Greenland Risk Bomb... The Real Reason Korean Equities Gain a Reflected Benefit / Is Soaring Samsung SDI a Robot Stock? | CEO Lee Kwon-hee

그린란드 악재 폭탄… 한국 증시가 반사 이익 얻는 진짜 이유 / 급등한 삼성SDI가 로봇주라고? | 이권희 대표

Watch on YouTube ↗ | January 20, 2026 at 03:00 | 20:05 | 815 Money Talk (815머니톡)

Speakers

Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, CEO of WizWave, argues that the Greenland/US-Europe conflict may actually benefit Korean equities as global money rotates to Asia. He favors Korean defense and autos as tariff/geopolitical beneficiaries, solid-state batteries and Samsung SDI as robot-battery plays, and specific stories such as Hive, Kepco E&C, Doosan Enerbility, and Hyundai Glovis. He also prefers global pharma like Novo Nordisk over domestic Korean biotech and discusses risks including USD/KRW, rare earths, and foreign outflows.

US-Europe tensions over Greenland and tariffs may push global funds toward Korea.
Korean defense and autos are seen as beneficiaries, with Hyundai Rotem and Hyundai/Kia named.
European car tariffs could improve Korean automakers' US competitiveness.
Solid-state batteries and Samsung SDI are favored on robot battery demand and 2027 mass-production plans.
Hive is strong on BTS tour schedule and resolved disputes.
Kepco E&C and Doosan Enerbility are nuclear-related ideas, with a US subsidy catalyst.
Hyundai Glovis is highlighted for governance restructuring; global pharma/Novo Nordisk is preferred over domestic pharma.
Risks include USD/KRW, rare earth supply, and potential foreign selling of Korean large caps.

Ideas

Lee Kwon-hee CEO, Economist 2:04

US-Europe conflict benefits Korean equities.

If the US and Europe clash over Greenland and tariffs, global fund managers may find both US and European assets less attractive. Money is cold and tends to rotate to Asia, and Korea is already performing well, making it the likely Asian beneficiary. Therefore the conflict is a positive for Korean equities.

Lee Kwon-hee CEO, Economist 3:22

Korean defense, Hyundai Rotem competitive.

Conflict and war support defense demand. European defense companies such as Rheinmetall are expensive and have limited production capacity, while Hyundai Rotem has competitive manufacturing. He tells existing defense investors to add and new investors to consider buying Korean defense names.

Lee Kwon-hee CEO, Economist 3:56

European tariffs favor Korean automakers.

If the US raises tariffs on European cars, European vehicles become more expensive and Korean cars gain price competitiveness. Hyundai Motor, Kia, and auto parts names are rising on this tariff logic rather than on robotics.

Lee Kwon-hee CEO, Economist 12:29

Solid-state batteries benefit from robots.

Solid-state batteries are gaining attention because robot applications require high-output batteries and safer chemistry than current ternary lithium batteries. As mass production approaches, related solid-state battery names could benefit.

Lee Kwon-hee CEO, Economist 12:44

Samsung SDI leads solid-state battery race.

Samsung SDI is his preferred and safer way to play solid-state batteries. It is using ceramic coating and encapsulation technology to solve the swelling and cracking problems that have delayed mass production, targets mass production by 2027, and should benefit from robot battery demand. He prefers it over small speculative solid-state names because of stability and exit-timing risk.

Lee Kwon-hee CEO, Economist 13:41

Hive rises on BTS tour momentum.

Hive is rising as NewJeans and Kakao/SM-related issues get resolved. Its official BTS tour schedule is for 79 concerts, above the expected 45, and could reach 100, starting with Gwanghwamun and Busan, supporting momentum toward the 400,000 won level.

Lee Kwon-hee CEO, Economist 14:40

Kepco E&C expands into US nuclear.

Kepco E&C is expanding beyond domestic nuclear projects. US companies want to build nuclear plants but lack large-reactor know-how, so Kepco E&C can provide consulting and engineering services. This opens a new US market and explains its recent breakout above the box range.

Lee Kwon-hee CEO, Economist 16:53

Prefer global pharma over Korean biotech.

He is not interested in domestic Korean pharma/biotech. Instead he prefers global pharmaceutical companies that have the financial power to acquire promising biotech assets, explicitly naming Novo Nordisk as an example.

Lee Kwon-hee CEO, Economist 17:54

Hyundai Glovis key governance beneficiary.

Hyundai Glovis is the key governance-restructuring vehicle in Hyundai Motor Group because Chung Eui-sun holds his largest stake in Glovis and Hyundai AutoEver. Glovis will likely need to merge with Hyundai Mobis or Hyundai Motor to build the group's governance structure, making it attractive on any pullback. Hyundai Motor is also favored on this governance angle.

Lee Kwon-hee CEO, Economist 19:17

US nuclear subsidy may boost Doosan.

He sees a large upcoming catalyst for nuclear: if the US administration grants subsidies to US nuclear companies, nuclear stocks could surge. Doosan Enerbility is the named Korean nuclear stock to watch, and he advises waiting for that news.

Up Next

부자들은 왜 지금 주식을 더 사고 있을까? 그렇다면 어떤 주식을 사고 있을까? | 김종문, 여도은, 허재무 [아침N투자]

3PRO TV (삼프로TV) · Jan 20

X Article Apocalypse, Hollywood's AI Takes, The War on Podcast Guests

O JURO ALTO QUE PODE QUEBRAR O BRASIL

Market Makers · Jan 20

Top Value Investing Events for 2026 w/ Clay Finck

We Study Billionaires · Jan 20

"한국, 환율 위험 심각" IMF발 경고음 터졌다...당국의 방어 정책 1,500원 막을까 | 하나증권 빈센트 [인뎁스60]

3PRO TV (삼프로TV) · Jan 20

This 815 Money Talk (815머니톡) video, published January 20, 2026, features Lee Kwon-hee discussing EWY, 064350.KS, Korean defense sector, 000270.KS, Solid-state battery sector, 006400.KS, 352820.KS, 052690.KS, NVO, 086280.KS, 005380.KS, 034020.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: EWY, 064350.KS, Korean defense sector, 000270.KS, Solid-state battery sector, 006400.KS, 352820.KS, 052690.KS, NVO, 086280.KS, 005380.KS, 034020.KS