Ideas
USD/KRW likely range-bound with upside bias.
The dollar index rose above 100 and USD/KRW reached the 1,377 level. The speaker expects the pair to trade in a range roughly between 1,350 and 1,400, with a possible move toward the upper 1,300s, so it is a monitored FX range rather than a strong directional call.
Intel benefits most from SK hynix tie-up.
Intel rose on a report that it may collaborate with SK hynix on its stalled US foundry fab site. Since SK hynix did not rise while Intel did, the market views Intel as the main beneficiary of the collaboration, which could also ease US semiconductor tariff concerns.
HBM4 upcycle drives semiconductor earnings surprise.
Micron and Samsung Electronics report in early October, and HBM prices are rising with HBM4 revenue starting in Q4. TrendForce projects HBM demand to grow up to 10x by 2030, so even a fraction implies strong semiconductor growth. The speaker expects earnings surprises and says the semiconductor upcycle remains intact.
Neglected Korean chip suppliers look attractive.
Semiconductor power equipment, equipment, and materials have been neglected despite the semiconductor growth story. The speaker says they look attractive and notes foreign/institutional buying in names such as Wonik IPS, supporting a positive view on the Korean semiconductor supply chain.
Samsung Electro-Mechanics sees rare double buying.
Samsung Electro-Mechanics saw rare simultaneous net buying from foreign investors and institutions, a strong flow signal for the electronic components/power equipment area that has been neglected. The speaker highlights the unusual double buying as a positive.
Posco International gains from US gas acquisition.
POSCO International is acquiring US shale gas assets to complete its North American LNG value chain, with immediate earnings contribution potential. It also has profitable Southeast Asian palm oil operations and improving earnings, and a new report set a 105,000 won target. The chart resembles a prior LG Innotek breakout setup.
Fine M-Tec benefits from dual foldable cycle.
Fine M-Tec makes foldable hinges and is expected to benefit from both Samsung's strong foldable sales and Apple's upcoming foldable launch. It secured North American volume, could earn more than 40 billion won in operating profit this year, and yield improvements could add upside. The stock is approaching 10,000 won resistance, and a breakout could lead to new highs.
Lotte Energy Materials re-rates on circuit foil.
Lotte Energy Materials is transitioning from battery copper foil to circuit foil for CCL substrates, which ties it to the improving substrate/AI hardware supply chain. The stock had a sharp rally and pullback and is now setting up again; the speaker says to watch the reaction to a new report and a potential breakout.
BH may rise on foldable FPCB demand.
BH supplies FPCB used in foldable phones and could move if Samsung and Apple foldables sell well. The speaker mentions it as a related beneficiary to the Fine M-Tec foldable theme.
KOSPI options point to short-term upside.
Foreign futures/options positioning and options skew suggest short-term upside for the Korean index within a box. The speaker sees the upper range around 715-720 and lower range around 640-650, with a short-term upward bias.
This 815 Money Talk (815머니톡) video, published September 17, 2026,
features Lee Kwon-hee
discussing USD/KRW, INTC, MU, 005930.KS, 000660.KS, Korean semiconductor equipment/materials, 009150.KS, 047050.KS, 441270.KQ, 020150.KS, 090460.KS, KOSPI 200.
10 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
USD/KRW,
INTC,
MU,
005930.KS,
000660.KS,
Korean semiconductor equipment/materials,
009150.KS,
047050.KS,
441270.KQ,
020150.KS,
090460.KS,
KOSPI 200
