[#RealMarket] Jensen Huang Shakes Korean Stock Market.. The Biggest Beneficiary Stock to Rise is 'This' / Will ESS Make Secondary Batteries a Leading Stock Again? | CEO Kim Min-soo

Summary

CEO Kim Min-soo of Lemon Research discusses Jensen Huang's visit to Korea and its impact on Korean stocks, highlighting SK Telecom and SK hynix as key beneficiaries. He then turns to secondary batteries, favoring LG Energy Solution's ESS turnaround, L&F in cathode materials, and OCI Holdings in solar polysilicon. He advises selling Naver to rotate into semiconductors and notes Posco Holdings as a watch for lithium.

• Jensen Huang's extended Korea visit raises expectations for concrete partnerships, particularly in robotics and autonomous driving.
• SK Telecom is highlighted as a unique beneficiary due to its digital twin service with AWS and Anthropic links.
• LG Energy Solution is expected to turn profitable from Q2 2026 on ESS orders, with potential to regain market leadership.
• L&F is called the leading cathode material company, a core holding for battery material exposure.
• OCI Holdings is favored as the best domestic renewable play thanks to high-purity polysilicon and US space solar contracts.
• Naver is to be sold on strength, with proceeds rotated into semiconductors for clearer near-term catalysts.
• Posco Holdings is at support levels but needs lithium project confirmation before a sustained move.
• The KOSDAQ may have bottomed, but the speaker waits for market confirmation before acting.