Ideas
Buy semiconductor equipment for decade-long expansion.
Korean semiconductor equipment should now be accumulated because the Yongin cluster expansion is a decade-long capex story extending toward 2035, contract volumes are being raised as LT agreements are signed, and equipment names can rally more than Samsung Electronics and SK hynix.
Samsung Electronics technical trend reversal started.
Samsung Electronics is technically entering a real trend reversal; the weekly chart is forming a decisive bullish candle, and if price clears the 20-week moving average and the 250,000 won area, it opens the path toward the 320,000-330,000 won supply zone. He argues this is a time to be brave despite recent sharp losses.
Samsung Electro-Mechanics can rally to 1.6m won.
Morgan Stanley switched its top pick from Samsung Electronics to Samsung Electro-Mechanics, and the valuation burden has eased. Lee sees a recovery toward 1,600,000 won as the stock breaks moving averages; once the 5-, 10-, 20-, and 60-day moving averages are cleared, the stock can enter a full bullish alignment and begin a trend, with Murata as a key comparison.
Hanmi Pharm target raised on tech-transfer hopes.
Hanmi Pharm received positive broker reports from KB and Hana with target upgrades based on technology-transfer expectations, including a 580,000 won target from KB. The pipeline remains strong even though earnings have weakened, so the stock is heavy but has a differentiated pipeline-driven opportunity.
Yuhan rising as BlackRock raises stake.
Yuhan Corporation is showing relatively strong recent price action after BlackRock increased its stake from about 5% to 6% through its fund adviser, which supports a rebound in the stock.
Avoid department stores; buy Coupang online.
Department-store retailers such as Shinsegae and Hyundai Department Store have not completed a trend change; their charts are still sliding lower and people are avoiding department stores, while the secular shift to online shopping supports Coupang as the beneficiary.
Avoid department stores; buy Coupang online.
Department-store retailers such as Shinsegae and Hyundai Department Store have not completed a trend change; their charts are still sliding lower and people are avoiding department stores, while the secular shift to online shopping supports Coupang as the beneficiary.
Battery stocks turn bullish; SDI leads.
Secondary battery stocks are quietly turning higher. Samsung SDI has completed a trend reversal and is testing the 60-day and 120-day moving averages; if it settles above 500,000 won, it can rise toward 600,000 won. L&F has broken out, while EcoPro and POSCO Future M show similar patterns, and POSCO Holdings is trying to break out of its box range.
Telecom equipment charts remain bullish.
Telecom equipment names KMW, RFHIC, and Solid are still making constructive chart patterns. Their improving setups are part of a broader market turning attempt, even though money is scarce.
Don't chase KOSPI open; watch expiry flows.
Foreign investors heavily sold calls into the current option expiry and are facing losses at current index levels. They may push the index around to reduce losses, so investors should not chase the opening spike and should wait for dips or the close before buying.
KOSDAQ bio/robotics rotation likely now.
With rate-hike concerns easing and no earnings announcements near term, the non-earnings/macro-focused period favors KOSDAQ small/mid-cap strategies, especially biotech and robotics. KOSDAQ has already risen 38% from the bottom, but holding its trend without breaking down is enough for now.
Hyundai Mobis favored on physical AI/robotics.
Hyundai Mobis is being viewed as a top pick by several desks and is favored in connection with physical AI and robotics, creating a differentiated bullish setup for the name.
Isu Petasys trend intact despite supply churn.
Isu Petasys experienced supply/demand churn and a recent drop, but the chart has not broken its trend and is still rising, so the trend is intact for now.
This 815 Money Talk (815머니톡) video, published August 13, 2026,
features Lee Kwon-hee
discussing 031980.KQ, PSK, 005930.KS, 009150.KS, 128940.KS, 000100.KS, 004170.KS, 069960.KS, CPNG, 006400.KS, 066970.KS, 086520.KQ, 005490.KS, 003670.KS, 032500.KQ, RFHIC, 050890.KQ, EWY, KOSDAQ Index, Korean Biotech, Korean Robotics, 012330.KS, 007660.KS.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
031980.KQ,
PSK,
005930.KS,
009150.KS,
128940.KS,
000100.KS,
004170.KS,
069960.KS,
CPNG,
006400.KS,
066970.KS,
086520.KQ,
005490.KS,
003670.KS,
032500.KQ,
RFHIC,
050890.KQ,
EWY,
KOSDAQ Index,
Korean Biotech,
Korean Robotics,
012330.KS,
007660.KS
