Semiconductor good news continues.. Samsung Electronics, SK Hynix brokerage target prices pour in. / 'This stock' turning from the bottom | CEO Lee Kwon-hee

Semiconductor good news continues.. Samsung Electronics, SK Hynix brokerage target prices pour in. / 'This stock' turning from the bottom | Lee Gwon-hee CEO

Watch on YouTube ↗ | June 25, 2026 at 03:00 | 21:33 | 815 Money Talk (815머니톡)

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the market impact of Micron's strong earnings, highlighting bullish views on SK Hynix (ADR listing, DRAM shortage) and Samsung Electronics as the memory cycle accelerates. He also calls bottoms in Hyundai Motor and Naver using contrarian signals, singles out Samsung SDI as the best battery pick with multiple catalysts, and sees Alteogen as a potential leader after KOSDAQ's promotion system change. Meanwhile, he warns against 2x leveraged single-stock ETFs and expects further downside in crude oil prices.

Lee Kwon-hee, CEO of Wizwave, provides investment views after Micron's strong earnings.
SK Hynix is a top long thanks to DRAM price surges and US ADR listing that should narrow its discount.
Samsung Electronics also benefits directly from the memory upcycle and institutional demand.
Samsung SDI is the favored battery play, supported by data-center BBU, EV recovery, solid-state, ESS profits, and LFP ramp.
Contrarian bottom calls are made on Hyundai Motor and Naver based on extreme negative sentiment.
Alteogen may become the dominant KOSDAQ biotech under the new market promotion system.
2x single-stock ETFs like the SK Hynix leveraged ETF are flagged as highly dangerous due to volatility decay.
Crude oil is breaking support and is expected to continue falling toward the $60s.
Broader macro backdrop includes falling market rates and a recovery in lithium prices, but those lack strong tradable edge.

Ideas

Lee Kwon-hee CEO, Economist 2:13

Oil breaking down toward $60s

WTI crude oil is heading toward the $60s, already breaking below $72 and dropping to the $69 range. Lee had forecast this move to the 60s by September, and now it is arriving early, driven by psychological market pressure and likely continued weakness.

Lee Kwon-hee CEO, Economist 3:15

ADR listing removes discount, DRAM shortage continues

SK Hynix benefits from a continued DRAM shortage (expect 60-70% QoQ price increase) and the ADR listing in the US, which will narrow or eliminate the ~10% valuation discount versus Micron. Even though analyst Nok Eun-chang conservatively gives a target of 330,000 KRW, the re-rating supported by ADR listing and strong memory cycle makes it a long.

Lee Kwon-hee CEO, Economist 5:43

Top DRAM maker benefiting from memory upcycle

Samsung Electronics, as the world's #1 DRAM maker, is a direct beneficiary of the current memory upcycle led by Micron's strong results and rising DRAM prices. Lee personally recommended it for two days, and institutional buying supports the case.

Lee Kwon-hee CEO, Economist 6:05

Alteogen to lead KOSDAQ promotion system

Alteogen could stay on KOSDAQ and become the top-cap stock after the new market promotion system (승강제) is implemented. As a profitable biotech, it would be included and could emerge as the leader in that group, attracting buying interest.

Lee Kwon-hee CEO, Economist 9:41

Best battery stock with multiple catalysts ahead

Samsung SDI is the best single pick in the Korean battery sector based on a detailed sector report that set a 913,000 KRW target. Catalysts include data-center BBU (battery backup unit) demand, recovery in EV demand, progress in all-solid-state batteries, ESS turning profitable from Q3, and initial LFP mass production from Q4, pulling forward six months of earnings improvement.

Lee Kwon-hee CEO, Economist 14:13

Contrarian bottom signal in Hyundai Motor

Hyundai Motor is at a bottom, signaled by the onset of heavy criticism directed at Lee when he recommended it. He views this contrarian social indicator as a reliable buying opportunity.

Lee Kwon-hee CEO, Economist 14:29

Naver bottoming alongside other large caps

Naver is also at a bottom, mentioned in the same breath as Hyundai Motor after a period of underperformance. The call is based on a simple turn, with no additional fundamental detail.

Lee Kwon-hee CEO, Economist 15:35

Avoid 2x single-stock ETFs; huge decay risk

Single-stock 2x leveraged ETFs like the recently launched SK Hynix 2x ETF are extremely dangerous due to volatility decay. Even when the underlying stock rises, the ETF can deliver negative returns, as seen when the SK Hynix 2x ETF lost over 25% shortly after listing. It is safer to invest in the underlying stock directly or use margin, and only for large-cap names with strong stomachs.

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This 815 Money Talk (815머니톡) video, published June 25, 2026, features Lee Kwon-hee discussing WTI, 000660.KS, 005930.KS, 196170.KQ, 006400.KS, 005380.KS, 035420.KS, SK hynix Leveraged ETF. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: WTI, 000660.KS, 005930.KS, 196170.KQ, 006400.KS, 005380.KS, 035420.KS, SK hynix Leveraged ETF