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Revenge of the Beaten-Down Sector… The Next Bull Market Starts Here / The Biggest Beneficiary of the National Growth Fund… Which Stock Will Move First? | Director Lee Young-hoon

The Counterattack of the Sector with Plunging Stock Prices... The Next Bull Market Starts Here / The Biggest Beneficiary of the National Growth Fund… Which Stock Will Move First? | Director Lee Young-hoon
Watch on YouTube ↗  |  June 28, 2026 at 07:00  |  20:58  |  815 Money Talk (815머니톡)
Speakers
Lee Young-hoon — Director
Ahn Gwang-eun — PD

Summary

Director Lee Young-hoon discusses how to manage portfolios in a volatile market, highlights shipbuilding and biotech as oversold sectors primed for rebound, and shares specific views on LIGAchem and Alteogen. PD Ahn Gwang-eun adds a seasonal strategy to buy Korean stocks during summer dips.

  • Korean electronics remain essential for the cycle; dips should be bought.
  • Korean shipbuilding is undervalued vs global peers and poised for a Q2 earnings-led bounce.
  • Korean biotech is an empty basket with improving catalysts and significant upside potential.
  • LIGAchem Biosciences is well-funded and backed by Orion; its value is not fully reflected.
  • Alteogen's patent litigation overhang is overblown, creating a recovery entry.
  • Summer months historically offer cheap entry points for Korean equities.
Ideas
Lee Young-hoon Director 13:30
LIGAchem funded, value not reflected
LIGAchem Biosciences secured meaningful funding from the National Growth Fund. With Orion as its major shareholder, financial risk is low and its technology fundamentals are solid. The stock's value is not reflected after the sell-off, making it a compelling value idea within the biotech rebound theme.
141080.KQ MED
Lee Young-hoon Director 17:59
Alteogen patent fear overblown, buy
Alteogen's patent litigation with Halozyme/Merck is overblown. The actual risk to Alteogen is limited because the remaining contested patents are closely linked to cases already won, and a full defeat is unlikely. The resulting share price sell-off therefore presents a buying opportunity.
196170.KQ MED
Ahn Gwang-eun PD 18:42
Buy KOSPI summer dips for bargains
Historical seasonality shows that Korean stocks tend to offer cheap buying opportunities during the hot summer months of July and August. With the market currently volatile, waiting for summer dips creates a chance to accumulate desired stocks at lower prices.
EWY LOW
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This 815 Money Talk (815머니톡) video, published June 28, 2026, features Lee Young-hoon, Ahn Gwang-eun discussing 141080.KQ, 196170.KQ, EWY. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Young-hoon, Ahn Gwang-eun  · Tickers: 141080.KQ, 196170.KQ, EWY