Ideas
Gold and copper act as strong inflation hedges.
Gold and copper are attractive as inflation and liquidity hedges. Copper is breaking out of a technical triangle consolidation, indicating solid US capex, while gold benefits from a weak dollar and potential liquidity injections.
Invest directly in US biotech over Korean biotech.
The correlation between the US biotech ETF (XBI) and the Korean KODEX Bio ETF has broken since March. Instead of buying Korean biotech stocks hoping they will follow the US trend, it is better to directly invest in the US biotech ETF (XBI) which shows stronger momentum.
Invest directly in US biotech over Korean biotech.
The correlation between the US biotech ETF (XBI) and the Korean KODEX Bio ETF has broken since March. Instead of buying Korean biotech stocks hoping they will follow the US trend, it is better to directly invest in the US biotech ETF (XBI) which shows stronger momentum.
Trade Samsung and SK Hynix within a range.
Samsung Electronics and SK Hynix are supported by low valuations and share buybacks, but their upside is capped by concerns over peak AI and memory margins. Investors should trade the range, buying near the 20-day moving average and selling near the 60-day moving average until earnings estimates turn upward.
Nvidia's new chip accelerates physical AI expansion.
Nvidia's announcement of the Jetson Orin Nano 2, a low-cost chip for robotics with 2x performance and 40% less power consumption, will accelerate the expansion of the physical AI and robotics market. This benefits robotics companies and related component suppliers like PCB and sensor makers.
Doosan Enerbility is the top nuclear pick.
Doosan Enerbility is the top pick in the nuclear sector. It has a strong order backlog for gas turbines, benefits from the rebound in US SMR stocks, and recently showed significant trading volume indicating strong market interest.
TLB is preferred over Simmtech for SoCamm.
TLB is preferred over Simmtech in the SoCamm PCB space. While Simmtech has noise regarding potential capital raises, TLB is preparing for LPDDR6, has shown strong trading volume, and is capturing future value expectations.
TLB is preferred over Simmtech for SoCamm.
TLB is preferred over Simmtech in the SoCamm PCB space. While Simmtech has noise regarding potential capital raises, TLB is preparing for LPDDR6, has shown strong trading volume, and is capturing future value expectations.
SGC Energy benefits from renewable price hikes.
SGC Energy is benefiting from potential hikes in renewable energy generation unit prices. The stock is approaching its historical high and a 1 trillion won market cap, making it an attractive short-term breakout play.
BHI offers a good technical entry point.
BHI suffered an unjustified drop due to being lumped into the nuclear theme, despite having strong fundamentals and no reason to fall. It has formed a nice technical entry point with a healthy pullback and rebound.
NAVER is accumulating power for a breakout.
NAVER is accumulating power and consistently raising its lows. It is facing a strong resistance level, but once it breaks through, the stock could move up significantly.
LS ELECTRIC is poised for an upward breakout.
LS ELECTRIC's moving averages (from 5-day to 120-day) are tightly converging, indicating a potential strong upward breakout. Despite recent sluggishness, its earnings remain solid.
Junjin Construction Robot is breaking out strongly.
Junjin Construction Robot has completed field testing for its concrete distribution robot. The stock is breaking out from the bottom with high trading volume, targeting the 45,000 won level.
Curiox Biosystems shows a strong upward trend.
Curiox Biosystems is forming a nice upward trend, showing a similar pattern and potentially the same market makers as PharmaResearch. PharmaResearch itself is targeting 550,000 won based on a 25x PER valuation.
Hyundai Glovis is undervalued with succession catalysts.
Hyundai Glovis is significantly undervalued with a PER of 10x and PBR of 0.96x. It holds a stake in Boston Dynamics and is key to the Hyundai Motor Group's succession plan, raising expectations for strong shareholder returns.
KEPCO KPS is an undervalued nuclear play.
KEPCO KPS is an undervalued nuclear stock with a PER around 15x. It will continue to benefit from nuclear dismantling and fuel replacement projects, making it a solid pick in the sector.
Shipbuilding equipment will move before heavy shipbuilders.
Shipbuilding equipment stocks like Sejin Heavy Industries and Hy-Lok Korea will likely move before the heavy shipbuilders because they are lighter and easier to lift amid the sector's momentum.
Korean Air benefits from strong won and cheap oil.
Korean Air benefits significantly from the strong won, which reduces its FX debt by over 700 billion won for every 100 won drop in the exchange rate. Falling oil prices also reduce costs, and outbound travel demand remains strong.
Danal is attractive for short-term crypto trading.
Danal is attractive for short-term trading as Trump pushes for stablecoin legislation to counter the weak dollar ahead of the election. The stock tends to spike intraday on these crypto-related news catalysts.
Isu Petasys sees explosive growth from MLB demand.
Isu Petasys is experiencing explosive earnings growth as the demand for MLB PCBs for AI accelerators remains robust. MLB is the foundational layer and is unlikely to be replaced by glass substrates in the near future.
MK Electron benefits from SoCamm wire bonding.
MK Electron is an attractive individual play as it provides wire bonding for SoCamm modules. It has a strong track record with SK Hynix, positioning it well as SoCamm adoption grows with Nvidia's Rubin architecture.
Samwha Capacitor is breaking out on MLCC hikes.
Samwha Capacitor is breaking out of its resistance level, driven by MLCC price hikes and steady demand from the EV sector. It is a hold for further upside.
Reduce exposure to HPSP at technical resistance.
HPSP has rebounded rapidly and is now facing technical resistance. It is recommended to reduce exposure and take profits as the stock might consolidate here.
Taihan Cable is bottoming out with less burden.
Taihan Cable & Solution has resolved its technical burden and is bottoming out, making it a better buy than the heavier Gaon Cable. The short-term target is around 31,000 won.
Reduce Woori Technology Investment as Bitcoin is stretched.
Woori Technology Investment should be reduced. Bitcoin prices have surged over 20% from the bottom very quickly, creating technical burden, and a pullback is expected.
This 815 Money Talk (815머니톡) video, published August 26, 2026,
features Kim Hyeong-cheol, Lee Ju-hyeon, Kim Tae-seong, Lee Kwon-hee, Oh Hyun-jin
discussing KODEX Gold Futures ETF, 119830.KQ, 010130.KS, GLD, COPPER, KODEX, XBI, 005930.KS, 000660.KS, ROBO, 034020.KS, 356860.KQ, 222800.KQ, 005090.KS, 083650.KQ, 035420.KS, 010120.KS, 079900.KS, 445680.KQ, 214450.KQ, 086280.KS, 051600.KS, 075580.KS, 014730.KQ, 003490.KS, 064260.KQ, 007660.KS, 033160.KQ, 001820.KS, 403870.KQ, 001440.KS, 041190.KQ.
25 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Kim Hyeong-cheol,
Lee Ju-hyeon,
Kim Tae-seong,
Lee Kwon-hee,
Oh Hyun-jin
· Tickers:
KODEX Gold Futures ETF,
119830.KQ,
010130.KS,
GLD,
COPPER,
KODEX,
XBI,
005930.KS,
000660.KS,
ROBO,
034020.KS,
356860.KQ,
222800.KQ,
005090.KS,
083650.KQ,
035420.KS,
010120.KS,
079900.KS,
445680.KQ,
214450.KQ,
086280.KS,
051600.KS,
075580.KS,
014730.KQ,
003490.KS,
064260.KQ,
007660.KS,
033160.KQ,
001820.KS,
403870.KQ,
001440.KS,
041190.KQ
