Ideas
High rates cannot stop AI semiconductor growth.
The market is absorbing high rates because demand and growth cycles can overwhelm tightening. The areas that can grow despite high rates are AI and semiconductors; the latest US session showed rates and oil easing while semiconductors led and the AI rally broadened across hardware, memory, and software. He advises focusing on high-rate-proof growth, especially semiconductors.
AMD price hikes signal strong AI demand.
AMD is raising prices, which he reads as evidence of strong demand and shortage conditions. That gives AMD pricing power and confirms the AI chip rally is broadening beyond Nvidia.
AI software joins the broad AI rally.
The AI-led rally is broadening: in the US session, not only AI semiconductor hardware but also software rose, which he takes as broad AI strength.
HVM is best SpaceX supplier play.
HVM produces heat- and pressure-resistant iron-nickel alloys for launch vehicles, and it is investing 41.5 billion won in expansion despite annual profit of only about 16 billion won, implying significant expected demand. SpaceX is launching more than the rest of the world combined, and HVM is a public supplier beneficiary; he prefers HVM now over SpaceX because SpaceX has already rallied.
SFA Semicon improves on packaging demand.
SFA Semicon is improving because of packaging-related demand.
Hanwha Systems is Korea's Palantir.
Hanwha Systems surged on participation in the UAE integrated air-defense project and a UAE joint venture. He calls it a potential Korea's Palantir, notes the UAE is an existing customer, and expects defense names to work as the war stabilizes.
Buy Korean defense on war stabilization.
He had been somewhat negative on defense, but argues investors should buy the sector when the war enters a lull or stabilization phase. Individual contract headlines can still lift defense stocks.
Samhwa Capacitor benefits as rivals exit.
Top MLCC makers such as Murata and Samsung Electro-Mechanics are shifting capacity to high-reliability AI data center and EV products while reducing commodity output. Samhwa Capacitor focuses on mid-to-large sizes and should benefit as rivals vacate that market, a dynamic he compares to DB HiTek's past opportunity.
Hyundai Glovis preferred over Hyundai Motor.
He says Hyundai Motor looks attractive, but he chose and bought Hyundai Glovis instead as his preferred expression of that positive view. He reports a small recent profit, though the transcript does not provide a deeper standalone rationale.
KT&G is dividend plus Central Asia growth.
KT&G is an attractive dividend play with a Kazakhstan and Central Asia growth engine. Its Kazakhstan plant began full production in March 2025 and already has about 15% share, with nationwide coverage targeted by 2028 as a Eurasian supply hub. Operating profit is growing, margins are strong at over 20% overall and about 80% in Kazakhstan, and a broker target of 250,000 won versus around 170,000 won supports the view.
CCL shortage lifts Doosan and Samsung Electro-Mechanics.
Doosan and Samsung Electro-Mechanics are rising because of a CCL shortage. Samsung Electro-Mechanics is reportedly asking for more supply, and both were among the top expected gainers. Tighter CCL and substrate supply is the shared catalyst.
Hanmi Semiconductor momentum can reach 300,000 won.
After meeting Hanmi Semiconductor's vice president, he reports the business is doing well, with momentum from ASE and likely U.S. plants including SK hynix Arizona and Amkor Arizona. Although valuation is expensive, he sees enough momentum for the stock to potentially reach the 300,000-won range.
Koh Young inspection setup, robot sales lag.
Koh Young has corrected sharply, and valuation is not cheap. Its surgical robot is not yet selling, but the inspection-equipment narrative is gaining momentum. He treats it as a volatile developing setup rather than a clean buy.
Zeus is a cleaning-equipment turnaround play.
Zeus, a semiconductor cleaning-equipment maker, has been depressed and was loss-making, including in the first and second quarters, but if it turns profitable this year the shares could recover.
This 815 Money Talk (815머니톡) video, published September 18, 2026,
features Lee Kwon-hee
discussing SMH, AMD, AI software, 295310.KQ, 036540.KQ, 272210.KS, Korean defense sector, 001820.KS, 086280.KS, 033780.KS, 000150.KS, 009150.KS, 042700.KS, 098460.KQ, 079370.KQ.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
SMH,
AMD,
AI software,
295310.KQ,
036540.KQ,
272210.KS,
Korean defense sector,
001820.KS,
086280.KS,
033780.KS,
000150.KS,
009150.KS,
042700.KS,
098460.KQ,
079370.KQ
