Ideas
Samsung SDI turns positive on data-center batteries.
The speaker changed his view positively on Samsung SDI. A US media report about a data-center order and the need for backup battery units/ESS to stabilize data-center power has created a new demand narrative; this could pull forward 2028 earnings expectations.
Naphtha recovery may lift Lotte Chemical.
Naphtha prices are rising, which could accelerate an earnings recovery for depressed petrochemical names. Lotte Chemical broke out from a bottom after a long slump, and the speaker had been watching it for a rebound.
Oil strength supports Korean refiners.
Oil prices strengthened on Hormuz Strait risk, lifting previously depressed refiners and petrochemicals. SK Innovation rose about 7%, and S-Oil, GS Holdings and related refining names also participated, which the speaker treats as a real sector move.
Duksan Hi-Metal chart looks healthy.
Duksan Hi-Metal has resumed its uptrend with repeated healthy pullbacks. The speaker says he likes this chart pattern and has mentioned the name several times.
GST leads liquid immersion cooling.
GST is a small-cap company that the speaker identifies as one of Korea's best liquid immersion cooling technology companies. The stock had been overlooked since mid-April and has broken out to new monthly highs, supporting a positive setup.
LS Group benefits from power demand.
LS Group shares were strong, with LS Electric and LS rising on expectations for electricity demand and power infrastructure spending. The speaker highlights the group as a power-demand beneficiary.
Hyundai Rotem gains on Poland tank plant.
Hyundai Rotem was the strongest defense name, helped by expectations that its Poland plant begins full-scale K2 tank production. The Poland facility can serve as an export forward base, and the chart is challenging prior highs.
Engine stocks ride five-day moving average.
Ship engine names such as Hanwha Engine, Hyundai Marine Engine and STX Engine are in strong uptrends, with STX Engine up sharply. The speaker says strong stocks tend to ride the 5-day moving average, so investors should hold while that trend holds rather than sell on a dip.
Hyundai Marine Solution trend intact.
Hyundai Marine Solution pulled back slightly but did not break its uptrend. The speaker highlights it as a relatively strong ship-service name after previously presenting a report on it.
HFR needs 21-day breakout confirmation.
HFR rose 15% and held its gains. The speaker views it as a chart to monitor as it attempts to break through its 21-day moving average; a confirmed break would improve the setup.
LS Materials gains on Bloom Energy supply.
LS Materials rose on its supply relationship with Bloom Energy. The speaker cites Bloom Energy-linked demand for ultracapacitor/battery components and a technical recovery after the stock corrected to its 120-day moving average.
Curiox reclaims 120-day line.
Curiox Biosystems is a cell-analysis company selling both software and equipment. After joining the KOSDAQ 150 and correcting, it has reclaimed its 120-day moving average; the speaker views it as a differentiated bio/device name where numbers can be checked quickly.
CS Technology too extended to buy.
CS Technology, a hospital-bed monitoring company, is part of the medical monitoring/AI theme but has already risen too much. The speaker says it is ambiguous to buy at current levels.
LivsMed rotates into surgical robotics.
LivsMed rallied with the medical robot and laparoscopic surgery equipment theme after a corrective phase. The speaker sees it as part of a broader rotation into medical devices, surgical robots and medical AI rather than traditional bio.
Hyundai Energy Solutions turns profitable.
Hyundai Energy Solutions surged after turning to an operating profit. Because it has a high domestic sales mix, the improvement is meaningful, and the speaker treats the earnings turnaround as the key catalyst for the solar panel maker.
Watch Korean chip equipment re-rating.
The semiconductor cycle remains long, but Korean equipment and materials stocks have lagged because valuations already reflect much good news. If management guidance after earnings improves, valuations could quickly look cheaper and trigger buying. The speaker's watchlist includes Leeno Industrial, STI, CMTX and HPSP, with HPSP tied to HBM 1D process demand.
European defense ETFs offer growth.
The speaker relayed an interview with a Hong Kong asset manager who was positive on European defense ETFs and Korean defense names. Europe is rearming and procuring domestically, while Korean defense exporters can supply the region; European defense spending should support continued investment by companies like Rheinmetall and create sector growth.
AI capex supports semiconductor supply chain.
Big Tech earnings matter less for EPS than for capex and investment plans. Additional AI capex would benefit the semiconductor supply chain. Alphabet splitting TPU into training and inference should require more HBM orders, and the Philadelphia Semiconductor Index is likely to rebound, with the strength of that rebound important.
Buy Korean sector leaders.
In the current market, investors should buy the leading stock in each sector rather than weaker names. The speaker focuses on large-cap leaders such as Hyundai Motor, Hyundai AutoEver, Doosan Enerbility, Hive, NAVER, PharmaResearch, Krafton and NCSoft, with Hyundai Motor and Hyundai AutoEver as his top two.
Hold Samsung Electronics and SK hynix.
Samsung Electronics rebounded and led the market with foreign and pension buying, while SK hynix remains a core holding despite foreign selling. The speaker says investors should keep at least 50-60% semiconductor exposure and must not sell Samsung Electronics or SK hynix.
This 815 Money Talk (815머니톡) video, published April 29, 2026,
features Lee Kwon-hee
discussing 006400.KS, 011170.KS, 096770.KS, 010950.KS, 078930.KS, Duksan Hi-Metal, GST, 010120.KS, 006260.KS, 064350.KS, 082740.KS, 071970.KS, 077970.KS, 443060.KS, 230240.KQ, 417200.KQ, 445680.KQ, CS Technology, LivsMed, 322000.KS, 058470.KQ, 039440.KQ, CMTX, 403870.KQ, EUAD, Korean defense stocks, SOXX, SMH, 005380.KS, 307950.KS, 034020.KS, 352820.KS, 035420.KS, 214450.KQ, 259960.KS, 036570.KS, 005930.KS, 000660.KS.
20 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
006400.KS,
011170.KS,
096770.KS,
010950.KS,
078930.KS,
Duksan Hi-Metal,
GST,
010120.KS,
006260.KS,
064350.KS,
082740.KS,
071970.KS,
077970.KS,
443060.KS,
230240.KQ,
417200.KQ,
445680.KQ,
CS Technology,
LivsMed,
322000.KS,
058470.KQ,
039440.KQ,
CMTX,
403870.KQ,
EUAD,
Korean defense stocks,
SOXX,
SMH,
005380.KS,
307950.KS,
034020.KS,
352820.KS,
035420.KS,
214450.KQ,
259960.KS,
036570.KS,
005930.KS,
000660.KS
