Extreme Volatility Market... Save Cash Until Next Week 'You Must Respond With Phased Buying Now' | CEO Lee Kwon-hee

Extreme Volatility Market... Save Cash Until Next Week "You Must Respond With Phased Buying Now" | CEO Lee Gwon-hui
Watch on YouTube ↗  |  June 11, 2026 at 01:31  |  27:46  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the sharp market sell-off driven by Trump's military actions and war rhetoric while emphasizing that fundamentals are unchanged. He points to record semiconductor export data, cheap valuations, and recommends phased buying of Korean large caps like Samsung Electronics and SK Hynix. He also highlights foreign and institutional buying in semiconductor equipment stocks, and short-term opportunities in Hyundai Energy Solutions and LS Electric.

  • Market fell 3.5-4% on war fears and Trump headlines, but speaker argues fundamentals remain intact.
  • Samsung Electronics and SK Hynix trade at cheap multiples as earnings surge; HBM pricing expected to double.
  • Foreign and institutional flows concentrate in Korean semiconductor equipment and materials names.
  • Advised phased buying into KOSPI weakness near 7,400–7,100; keep some cash for next week.
  • Hyundai Energy Solutions called more attractive than Hanwha Solutions among solar plays after a deep correction.
  • LS Electric noted as a short-term positive on an analyst report and continued institutional interest in power equipment.
Ideas
Lee Kwon-hee CEO, Economist 3:28
Foreign buying in semiconductor equipment sector
Foreign and institutional investors are heavily accumulating Korean semiconductor equipment and materials stocks such as Jusung Engineering, Tes, and Wonik IPS, driven by expectations of continued capex expansion at major semiconductor firms. SK Hynix raising subcontractor prices and the overall AI investment cycle provide a strong demand backdrop. The speaker highlights that both domestic institutions and foreign investors remain focused on this sub-sector.
Korean semiconductor equipment & materials sector 036930.KQ 058610.KQ 240810.KQ MED
Lee Kwon-hee CEO, Economist 4:29
Valuation cheap, strong earnings, buy dips
A respected analyst from Nogunchang Center raised Samsung Electronics' 6-month target price to 44,000 KRW, applying PER 10x and PBR 3x on structural growth expectations. The analyst is known for conservatism, making the upgrade significant. Earnings keep improving, early June semiconductor exports jumped 205.8%, and valuations have become cheaper as the stock price fell while profits rose. The speaker encourages buying into weakness, emphasizing that fundamentals remain strong.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 6:51
HBM repricing double, strong upside
SK Hynix is set to benefit from HBM contract renewals at roughly double the price, given its highest HBM exposure. Analyst Kim Sun-woo issues a 420,000 KRW target based on 2026 guidance and 4x PBR, while another conservative analyst projects 295,000 KRW. With HBM driving earnings growth, the speaker expects SK Hynix to outperform Samsung Electronics in the near term.
000660.KS HIGH
Lee Kwon-hee CEO, Economist 14:54
Buy KOSPI in phases, fundamentals strong
Despite the war-induced sell-off and Trump headlines, the speaker argues that fundamentals are unchanged, export data is extremely strong, and valuations have actually become cheaper as earnings grew faster than stock prices. He advises keeping cash but initiating phased buying near KOSPI 7,400–7,100 support levels, believing that the current decline is transient and not based on deteriorating fundamentals.
EWY HIGH
Lee Kwon-hee CEO, Economist 17:00
Analyst positive on electric equipment stock
LS Electric is showing positive momentum backed by an analyst report highlighting the stock alongside Soeseong Junggong. The power equipment sector continues to see institutional interest, and the stock is expected to perform well today, benefiting from ongoing power infrastructure demand.
010120.KS LOW
Lee Kwon-hee CEO, Economist 20:28
Corrected solar stock, attractive short-term
Hyundai Energy Solutions has undergone a significant correction, and for short-term domestic issues it is more attractive than Hanwha Solutions, which remains burdened by a large rights offering. The solar sector is seeing inflows after the KKR big deal, and this stock is positioned as a preferred play for short-term traders.
322000.KQ MED
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This 815 Money Talk (815머니톡) video, published June 11, 2026, features Lee Kwon-hee discussing Korean semiconductor equipment & materials sector, 036930.KQ, 058610.KQ, 240810.KQ, 005930.KS, 000660.KS, EWY, 010120.KS, 322000.KQ. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: Korean semiconductor equipment & materials sector, 036930.KQ, 058610.KQ, 240810.KQ, 005930.KS, 000660.KS, EWY, 010120.KS, 322000.KQ