Sudden Stock Market Crash – Is This a Signal for a June Downturn? How High Can Samsung Electro-Mechanics, LG Innotek Go?

[#UrgentMarketUpdate] Sudden Stock Market Crash.. Is This a Signal for a June Downturn? How High Can Samsung Electro-Mechanics, LG Innotek Go? | CEO Lee Kwon-hee
Watch on YouTube ↗  |  May 28, 2026 at 08:30  |  21:24  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee discusses the weak market, foreign selling pressure, and near-term bearish outlook for KOSPI. He recommends rotating from small caps to large cap tech (Samsung, SK Hynix) and buying Hyundai Motor for robotics. He also highlights a short-term trade on LNF following an ESS contract and advises avoiding KOSDAQ until after elections.

  • Market slides with broad weakness; foreign selling weighs on KOSPI.
  • KOSPI support at 8,000; break could lead to 7,100.
  • Large cap tech (Samsung, SK Hynix) seen as safe haven; rotate from small caps.
  • Hyundai Motor is buyable on physical AI / robotics momentum.
  • LNF is a beneficiary of LG Energy Solution's massive ESS supply deal.
  • KOSDAQ should be avoided until after upcoming elections.
  • Power equipment and solar stocks may rotate later but not actionable yet.
Trade Ideas
Lee Kwon-hee CEO, Economist 4:26
Avoid KOSDAQ until elections.
KOSDAQ will not recover until after the upcoming elections, so avoid exposure to KOSDAQ stocks.
KOSDAQ MED
Lee Kwon-hee CEO, Economist 5:35
KOSPI bearish until mid-June.
KOSPI will face downward pressure until mid-June due to foreign selling and event risks; key support at 8,000, if broken could fall to 7,100.
EWY HIGH
Lee Kwon-hee CEO, Economist 13:00
Move to large cap tech stocks.
Investors should sell small and mid-cap stocks and move into large cap tech names like Samsung Electronics and SK Hynix, as large caps are safer, have stronger foreign inflows, and outperform during market weakness.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 15:29
Buy Hyundai Motor for robotics.
Hyundai Motor is buyable due to strong physical AI and robotics momentum, supported by analyst price targets up to 1.2 million won, and the stock is not overstretched.
005380.KS HIGH
Lee Kwon-hee CEO, Economist 18:58
Buy LNF on ESS news.
LNF is a beneficiary of the large ESS supply contract from LG Energy Solution, and technically it has broken resistance; consider buying at close if it holds above 6-10% gain, as the move will not end quickly.
LNF MED
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This 815 Money Talk (815머니톡) video, published May 28, 2026, features Lee Kwon-hee discussing KOSDAQ, EWY, 005930.KS, 000660.KS, 005380.KS, LNF. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: KOSDAQ, EWY, 005930.KS, 000660.KS, 005380.KS, LNF