KOSPI Plunges 6%... How Can Individual Investors Survive? / Physical AI Survived Even in a Crash Market | CEO Lee Gwon-hee

Watch on YouTube ↗  |  May 16, 2026 at 23:30  |  20:56  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the KOSPI's 6% crash, attributing it to foreign selling rather than fundamental deterioration. He maintains a bullish stance on Physical AI (Hyundai Motor), advises buying power equipment on dips, and warns against solar stocks due to policy changes. He suggests holding Samsung Electronics and waiting for a pullback in LG Electronics.

  • KOSPI fell 6% but Lee attributes it to foreign selling, not bad news.
  • Hyundai Motor is the core Physical AI play; buy on corrections.
  • LG Electronics is overbought; wait for pullback.
  • Power equipment stocks are taking profits; buy on dips.
  • Solar stocks should be avoided due to China policy easing.
  • Samsung Electronics is just resting; no need to panic.
  • Cash or financial stocks suggested for defensive positioning.
Trade Ideas
Lee Kwon-hee CEO, Economist 1:59
Wait for LG Electronics pullback
LG Electronics is the core of LG group's robot theme but has quickly caught up in valuation (PER 18x) and exceeded analyst targets. A short-term correction is needed; buy on pullback to the 5-day line.
066570.KS MED
Lee Kwon-hee CEO, Economist 4:31
Buy Hyundai Motor on dips
Hyundai Motor is the core leader of the Physical AI theme, showing less volatility and downside than other group stocks. It is in a second, longer wave pattern and should be bought on corrections.
005380.KS HIGH
Lee Kwon-hee CEO, Economist 8:52
Hold Samsung, no panic
Samsung Electronics is not falling due to bad news; it is just a normal pullback to the 10-day line. The worst case is a rest in a box, so investors should not panic.
005930.KS MED
Lee Kwon-hee CEO, Economist 11:44
Buy power equipment on dip
Power equipment stocks are simply taking profits after a big rally; fundamentals remain strong. Investors without positions should wait for a pullback to buy.
Power equipment stocks MED
Lee Kwon-hee CEO, Economist 15:38
Avoid solar stocks now
China easing solar equipment regulations removes the key catalyst for Korean solar stocks. Investors should sell or avoid these names immediately.
SOLAR HIGH
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This 815 Money Talk (815머니톡) video, published May 16, 2026, features Lee Kwon-hee discussing 066570.KS, 005380.KS, 005930.KS, Power equipment stocks, SOLAR. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 066570.KS, 005380.KS, 005930.KS, Power equipment stocks, SOLAR