Ideas
SK Innovation turnaround on refining and battery.
SK Innovation's refining and battery businesses are improving, and its debt concerns are easing through subsidiary sales. The chart has broken above the 120-week moving average and looks like a three-year monthly turnaround; heavy stocks like this can move 20-30% quickly once they start.
Rotem has multiple tank export catalysts.
Hyundai Rotem is attempting a breakout with multiple tank catalysts: possible Iraq orders, K2 upgrades, K3 development, and high chances of Korean tank sales in the Middle East and Latin America. Drone defense and combat-proven Korean armor support the export momentum.
K-defense sector benefits from global rearmament.
The global security environment is forcing countries to rearm independently as US commitment wanes, and Korean weapons have proven combat effectiveness and brand power. The Korean defense industry has become the TSMC of defense, able to command better prices and handle order queues.
LIG Nex1 leads shipborne missile defense.
Missile defense is becoming increasingly important, and LIG Nex1's Cheongung system is being upgraded and equipped with unique vertical launch capability for ships, a technology few others have. This gives it a strong edge in the growing air-defense market.
PharmaResearch tests 60-day moving average breakout.
PharmaResearch is trying to settle above its 60-day moving average and is showing renewed strength around KRW 330,000. The technical setup is worth monitoring for a potential breakout.
NAVER gains on new AI service momentum.
NAVER abandoned Clova X and launched a new AI service, which could improve sentiment. The stock has risen for three consecutive sessions, and if it reaches KRW 250,000, the speaker suggests it can gain further support.
Jusung earnings miss may give back gains.
Jusung Engineering reported a Q1 operating loss of KRW 7 billion, missing expectations after the stock nearly doubled in a month on solar-related hopes. Numbers are dangerous in earnings season, and the stock may give back some of the solar-driven gains while the market watches Q2.
Oil refiners gain from prices and compensation.
Higher oil prices are lifting Korean refiners, and government price controls may later lead to compensation or a lump-sum payment to refiners, adding a potential catalyst. S-Oil, GS Holdings, and HD Hyundai are named beneficiaries.
Samsung strike selloff is a buying opportunity.
The labor strike should not disrupt Samsung's fabs because equipment engineers remain on standby and union workers handle non-core tasks, while production is highly automated. Any share-price weakness from strike headlines is a buying opportunity, and investors should accumulate gradually.
KOSPI futures likely recover from opening drop.
Foreign futures flows are not especially negative, the market opened down about 0.8% but is recovering from the open, and U.S. night futures support a reduced loss or even a move into positive territory.
Buy favored semiconductor equipment on indiscriminate selloff.
Semiconductor equipment stocks were sold indiscriminately because of Jusung Engineering's earnings miss and ETF rebalancing. This creates a chance to buy favored semiconductor equipment names that had been too expensive to buy during the pullback.
Korean entertainment sector is recovering.
Entertainment stocks are broadly improving, with SM and HYBE continuing to strengthen and previously neglected names recovering. The speaker sees the sector as attractive.
Game stocks attract supply on earnings turn.
NCSoft is showing a turn and Krafton is rising, with money flowing into game stocks because they are profitable. The speaker sees supply concentrating in the group.
Game stocks attract supply on earnings turn.
Cosmetics earnings talk is positive, products appear to be selling well, and Myeongdong is full of foreign tourists. AmorePacific is up and the sector has a supportive demand backdrop.
Oil may stay high then inflect lower.
Oil prices are likely to stay elevated for a while but may be nearing an inflection point and could fall over the next month or roughly three months, so traders should be cautious.
HFR offers pullback entry above 20-day.
HFR opened up about 10% after a report, but chasing the open is risky. If it fails to extend and falls below plus-10% while holding above its 20-day moving average, a close entry looks attractive because the chart recovered after a correction.
Samsung SDI strengthens on foreign buying.
Samsung SDI is the strongest name in the battery sector, and foreign buying is expected to make it stronger.
This 815 Money Talk (815머니톡) video, published April 29, 2026,
features Lee Kwon-hee
discussing 096770.KS, 064350.KS, Korean defense sector, 079550.KS, 214450.KQ, 035420.KS, 036930.KQ, 010950.KS, 078930.KS, 267250.KS, 005930.KS, KOSPI 200 futures, 471990.KS, Korean Entertainment Sector, 041510.KQ, 352820.KS, 036570.KS, 259960.KS, KORU, 090430.KS, WTI, 230240.KQ, 006400.KS.
17 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
096770.KS,
064350.KS,
Korean defense sector,
079550.KS,
214450.KQ,
035420.KS,
036930.KQ,
010950.KS,
078930.KS,
267250.KS,
005930.KS,
KOSPI 200 futures,
471990.KS,
Korean Entertainment Sector,
041510.KQ,
352820.KS,
036570.KS,
259960.KS,
KORU,
090430.KS,
WTI,
230240.KQ,
006400.KS
