LG Electronics revaluation begins... because of physical AI and 'this' / Lithium price new high, is Posco Holdings' counterattack starting? | CEO Lee Kwon-hee

LG전자 재평가 시작.. 피지컬 AI와 ‘이것’ 때문입니다 / 리튬 가격 신고가, 포스코홀딩스의 반격이 시작되나? | 이권희 대표
Watch on YouTube ↗  |  May 14, 2026 at 04:00  |  20:46  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee discusses sector rotation led by semiconductors, lithium price surge benefiting Posco Holdings, and highlights LG Electronics' revaluation due to data center cooling and physical AI. He also points to Hyundai Mobis' cheap valuation and robotics actuator business as a catalyst, while cautioning against chasing Hyundai Motor after a sharp rally.

  • S&P 500 gains driven solely by semiconductor stocks.
  • Lithium carbonate prices at new highs; Posco Holdings expected to benefit from upstream lithium production.
  • LG Electronics target price raised; data center chillers and physical AI are key themes.
  • Hyundai Mobis cheapest in group; actuator business and restructuring seen as catalysts.
  • Foreign and institutional net buying concentrated on Hyundai Motor.
  • Lee cautions against chasing Hyundai Motor after sharp rally.
  • Samsung Electronics and SK Hynix may need a period adjustment after steep run.
  • Short-term trading strategy on Posco Holdings after 15% pullback.
Trade Ideas
Lee Kwon-hee CEO, Economist 7:58
Posco Holdings benefits from lithium rally.
Posco Holdings is a beneficiary of rising lithium carbonate prices as its upstream lithium production in Argentina is about to commence. The stock recently corrected ~15%, offering a technical buying opportunity near the 10-day moving average. Lee considers it a good candidate in the secondary battery sector, unlike Samsung SDI (too high) and LG Energy Solution (too heavy).
005490.KS MED
Lee Kwon-hee CEO, Economist 10:46
LG Electronics revalued on data center and AI.
LG Electronics is being revalued due to restructuring that improved earnings, exposure to data center cooling (chillers), and physical AI (robotics). A recent report set a target price of 230,000 KRW. Lee supports the stock but does not personally own it.
066570.KS MED
Lee Kwon-hee CEO, Economist 12:44
Hyundai Mobis is cheapest, robotics catalyst.
Hyundai Mobis is the cheapest stock in the Hyundai Motor Group by valuation. It has an actuator business for robotics, benefits from group restructuring (circular ownership unwind), and has been a strong performer. Lee views it as a powerful positioning now.
012330.KS MED
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815 Money Talk (815머니톡) · May 14

This 815 Money Talk (815머니톡) video, published May 14, 2026, features Lee Kwon-hee discussing 005490.KS, 066570.KS, 012330.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005490.KS, 066570.KS, 012330.KS