Name: Will SK Hynix become #1 in market cap? KOSDAQ, it's time to rise. / Will renewable energy stocks continue their rally? | CEO Lee Gwon-hee
Uploaded: 2026-06-17T08:00:15+00:00
Duration: 1286 s

Speakers

Lee Kwon-hee — CEO, Economist

Host — Host

Summary

CEO Lee Kwon-hee reviews renewable energy localization, securities, biotech, robotics supply chain, semiconductor, and defense sectors. He sees wind energy stocks resuming their rally, securities grinding higher, and ABL Bio/Alteogen snapping back. He favors Hyundai Mobis over HL Mando, Samsung over SK Hynix, and expects KOSDAQ to push above 1,050.

Wind energy stocks like CS Wind and SK Oceanplant consolidate before the next leg up.
Korean securities sector set for a slow grind driven by strong earnings and a short squeeze.
ABL Bio and Alteogen identified as top large-cap biotech buys after excessive declines, with an FDA fast-track catalyst for ABL.
Hwashin named as a key beneficiary in Hyundai’s humanoid robot value chain.
Hyundai Mobis undervalued relative to HL Mando, offering cheaper exposure to auto parts/robotics.
Samsung Electronics preferred over SK Hynix due to SK Hynix’s missing 10nm process roadmap risk.
Korean defense sector gains from European cooperation, with Hanwha Aerospace and LIG Nex1 highlighted.
KOSDAQ index poised to break above 1,050, with rotation from large-cap semis driving interest.

Ideas

Lee Kwon-hee CEO, Economist 3:39

Wind stocks to rally again after pause.

CS Wind and SK Oceanplant surged sharply, are now resting, and will make another leg higher at some point. The consolidation is a pause before the next rally.

Lee Kwon-hee CEO, Economist 4:18

Securities sector to grind higher slowly.

Securities stocks have strong expected earnings and a short-squeeze (빈집) setup, but the move will be a slow grind higher with 2% up / 1% down, favoring longevity over rapid spikes.

Lee Kwon-hee CEO, Economist 5:33

Korean defense stocks rally on European demand.

G7 meetings yielded defense cooperation with Canada and Germany; LIG Nex1 formed a joint venture with Rheinmetall and Hanwha Aerospace’s Poland plant is gaining attention, opening the European defense market for Korean firms and sustaining the defense sector rally.

Lee Kwon-hee CEO, Economist 5:39

HD Hyundai Construction Equipment buy now.

HD Hyundai Construction Equipment is at an attractive entry point; timing is good for a buy.

Lee Kwon-hee CEO, Economist 5:55

Samsung E&A buy on peace recovery.

Samsung E&A (formerly Samsung Engineering) has recovered close to its previous high and is a beneficiary of post-war reconstruction; one should have bought immediately when the war ended, and the uptrend remains intact.

Lee Kwon-hee CEO, Economist 6:48

Samyang Foods heavy, trade not invest.

Samyang Foods has become heavy and less attractive above 1.3 million won as most growth is already priced in; for the time being, it should be viewed as a trading vehicle rather than a long-term hold.

Lee Kwon-hee CEO, Economist 8:56

ABL Bio and Alteogen for sharp bounce.

ABL Bio has been excessively sold off and its dual-antibody immuno-oncology candidate just got FDA Fast Track; Alteogen held up well and will snap back violently when sentiment turns, as biotech typically recovers 30-40% drops in a few days.

Lee Kwon-hee CEO, Economist 13:58

Hwashin benefits from Hyundai robot push.

If Hyundai’s humanoid robot competition with Tesla materializes, strong value chains from auto parts will emerge, and Hwashin is specifically identified as a key beneficiary in that value chain.

Lee Kwon-hee CEO, Economist 15:04

Hyundai Mobis cheaper than HL Mando.

HL Mando trades at 36x P/E and has become expensive, while Hyundai Mobis now trades at only 13x P/E, making Mobis the better value play for exposure to the auto parts/robotics theme.

Lee Kwon-hee CEO, Economist 17:10

Korean semicon equipment to rebound.

The KRX semicon index shows a clear correction pattern and will bounce again; HPSP is just experiencing a 5-day moving average pullback, and money may rotate into semiconductor equipment as large-cap semis rest.

Lee Kwon-hee CEO, Economist 18:06

KOSDAQ to break above 1050.

As KOSPI consolidates slowly, KOSDAQ becomes interesting for stock pickers; the index needs to push above 1,050 points to avoid another drop, and today’s environment supports a move higher.

Lee Kwon-hee CEO, Economist 19:15

Samsung safer than SK Hynix now.

SK Hynix lacks a 10nm process roadmap, which poses a technology risk that could eventually hurt its competitiveness; Samsung Electronics is preparing 10nm and offers portfolio stability. The idea that SK Hynix will overtake Samsung in market cap is overhyped and likely temporary at best.

Lee Kwon-hee CEO, Economist 19:15

Samsung safer than SK Hynix now.

Will SK Hynix become #1 in market cap? KOSDAQ, it's time to rise. / Will renewable energy stocks continue their rally? | CEO Lee Gwon-hee

Summary

Ideas

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