Super Week Begins... Samsung Electronics and SK Hynix: Hold on even if they wobble today / August's big reversal, 'this stock' will go even higher | CEO Lee Kwon-hee

Super Week Begins... Samsung Electronics, SK Hynix: Even if they shake today, hold on / August's Big Reversal, 'This Stock' Will Go Even Higher | CEO Lee Kwon-hee
Watch on YouTube ↗  |  July 27, 2026 at 06:50  |  19:44  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee expects a market bottom this week driven by Samsung Electronics and SK Hynix earnings, with an August rally supported by strong Korean exports and record current account surplus. He highlights opportunities in beaten-down biotech, robotics, and power equipment stocks, and maintains positions in shipbuilding, Naver, and SpaceX.

  • Market likely forms bottom during Super Week and rallies in August on strong fundamentals.
  • Positive on Samsung Electronics and SK Hynix ahead of earnings, added to positions.
  • Sees rebound potential in heavily oversold Rainbow Robotics (physical AI) and Alteogen (biotech).
  • Recommends power equipment stocks LS Electric and Hyundai Electric, watching 20-day line reclaim.
  • Bullish on shipbuilding sector with expectations of positive news flow.
  • Long Naver for its strong free cash flow and cheap valuation.
  • Accumulating SpaceX on dips after successful test launch, long-term view.
Ideas
Lee Kwon-hee CEO, Economist 0:19
Oversold physical AI bounce play
Rainbow Robotics is a physical AI-related stock that was heavily beaten down last week, now rebounding over 4%. The speaker suggests watching it as an oversold bounce play.
277810.KQ LOW
Lee Kwon-hee CEO, Economist 0:33
Patent risk easing, positive technicals
Alteogen held up well on Friday when the market fell sharply, with patent risk easing and positive news flow supporting a bullish technical picture.
196170.KQ MED
Lee Kwon-hee CEO, Economist 1:04
Supply improving, target 420,000 won
Pharmarich is showing efforts to calculate supply, and the price has returned to the speaker's earlier selling level. He expects a gradual rise filling gaps, targeting 420,000 won.
214450.KQ MED
Lee Kwon-hee CEO, Economist 2:17
Still good, watch 20-day line reclaim
Power equipment stocks like LS Electric and Hyundai Electric still look very good. If they reclaim the 20-day moving average, they could strengthen considerably.
010120.KS 267260.KS MED
Lee Kwon-hee CEO, Economist 3:22
Record fundamentals, irrational sell-off
Korean equities are undervalued relative to record exports, an unprecedented current account surplus, and strong corporate earnings. A bottom is likely this week, with an August rally to follow.
EWY HIGH
Lee Kwon-hee CEO, Economist 4:12
FCF buy, earnings week bottom
Samsung Electronics and SK Hynix should be bought on free cash flow grounds. The speaker added to positions on Friday ahead of earnings week, expecting a bottom and rally as valuations ease.
000660.KS 005930.KS HIGH
Lee Kwon-hee CEO, Economist 4:17
Extreme FCF, Buffett-style buy
Naver has extremely strong free cash flow, easily qualifying as a Buffett-style buy. The company is a solid cash generator with data center investment potential.
035420.KS HIGH
Lee Kwon-hee CEO, Economist 4:49
Positive news flow, US naval build-up
Shipbuilding stocks are very positive. Good news is expected soon from the US naval build-up plan, Korean yards are set to benefit, and strategic moves by Hanwha and Hyundai Heavy support the sector.
Korean Shipbuilding Stocks MED
Lee Kwon-hee CEO, Economist 18:35
Bought dip, long-term growth intact
SpaceX was bought at recent lows after a successful test flight, with a further dip seen as an accumulation opportunity. The long-term growth story remains intact.
SPCX MED
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This 815 Money Talk (815머니톡) video, published July 27, 2026, features Lee Kwon-hee discussing 277810.KQ, 196170.KQ, 214450.KQ, 010120.KS, 267260.KS, EWY, 000660.KS, 005930.KS, 035420.KS, Korean Shipbuilding Stocks, SPCX. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 277810.KQ, 196170.KQ, 214450.KQ, 010120.KS, 267260.KS, EWY, 000660.KS, 005930.KS, 035420.KS, Korean Shipbuilding Stocks, SPCX