SK Hynix ADR Listing Confirmed! But... Why Did Foreigners Dump 2.3 Trillion Won in Futures? Tomorrow's Market Direction? | CEO Lee Kwon-hee

[#RealMarketConditions] SK Hynix ADR Listing Confirmed! But... Why did foreigners dump 2.3 trillion won in futures? What's the direction of tomorrow's stock market? | CEO Lee Kwon-hee

Watch on YouTube ↗ | June 24, 2026 at 11:00 | 27:21 | 815 Money Talk (815머니톡)

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee analyzes the Korean market's volatile session on June 24, attributing intraday swings to CFD forced selling and foreign futures positioning ahead of Micron earnings. He sees SK Hynix's ADR listing as a major positive catalyst and reiterates Samsung Electronics' undervaluation. He also highlights opportunities in semiconductor equipment small-caps, battery stocks, shipbuilders, biotech, defense, power equipment, Hyundai Motor, Naver, and nuclear power, advocating accumulation before order-driven breakouts.

Intraday volatility driven by CFD-related forced selling and foreign futures neutralization before Micron results
SK Hynix ADR confirmed for July 10 listing, expected to boost global access and lead to index inclusion
Samsung Electronics rebounds strongly as the most undervalued memory stock with a 90 trillion won buyback
Semiconductor equipment and materials small-caps seen as undervalued and poised to catch up on earnings
Battery sector begins to move again, supported by solid-state battery hopes and available ETF products
Shipbuilding stocks remain strong across the board; submarine contract news could unlock further upside
Nuclear power stocks like Doosan Enerbility are building positive catalysts but not yet priced in; viewed as a medium-term accumulation opportunity

Ideas

Lee Kwon-hee CEO, Economist 2:53

SK Hynix ADR listing positive catalyst

SK Hynix's ADR listing on July 10 will broaden its global investor base, and the company is expected to be included in the Nasdaq 100 and Philadelphia Semiconductor Index, creating a positive catalyst for the stock.

Lee Kwon-hee CEO, Economist 5:16

Samsung cheapest memory stock with buyback

Samsung Electronics is the most undervalued among the global memory trio, has a 90 trillion won treasury stock buyback plan, and institutions bought aggressively on the oversold bounce, making it very attractive.

Lee Kwon-hee CEO, Economist 19:49

Semicon equipment undervalued, earnings coming

Korean semiconductor equipment and materials small-caps (Hanmi Semiconductor, HPSP, Eugene Tech, WONIK IPS, ISU CMTX) are undervalued and have been lagging large-cap semis; they will rise when their earnings materialize, with ISU CMTX trading at only 12.5x forward P/E and deserving 20x.

Lee Kwon-hee CEO, Economist 20:57

Korean battery sector starting to move

The Korean secondary battery sector is starting to move again, with Samsung SDI rebounding on solid-state battery expectations and LG Energy Solution also under watch; an ETF product is available to participate.

Lee Kwon-hee CEO, Economist 21:08

Shipbuilders strong, submarine catalyst ahead

All major Korean shipbuilders (HD Hyundai Heavy, Samsung Heavy, Hanwha Ocean) are strong; investors can pick based on preference, and a pending submarine contract announcement could be a near-term catalyst.

Lee Kwon-hee CEO, Economist 21:38

Defense stocks favorable, LIG Nex1

Defense stocks remain favorable, and LIG Nex1 is specifically named as a key pick within the sector.

Lee Kwon-hee CEO, Economist 21:45

Power equipment stocks attractive

Korean power equipment stocks such as Hyosung Heavy Industries and Sanil Electric are highlighted as attractive investment opportunities.

Lee Kwon-hee CEO, Economist 21:52

Biotech small-caps with upcoming catalysts

Selected Korean biotech small-caps, including Alteogen with an expected largest-ever tech export deal this year, Olix supported by the L'Oréal deal, and Alginomics as a sharply fallen IPO, are poised for rebounds with event catalysts.

Lee Kwon-hee CEO, Economist 23:18

Naver at bottom on negative sentiment

Naver is considered to be at a bottom when criticism and negative sentiment spike, serving as a contrarian buy signal.

Lee Kwon-hee CEO, Economist 23:20

Hyundai Motor cheap, PBR near 1x

Hyundai Motor is extremely cheap, trading near PBR 1x when accounting for its Mobis stake, with conservative analysts targeting above 600,000 won; sentiment is so negative that negative comments signal a bottom, offering a buy opportunity.

Lee Kwon-hee CEO, Economist 24:30

Nuclear stocks buy before order announcements

Korean nuclear power stocks, especially Doosan Enerbility, are accumulating positive news but not yet moving; once orders begin to flow, the stock could surge to 140,000–150,000 won, making now a good medium-to-long-term accumulation point.

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This 815 Money Talk (815머니톡) video, published June 24, 2026, features Lee Kwon-hee discussing 000660.KS, 005930.KS, 042700.KS, WONIK IPS, 084370.KQ, 403870.KQ, ISU CMTX, 006400.KS, 373220.KS, 042660.KS, 329180.KS, 010140.KS, 079550.KS, 298040.KS, 062040.KS, 196170.KQ, Olix, Alginomics, 035420.KS, 005380.KS, 034020.KS. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 000660.KS, 005930.KS, 042700.KS, WONIK IPS, 084370.KQ, 403870.KQ, ISU CMTX, 006400.KS, 373220.KS, 042660.KS, 329180.KS, 010140.KS, 079550.KS, 298040.KS, 062040.KS, 196170.KQ, Olix, Alginomics, 035420.KS, 005380.KS, 034020.KS