Shipbuilding, Defense, Nuclear Power Stocks: Now is the Right Time to Invest... Why the Whole World is Looking for Korea / From ESS to Secondary Batteries, What are the Leading Stocks in the Era of Energy Shortage? | Jangin Investment Club CEO Lee Chang-dae

Watch on YouTube ↗ | June 22, 2026 at 02:00 | 25:02 | 815 Money Talk (815머니톡)

Speakers

Lee Chang-dae — CEO

Summary

Lee Chang-dae, CEO of Jangin Investment Club, argues that Korea's heavy industries—defense, nuclear, shipbuilding, and power infrastructure—are prime beneficiaries of global decoupling and rising energy demand. He picks Korea Aerospace Industries and Hyundai Rotem within defense, and Doosan Enerbility in nuclear. In secondary batteries, he sees a 2026 earnings turnaround led by LG Energy Solution and notes LG Chem's deep discount to its battery stake, advocating a paired nuclear-plus-ESS strategy.

Global decoupling benefits Korean heavy industry sectors (defense, shipbuilding, nuclear, power infra) as advanced nations seek reliable manufacturing partners.
Defense stocks offer long-term upside driven by rising global defense spending; KAI and Hyundai Rotem highlighted for stake-related catalysts.
Nuclear power stocks remain early in their upcycle, with AI energy demand and energy shortage driving further gains; Doosan Enerbility is a key name.
The entire energy sector will eventually rise amid energy shortage, but nuclear is the top pick.
Secondary battery sector is at a 2026 turnaround, with LG Energy Solution's expected Q2 profit switch as a catalyst; LG Chem offers discounted exposure via its LGES stake.
Investors are advised to combine nuclear and ESS for long-term positioning regardless of political shifts.

Ideas

Lee Chang-dae CEO 0:03

Korea heavy industries win from decoupling.

As the world shifts from globalization to a 'decoupling era', advanced nations can no longer rely on China for manufacturing and are turning to Korea for high-quality heavy industries. Korea's manufacturing quality gives it a structural edge, especially during technology innovation phases, benefiting defense, shipbuilding, nuclear, and power infrastructure sectors over the long term.

Lee Chang-dae CEO 0:43

Defense stocks have long-term upward momentum.

Global defense spending is increasing and will continue due to ongoing conflicts and the decoupling era. Korea's defense companies benefit from high quality and rising demand from the Middle East and Europe. Despite short-term volatility from war endings and Space X IPO, the long-term upward trend remains intact, favoring long-term investment over short-term theme chasing.

Lee Chang-dae CEO 6:36

KAI stake increase catalyst bullish.

Hanwha Group is increasing its stake in KAI, with potential to take control from Korea Export-Import Bank (26% holder). This could lead to privatization and governance catalysts. KAI is a key defense stock with expected fighter jet performance, and the stake increase is a clear positive signal for the stock.

Lee Chang-dae CEO 8:22

Rotem breakout on defense restructuring.

Hyundai Motor Group is restructuring: Hyundai Wia will sell its defense division to Hyundai Rotem, allowing Rotem to focus purely on defense and benefit from synergies. Rotem's stock has been in a long box range and foreign ownership is rising, suggesting a breakout as the restructuring progresses.

Lee Chang-dae CEO 10:44

Nuclear stocks still early AI-driven upside.

Nuclear power stocks have only risen for about 1.5-2 years, much shorter than other heavy industry sectors, leaving substantial upside. AI-driven energy demand will create an energy shortage; nuclear is the most space-efficient solution. Despite past nuclear phase-out, current policy and universal energy needs make nuclear indispensable regardless of political shifts. Doosan Enerbility is the representative stock leading the early rise.

Lee Chang-dae CEO 16:18

All energy stocks benefit from shortage.

An energy shortage is coming, and when it hits, all energy sources—solar, wind, gas turbines—will be in demand. While nuclear is the top pick, the entire energy sector will eventually benefit. Political shifts may emphasize eco-friendly energy, providing a floor, and the long-term trend is up for the whole sector.

Lee Chang-dae CEO 19:50

LG Energy Solution Q2 turnaround rally.

LG Energy Solution is a slow starter in rallies but will catch up. Q2 2026 earnings are expected to turn profitable, serving as a catalyst. Foreign ownership is rising steadily. The stock has lagged Samsung SDI significantly, so a turnaround will trigger a catch-up rally. Long-term ESS demand from AI data centers supports growth.

Lee Chang-dae CEO 20:37

LG Chem sum-of-parts deep discount.

LG Chem's stake in LG Energy Solution alone exceeds LG Chem's market capitalization, implying deep undervaluation. Foreign investors are increasing holdings in LG Chem, likely recognizing the value gap and the turnaround in the battery business. It offers a discounted way to gain exposure to LGES.

Lee Chang-dae CEO 21:22

Samsung SDI turnaround later upside.

Samsung SDI is also set for a turnaround, though it may take until Q3. It has already outperformed LGES, and overall sector recovery will support further gains. Long-term energy shortage drives battery demand.

Lee Chang-dae CEO 21:45

Battery sector 2026 profit turnaround.

The secondary battery sector is at a turnaround point in 2026. Q1 results showed loss reduction, and Q2/Q3 should bring profit switches for major players like LGES and SDI. The whole sector's earnings are bottoming, setting up for growth in 2027-2029. Energy shortage and ESS demand provide long-term tailwinds.

Lee Chang-dae CEO 23:20

Combine nuclear and ESS for energy shortage.

Energy shortage is inevitable due to AI and electrification. Nuclear power will be essential, and energy storage systems (ESS, i.e., batteries) will be needed to manage the grid. Combining nuclear and ESS provides a robust long-term investment strategy that works regardless of political shifts because both will be needed.

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This 815 Money Talk (815머니톡) video, published June 22, 2026, features Lee Chang-dae discussing Korean defense, shipbuilding, nuclear, power infrastructure sectors, Korean defense sector, 047810.KS, 064350.KS, 034020.KS, Korean nuclear power sector, Korean energy sector (solar, wind, gas turbines), 373220.KS, 051910.KS, 006400.KS, KWEB, Korean nuclear power sector and Korean battery/ESS sector. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Chang-dae · Tickers: Korean defense, shipbuilding, nuclear, power infrastructure sectors, Korean defense sector, 047810.KS, 064350.KS, 034020.KS, Korean nuclear power sector, Korean energy sector (solar, wind, gas turbines), 373220.KS, 051910.KS, 006400.KS, KWEB, Korean nuclear power sector and Korean battery/ESS sector