Ideas
Secondary battery stocks remain positive.
Secondary battery stocks were the session's strongest group on earnings-improvement expectations; POSCO Future M and L&F led, SK Innovation and Samsung SDI showed strength, and LG Energy Solution is also viewed positively, supporting a continued sector uptrend.
Solder ball exports improving for Duksan.
Duksan Hi Metal makes solder balls, and its solder ball export data is coming in stronger than expected; after a related report the stock began moving, with the export-linked fundamental improvement supporting the move.
Socket demand lifts substrate/PCB names.
Simmtech and TLB have been strong on recent Mondays as increased socket demand is reflected, and Daeduck Electronics joined the move; semiconductor substrate/PCB names are benefiting from continuing demand.
SSD demand benefits Fadu.
Nvidia's Rubin Ultra may reduce HBM capacity, leading to more lower-spec HBM and larger racks; lower memory capacity could then shift demand toward SSD cache, and Fadu, as an SK-affiliated company, may be best positioned to benefit within SSD-related names.
Buy Alteogen below 300,000 won.
After its bonus issue, Alteogen has repeatedly defended the 300,000-won level; below that level buyers step in, so the strategy is to buy Alteogen on a break under 300,000.
Watch Samsung/SK hynix rebound persistence.
Samsung Electronics and SK hynix rebounded today; Lee says it is important to monitor whether that rebound continues, because their persistence would support the broader market.
Korean stocks still biased upward.
Foreigners sold spot equities but accumulated about 3.5 trillion won in futures over four days and bought 400 billion won in the closing auction; to make real profits on those futures they need to lift the market, and Lee expects KOSPI to be pushed toward 2,750 this week.
Korean stocks still biased upward.
With trading value roughly halved from peak levels, mid-cap and small-cap stocks are likely to strengthen; after September policy classifications are released, qualifying stocks may see strong concentration, and KOSDAQ may remain relatively resilient.
Watch Chinese tourism/Chuseok beneficiaries.
Chuseok and China's Mid-Autumn Festival are approaching and Chinese tourist inflows are visible; Hotel Shilla, Seobu T&D, and Lotte Tourism Development are trying to turn up and are worth putting on a watchlist for event-driven trades, though they are not clearly attractive yet.
Korean shipbuilders face unresolved uncertainty.
Korean shipbuilding names face uncertainty while US JV investment terms are being negotiated and legal disputes remain; Lee is waiting for the uncertainty to clear before getting directional on the sector.
Wait for Korea Aerospace technical turn.
Korea Aerospace is drawing attention as a stake is being increased, which could create a governance issue that would be positive for the stock; however the stock is still in a downtrend, so Lee wants to wait for it to move above the 60-day line and settle near 150,000 won before becoming constructive.
CMTX bottomed with cheap valuation.
CMTX is a recently listed small cap whose valuation has fallen to around 9x with improving earnings; lockup overhang is mostly cleared and the stock appears to have found a bottom, making it personally worth watching for a turn.
Doosan Enerbility still looks good.
Doosan Enerbility recently rebounded and, despite a small decline today, still looks good to Lee as a positive watch/hold candidate.
HYBE basing, may move next month.
HYBE has not risen even as BTS generates cash, and sentiment is weak; the chart looks to be basing, and once investor sentiment stabilizes after Chuseok, HYBE could move within the next month.
This 815 Money Talk (815머니톡) video, published August 31, 2026,
features Lee Kwon-hee
discussing 006400.KS, 066970.KS, 003670.KS, 096770.KS, 077360.KQ, 356860.KQ, 222800.KQ, 353200.KS, 440110.KQ, 196170.KQ, 000660.KS, 005930.KS, EWY, KOSPI 200 futures, KOSDAQ Index, 004540.KS, 008770.KS, 032350.KS, Korean shipbuilding sector, 047810.KS, CMTX, 034020.KS, 352820.KS.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
006400.KS,
066970.KS,
003670.KS,
096770.KS,
077360.KQ,
356860.KQ,
222800.KQ,
353200.KS,
440110.KQ,
196170.KQ,
000660.KS,
005930.KS,
EWY,
KOSPI 200 futures,
KOSDAQ Index,
004540.KS,
008770.KS,
032350.KS,
Korean shipbuilding sector,
047810.KS,
CMTX,
034020.KS,
352820.KS
