risk of fossil fuel dependence and accelerates the shift to nuclear energy. Korean nuclear power companies stand to benefit.
Korean nuclear power LOW
Kim Seong-hyo Professor, Korea University 8:38
Secondary batteries gain from EV demand.
The war boosts electric vehicle demand and solar energy, increasing the need for batteries. Korean secondary battery stocks benefit from this trend.
Korean secondary battery stocks LOW
Kim Seong-hyo Professor, Korea University 10:07
KOSPI target 10,000 driven by war.
War historically drives industrial innovation and stock market rises. The current US-Iran war will accelerate AI, semiconductors, construction, and shipbuilding, propelling KOSPI to 10,000.
EWY HIGH
Kim Seong-hyo Professor, Korea University 13:10
Middle East pipeline project aids construction.
High oil prices historically trigger Middle East construction booms. This time, a large-scale oil pipeline project to bypass Hormuz will likely emerge, benefiting Korean construction, pipe fitting, and steel companies.
Korean construction and oil pipeline related MED
Kim Seong-hyo Professor, Korea University 18:15
Defense AI demand offsets civilian weakness.
War creates a huge government customer (US Department of War) for AI software, offsetting weak civilian demand. Companies like Palantir will see sustained revenue from defense contracts.
PLTR MED
Kim Seong-hyo Professor, Korea University 19:39
Semiconductor SOUJANG stocks benefit from AI.
AI demand and war-driven defense AI spending boost the semiconductor supply chain. The KOSDAQ promotion system will upgrade semiconductor equipment, materials, and parts (SOUJANG) stocks to premium tier, attracting capital.
Korean semiconductor equipment, materials, parts HIGH
Kim Seong-hyo Professor, Korea University 21:58
Shipbuilding benefits from vessel shortage.
Hormuz Strait blockage forces ships to take longer routes, causing a vessel shortage. Used ship prices exceed newbuild prices, and the supply-demand imbalance strongly benefits Korean shipbuilders.
XLI HIGH
Kim Seong-hyo Professor, Korea University 23:40
Chinese shipbuilding benefits from war disruption.
The war benefits China, especially its shipbuilding industry, as it facilitates oil sales and shipping demand. Chinese shipbuilding and related Korean suppliers gain.
Chinese shipbuilding MED
Up Next
3:42
South Africa's Karoo Region Bets on Pistachio Boom
Bloomberg Markets · May 02
23:59
It's quiet now... This sector's stock price will surge when foreign buying ends / Why the neglected KOSDAQ should significantly increase its weighting starting in May? | Kiwoom Securities Researcher Han Jiyoung
815 Money Talk (815머니톡) · May 02
42:28
Bitcoin Is Finally Coming Back... [Stream Recap]
Thread Guy · May 02
1:06:38
The Real Reason Korean Society is Uniquely "Tired" | Kim Kyung-il, Ajou University Psychology Professor [Dialogue with God]
3PRO TV (삼프로TV) · May 02
43:37
Mad Money 05/01/26 | Audio Only
CNBC · May 02

This 815 Money Talk (815머니톡) video, published May 02, 2026, features Kim Seong-hyo discussing Korean nuclear power, Korean secondary battery stocks, EWY, Korean construction and oil pipeline related, PLTR, Korean semiconductor equipment, materials, parts, XLI, Chinese shipbuilding. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Seong-hyo  · Tickers: Korean nuclear power, Korean secondary battery stocks, EWY, Korean construction and oil pipeline related, PLTR, Korean semiconductor equipment, materials, parts, XLI, Chinese shipbuilding