SK hynix's 19 Trillion Won Expansion: Good News or Sell Signal for Semiconductor Stocks? / Why You Should Buy Hyundai Motor on a Pullback | CEO Lee Kwon-hee

SK하이닉스 19조 증설! 호재인가, 반도체주 매도 신호인가? / 현대차 밀리면 사야 할 이유 | 이권희 대표
Watch on YouTube ↗  |  January 14, 2026 at 03:00  |  21:00  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, CEO of WizWave, reviews Hyundai Motor Group, secondary batteries, defense, SK hynix's KRW 19 trillion packaging expansion, entertainment, TSMC, semiconductor equipment, Kia, biotech, and power stocks. He remains constructive on Hyundai Motor, memory leaders, defense, entertainment, semiconductor equipment, and power/electricity, while treating battery names as a trading rebound. He sees SK hynix's expansion as positive for equipment rather than a semiconductor sell signal and flags risk in some equipment names after sharp run-ups.

  • Hyundai Motor Group is viewed as undervalued versus Tesla, with Hyundai Motor preferred over Kia.
  • The Korean secondary-battery sector may be bottoming around LG Energy Solution's market cap, but the setup is treated as a trade.
  • Defense stocks are favored long term on rising geopolitical conflict and arms demand.
  • SK hynix's Cheongju packaging expansion is expected to support packaging and HBM back-end equipment demand.
  • Samsung Electronics and SK hynix are held as memory demand remains strong and the shortage persists; TSMC is also seen as solid.
  • Entertainment stocks benefit from China reopening and longer IP lives, with HYBE considered the safest.
  • Power and electricity stocks are favored as institutions buy, while biotech remains weak.
  • Some semiconductor equipment names, including DI and Hanmi Semiconductor, carry elevated risk after recent run-ups.
Ideas
Lee Kwon-hee CEO, Economist 0:17
Hyundai remains deeply undervalued versus Tesla.
Hyundai Motor Group remains undervalued: Hyundai Motor trades around PBR 1x at KRW 406,000 and 8-10x PER versus Tesla at 80-90x despite an increasingly similar auto and robot business structure; Hyundai Glovis also trades near PBR 0.9x and looks cheap if viewed as a robot stock. He recommends holding through year-end and buying pullbacks below KRW 400,000, while treating Kia as only a cheap follower.
005380.KS 086280.KS HIGH
Lee Kwon-hee CEO, Economist 1:40
Hold memory leaders as shortage persists.
He recommends holding Samsung Electronics and SK hynix: Taiwan tech December data show memory revenue up 154% YoY and 16% MoM, indicating resilient demand, while SK hynix's expansion is aimed at next year's volume and does not end the memory shortage. New capacity in Yongin is constrained by water and electricity, so supply growth may be slower than expected.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 1:51
Battery sector bottoming; trade rebound.
The Korean secondary-battery sector has started a rebound with no more major bad news, and LG Energy Solution's roughly KRW 80 trillion market cap appears to be a bottom. He sees the move as a trading rally, with up to 30% upside for early buyers and 10-15% for late buyers.
373220.KS Korean secondary battery sector MED
Lee Kwon-hee CEO, Economist 3:27
Buy Korean defense on rising arms demand.
He is constructive on defense stocks on a long-term view because the US has abandoned its role as world police, geopolitical conflicts and arms demand are increasing, and countries must self-defend. Korea is one of the few suppliers that can meet delivery deadlines, with KF-21 exports also likely to be adopted soon.
Korean defense sector HIGH
Lee Kwon-hee CEO, Economist 5:01
SK hynix expansion lifts Korean equipment stocks.
SK hynix's KRW 19 trillion Cheongju advanced packaging expansion supports packaging and HBM back-end equipment demand: it complements the M15X DRAM line, packaging capacity is likely to become tight, and the new line starts construction in April with completion next year. Packaging-related and HBM back-end equipment stocks may move again.
Korean semiconductor equipment and materials sector HIGH
Lee Kwon-hee CEO, Economist 5:33
Entertainment sector gains from China reopening.
Korean entertainment companies can benefit as China reopens and Korea-China relations improve, K-pop artist IP lives are lengthening, and markets are expanding beyond Japan, China and the US into Southeast Asia and Europe. That should let entertainment firms monetize artists for longer.
Korean Entertainment Sector MED
Lee Kwon-hee CEO, Economist 7:53
HYBE is safest entertainment play.
HYBE is the safest way to play the entertainment theme: BTS is preparing a comeback album around 2026 and is expected to start a world tour that could generate more than KRW 1.2 trillion, extending the group's IP monetization.
352820.KS HIGH
Lee Kwon-hee CEO, Economist 10:52
TSMC remains solid; do not worry.
TSMC should not be a worry: December Taiwan tech data were positive, with memory up 154% YoY, notebooks and cameras strong, PCB up 22% YoY, and back-end up 14% YoY; foundry's MoM decline reflects order bottlenecks rather than weak demand, and TSMC remains more solid than Samsung.
TSM MED
Lee Kwon-hee CEO, Economist 17:38
Hana Micron benefits from back-end demand.
Hana Micron looks attractive: its position is not bad, its Vietnam plant is running well, and it is tied to packaging and back-end semiconductor demand.
067310.KQ MED
Lee Kwon-hee CEO, Economist 17:42
DI looks burdensome after news surge.
DI has become burdensome after surging on news that it may supply SK hynix with inspection equipment; the market is running on imagination because the report did not confirm the customer, so the risk/reward has worsened.
DI LOW
Lee Kwon-hee CEO, Economist 17:46
Hanmi needs to defend gap.
Hanmi Semiconductor has run up strongly with a gap; the stock needs to defend the gap, because a break would likely fill the gap and damage sentiment, especially if Samsung supply orders fail. Existing holders can hold, but new buying here is questionable and a sharp pullback could be a better entry.
042700.KS MED
Lee Kwon-hee CEO, Economist 20:30
Power and electricity stocks should rise.
He remains positive on Korean power and electricity stocks, saying the conclusion is electricity; institutions are buying the group, with LS Electric and Hyundai E&C/nuclear-related names showing strength. The broader driver is power demand and grid/nuclear buildout.
Korean power and electricity sector MED
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This 815 Money Talk (815머니톡) video, published January 14, 2026, features Lee Kwon-hee discussing 005380.KS, 086280.KS, 005930.KS, 000660.KS, 373220.KS, Korean secondary battery sector, Korean defense sector, Korean semiconductor equipment and materials sector, Korean Entertainment Sector, 352820.KS, TSM, 067310.KQ, DI, 042700.KS, Korean power and electricity sector. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005380.KS, 086280.KS, 005930.KS, 000660.KS, 373220.KS, Korean secondary battery sector, Korean defense sector, Korean semiconductor equipment and materials sector, Korean Entertainment Sector, 352820.KS, TSM, 067310.KQ, DI, 042700.KS, Korean power and electricity sector