Name: Hyundai Motor target price raised to 1.2 million won... The real reason securities firms re-evaluated / Semiconductor stocks pausing, what's the impact on Samsung Electronics, SK Hynix ETFs? | CEO Lee Gwon-hee
Uploaded: 2026-05-28T04:00:17+00:00
Duration: 1056 s

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses positive catalysts in secondary batteries (LG Energy Solution, Samsung SDI), semiconductors (Micron, Samsung, SK Hynix), and autos (Hyundai Motor, Hyundai Mobis). He also highlights D&D Pharmatech's technology export potential and Samsung SDS's AI adoption. Market rotation from semiconductors to other sectors is underway.

LG Energy Solution surged on US solar deal; battery sector timing seen as favorable.
Samsung SDI expected to follow with its own catalysts.
Micron strong on structural growth; Samsung and SK Hynix likely to benefit.
Hyundai Motor target raised to 1.2M won on physical AI leadership.
Hyundai Mobis re-rating on robot actuator prospects.
Samsung SDS positioned to lead AI adoption within Samsung Group.
D&D Pharmatech may land a large technology export deal, boosting market cap.
KOSDAQ rebound expected in H2 but no specific tradeable expression given.

Trade Ideas

Lee Kwon-hee CEO, Economist 1:07

LG Energy Solution oversold, US solar boost

LG Energy Solution has corrected sufficiently and benefits from ongoing US solar installations via its supply deal with DT Energy. The secondary battery sector is now at a timing for recovery.

Lee Kwon-hee CEO, Economist 3:04

Samsung SDI catalyst expected soon

Samsung SDI was the leader in secondary batteries and is expected to have positive catalysts soon, likely to follow LG Energy Solution's upward move.

Lee Kwon-hee CEO, Economist 5:25

Micron structural growth, AI demand

Micron is benefiting from structural growth driven by long-term contracts and AI demand, as highlighted by Nomura. This positive momentum should extend to Samsung Electronics and SK Hynix.

Lee Kwon-hee CEO, Economist 5:57

Samsung/Hynix follow Micron upside

Samsung Electronics and SK Hynix will follow Micron's positive trajectory due to shared memory market dynamics and long-term contract structures.

Lee Kwon-hee CEO, Economist 7:28

Samsung SDS AI adoption play

Samsung SDS is set to lead AI adoption across Samsung Group, deploying AI tools to affiliates and benefiting from smart factory solutions. Buy on significant dips.

Lee Kwon-hee CEO, Economist 9:05

Hyundai Motor physical AI leader

Hyundai Motor is increasingly recognized as the only company capable of competing with Tesla in physical AI, given Toyota's earnings deterioration. KB Securities raised target to 1.2M won, and the stock is expected to continue upward.

Lee Kwon-hee CEO, Economist 11:43

Hyundai Mobis robot catalyst, re-rating

Hyundai Mobis is re-rating with PBR moving from 1.0 to 1.25, driven by robot actuator prospects in H2. Brokers raised targets to 900,000–950,000 won.

Lee Kwon-hee CEO, Economist 14:10

D&D Pharmatech huge deal potential

D&D Pharmatech has a technology export catalyst that could result in a 5 trillion won deal, potentially propelling its market cap to become top 1 or 2 in the biotech sector.

This 815 Money Talk (815머니톡) video, published May 28, 2026, features Lee Kwon-hee discussing 373220.KS, 006400.KS, MU, 000660.KS, 005930.KS, 018260.KS, 005380.KS, 012330.KS, 290650.KQ. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 373220.KS, 006400.KS, MU, 000660.KS, 005930.KS, 018260.KS, 005380.KS, 012330.KS, 290650.KQ

Hyundai Motor target price raised to 1.2 million won... The real reason securities firms re-evaluated / Semiconductor stocks pausing, what's the impact on Samsung Electronics, SK Hynix ETFs? | CEO Lee Gwon-hee

Summary

Trade Ideas

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