Why Did Hyundai Motor Plunge After Treasury Share Cancellation? The Real Reason for the Disappointment Selling / Substrate Shortage: Hold On If You're Stuck in Samsung Electro-Mechanics | CEO Lee Kwon-hee
Why did it plummet when they incinerated treasury shares? The real reason for the flood of disappointing sell-offs in Hyundai Motor / Substrate shortage, if you're stuck with Samsung Electro-Mechanics, hold on. | CEO Lee Gwon-hee
Ideas
Nvidia margins support memory-related stocks
Nvidia reported about 74% operating margin despite rising memory costs, and operating profit roughly doubled year over year. Because the market had low expectations and Nvidia still held margins, the read-through is positive for memory-related semiconductor stocks.
Hyundai is long-term autonomous driving play
Despite the Hyundai Motor Investor Day disappointment over the 800 billion won treasury share cancellation, Lee remains a long-term investor. The key positive is that Hyundai will begin collecting autonomous driving data from 2028 and stated it can gather more data than Tesla within five years by collecting data on both sides at scale. He also notes Hyundai cannot buy back 40 trillion won because its market cap is only 83 trillion won, so the smaller cancellation should be viewed relative to company size.
PharmaResearch US cosmetics expansion is bullish
PharmaResearch's Rejuran product is driving US growth through PDRN-based cosmetics and skin boosters. US celebrities had promoted it years ago. The company will enter 380 US Sephora stores in March 2026 and expand to about 550 stores in the second half. The speaker says the stock is following a path similar to APR, has a 610,000 won target, previous holders are returning, and it can reach about 550,000 won based on roughly 25x valuation.
Korean Kolmar OEM volume uptrend
Korean Kolmar, an OEM/ODM cosmetics manufacturer, is hitting new highs because order volume is surging. The speaker says his cosmetics top pick in July and early August was Korean Kolmar, and the stock is riding its 5-day moving average in a classic uptrend.
Samsung and SK Hynix setups improving
Samsung Electronics is trying to challenge 280,000 won; if it reaches the mid-270,000 won area today, the chart improves. SK Hynix is testing around 178,000 won; if it breaks that level, the stock setup becomes lighter and more constructive.
Samsung Electro-Mechanics substrate shortage upside
The speaker sees the FCBGA and ABF substrate shortage as severe. He tells investors stuck in Samsung Electro-Mechanics that there is hope: if it breaks back above 1,600,000 won, the stock becomes lighter and can go toward 2,000,000 won. The main variable is how far valuation gets pulled, but the setup is constructive.
Korean power equipment benefits from US order
Reports of a US measure blocking foreign power equipment appear aimed at containing China. Korea is the main alternative, and Korean companies such as Hyosung Heavy Industries and Hyundai Electric have many US local factories. They are rising and should continue higher if semiconductor sentiment improves.
Hanmi executives' expansion activity is positive
Hanmi Semiconductor has not risen much despite the positive setup, but the speaker notes its executives are extremely busy traveling overseas because of expansion issues such as Singapore and a new US entity. He personally does not buy because he receives private information, but the management activity suggests the company may be improving.
This 815 Money Talk (815머니톡) video, published August 27, 2026,
features Lee Kwon-hee
discussing SMH, 005380.KS, 214450.KQ, 161890.KS, 005930.KS, 000660.KS, 009150.KS, 298040.KS, 267260.KS, 042700.KS.
8 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
SMH,
005380.KS,
214450.KQ,
161890.KS,
005930.KS,
000660.KS,
009150.KS,
298040.KS,
267260.KS,
042700.KS
