Name: [#Urgent Market Update] Naver, LG Electronics' Rebound Scenario Unfolds After Sharp Drop / Why Jensen Huang's Momentum Isn't Over Yet? | CEO Lee Gwon-hee
Uploaded: 2026-06-04T05:30:33+00:00
Duration: 1270 s

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the market's extreme concentration in semiconductor equipment, the impact of Jensen Huang's visit on Naver, LG Electronics, and robotics, and provides specific stock picks including S-Oil, Kiwoom Securities, and EcoPro. He also analyzes KOSDAQ reform prospects and the rebound potential of LG Electronics and Naver Cloud.

Semiconductor equipment stocks rallied sharply, but Lee warns of swift corrections.
Lee expects LG Electronics to rebound after touching its 5-day moving average near 290,000 won.
Naver Cloud is seen as a high-growth opportunity if it invests in GPUs and data centers.
Kiwoom Securities and Korea Investment Holdings are favored over Mirae Asset Securities for a rebound.
S-Oil is highlighted for its unique competitive advantages and upside to 140,000 won.
EcoPro is expected to benefit from KOSDAQ's premier league index reform.
Short-term KOSDAQ strength is expected but not strongly supported.
SK Telecom and cosmetics sectors are considered less actionable.

Trade Ideas

Lee Kwon-hee CEO, Economist 7:00

LG Electronics rebound after 5-day line

LG Electronics has pulled back sharply after a steep rally but is now touching its 5-day moving average near 290,000 won. The stock is likely to find support there and rebound again, given the momentum from Jensen Huang's visit and the broader AI/physical AI theme.

Lee Kwon-hee CEO, Economist 8:02

Naver Cloud has big growth potential

Naver Cloud, a 100% subsidiary currently generating only 5.2% of sales, has significant growth potential as a cloud computing company. If Naver uses its cash to purchase Nvidia GPUs and data center racks, it could rapidly scale its cloud business, especially after Jensen Huang's visit and discussions with Naver's leadership.

Lee Kwon-hee CEO, Economist 12:48

Kiwoom and Korea Investment to rebound

Kiwoom Securities and Korea Investment Holdings have underperformed other financials and are poised for a rebound. Unlike Mirae Asset Securities, which ran up on SpaceX speculation, these stocks have not rallied much, yet their earnings benefit from high trading volumes and upcoming dividend season. They are attractive value plays in the securities sector.

Lee Kwon-hee CEO, Economist 15:14

S-Oil upside to 140,000 won

S-Oil has strong fundamentals due to a global shortage of refinery capacity (no new capacity additions worldwide). The Shaheen project starting this September will allow direct production of plastic feedstock without naphtha, significantly lowering costs. The stock has upside to 140,000 won with low volatility compared to other large caps.

Lee Kwon-hee CEO, Economist 19:46

EcoPro to benefit from KOSDAQ reform

KOSDAQ's 'premier league' reform will concentrate funds on companies with strong earnings and growth. EcoPro Group, a leading battery materials firm, is likely to be included in the premier index, attracting institutional and pension fund inflows. This will drive its stock higher.

This 815 Money Talk (815머니톡) video, published June 04, 2026, features Lee Kwon-hee discussing 066570.KS, 035420.KS, 071050.KS, 039490.KS, 010950.KS, 086520.KQ. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 066570.KS, 035420.KS, 071050.KS, 039490.KS, 010950.KS, 086520.KQ

[#Urgent Market Update] Naver, LG Electronics' Rebound Scenario Unfolds After Sharp Drop / Why Jensen Huang's Momentum Isn't Over Yet? | CEO Lee Gwon-hee

Summary

Trade Ideas

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