Ideas
Buy Hyundai Motor; healthy pause before re-rating.
Hyundai Motor's chart is in a healthy flag/pause after more than doubling in three weeks; a three-to-four-week consolidation is normal. Analysts are only starting to value it against Tesla, so the re-rating can continue. The speaker says not to doubt it and to buy more on weakness, and later notes the 50,000-unit Waymo order is not fully reflected because it can be viewed as a robot/autonomous platform sale.
Exit Hanwha Solutions into Musk-driven solar rally.
The solar rally is driven by Elon Musk's space data-center/perovskite idea, but Korean solar companies are not actually the beneficiaries and perovskite is not a proprietary technology. Hanwha Solutions has no earnings support and many investors are underwater; the speaker sees this foreign-investor-driven theme rally as an exit opportunity rather than a fundamental re-rating, and says to sell into strength.
Buy HD Hyundai Electric on power demand.
Power equipment is the comfortable way to play electricity and energy demand. HD Hyundai Electric looks relatively low, may break out of its box, and its weekly chart is forming a clean multi-step advance; the speaker favors it over the speculative solar theme.
Buy Doosan Enerbility on gas-turbine backlog.
Doosan Enerbility is at a breathing/pause point; the speaker thinks it can jump higher, with foreigners likely to lift it. Valuation may look expensive on some multiples, but backlog and gas-turbine expectations are strong, and LNG/natural gas power demand supports the story. Its weekly chart looks clean.
Trade Hyundai AutoEver on autonomous momentum.
Hyundai AutoEver is a momentum/short-term trading vehicle tied to autonomous driving and robot software. It jumped sharply, and the speaker says trading it can work even if it pulls back because it can recover. The market is not fully appreciating Hyundai Motor's 50,000-unit Waymo order, which supports the autonomous/robot theme.
Buy Samsung Electro-Mechanics; avoid LG Innotek.
The speaker prefers Samsung Electro-Mechanics over LG Innotek. Samsung Electro-Mechanics has a stronger and more stable uptrend, with improving glass substrate, FC-BGA, and MLCC businesses. LG Innotek may also benefit from glass substrates, FC-BGA, and cameras, but it is more volatile and has not communicated its story as well, so buy Samsung Electro-Mechanics on pullbacks rather than chase LG Innotek.
Buy Samsung Electro-Mechanics; avoid LG Innotek.
The speaker prefers Samsung Electro-Mechanics over LG Innotek. Samsung Electro-Mechanics has a stronger and more stable uptrend, with improving glass substrate, FC-BGA, and MLCC businesses. LG Innotek may also benefit from glass substrates, FC-BGA, and cameras, but it is more volatile and has not communicated its story as well, so buy Samsung Electro-Mechanics on pullbacks rather than chase LG Innotek.
Buy Naver on stablecoin consolidation thesis.
Stablecoin adoption is inevitable because the US needs stablecoins to absorb Treasuries and Korea/China will also need to issue. The speaker views the Bithumb incident and exchange regulatory concerns as positive for NAVER because they strengthen the logic of NAVER's link with Dunamu/Upbit and a winner-take-all exchange consolidation. He says to hold or aggressively buy NAVER on weakness.
Avoid Korean kiosk companies; QR replaces them.
China's QR-code payment and ordering ecosystem makes kiosks unnecessary. The speaker warns that Korean kiosk companies are likely to struggle and says not to buy them if they list.
Buy Hanwha Aerospace on defense pullback.
Hanwha Aerospace reported good earnings, and a pullback toward the early KRW 1,000,000 area is an opportunity. The speaker is positive on defense and expects the sector to remain strong.
Hold Samsung Electronics and SK hynix.
The speaker tells holders of Samsung Electronics and SK hynix not to be shaken out by pre-holiday volatility; they should either hold or buy more. This is a large-cap semiconductor holding stance through near-term noise.
Buy defense dips; Russia risk persists.
Defense remains a strong sector; ceasefire headlines may cause dips, but those dips should be bought because the end of the Russia-Ukraine war does not end the defense cycle and Russia may become more aggressive afterward. Hyundai Rotem is another defense name pulling back.
Buy KOSDAQ ETF for broad recovery.
KOSDAQ is weak now, but if funds return it can move again, especially in top market-cap names. If picking individual stocks is uncomfortable, buying a KOSDAQ ETF is the easier way to participate in a potential recovery.
This 815 Money Talk (815머니톡) video, published February 10, 2026,
features Lee Kwon-hee
discussing 005380.KS, 009830.KS, 267260.KS, 034020.KS, 307950.KS, 009150.KS, 011070.KS, 035420.KS, Korean kiosk companies, 012450.KS, 005930.KS, 000660.KS, Korean defense sector, 064350.KS, KOSDAQ.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
005380.KS,
009830.KS,
267260.KS,
034020.KS,
307950.KS,
009150.KS,
011070.KS,
035420.KS,
Korean kiosk companies,
012450.KS,
005930.KS,
000660.KS,
Korean defense sector,
064350.KS,
KOSDAQ
