US-Korea Nuclear Alliance, End-of-War Scenario... Will the Korean Stock Market See a Major Upheaval in September? | Director Lee Young-hoon

Summary

Director Lee Young-hoon, interviewed by MC Kim Tae-sung, discusses US-related infrastructure themes in LNG, nuclear, and construction, and explains why related Korean stocks may be supported into September. He also covers valuation-based power equipment trading, a frustrating near-term shipbuilding setup, oil and chemical supply shifts, and a detailed Alteogen valuation case.

• Lee expects LNG and nuclear to be the most likely US infrastructure investment channels, with construction names attached.
• Korean LNG pipe-fitting names such as Sungkwang Bend and Taekwang are viewed as buyable on pullbacks.
• Power equipment stocks should be traded against US peer valuations, favoring dips and faster-growth companies.
• Shipbuilding is seen as a positive long-term story but likely frustrating near term due to slow US policy progress.
• He is studying Korean chemical stocks for relative supply benefits from a US-Venezuela oil deal and disrupted Middle East and China flows.
• Alteogen is seen as not expensive versus Halozyme given its longer patent runway and expanding platform.
• Refining stocks are noted for a supply-driven upcycle, but Lee expresses no personal confidence in them.