KOSPI Goes to 8300! Foreigners Sent a Decisive Signal Today / KOSDAQ Surge... The Rebellion of Neglected Stocks Begins 'From This Point' | CEO Lee Kwon-hee

KOSPI Goes to 8300! Foreigners Sent a Decisive Signal Today / KOSDAQ Surges... The Rebellion of Excluded Stocks Begins "From This Time" | CEO Lee Gwon-hee
Watch on YouTube ↗  |  May 06, 2026 at 07:00  |  19:51  |  815 Money Talk (815머니톡)
Speakers

Summary

CEO Lee Kwon-hee discusses a historic KOSPI surge driven by foreign buying, with Samsung Electronics and SK Hynix leading on attractive valuations and structural DRAM growth. He identifies opportunities in undervalued holding companies (SK, SK Square), secondary battery stocks (LG Energy Solution, Posco Holdings), defense (KAI), and hidden asset plays like Naver's stake in Mirae Asset Securities. He advises maintaining full exposure and warns against selling core positions.

  • Foreign buying pattern suggests sustained upward momentum in Korean equities.
  • Samsung Electronics and SK Hynix are positioned for further gains based on low P/E and structural memory demand.
  • Naver's stake in Mirae Asset Securities represents an undervalued hidden asset.
  • Hyundai Motor remains a long-term core holding despite recent underperformance.
  • Secondary battery stocks benefit from AI data center ESS demand, with specific upside targets for LG Energy Solution and Posco Holdings.
  • Holding companies SK and SK Square trade at a discount and should re-rate as SK Hynix rallies.
  • Korea Aerospace Industries (KAI) is a defense play with positive catalysts including KF21 program progress.
  • Cash allocation should be minimal; investors are encouraged to stay fully invested.
Speakers

Summary

Lee Kwon-hee discusses foreign buying patterns and bullish views on memory stocks (Samsung, SK Hynix), securities firms, holding companies, defense, and battery stocks. He highlights undervaluation and catalysts such as rate cuts and asset management IPOs.

  • Foreign investors are aggressively buying Korean stocks, supporting the market.
  • Samsung Electronics and SK Hynix are undervalued and should not be sold.
  • Samsung Securities and Mirae Asset Securities benefit from US investor access and IPO catalysts.
  • Naver's stake in Mirae Asset is a hidden value.
  • Pharma/biotech sector may rally when Fed signals rate cuts.
  • POSCO Holdings and LG Energy Solution have upside in battery/ESS theme.
  • Holding companies SK and SK Square are undervalued.
  • Korea Aerospace Industries is gaining momentum in defense.
Trade Ideas
Lee Kwon-hee CEO, Economist 0:51
Buy Samsung and SK Hynix for upside
Samsung Electronics and SK Hynix are not overheated; their P/E ratios are at the bottom of their historical bands. With strong foreign buying, structural memory growth, and DRAM price rises, they should not be sold and have significant upside. The speaker has repeatedly called for 50% gains.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 2:44
Pharma/biotech to rally on rate cuts.
The Korean pharma/biotech sector is underperforming but presents a long-term opportunity. When the new Fed chair (Kevin Warsh) signals rate cuts, the sector could rally quickly. PharmaResearch specifically is expected to move higher.
XLV 214450.KQ MED
Lee Kwon-hee CEO, Economist 6:05
Samsung Securities gains from US access.
Samsung Securities is benefiting from the launch of services allowing US individual investors to directly buy Korean stocks via Samsung Securities, and from global securities partnerships, leading to strong performance.
016360.KS MED
Lee Kwon-hee CEO, Economist 6:20
Mirae Asset IPO catalyst drives upside.
Mirae Asset Securities has momentum from an asset management IPO catalyst, which should drive further upside.
006800.KS MED
Lee Kwon-hee CEO, Economist 6:59
Naver undervalued via Mirae Asset stake
Naver holds an 8.59% stake in Mirae Asset Securities, which is not yet reflected in its stock price. As Mirae Asset Securities benefits from brokerage momentum (e.g., Samsung Securities' global comparison), Naver's hidden asset value should eventually be recognized.
035420.KS MED
Lee Kwon-hee CEO, Economist 7:44
Hold Hyundai Motor for long-term value
Hyundai Motor remains a core holding at 10% portfolio weight. Though currently not a market leader, the speaker maintains conviction based on long-term value and past recommendation.
005380.KS MED
Lee Kwon-hee CEO, Economist 13:30
Buy LG Energy and Posco Holdings
Secondary battery stocks, including LG Energy Solution and Posco Holdings, are poised to rise. LG Energy Solution has a target near 500,000 KRW, and Posco Holdings should surpass 550,000 KRW. The sector benefits from AI data center ESS demand.
005490.KS 373220.KS HIGH
Lee Kwon-hee CEO, Economist 14:46
Buy SK and SK Square undervalued
Holding companies SK and SK Square are trading at very low valuations (P/B of ~4x) despite SK Hynix's surge. The discount is unjustified and should narrow as the market recognizes their underlying asset value.
402340.KS 034730.KS MED
Lee Kwon-hee CEO, Economist 15:15
Korea Aerospace has upside potential
Korea Aerospace Industries (KAI) is a key defense stock benefiting from increasing stakes by Hanwha Aerospace and positive developments in the KF21 program. Recent rumors about export issues are unfounded; the stock should be monitored for upside.
047810.KS MED
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This 815 Money Talk (815머니톡) video, published May 06, 2026, features Lee Kwon-hee discussing 005930.KS, 000660.KS, XLV, 214450.KQ, 016360.KS, 006800.KS, 035420.KS, 005380.KS, 005490.KS, 373220.KS, 402340.KS, 034730.KS, 047810.KS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 000660.KS, XLV, 214450.KQ, 016360.KS, 006800.KS, 035420.KS, 005380.KS, 005490.KS, 373220.KS, 402340.KS, 034730.KS, 047810.KS