Ideas
Micron re-rating on memory strength
Micron jumped more than 5% as the US market tries to re-rate its enterprise value, while memory and DRAM names such as SanDisk and the DRAM index are strong, supporting the memory upcycle.
Nvidia broke out and leads Nasdaq
Nvidia was the main force lifting the Nasdaq; after breaking above $200 it accelerated, suggesting momentum has opened a new leg and remains the key US semiconductor leader.
Foreigners and institutions buy Korean semiconductor leaders
Foreigners and institutions kept concentrating purchases in Korean semiconductor leaders; foreign net buying was concentrated in SK hynix, Samsung Electronics, and Hanmi Semiconductor, and institutions also focused on semiconductors. SK hynix is leading the group, with a 1.3 million won target and a hold report seen as premature rather than a reason to exit.
Samsung Electro-Mechanics benefits from record earnings
Institutions bought Samsung Electro-Mechanics, and its substrate and component earnings are described as at record levels; it remains a key beneficiary of the component cycle even though LG Innotek is the cheaper relative valuation play.
Power equipment leads on AI electricity demand
Institutions focused buying on semiconductors and power equipment; LS Electric is the strongest with a 13% surge, Hyosung Heavy Industries is also strong, and HD Hyundai Electric was among institutional buys, supported by AI and data-center electricity demand.
Robot stocks draw institutional interest
Foreigners and institutions began buying Robotis and Rainbow Robotics, and robot stocks are drawing interest, possibly tied to Tesla Optimus mass-production plans or the National Growth Fund; the catalyst is not fully confirmed, so the theme is worth monitoring.
Fadu turns profitable, institutions buy
Institutions bought Fadu despite earlier criticism of its technology special listing, and the company has turned profitable, validating its technology and shifting the story to numbers.
Daehan Optical tracks US optical pulse
Daehan Optical Telecom has been bought and improved since last Friday, but its move follows US optical names such as Lumentum, which fell yesterday; it is a high-beta follower of the US optical theme, so monitor rather than chase.
CMTX parts growth with overhang gone
CMTX is a newly listed semiconductor etch-process parts maker with TSMC reference, a growing Micron relationship, 22 global fab engagements, Q1 sales up 12.4% year over year despite off-season, ongoing capacity expansion, a diversified parts portfolio, and expired overhang; an analyst report with a 22,000 won target reduces uncertainty.
ABL Bio overreaction; BBB catalyst
ABL Bio fell on Compass Therapeutics' biliary-tract-cancer data miss involving ABL001, but ABL Bio's rally has been driven by its BBB platform, not ABL001; the market is overreacting, and another BBB platform sale or an unexpected FDA approval could drive a rebound.
Hyundai needs 560k with net buying
Hyundai Motor is holding the 530,000-won area, and the key is for it to settle above 560,000 won; foreigners and institutions both net bought yesterday, a supportive flow signal that could finally wake the stock up.
LG Innotek cheap on substrate earnings
LG Innotek rose 8% on expectations of very strong substrate-related earnings, and it trades at only about 19x, much cheaper than Samsung Electro-Mechanics, giving it relative valuation appeal as the substrate cycle strengthens.
POSCO lithium preferred over Samsung SDI
POSCO Holdings is about to start producing lithium, and a Hana report argues its lithium business value needs to be revalued; the company is finally beginning to make money from lithium. Samsung SDI has already risen a lot, so the speaker prefers POSCO's remaining upside from lithium fundamentals over Samsung SDI.
POSCO lithium preferred over Samsung SDI
POSCO Holdings is about to start producing lithium, and a Hana report argues its lithium business value needs to be revalued; the company is finally beginning to make money from lithium. Samsung SDI has already risen a lot, so the speaker prefers POSCO's remaining upside from lithium fundamentals over Samsung SDI.
This 815 Money Talk (815머니톡) video, published April 28, 2026,
features Lee Kwon-hee
discussing MU, NVDA, 000660.KS, 005930.KS, 042700.KS, 009150.KS, 267260.KS, 010120.KS, 298040.KS, 108490.KQ, 277810.KQ, 440110.KQ, 010170.KQ, CMTX, 298380.KQ, 005380.KS, 011070.KS, 005490.KS, 006400.KS.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
MU,
NVDA,
000660.KS,
005930.KS,
042700.KS,
009150.KS,
267260.KS,
010120.KS,
298040.KS,
108490.KQ,
277810.KQ,
440110.KQ,
010170.KQ,
CMTX,
298380.KQ,
005380.KS,
011070.KS,
005490.KS,
006400.KS
