Ideas
KOSDAQ is more attractive than KOSPI now.
KOSDAQ is currently more attractive than KOSPI because it contains many undervalued stocks and companies with solid earnings that have yet to move.
MK Electron's earnings consensus is improving rapidly.
MK Electron is an attractive semiconductor materials laggard because its earnings consensus is improving rapidly compared to its peers.
Hold platform bio stocks as rates stabilize.
Platform-based bio/pharma stocks like ALTEOGEN and D&D Pharmatech are bottoming out and should be held as interest rate pressures ease.
Entertainment stocks are bottoming on strong earnings.
Entertainment stocks like HYBE and SM are bottoming out, supported by strong earnings and momentum from new groups like TWS and ILLIT.
Entertainment stocks are bottoming on strong earnings.
HYBE has bottomed out and is a strong buy, with BTS members returning and active promotions, warranting an increase in portfolio weight up to 10%.
Korean casinos are undervalued with improving earnings.
Korean casino stocks like Lotte Tour Development, GKL, and Paradise are undervalued compared to Macau peers and show steady earnings improvement.
Buy Oracle on dips after capex drop.
Oracle's recent drop due to capex and funding concerns presents a buying opportunity once it stabilizes, as its AI infrastructure margins are expected to reach 40%.
Samsung will benefit from Google TPU orders.
Samsung Electronics is likely to win Google's TPU foundry and advanced packaging orders, making it and its foundry value chain like KoMiCo highly attractive.
CPU market growth benefits substrate suppliers.
The CPU market is expected to grow 5x by 2030 due to Agentic AI, benefiting traditional CPU makers and substrate suppliers like Samsung Electro-Mechanics and LG Innotek.
US ETF launch boosts Korean semiconductor equipment.
The upcoming launch of a 2x leveraged US ETF tracking Korean semiconductor equipment stocks will provide a strong positive momentum for companies like Hanmi Semiconductor and Leeno Industrial.
DL E&C is attractive for bottom fishing.
DL E&C has reached a strong support level around 65,000 KRW, making it a good candidate for bottom fishing amid rebuilding momentum.
Harim is cheap with World Cup momentum.
Harim is trading at its lowest post-listing level and offers cheap valuation with potential momentum from the upcoming World Cup.
CS Wind is a comfortable long-term buy.
CS Wind has returned to its initial entry price, making it a comfortable long-term buy supported by government renewable energy policies.
TMC is a strong offshore wind play.
TMC is a strong momentum play for offshore wind projects as it supplies essential marine cables.
Samsung SDI will turn profitable in Q3.
Samsung SDI has bottomed out and is expected to turn a profit in Q3 driven by European EV battery demand, targeting 680,000 to 700,000 KRW.
Hyosung Heavy Industries is undervalued with upside.
Hyosung Heavy Industries is undervalued at a 2028 P/E of 15x and has strong upside potential with a target price of 500,000 KRW.
NAVER and LG Electronics remain long-term buys.
NAVER and LG Electronics have dropped significantly, but their long-term growth narratives remain intact, making them a strong hold or buy for patient investors.
Samsung E&A benefits from rebuilding and cleanrooms.
Samsung E&A is well-positioned for Middle East rebuilding and semiconductor clean room construction, making it a top pick among construction stocks.
Hyundai Motor Group leads the robotics sector.
Hyundai Motor Group is the most promising player in the robotics sector due to its factory automation needs, Boston Dynamics integration, and Nvidia partnership.
LG Energy Solution leads in robotics batteries.
LG Energy Solution is the top pick among battery cell makers due to its leadership in LFP, ESS, and robotics batteries.
KEPCO KPS is the most undervalued nuclear.
KEPCO KPS is the most undervalued nuclear stock, offering better valuation merit than Doosan Enerbility, and will benefit from nuclear maintenance and decommissioning.
LG Corp is the most attractive entry.
LG Corp is the most attractive entry point into the LG Group due to its holding company discount and stable valuation compared to its subsidiaries.
Hecto Financial and Danal lead stablecoin momentum.
Hecto Financial and Danal are the top picks for stablecoin and crypto payment momentum, leading Kakao Pay.
Avoid department store stocks due to valuation.
Department store stocks are benefiting from foreign tourist spending, but they have risen too much recently, making new entry unattractive compared to other undervalued consumer stocks.
This 815 Money Talk (815머니톡) video, published June 12, 2026,
features Oh Hyun-jin, Hwang Yoo-hyun, Lee Ju-hyeon, Lee Kwon-hee
discussing KOSDAQ, 036900.KQ, 196170.KQ, 347850.KQ, 041510.KQ, 352820.KS, 034230.KQ, 032350.KS, 114090.KS, ORCL, 005930.KS, 183300.KQ, INTC, 011070.KS, AMD, 009150.KS, 353200.KS, 042700.KS, 058470.KQ, 375500.KS, 136480.KQ, 112610.KS, 136210.KQ, 006400.KS, 298040.KS, 035420.KS, 066570.KS, 028260.KS, 005380.KS, 012330.KS, 000270.KS, 373220.KS, 051600.KS, 003550.KS, 234340.KQ, 064260.KQ, XRT.
24 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Oh Hyun-jin,
Hwang Yoo-hyun,
Lee Ju-hyeon,
Lee Kwon-hee
· Tickers:
KOSDAQ,
036900.KQ,
196170.KQ,
347850.KQ,
041510.KQ,
352820.KS,
034230.KQ,
032350.KS,
114090.KS,
ORCL,
005930.KS,
183300.KQ,
INTC,
011070.KS,
AMD,
009150.KS,
353200.KS,
042700.KS,
058470.KQ,
375500.KS,
136480.KQ,
112610.KS,
136210.KQ,
006400.KS,
298040.KS,
035420.KS,
066570.KS,
028260.KS,
005380.KS,
012330.KS,
000270.KS,
373220.KS,
051600.KS,
003550.KS,
234340.KQ,
064260.KQ,
XRT
