Ideas
Semiconductor decline stopped, rebound unconfirmed.
The semiconductor decline has stopped, but a meaningful rebound is not yet confirmed. The negative market impact from AI speed adjustment has diminished; Taiwan and Japan rose, the U.S. market mostly returned to prior behavior, and AI infrastructure and neoclouds rebounded, though rates, oil, and pre-FOMC caution capped gains.
BlackRock turns overweight Korean equities.
BlackRock reportedly turned overweight on Korea and Taiwan after moving to neutral in July near the start of the decline. The speaker treats the three-month reversal as a positive positioning signal for Korean and Taiwanese equities, with China possibly included in the broader emerging-market call.
Dollar-won may rise toward 1,400.
He had predicted USD/KRW would rise, and it moved up about 20 won. He sees visible capital outflows around the September 18 event and expects the pair could reach 1,400 won if outflows continue, making long USD/KRW an actionable won-weakness trade.
Korean crypto-related stocks face near-term weakness.
The CLARITY Act failed 49-50 in the Senate despite Republican control and many Democratic concessions; bank lobbying and Republican defections hurt it. Bitcoin fell about 4%, and Korean crypto-related stocks such as Galaxia Money Tree and Kakao Pay are likely to be weak in the near term.
AI infrastructure rebound may continue.
AI infrastructure companies and U.S. neoclouds rebounded more than 2% as the market impact of AI speed adjustment decreased, although rates, oil, and pre-FOMC caution limited the move. The setup is improving but not yet a clean breakout.
LG Energy Solution earnings may surprise.
An analyst report expects LG Energy Solution to deliver a third-quarter earnings surprise, with revenue of 8.9 trillion won and operating profit of 443.7 billion won, up about 256% quarter over quarter and roughly double consensus. North American ESS orders and 4680 cylindrical battery production in Arizona for Tesla support the story, with a target price of 510,000 won versus a current price in the 300,000 won range.
RFHIC likely benefits from frequency auction.
The telecom equipment report sees RFHIC as likely to face shortage, with U.S. and Korean frequency auctions at year-end as catalysts. The target price is maintained at 150,000 won versus a current price just above 50,000 won, and optical communications should benefit wireless equipment while earnings surprises can sustain high multiples.
Telecom equipment names benefit from auctions.
The report is positive on the overall telecom equipment sector as U.S. and Korean frequency auctions approach at year-end. Optical communications should benefit wireless equipment, earnings surprises are expected, and HFR and KMW are also viewed favorably alongside RFHIC.
LIG Accuver is undervalued turnaround.
An analyst says LIG Accuver has no reason to hesitate at the current price, with a target of 80,000 won versus around 30,000 won. LG U+ provides base revenue; small-cell equipment exports to Japan and the U.S. are growth drivers; market cap is about 220 billion won, P/E is 8.6x and P/B is 1.3x, operating profit is turning from a 1.1 billion won loss to 20.2 billion won, and a new 29.1 billion won supply contract with LG U+ supports the story.
LS Eco Energy shows breakout potential.
LS Eco Energy surged premarket on a U.S. mega-volt cable supply contract to a U.S. solar complex. Formerly LS Cable Asia, it has Vietnam cable plants with cost advantages, exports to Europe, and now potential U.S. sales. It consolidated for a long time and is rising on volume; it previously moved on rare earths, but cable earnings are improving.
Hanmi Pharm pipeline news remains strong.
Positive news flow continues after Hanmi Pharm's muscle-preserving obesity pipeline was sold. Hanmi has a broad pipeline including a MASH treatment, reports keep coming, and it appeared unusually in net-buy lists, supporting the recent strong price action.
Hyundai Steel benefits from US plant.
Hyundai Steel turned positive. Its U.S. steel plant is a growth driver because U.S. steel demand is high but domestic capacity is limited and few operators want to run old steel plants. Hyundai Steel has captive demand from Hyundai Motor Group and Korean auto parts makers, plus defense, nuclear, and data center demand, providing baseline profitability.
Power equipment is due for rotation.
After yesterday's AI-infrastructure-related selloff, LS Electric and HD Hyundai Electric rebounded more than 4% in premarket. With rotational flows into steel and power equipment, power equipment looks due for a move.
This 815 Money Talk (815머니톡) video, published September 16, 2026,
features Lee Kwon-hee
discussing SMH, EWY, EWT, USD/KRW, 094480.KQ, 377300.KS, Neoclouds, AIQ, 373220.KS, 218410.KQ, 032500.KQ, 230240.KQ, 073490.KQ, 229640.KS, 128940.KS, 004020.KS, 010120.KS, 267260.KS.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
SMH,
EWY,
EWT,
USD/KRW,
094480.KQ,
377300.KS,
Neoclouds,
AIQ,
373220.KS,
218410.KQ,
032500.KQ,
230240.KQ,
073490.KQ,
229640.KS,
128940.KS,
004020.KS,
010120.KS,
267260.KS
