Ideas
Biotech rebound on exports, tier system
Korean biotech/pharma stocks are set for a rebound. First-half tech exports reached 13 trillion won, a record pace. ABL Bio received fast-track designation for a cancer therapy, and Alteogen is rallying. Large-cap names with proven pipelines will be the main beneficiaries as the KOSDAQ tier system (premium league) concentrates institutional and foreign flows into strong large-cap biotech. FOMC uncertainty fading further supports a rotation into beaten-down biotech.
SK hynix ADR close valuation gap
SK hynix is poised to rise due to its ADR listing targeted around August, strong shareholder return expectations, and a valuation gap versus Micron (forward PER roughly half). Memory demand remains robust, and HBM leadership solidifies the growth story.
Entertainment cheap on diversified artist base
Entertainment stocks are at historic valuation lows (12-month forward PER ~19x), strong earnings growth, BTS world tour, and new artists (Illit, Cortis) delivering solid performance, which reduces concentration risk. HYBE is leading the rebound, and further upside is likely.
Large steel to benefit from reconstruction
Large-cap steel stocks offer a medium/long-term opportunity. Iran reconstruction (400-500 trillion won) will boost steel demand. Front-end sectors (auto, construction, shipbuilding) are not bad, and data center steel demand is emerging. Small steel names are too volatile; prefer Hyundai Steel and POSCO Holdings, with POSCO deriving over half its revenue from steel while also holding battery momentum.
Avoid small steel for short-term trading
Small-cap steel names (e.g., AJU Steel, Hi Steel, Dex Steel) are too volatile for short-term trading and are not suitable for quick gains. Investors should focus on large-cap steel instead.
Gaming stocks rebound from oversold earnings
Gaming stocks were oversold due to semiconductor crowding despite good earnings. The sector is rebounding, led by Joycity, Webzen, and Krafton. Pearl Abyss, which has lagged, should follow if the rebound continues. Earnings-based rotation is underway.
Shipbuilders benefit from KDDX, submarines
Shipbuilding sector has multiple catalysts: submarine orders, LNG carriers, US-Korea investment committee launch, and the huge KDDX next-generation destroyer program (each ship ~7 trillion won). Hanwha Ocean is approaching technical resistance and may need a pause, but overall sector momentum remains strong.
KOSDAQ 150 may rise on supply policies
The KOSDAQ index may rally toward 1,500 as government support measures (tier system, pension fund inflows, coin stock delisting) create supply-driven momentum. Earnings remain weak, but the policy drive and rotational flows into previously overlooked KOSDAQ large-caps can push the index higher.
LG group rebound on robotics catalysts
LG Electronics and LG Corp are undervalued after a sharp decline. LG Electronics is building a dedicated robot data factory for humanoid intelligence, and LG CNS is integrating robots into logistics automation. The overall group direction is upward, and a rebound is expected.
KDDX program lifts defense suppliers
The Korean KDDX next-generation destroyer program (one ship >7 trillion won) creates a large value chain opportunity. Companies like Hanwha Aerospace, LIG Nex1, STX Engine, and Hanwha Systems could attract attention as key suppliers.
Micron up on memory shortage, price hikes
Micron Technology is set to rally ahead of its earnings next Thursday. Memory supply is extremely tight, and Apple's Tim Cook highlighted memory price hikes forcing consumer price increases. Street targets are being raised significantly (1,500–1,600 USD). DRAM ETF is moving in tandem.
Samsung to break 370K on memory boom
Samsung Electronics will break its previous high of 37만원. The memory super cycle continues: DRAM supply tight, Apple's Tim Cook warns of product price increases due to memory costs, and forward PER remains cheap at 6.67x. Strong AI demand and steady earnings recovery support the upside.
Nuclear revival with new plant approvals
Nuclear power is regaining momentum after the confirmation of a new large-scale nuclear plant site in Yeongdeok and an SMR site in Gijang, with high local acceptance. AI data center power demand and the need for stable energy supply are driving the nuclear ecosystem revival. Doosan Enerbility is the primary beneficiary.
UAE bypass project aids steel, EPC
The UAE aims to eliminate Hormuz Strait dependency via large-scale infrastructure (oil pipelines, port expansion, rail). This will boost Korean steel pipe and EPC companies: SeAh Besteel, Hyundai Engineering & Construction, Daewoo E&C, and Samsung C&T. The theme is long-term, though contract timing is 6-12 months out.
Buy banks on rate hike, dividends
Korean banking stocks are deeply undervalued, offer high dividends, and benefit from a rate-hike environment (higher net interest margins). They are making new highs and are ideal for accumulation on dips for long-term investors.
Power cables boom on grid investment
Massive power grid investment (semiconductor clusters in Yongin, offshore wind, energy highways) is driving demand for power cables. Gaon Cable and similar names are surging, and the trend should continue as electricity supply infrastructure expands.
SK Square massively undervalued via SK hynix
SK Square is significantly undervalued relative to its 20% stake in SK hynix. If SK hynix continues to rise on ADR and earnings momentum, SK Square's valuation could reach hundreds of trillions of won. The stock has broken new highs and remains cheap.
CS Wind cheap, policy-driven rebound
CS Wind fell to extremely cheap levels and has now reversed trend with strong upward momentum. Government renewable energy policy support provides a catalyst, and the stock still has room to rebound further.
Samsung Electro follow Murata to highs
Samsung Electro-Mechanics is set to follow Japanese peer Murata, which is making new highs. Valuation gap and AI/robotics demand suggest the stock can rally toward 200,000–210,000 won.
This 815 Money Talk (815머니톡) video, published June 18, 2026,
features Lee Ju-hyeon, Ha Chang-bong, Lee Kwon-hee
discussing 128940.KQ, ABL Bio, 196170.KQ, 000660.KS, 352820.KS, 004020.KS, 005490.KS, AJU Steel, 259960.KS, 263750.KS, 329180.KS, 010140.KS, 042660.KS, 229200.KS, 003550.KS, 066570.KS, 079550.KS, 012450.KS, MU, DRAM ETF, 005930.KS, 034020.KS, 028260.KS, 001430.KS, 000720.KS, 105560.KS, 055550.KS, 000500.KS, 402340.KS, 112610.KS, 009150.KS.
19 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Ju-hyeon,
Ha Chang-bong,
Lee Kwon-hee
· Tickers:
128940.KQ,
ABL Bio,
196170.KQ,
000660.KS,
352820.KS,
004020.KS,
005490.KS,
AJU Steel,
259960.KS,
263750.KS,
329180.KS,
010140.KS,
042660.KS,
229200.KS,
003550.KS,
066570.KS,
079550.KS,
012450.KS,
MU,
DRAM ETF,
005930.KS,
034020.KS,
028260.KS,
001430.KS,
000720.KS,
105560.KS,
055550.KS,
000500.KS,
402340.KS,
112610.KS,
009150.KS
