Before Market Open: Trump says US will secure Iranian enriched uranium, New York stocks rise, Nomura forecasts KOSPI 11000, 70% of MSCI developed markets tasks completed

[May 22nd #BeforeMarketOpen] Trump 'US will secure Iranian enriched uranium' New York stock market rises / Nomura forecasts KOSPI 11000, 70% of tasks for MSCI Developed Markets Index inclusion completed

Watch on YouTube ↗ | May 22, 2026 at 00:54 | 3:12:46 | 815 Money Talk (815머니톡)

Speakers

Lee Geon-hee — CEO, WizWave

Lee Ju-hyeon — Director, Xangle

Kim Young-cheol — CEO

Oh Hyun-jin — Team Lead

Park Hyun-sang — Deputy Head

Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities

Summary

The video covers a surge in Korean stocks driven by Samsung labor settlement and Iran-US peace progress. Experts discuss sector rotation favoring memory, power equipment, solar energy, biotech, and robotics, with specific investment ideas from multiple guests. Key themes include semiconductor super-cycle, AI data center infrastructure, obesity drugs, and potential MSCI developed markets index inclusion.

KOSPI surged 8.4% on Samsung labor agreement and Iran ceasefire hopes.
Memory stocks (Samsung, SK hynix) benefit from Nvidia's Vera Rubin memory cost increase of 435%.
Solar stocks (Hanwha Solutions, OCI Holdings) gain on SpaceX solar plant plan and US ban on Chinese polysilicon.
Power equipment (LS Electric, HD Hyundai Electric, Doosan Enerbility) are attractive on AI data center demand.
Biotech rebounds with Hanmi Pharm's obesity drug catalyst and Celltrion share buyback.
Secondary battery sector seen as next rotation after semiconductors and robotics.
National Pension fund limit expansion and MSCI developed markets progress support market.
Quantum computing theme surges on US government backing, but domestic stocks are mostly quantum encryption.

Trade Ideas

Lee Ju-hyeon Director, Xangle 65:20

Solar beneficiary Hanwha Solutions

Hanwha Solutions (through Hanwha Qcells) has a complete US solar supply chain and will benefit from SpaceX's planned 10GW solar plant and US tariffs on Chinese solar products.

Lee Ju-hyeon Director, Xangle 65:54

OCI Holdings benefits from US ban

OCI Holdings is the key polysilicon supplier with a US supply chain advantage as the US bans Chinese polysilicon imports, and will capture market share as solar demand grows.

Lee Ju-hyeon Director, Xangle 66:46

HD Hyundai Energy domestic monopoly

HD Hyundai Energy Solutions dominates the domestic solar market in Korea and will be the primary beneficiary of any Korean government renewable energy orders.

Kim Young-cheol CEO 84:50

Hyundai Motor robotics re-rating

Hyundai Motor is extremely cheap at 16x P/E with a robotics growth catalyst (humanoid robots), while global peers like Tesla trade at over 100x, indicating substantial re-rating potential.

Kim Young-cheol CEO 85:04

Kia auto re-rating

Kia is even cheaper than Hyundai Motor at 7x P/E and shares the same robotics re-rating thesis, making it a value play in the auto sector with upside from AI and physical AI demand.

Kim Young-cheol CEO 92:38

LS Electric AI data center play

LS Electric is a power equipment play benefiting from AI data center buildout, with a tactical valuation strategy: buy when P/E drops below 30x and sell above 40x.

Kim Young-cheol CEO 92:38

HD Hyundai Electric power play

HD Hyundai Electric similarly benefits from power infrastructure demand for AI data centers, with valuation currently attractive in the 30x P/E range.

Kim Young-cheol CEO 106:24

Doosan Enerbility power demand

Doosan Enerbility is a key power equipment stock tied to gas turbines and nuclear, with demand catalysts from AI data centers and a current valuation that is not overly expensive.

Lee Geon-hee CEO, WizWave 109:06

Memory boom benefits SK hynix

SK hynix benefits from the same memory content increase in Nvidia's next-generation AI chips and HBM4 ramp, with very cheap valuation at 5x P/E.

Lee Geon-hee CEO, WizWave 114:50

Buy Samsung Electronics for memory boom

Nvidia's Vera Rubin memory cost increases 435% compared to Blackwell, driving massive demand for memory, and Samsung Electronics remains cheap at around 6x forward P/E despite strong earnings growth.

Oh Hyun-jin Team Lead 153:31

Celltrion biotech rebound

Celltrion is showing a technical bounce with share buyback support, and the biotech sector is rotating higher on lower rate fears and the National Growth Fund inflows.

Oh Hyun-jin Team Lead 166:49

Hanmi Pharm obesity drug leader

Hanmi Pharm is the fastest Korean obesity drug developer with a triple agonist (GLP-1/glucagon) that prevents muscle loss, and has upcoming catalysts at medical conferences (ASCO, ADA).

Oh Hyun-jin Team Lead 180:26

Battery sector next rotation

The secondary battery sector (Samsung SDI, LG Energy Solution, SK Innovation) is positioned as the next rotation after semiconductors and robotics, driven by humanoid robot demand for high-nickel NCM batteries where Korean firms have expertise.

Up Next

Foreigners Sold, But Market Sentiment Completely Changed | Park Byeong-chang, MP Partners CEO [Market Inside]

3PRO TV (삼프로TV) · May 22

Senate Will Leave For Recess Without Budget Vote | Balance of Power: Late Edition 5/21/2026

Bloomberg Markets · May 21

O ELEITOR QUE PODE DECIDIR 2026 NÃO É QUEM VOCÊ IMAGINA

Market Makers · May 21

Musk's 'Space Project'...SpaceX 120 Trillion IPO Starts | Kwon Soon-woo 3PRO TV Reporting Team Leader [News3]

3PRO TV (삼프로TV) · May 21

Mad Money 05/21/26 | Audio Only

This 815 Money Talk (815머니톡) video, published May 22, 2026, features Lee Ju-hyeon, Kim Young-cheol, Lee Geon-hee, Oh Hyun-jin discussing 009830.KS, 010060.KS, HD Hyundai Energy Solutions, 005380.KS, 000270.KS, 010120.KS, 267260.KS, 034020.KS, 000660.KS, 005930.KS, 068270.KS, 128940.KS, 096770.KS, 006400.KS, 373220.KS. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon, Kim Young-cheol, Lee Geon-hee, Oh Hyun-jin · Tickers: 009830.KS, 010060.KS, HD Hyundai Energy Solutions, 005380.KS, 000270.KS, 010120.KS, 267260.KS, 034020.KS, 000660.KS, 005930.KS, 068270.KS, 128940.KS, 096770.KS, 006400.KS, 373220.KS