Name: Overheated surging stocks, why it's dangerous to jump in now / If Naver acquires Baemin? The market landscape will completely change | CEO Lee Gwon-hui
Uploaded: 2026-05-15T06:30:07+00:00
Duration: 1177 s
Description: Overheated surging stocks, why it's dangerous to jump in now / If Naver acquires Baemin? The market landscape will completely change | CEO Lee Gwon-hui — AI-analyzed trade ideas from 815 Money Talk (815머니톡) on Buzzberg.

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses market strategy on heated stocks, Naver/Baemin acquisition rumors, biotech (Alteogen), battery, and securities. He warns against chasing popular names like Samsung Electro-Mechanics and LG Innotek, but finds opportunities in Alteogen, Krafton, Mirae Asset Securities, Posco Holdings, and Hanam Micron. He strongly advises avoiding Cosmo Robotics due to overvaluation.

Caution against chasing overheated stocks such as Samsung Electro-Mechanics and LG Innotek.
Naver's potential acquisition of Baedal Minjok viewed as a positive catalyst for Naver.
Alteogen recommended as a buy following biosimilar approval and technical breakout.
Krafton showing a steady bottom recovery suitable for accumulation.
Cosmo Robotics flagged as overvalued and comparable to Angel Robotics.
Mirae Asset Securities identified as a buy on technical support bounce.
Posco Holdings favored for improving chart momentum.
Hanam Micron highlighted for strong earnings surprise in weak semiconductor equipment sector.

Trade Ideas

Lee Kwon-hee CEO, Economist 4:39

Watch Naver on potential Baemin acquisition.

Naver is rumored to be acquiring Baedal Minjok (Baemin). The speaker believes this would be positive for Naver shareholders, as it would strengthen Naver's ecosystem against Coupang and give it a dominant position in food delivery. The acquisition speculation provides a catalyst.

Lee Kwon-hee CEO, Economist 5:33

Accumulate Krafton on steady bottom recovery.

Krafton is showing a nice steady recovery from the bottom, forming a good chart pattern for accumulation. The speaker likes the slow, calm rise rather than explosive moves, suggesting it is suitable for patient buying.

Lee Kwon-hee CEO, Economist 10:37

Buy Alteogen on biosimilar approval dips.

Alteogen received domestic approval for its Eylea biosimilar, and the stock is rebounding. The speaker recommended buying on May 12 when the stock was heavily criticized, and now sets a target of 410,000-412,000 won. Positive outlook driven by biosimilar catalyst and technical breakout.

Lee Kwon-hee CEO, Economist 13:02

Avoid Cosmo Robotics overvalued new listing.

Cosmo Robotics is the same company as Angel Robotics but traded at an absurdly high price due to its new listing. The speaker strongly advises never to buy it, as early investors and institutions are selling to retail investors at inflated prices.

Lee Kwon-hee CEO, Economist 14:25

Buy Mirae Asset on technical support.

Mirae Asset Securities held its support level and is now bouncing. The speaker identified yesterday as a buy opportunity based on technical analysis (support line, consolidation pattern). No fundamental thesis beyond technical setup.

Lee Kwon-hee CEO, Economist 17:56

Long Posco Holdings improving chart momentum.

Posco Holdings is showing improving technicals, breaking above the 20-day and 10-day moving averages. The speaker has been actively recommending it recently. The positive chart momentum suggests further upside.

Lee Kwon-hee CEO, Economist 19:02

Buy Hanam Micron strong earnings surprise.

Hanam Micron, a back-end semiconductor test and packaging company, reported a Q1 earnings surprise while most equipment peers had weak results. This strength in a weak sector makes it a standout. The stock is rallying today.

Overheated surging stocks, why it's dangerous to jump in now / If Naver acquires Baemin? The market landscape will completely change | CEO Lee Gwon-hui

Summary

Trade Ideas

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