Before Market Open June 1: Trump Disapproves End-of-War MOU / Naver Aims for Korean Palantir / Samsung Electronics, SK Hynix 2x ETF Launched Three Days Ago, 28 Trillion Won Bet

[June 1 #BeforeMarketOpen] Trump Disapproves End-of-War MOU / Naver Aims for Korean Palantir. Samsung Electronics, SK Hynix 2x ETF Launched Three Days Ago, 28 Trillion Won Bet

Watch on YouTube ↗ | June 01, 2026 at 00:20 | 2:32:45 | 815 Money Talk (815머니톡)

Speakers

Lee Kwon-hee — CEO, Economist

Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities

Lee Ju-hyeon — Director, Xangle

Summary

The video discusses extreme market concentration in Samsung and SK Hynix but highlights opportunities in undervalued LG group stocks, SI companies like Samsung SDS and LG CNS, and Naver as a Korean AI play. It covers US software rebound, Hanmi Pharmaceutical's biotech success, and the importance of robotics and AI supply chain. Hosted by Lee Kwon-hee, Hwang Yoo-hyun, and Lee Joo-yeon, the program provides actionable investment ideas for the summer.

Samsung and SK Hynix remain core holdings due to strong AI demand and undervaluation.
LG group stocks (LG Electronics, Display, Innotek) are revaluing on robotics and AI exposure.
SI companies (Samsung SDS, LG CNS) are key beneficiaries of AI infrastructure buildout.
Naver is poised to become Korea's Palantir with AI and defense AI contracts.
Hanmi Pharmaceutical's tech export to Eli Lilly validates its pipeline.
US software stocks (Microsoft, Oracle, Palantir) are rebounding on real AI earnings.
Korea's semiconductor component suppliers benefit from NVIDIA's PC chip expansion.
NCsoft is successfully turning around with new game releases.

Trade Ideas

Lee Kwon-hee CEO, Economist 0:44

Samsung and SK Hynix long

AI cycle is strong, and both Samsung Electronics and SK Hynix benefit from memory demand. Samsung's HBM4 with in-house foundry gives it a competitive edge to narrow the gap with SK Hynix. Valuations remain cheap relative to Micron.

Lee Kwon-hee CEO, Economist 4:04

SI stocks Samsung SDS LG CNS

SI (System Integration) companies are undervalued and will be key beneficiaries of robotics and AI infrastructure buildout. Samsung SDS and LG CNS are the most representative and have already shown strong momentum.

Lee Kwon-hee CEO, Economist 4:04

Naver long, Korean AI play

Naver is Korea's leading AI platform, undervalued despite holding the largest GPU inventory in the country. Catalysts include the Jensen Huang meeting and a defense AI contract positioning Naver as the Korean Palantir.

Lee Kwon-hee CEO, Economist 5:57

LG group stocks long

The LG group (LG Electronics, LG Display, LG Innotek) has been undervalued and is now showing revaluation driven by robotics and AI exposure. The group's technology and market position support a positive outlook.

Lee Kwon-hee CEO, Economist 6:33

Auto stocks long robotics

Automotive stocks (Hyundai Motor, Kia, Hyundai Mobis) are at the center of the robotics theme, with significant exposure to robotics value chain. Kia is particularly cheap among them.

Lee Kwon-hee CEO, Economist 7:51

Battery stocks long

Secondary battery cell makers LG Energy Solution and Samsung SDI show positive trends with contract announcements and improving market conditions, though the sector is not as strong as semiconductors.

Lee Kwon-hee CEO, Economist 12:52

Hanmi Pharm long on pipeline

Hanmi Pharmaceutical has a strong pipeline in obesity and MASH treatments, and a major technology export deal to Eli Lilly for short bowel syndrome. Its Korean-specific clinical data provides a competitive advantage.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 24:30

US AI software stocks long

US software stocks are rebounding strongly as AI adoption drives real earnings. On-premise AI demand (e.g., Dell) and software sector undervaluation relative to hardware support further upside. Key names include Microsoft, Oracle, Palantir, CrowdStrike, and Palo Alto Networks.

Lee Ju-hyeon Director, Xangle 61:00

AI component suppliers long

NVIDIA's expansion into PC chips and broader AI hardware demand will benefit Korean component suppliers: Samsung Electro-Mechanics and Daeduck Electronics (FCBGA substrates), Leeno Industrial and ISC (test sockets). These companies have direct product exposure.

Lee Kwon-hee CEO, Economist 117:21

NCsoft long turnaround

NCsoft is successfully turning around with new game releases (Lineage W, casual games), showing strong earnings recovery. Analyst target price of 390,000 won suggests further upside.

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This 815 Money Talk (815머니톡) video, published June 01, 2026, features Lee Kwon-hee, Hwang Yoo-hyun, Lee Ju-hyeon discussing 000660.KS, 005930.KS, LG CNS, 018260.KS, 035420.KS, 066570.KS, 034220.KS, 011070.KS, 005380.KS, 000270.KS, 012330.KS, 373220.KS, 006400.KS, 128940.KS, MSFT, PLTR, ORCL, CRWD, PANW, 353200.KS, 009150.KS, Leeno Industrial, ISC, 036570.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Hwang Yoo-hyun, Lee Ju-hyeon · Tickers: 000660.KS, 005930.KS, LG CNS, 018260.KS, 035420.KS, 066570.KS, 034220.KS, 011070.KS, 005380.KS, 000270.KS, 012330.KS, 373220.KS, 006400.KS, 128940.KS, MSFT, PLTR, ORCL, CRWD, PANW, 353200.KS, 009150.KS, Leeno Industrial, ISC, 036570.KS