Ideas
LS cheap versus Daehan Electric Wire
LS Corp is undervalued relative to its holdings and to LS Electric's market value; with LS Corp around KRW 14tn and LS Electric around KRW 42tn, and with LS Cable & System's 92% stake in Daehan Electric Wire, LS looks too cheap on a sum-of-the-parts basis, while Daehan Electric Wire is expensive at about 75x earnings and is not the preferred way to play the theme.
LS cheap versus Daehan Electric Wire
LS Corp is undervalued relative to its holdings and to LS Electric's market value; with LS Corp around KRW 14tn and LS Electric around KRW 42tn, and with LS Cable & System's 92% stake in Daehan Electric Wire, LS looks too cheap on a sum-of-the-parts basis, while Daehan Electric Wire is expensive at about 75x earnings and is not the preferred way to play the theme.
Robots bottoming; prefer Rainbow and Robotis
Robot stocks became expensive early in the year and corrected, but they now look technically ready to turn higher with favorable supply-demand; he narrows exposure to Rainbow Robotics and Robotis because the key robot value is in the head/brain and hands/fingers, while reducers are becoming commoditized.
Samsung long-term; SK hynix short-term
The key semiconductor shift is DRAM customization/foundry-like manufacturing: whoever moves fastest to customer-specific DRAM can escape Chinese commoditization and earn TSMC-like valuations. SK hynix may be stronger short-term, but Samsung Electronics is better long-term because it can participate in the Nvidia-alternative ecosystem and has a foundry platform, giving it more expansion potential if custom DRAM becomes foundry-like.
Renewable/hydrogen names look attractive
The renewable/hydrogen side is showing decent relative strength, not powerful but positive, with Hanwha Solutions, Doosan Fuel Cell, Sang-A Frontec, and Kolon Industries moving; Doosan Fuel Cell may rise on its Blue Energy connection and Sang-A Frontec is tied to the hydrogen theme, so this area looks attractive.
Hold semiconductors until trend breaks
His current semiconductor strategy is to hold until the trend actually breaks rather than sell into strength; investors should accept giving back about 10% from the high and not treat the prior high as a breakeven, because that has a higher probability of making more money than selling now.
Alteogen avoids capex-heavy expansion
For investors who dislike Korea's capex-heavy manufacturing model, Alteogen is attractive as a technology-platform biotech that does not need continuous capacity expansion.
Union deal may lift department stores
If the Samsung union wage deal is confirmed, workers around Pyeongtaek/Dongtan and Yeouido will have more money to spend, which should support department-store traffic and sales; Hyundai Department Store is the named beneficiary, with its Yeouido/IFC location already showing strong foot traffic.
Watch ABL Bio rebound after selloff
ABL Bio opened sharply lower on a clinical-failure headline, but the issue may not justify a limit-down; if institutions and foreigners view it as an opportunity they could pull it up, though short sellers may attack the weakness, so the key is watching how strong the rebound/buying is.
Sell Leeno rebounds on governance worries
Leeno Industrial's drop is not a fundamental problem but reflects disappointment with the major shareholder's unrefined share sale; foreign and institutional selling shows loss of confidence in management/shareholder friendliness, so buying is burdensome and holders should consider selling into a rebound around KRW 120,000.
POSCO group laggards should rise
POSCO group stocks have lagged and now look relatively undervalued; POSCO Holdings, POSCO DX, and POSCO Future M are among the group names that have not risen much, and POSCO Future M is relatively cheap among materials companies, so these should move further.
LNF could run to 250k
LNF looked strong and is trading around KRW 223,000; he sees it potentially running to a maximum of about KRW 250,000 before taking a rest.
Samsung SDI can reach 700k
Samsung SDI's Q1 operating loss narrowed year-on-year and the stock rose about 5% on expectations despite the loss; he previously thought a move to KRW 700,000 would be overshooting but now thinks it can get there.
This 815 Money Talk (815머니톡) video, published April 28, 2026,
features Lee Kwon-hee
discussing 006260.KS, 001440.KS, 277810.KQ, 108490.KQ, 005930.KS, 000660.KS, 120110.KS, 009830.KS, 336260.KS, 089980.KQ, SMH, 196170.KQ, 069960.KS, 298380.KQ, 058470.KQ, 005490.KS, 022100.KS, 003670.KS, LNF, 006400.KS.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
006260.KS,
001440.KS,
277810.KQ,
108490.KQ,
005930.KS,
000660.KS,
120110.KS,
009830.KS,
336260.KS,
089980.KQ,
SMH,
196170.KQ,
069960.KS,
298380.KQ,
058470.KQ,
005490.KS,
022100.KS,
003670.KS,
LNF,
006400.KS
