Name: Hanmi Semiconductor: A Huge Momentum to Drive Stock Price is Coming Soon / If I Had to Pick Just One Power Stock, I'd Buy This Stock | CEO Lee Kwon-hee
Uploaded: 2026-06-04T08:15:24+00:00
Duration: 1351 s

Speakers

Lee Kwon-hee — CEO, Economist

Summary

In this interview, CEO Lee Kwon-hee provides investment advice on various Korean stocks covering semiconductor equipment, power equipment, secondary batteries, and others. Lee is bullish on Hanmi Semiconductor, substrate stocks (Isu Petasys, TLB), and holds a positive view on Hyosung Heavy Industries and EcoPro while advising to avoid SK Chemical. The main themes are AI-driven semiconductor demand and power infrastructure modernization.

Lee recommends holding or buying Hanmi Semiconductor, expecting a price breakout above 400,000 won.
Substrate stocks Isu Petasys and TLB are favored due to AI-driven CPU/DRAM demand.
Hyosung Heavy Industries is seen as the top power equipment stock for long-term holding.
EcoPro is considered a buying opportunity in the secondary battery sector.
SK Chemical is advised to be sold due to weak fundamentals.
Other stocks like Cosmo Chemical, Aimed Bio, and Link Solution have uncertain outlooks.
The semiconductor supply chain and power equipment are identified as key investment themes.

Trade Ideas

Lee Kwon-hee CEO, Economist 3:41

Leading 765kV transformer, hold long.

Hyosung Heavy Industries is the leading company in 765kV transformers and power equipment, benefiting from US infrastructure replacement and AI data center demand. Lee considers it the top pick in the power equipment sector, advising shareholders to hold for the long term.

Lee Kwon-hee CEO, Economist 5:15

Substrate shortage supports long-term hold.

Isu Petasys is a substrate manufacturer benefiting from global substrate shortage and strong demand from the semiconductor industry. The recent dip due to Broadcom's guidance miss is temporary, and the company remains well-positioned for long-term growth.

Lee Kwon-hee CEO, Economist 6:15

AI agent boosts TLB socket substrate demand.

TLB is a key beneficiary of the AI agent trend which increases CPU and DRAM usage, driving demand for socket substrates. The current price dip is a buying opportunity to lower cost basis, as the long-term fundamentals remain strong.

Lee Kwon-hee CEO, Economist 9:43

Chairman buying, Q2 recovery, target 400.

Hanmi Semiconductor has strong momentum supported by the chairman's 8 billion won share purchase and expected Q2 earnings recovery. Lee believes the stock will break above the previous high of 400,000 won, making it a strong buy on dips.

Lee Kwon-hee CEO, Economist 11:14

Avoid, sell to cut losses.

SK Chemical has weak fundamentals with no visible recovery catalyst, and Lee advises to sell without hesitation to cut losses.

Lee Kwon-hee CEO, Economist 17:43

Secondary battery buy opportunity.

EcoPro is positioned in the secondary battery sector which has no reason to sell, and current levels offer a buying opportunity for those without exposure. Lee suggests waiting for a rebound.

Lee Kwon-hee CEO, Economist 18:37

Data center BBU, hold for rebound.

SoluM is a solid company with data center related products like BBU (Battery Backup Unit) and strong fundamentals. Despite recent price weakness, Lee advises not to sell and to wait for a rebound.

This 815 Money Talk (815머니톡) video, published June 04, 2026, features Lee Kwon-hee discussing 298040.KS, Isu Petasys, TLB, 042700.KS, SK Chemical, 086520.KQ, SoluM. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 298040.KS, Isu Petasys, TLB, 042700.KS, SK Chemical, 086520.KQ, SoluM

Hanmi Semiconductor: A Huge Momentum to Drive Stock Price is Coming Soon / If I Had to Pick Just One Power Stock, I'd Buy This Stock

Summary

Trade Ideas

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