Ideas
Korean defense stocks keep pushing higher
Defense names are showing strong momentum, with LIG Nex1 up about 4% and other defense/aerospace stocks pushing higher. He says defense has no choice but to go up, though the comment is brief and mainly flow-driven.
Hyundai Motor rebounds after tariff fear
Hyundai Motor rebounded about 3% and returned to the 500,000 KRW level after tariff/TACO-related fears eased. He had advocated buying the previous day and says the rebound validates that view, with related Hyundai group auto parts also recovering.
Korean equities stay in strong bull market
The Korean market is in its best mood in nearly 20 years, with KOSPI and KOSDAQ at all-time highs but without the euphoric top-like behavior seen in past cycles. Policy trust has improved, liquidity is abundant through ETF inflows and profit-taking rotation from Samsung Electronics and SK hynix, the won is strengthening, and bad news is being bought. He sees no clear red light globally and expects the market to continue grinding higher, dismissing yen carry-trade unwind fears.
Techwing rebound expected on SK hynix plant
Techwing has fallen sharply on concerns that SK hynix has not placed orders, but it is a back-end process equipment company that could benefit from SK hynix's new Cheongju packaging plant. He expects expectations around that plant to drive a rebound.
Chip equipment benefits from expansion guidance
He expects Samsung Electronics and SK hynix expansion comments after earnings guidance to benefit the Korean semiconductor equipment/materials segment, especially equipment names. The theme is already being bought ahead of the guidance, with Hanmi Semiconductor up about 4% and TES up 10%.
Hold memory leaders through earnings
Semiconductor stocks surged into the Samsung Electronics and SK hynix earnings on high expectations. He says guidance and expansion plans are the key catalyst; target prices and estimates keep rising, memory supply remains constrained, and DRAM prices are being marked up. Although expectations are high enough to create sell-on-news risk, he advises holding through the event and ignoring short-term noise because pullbacks are likely to be bought.
Nvidia SSD adoption lifts NAND demand
Micron is expanding NAND capacity because Nvidia is adopting SSD storage in its Rubin/Vera Rubin AI platforms, creating a separate high-capacity storage category and increasing SSD demand. Sandisk is already hot, and Korean NAND inspection equipment names such as Neo Sem are surging on this expectation.
LG Energy Solution recovery plus robot battery
LG Energy Solution is leading the market with a 7.5% jump. It benefits from a report that humanoid robots require ternary batteries, plus earnings that suggest Q4 was the bottom and a recovery from Q1. ESS sales are increasing and GM-related auto demand is holding up, adding growth drivers beyond EVs.
Robot ternary battery demand boosts Korean suppliers
Humanoid robots need high-output ternary batteries similar to those used in power tools, and Korean makers have a technology edge over China. The market is reflecting this expectation, which supports Korean battery suppliers exposed to robot applications.
EcoPro benefits from robot ternary batteries
EcoPro historically supplied high-density NCA/NCM ternary batteries used in power tools, and that same high-output battery technology is now relevant for humanoid robots. Its past position in this supply chain makes it a key beneficiary as robot battery demand grows.
Samsung SDI edge in robot batteries
Samsung SDI started with small phone and laptop batteries and is strong in small, tight, high-capacity cells, making it a likely collaborator with Atlas-type humanoid robots. China's large robot market could be a major opportunity if Samsung SDI supplies it, and the market is reflecting that expectation.
This 815 Money Talk (815머니톡) video, published January 28, 2026,
features Lee Kwon-hee
discussing Korean defense sector, 079550.KS, 005380.KS, ^KS11, ^KQ11, 089030.KQ, Korean semiconductor equipment/materials, 005930.KS, 000660.KS, MU, SNDK, 252990.KQ, 373220.KS, Humanoid robot ternary battery suppliers, 086520.KQ, 006400.KS.
11 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
Korean defense sector,
079550.KS,
005380.KS,
^KS11,
^KQ11,
089030.KQ,
Korean semiconductor equipment/materials,
005930.KS,
000660.KS,
MU,
SNDK,
252990.KQ,
373220.KS,
Humanoid robot ternary battery suppliers,
086520.KQ,
006400.KS
