현대차·현대모비스에 갑자기 돈 몰린 진짜 이유 / 삼성전자 GPU + 레인보우 조합? 진짜 무서운 이유 | 이권희 대표

Watch on YouTube ↗  |  May 12, 2026 at 03:00  |  22:01  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

In this interview, Lee Kwon-hee discusses the surge in Hyundai Motor and related group stocks, framing Hyundai as the cheapest robot stock globally. He also highlights securities firms as stable dividend payers and predicts the KOSPI index could reach 20,000. Other topics include the potential impact of Samsung's GPU on Rainbow Robotics and market commentary on semiconductor strength.

  • Lee identifies Hyundai Motor as the cheapest robot stock globally due to low valuation.
  • He recommends securities stocks like Samsung Securities and KB Financial for stable earnings and dividends.
  • He forecasts KOSPI reaching 20,000 within two years, citing Korea's potential.
  • He notes Rainbow Robotics could surge if Samsung provides GPUs for AI.
  • He dismisses the Micron rally as mostly a reaction to Samsung strike news.
  • He observes that the semiconductor sector is strong but warns against chasing.
  • He mentions that automotive parts stocks are rising on the robot theme.
Trade Ideas
Lee Kwon-hee CEO, Economist 5:41
Rainbow Robotics conditional on Samsung GPU.
If Samsung provides GPUs to Rainbow Robotics for AI training, the stock could surge significantly due to synergies with Samsung's semiconductor and robotics ambitions, though the outcome is uncertain.
277810.KQ LOW
Lee Kwon-hee CEO, Economist 7:57
Securities firms are stable earners.
Securities firms like Samsung Securities and KB Financial are reliably profitable outside the semiconductor sector and offer decent dividends, making them attractive for stable returns.
016360.KS 105560.KS MED
Lee Kwon-hee CEO, Economist 12:26
Hyundai Motor as cheapest robot stock.
Hyundai Motor is the cheapest robot stock globally, with a very low P/E and PBR. As the market increasingly values its robotics potential through subsidiaries and its own venture, the stock has room to re-rate upward.
005380.KS HIGH
Lee Kwon-hee CEO, Economist 15:44
KOSPI could reach 20,000.
The KOSPI index could reach 20,000 points by next year or the year after, drawing a parallel to Japan's rally and citing strong fundamentals and retail investor participation.
EWY MED
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This 815 Money Talk (815머니톡) video, published May 12, 2026, features Lee Kwon-hee discussing 277810.KQ, 016360.KS, 105560.KS, 005380.KS, EWY. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 277810.KQ, 016360.KS, 105560.KS, 005380.KS, EWY