Ideas
Hold Samsung Electronics and buy on dips.
Samsung Electronics' shareholder return announcement caused a short-term sell-off due to high expectations, but the remaining 70 trillion won return plan to be decided early next year provides strong downside support, making it a hold and a buy on further dips.
Buy gold and Bitcoin against currency debasement.
US Treasury buybacks and liquidity injections create a favorable environment for alternative assets like gold and Bitcoin, acting as a hedge against currency debasement.
SK Hynix has strong share buyback support.
Keep a balanced portfolio of Samsung Electronics and SK Hynix. If adding to the laggard, wait until Tuesday or Wednesday before Nvidia's earnings release to capitalize on potential market pauses.
Eli Lilly is breaking out on fundamentals.
Eli Lilly is breaking out of a cup-and-handle pattern, supported by high-priced weight-loss drugs, and is leading the strong US biotech sector which acts as a safe haven when tech rests.
Buy power, defense, and shipbuilding on dips.
Power equipment, defense, and shipbuilding sectors have strong order backlogs and earnings guidance but dropped due to supply and demand shifts towards semiconductors; they are good to accumulate on dips.
Monitor Nvidia's margins amid rising memory costs.
Nvidia is raising prices for upcoming chips by 15% due to high memory costs. The upcoming earnings report will be crucial to see if they can maintain their 75% gross margins despite these rising costs.
Robotics and autonomous driving momentum will continue.
Advancements shown at the World Robot Conference and Tesla's approval for 5,000 robotaxis in Nevada will continue to drive expectations and momentum for the robotics and autonomous driving sectors.
Buy Hyundai Motor on dips below 410,000.
Hyundai Motor is attractive ahead of its CEO Investor Day, which will focus on robotics. Accumulate the stock if it dips below 410,000 KRW, despite ongoing strike risks.
Buy TESS and Techwing for relative strength.
Among semiconductor front-end equipment stocks, TESS and Techwing are preferred because they fell less during the recent market drop, indicating less overhead supply and stronger resilience.
Buy TFE as a resilient test socket play.
TFE is a preferred semiconductor test socket play as it held up well during the recent sector-wide drop, benefiting from client diversification as AMD enters the AI chip market.
Buy cosmetics ODMs and packaging firm Pum-Tech.
Cosmetics ODM companies like Cosmax and HK Kolmar remain top picks due to strong exports, while packaging firm Pum-Tech Korea benefits from passing on rising raw material costs.
US restrictions benefit Korean robot actuator makers.
US restrictions on Chinese robot components will boost demand for Korean actuator makers like SPG, which supplies Rainbow Robotics, and Robotis, which is launching its own research humanoid.
Buy SK Telecom on data center momentum.
SK Telecom is breaking through resistance at 104,000 KRW, driven by its 15GW data center operations and expectations surrounding the upcoming Anthropic IPO.
NAVER will strengthen if it breaks 234,000.
NAVER has been a laggard in the cloud space but is poised for a strong upward move if it successfully breaks its resistance level at 234,000 KRW.
Samsung SDI is poised for a technical breakout.
Samsung SDI is seeing its moving averages converge and is benefiting from ESS expansion and a recent surprise earnings turnaround, setting up for a potential breakout.
Hanmi Pharm is rising on pipeline expectations.
Hanmi Pharm is challenging its 120-day moving average, supported by a strong pipeline and expectations for MASH (metabolic dysfunction-associated steatohepatitis) treatments.
Samsung Electro-Mechanics benefits from substrate shortage.
Samsung Electro-Mechanics is benefiting from a severe ABF substrate shortage, with a target to break 160,000 KRW and potentially reach 180,000 KRW.
Buy Simmtech for an oversold rebound trade.
Simmtech unfairly dropped 13% on Friday despite solid fundamentals, making it a prime candidate for a rebound trade among oversold semiconductor stocks.
This 815 Money Talk (815머니톡) video, published August 24, 2026,
features Ho In-jin, Kim Hyeong-cheol, Lee Ju-hyeon, Kim Tae-seong, Lee Kwon-hee, Park Hyun-sang
discussing 005930.KS, GLD, BTC, 000660.KS, LLY, Power equipment, ITA, Shipbuilding, NVDA, ROBO, TSLA, 005380.KS, 089030.KQ, 095610.KQ, 225490.KQ, 192820.KS, 251970.KQ, 161890.KS, 108490.KQ, 058610.KQ, 017670.KS, 035420.KS, 006400.KS, 128940.KS, 009150.KS, 222800.KQ.
18 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Ho In-jin,
Kim Hyeong-cheol,
Lee Ju-hyeon,
Kim Tae-seong,
Lee Kwon-hee,
Park Hyun-sang
· Tickers:
005930.KS,
GLD,
BTC,
000660.KS,
LLY,
Power equipment,
ITA,
Shipbuilding,
NVDA,
ROBO,
TSLA,
005380.KS,
089030.KQ,
095610.KQ,
225490.KQ,
192820.KS,
251970.KQ,
161890.KS,
108490.KQ,
058610.KQ,
017670.KS,
035420.KS,
006400.KS,
128940.KS,
009150.KS,
222800.KQ
