Ideas
Wonik Holdings expensive correction-range robot trade.
Wonik Holdings has been a robot-hand proxy through wholly owned Wonik Robotics and Meta-related robot-hand research. The robot theme's momentum remains strong, but the stock has risen sharply since September and its holding-company valuation is extremely expensive. Technically, as long as it holds roughly 39,000-40,000 won, it can rebuild its prior high and trade in a box; a news catalyst could break it higher. He would reduce partially in the upper range and rotate into smaller, profitable robot component names, and he would not chase it purely on valuation.
Prefer profitable smaller robot component suppliers.
The robot theme still has strong momentum, but large robot names have run too far since September and are expensive. He prefers rotating into smaller robot component and parts suppliers, especially companies that actually earn money, because many new entrants will emerge and profitable component makers may offer better risk/reward than expensive holding companies.
Doosan benefits from AI substrate demand.
Doosan is driven by CCL/copper-clad laminate and MLB substrate exposure tied to AI data-center expansion. Even if near-term PCB earnings miss, data-center buildout and multilayer board adoption should expand substrate demand. Doosan also has direct Nvidia supply-chain ties and improving subsidiaries like Doosan Enerbility and Doosan Robotics. If Nvidia remains healthy, Doosan should not fall much; long-term holders can wait and underweight investors can add.
Hold Daeduck for MLB guidance upgrade.
Daeduck Electronics is a strong PCB/MLB substrate play. He says to hold it; after Q4 results are confirmed, the stock may dip and then rise again as guidance is raised. MLB is expanding, Daeduck can stack up to 20 layers, and data-center-driven semiconductor and substrate stacking demand continues.
Hanmi benefits from bonding equipment boom.
Hanmi Semiconductor is a key bonding-equipment beneficiary. Micron-related orders alone could generate about 1 trillion won in revenue this year and next, with Hanmi in every Micron fab; Samsung, SK hynix, TSMC, ASE, and Samsung foundry could add upside. As all semiconductors, including LPDDR and flash/HBF, require stacking due to server rack space constraints, bonding equipment enters a golden age. He gives a 250,000 won target.
Lotte Chemical bottoming, rebound toward 120,000.
Lotte Chemical has passed the bottom as industry restructuring and Chinese capacity cuts improve the naphtha/olefin supply-demand balance. Losses are expected to shrink sharply by 2026. Although the long-term outlook is not great, PBR is around 0.2x and even an exit from losses could drive a rebound to at least 120,000 won; the 100,000-120,000 won range is a place to reassess.
Refiners favored on tight capacity, margins.
He favors refiners such as S-Oil and GS Holdings because major refiners did not expand capacity while Chinese capacity is being cut and restructuring continues. Refining margins are improving, and Korean gasoline is being exported to the US, which supports the refining profit outlook.
Yuhan royalty growth supports rebound to 130,000.
Yuhan Corporation should not be sold at a loss because the key driver is Leclaza/lazertinib royalty growth from the Rybrevant combination. Adoption has been slower than the market hoped because doctors switch treatments slowly, but usage and market share are increasing. With royalty likely to rise and multiple pipelines, he sees a rebound to around 130,000 won; if it stalls near 120,000, reduce partially, but he expects a bigger move in H2.
Hanwha parent expensive; reduce on rally.
Hanwha Corporation bought near the top is not attractive here. The correction may be finishing and it can return to the 130,000 won purchase area, but the stock is at new highs, valuation is already around 1x book, and further upside requires stronger growth from subsidiaries. Hanwha Solutions is weak, while Hanwha Aerospace is strong; he would reduce Hanwha on a rally back to 130,000 won and rotate into defense.
Hanwha Aerospace has stronger defense momentum.
Hanwha Aerospace is the better defense expression within Hanwha Group. It has clear momentum, and a 1.8 million won target price was published. He says if Hanwha parent rallies back to 130,000 won, sell it and buy a defense stock such as Hanwha Aerospace instead.
LG Electronics capped; sell 110-120k.
LG Electronics tends to trap buyers when it rallies. It lacks a durable earnings driver: EV/vehicle electronics via LG Magna is weak, and home appliance growth has stagnated. The recent rally is mainly a robot theme, but he thinks upside is capped around 120,000 won; if it reaches 110,000-120,000 won within one to two months, he would sell.
Prefer Hyundai Motor Group for robots.
For robot exposure, he prefers Hyundai Motor Group over LG Group. Hyundai Motor, Hyundai Mobis, HL Mando, and affiliates are all doing well and have stronger robot-related momentum, while LG Group names are heavier and less attractive.
This 815 Money Talk (815머니톡) video, published January 29, 2026,
features Lee Kwon-hee
discussing 030530.KQ, Korean robot component stocks, 000150.KS, 353200.KS, 042700.KS, 011170.KS, 010950.KS, 078930.KS, 000100.KS, 000880.KS, 012450.KS, 066570.KS, 012330.KS, 005380.KS, 204320.KS.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
030530.KQ,
Korean robot component stocks,
000150.KS,
353200.KS,
042700.KS,
011170.KS,
010950.KS,
078930.KS,
000100.KS,
000880.KS,
012450.KS,
066570.KS,
012330.KS,
005380.KS,
204320.KS
