Ideas
SK Telecom leads AI data center theme.
SK Telecom is at the forefront of the AI data center theme, having established a dedicated subsidiary and partnered with Nvidia for a 2GW data center, making it a prime beneficiary of the massive infrastructure buildout.
Nvidia investment eases Naver's data center capex.
Naver is receiving a $10 billion investment from Nvidia and Brookfield, which significantly eases the massive capex burden for its planned 10GW AI data centers. The stock is attractive in the low 200,000 won range with a target of 300,000 won.
SK Eternix is too extended for entry.
SK Eternix has surged too much as a pure-play renewable energy supplier for AI data centers, making its current valuation burdensome for new entries, though existing holders can maintain their positions.
AI data centers drive power infrastructure demand.
The construction of AI data centers requires massive power infrastructure and renewable energy, directly benefiting construction and cable companies like Samsung E&A, SK Ocean Plant, Daewon Cable, and LS Electric.
AI data centers drive power infrastructure demand.
US tariff changes against Mexico could pose a long-term risk for Korean power equipment makers like Hyosung Heavy Industries, HD Hyundai Electric, and LS Electric, as their main competitors are Mexican factories, though the current impact is limited.
Buy large-cap IT over small crypto stocks.
Instead of investing in small crypto or stablecoin stocks, it is better to buy large-cap IT service and data center plays like Samsung SDS, LG CNS, or Naver, which also benefits from its Dunamu stake momentum.
Take profits on defense and oil stocks.
Defense and oil/refinery stocks have been strong due to geopolitical risks, but with oil prices dropping and Trump signaling a de-escalation, these sectors are ripe for profit-taking.
Apple's strong FCF protects from capex concerns.
Apple is outperforming other big tech companies because it operates with a tight capex budget and strong free cash flow, making it less vulnerable to the current market concerns over massive AI infrastructure spending.
Market is rotating into US Financials, Pharma.
US Financials and Big Pharma are showing strong earnings and solid stock performance as the market rotates away from tech into defensive and value sectors.
Apple component suppliers face severe margin pressure.
Apple is pressuring its component suppliers to cut prices to offset the high cost of memory chips, meaning iPhone parts and foldable supply chain companies will likely face severe margin pressure and lower earnings expectations.
Custom AI chips boost test socket demand.
As AI chip architectures become more customized (ASIC) by companies like Broadcom, the testing process becomes more complex and time-consuming, benefiting post-process test socket companies like LEENO Industrial, which trades at an attractive PER below 40.
Custom AI chips boost test socket demand.
As AI chip architectures become more customized (ASIC) by companies like Broadcom, the testing process becomes more complex and time-consuming, benefiting post-process test socket companies like LEENO Industrial, which trades at an attractive PER below 40.
Monitor tariff risks for Korean power equipment.
US tariff changes against Mexico could pose a long-term risk for Korean power equipment makers like Hyosung Heavy Industries, HD Hyundai Electric, and LS Electric, as their main competitors are Mexican factories, though the current impact is limited.
Memory shortage is real, buy Samsung, Hynix.
The market's concern over big tech's free cash flow and memory peak-out is overblown; the AI memory shortage is real, and Samsung Electronics and SK Hynix will continue to benefit from massive AI data center investments.
Samsung Heavy benefits from floating data centers.
Samsung Heavy Industries is the cheapest among shipbuilders and has strong growth expectations from FLNG projects and potential floating data centers designed to bypass land-based power constraints.
DI offers comfortable entry amid earnings growth.
DI is in an unquestionable earnings growth phase due to the mass production of its inspection equipment, making it a comfortable buy at current levels.
Rising MLCC prices benefit Samsung Electro-Mechanics.
Samsung Electro-Mechanics is benefiting from rising MLCC prices, and major Taiwanese peers in the value chain are receiving target price upgrades, signaling a positive sector trend.
ALTEOGEN and PharmaResearch show strong market resilience.
ALTEOGEN defended its stock price very well during the market plunge, and PharmaResearch is recovering its supply and demand, making both attractive biotech picks.
Extreme retail fear signals a KOSDAQ bottom.
The extreme fear and capitulation by retail investors signal a market bottom, and the broad-based rebound in KOSDAQ sectors like biotech, robotics, and secondary batteries indicates a trend reversal.
Foreigners buy undervalued Woori and Korean Air.
Foreign investors are buying undervalued, out-of-favor sectors like Woori Financial Group and Korean Air during this volatile market, indicating a preference for value and earnings stability.
This 815 Money Talk (815머니톡) video, published July 27, 2026,
features Lee Ju-hyeon, Kim Hyeong-cheol, Kim Tae-seong, Lee Kwon-hee, Park Hyun-sang
discussing 017670.KS, 035420.KS, 475150.KS, 100090.KS, 028260.KS, 006340.KS, 010120.KS, 018260.KS, ITA, Oil/Refinery, AAPL, XLF, US Pharmaceuticals, Apple supply chain, 058470.KQ, 095340.KQ, 298040.KS, 267260.KS, 005930.KS, 000660.KS, 010140.KS, 003160.KS, 009150.KS, 196170.KQ, 214450.KQ, KOSDAQ, 003490.KS, 316140.KS.
20 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Ju-hyeon,
Kim Hyeong-cheol,
Kim Tae-seong,
Lee Kwon-hee,
Park Hyun-sang
· Tickers:
017670.KS,
035420.KS,
475150.KS,
100090.KS,
028260.KS,
006340.KS,
010120.KS,
018260.KS,
ITA,
Oil/Refinery,
AAPL,
XLF,
US Pharmaceuticals,
Apple supply chain,
058470.KQ,
095340.KQ,
298040.KS,
267260.KS,
005930.KS,
000660.KS,
010140.KS,
003160.KS,
009150.KS,
196170.KQ,
214450.KQ,
KOSDAQ,
003490.KS,
316140.KS
