Ideas
Naver is top stablecoin platform pick
Naver is the preferred large-cap stablecoin beneficiary because Naver Pay can issue stablecoins and avoid payment and bank fees, can sync with Dunamu and Upbit, and the company has AI, GPU, and robotics optionality. Earnings have grown steadily while valuation is cheaper than Kakao, and a break above the 275,000 won box top could lead to a re-rating.
Stablecoin reserves lift Korean bond demand
Stablecoin legislation would require issuers to hold 100% reserves, likely in Korean government bonds, creating an additional source of demand for KTBs. The speaker calls Korean government bonds stable alongside US Treasuries.
Kakao ecosystem gains from stablecoin law
Kakao is also a stablecoin legislation beneficiary because its ecosystem, Kakao Pay, and Kakao Bank improve together. However, the parent is a less direct way to play this than the spun-off Kakao Pay.
Kakao Pay is direct stablecoin winner
Kakao Pay is the cleanest and most direct stablecoin beneficiary because it is already spun off and listed. The speaker expects it to rise the most, followed by Naver, and says its chart looks better after the prior expectation-driven pullback, though its valuation is less cheap than Naver's.
Stablecoin theme supports KOSDAQ index
Stablecoin legislation and activation would increase related companies and draw liquidity into KOSDAQ-listed payment, security, and platform names, so the speaker sees the theme as positive for the KOSDAQ index.
Security is critical stablecoin growth area
Stablecoin adoption depends on security, and if security fails the system fails. The speaker expects IT security to be one of the strongest areas and notes Korean security firms are mostly KOSDAQ-listed.
LG CNS secures stablecoin infrastructure
LG CNS should be the infrastructure and security backstop for the stablecoin ecosystem because it has prior CBDC and issuance experience. Smaller issuers without technology would need LG CNS to build and secure systems.
STO law boosts prepared niche players
The speaker expects STO rules to advance alongside stablecoin legislation, expanding tokenized-asset infrastructure. Galaxy Monetree is a small company that has prepared heavily for STO and could benefit if the law passes quickly.
Buy Hyundai on robot re-rating pullbacks
Hyundai Motor is an auto value plus robot option. Foreign auto investors are selling because auto multiples look expensive versus Toyota, but robot investors and institutional FOMO can replace them. Hyundai has Boston Dynamics exposure, India value not re-rated, new models, and a 4T won buyback over three years supporting downside. The speaker advises buying on a break of 500,000 won or on dips toward 470,000-460,000 won in tranches.
Sell Kia, buy Hyundai instead
Kia rallied on Boston Dynamics listing expectations, but the speaker says it has no defined robot role. It is only a stake holder and will not get cheaper robot use, so he explicitly says sell Kia and buy Hyundai Motor. Kia tends to fall faster when the group corrects.
Mobis supplies key robot actuators
Hyundai Mobis is positioned as the actuator supplier for Hyundai's robot effort, mirroring its core component role in autos. The speaker highlights this as a key robot supply-chain role within the group.
AutoEver is fun Hyundai robot play
Hyundai AutoEver is the fun and aggressive way to play Hyundai's robot ecosystem because it oversees the overall robot business from planning to post-management, works on autonomous driving, and has founder-family ownership. The speaker names it as the more exciting Hyundai group pick.
Hyundai Wia is cheap robot supplier
Hyundai Wia is the cheapest Hyundai group name, trading around 0.6-0.7x PBR. It has parking and logistics robot projects with Hyundai Elevator and Hyundai E&C, potential robot component conversion, and a Russian plant that could benefit if the Russia-Ukraine war ends. The speaker expects it to rise further after consolidation.
Glovis gains from Boston Dynamics stake
Hyundai Glovis holds an 11.8% stake in Boston Dynamics and is expected to handle distribution and sales in Hyundai's robot ecosystem. The speaker calls the Boston Dynamics stake a key asset and positive for Glovis.
Avoid Hyulim Robot on governance concerns
The speaker warns that Hyulim Robot has unclear ownership and control and its valuation has ballooned to around 2.7T won, making it a speculative name to avoid despite robot-themed enthusiasm.
Be careful with robot-themed small caps
The speaker warns that many robot-themed small caps are chaff, similar to past lithium-themed speculative names. Investors should be careful with companies that only have a robot label rather than real business substance.
Hyundai preferred offers high dividend
Hyundai Motor preferred shares pay high dividends and can be considered as an income-oriented way to hold Hyundai exposure while the company also has buyback capacity to support the stock.
Seojin can supply robot casings
Seojin System is a specific example of a casing specialist with leading aluminum capability that can make robot exteriors. It already announced robot-related business, and the speaker says it can handle such work.
This 815 Money Talk (815머니톡) video, published January 26, 2026,
features Lee Kwon-hee
discussing 035420.KS, Korean government bonds (KTBs), 035720.KS, 377300.KS, KOSDAQ Index, Korean IT security sector, 064400.KS, Korean STO theme, 094480.KQ, 005380.KS, 000270.KS, 012330.KS, 307950.KS, 011210.KS, 086280.KS, 090710.KQ, Korean robot-themed small caps, Hyundai Motor preferred shares, Seojin System.
18 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
035420.KS,
Korean government bonds (KTBs),
035720.KS,
377300.KS,
KOSDAQ Index,
Korean IT security sector,
064400.KS,
Korean STO theme,
094480.KQ,
005380.KS,
000270.KS,
012330.KS,
307950.KS,
011210.KS,
086280.KS,
090710.KQ,
Korean robot-themed small caps,
Hyundai Motor preferred shares,
Seojin System
