Name: Foreigners' Storm Selling… In the Worst Case, It Could Fall 'This Far' / 'This Stock' to Buy in a Plunging Market | CEO Lee Gwon-hui
Uploaded: 2026-05-19T08:30:16+00:00
Duration: 1402 s

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee shares specific buy recommendations for the plunging market, focusing on industrial, semiconductor, defense, and engine stocks while monitoring foreign selling pressure.

Foreign selling pressure is shaking the market but expected to be temporary.
L&F is recommended for a trading rebound due to cathode production catalyst.
HD Hyundai Construction Equipment is attractive due to overseas infrastructure demand.
Samsung Electronics and SK Hynix are core holdings to accumulate on dips.
Hyundai Motor is a short-term trade after sharp drop.
Defense stocks are strong based on Goldman Sachs report; buy on corrections.
KMW is the best KOSDAQ stock currently.
Engine stocks benefit from IMO regulations; fallen stocks offer entry.
LG Innotek is the cheapest substrate stock with FCBGA demand.

Trade Ideas

Lee Kwon-hee CEO, Economist 0:12

L&F rebound trade with cathode catalyst.

L&F has fallen significantly and is near a rebound zone. Its subsidiary LNF Plus is starting mass production of cathode materials in China in Q3, providing a catalyst for a trading bounce.

Lee Kwon-hee CEO, Economist 1:03

HD Construction Equipment buy on overseas demand.

HD Hyundai Construction Equipment is benefiting from strong demand in Africa and Europe for infrastructure rebuilding and mining development, driven by surging copper prices. The stock has corrected and offers a good entry.

Lee Kwon-hee CEO, Economist 6:11

Buy Samsung Electronics on 2% dips.

Samsung Electronics is a core holding. Use pullbacks of around 2% to accumulate. The stock remains a key market leader.

Lee Kwon-hee CEO, Economist 7:17

Hyundai Motor short-term trade on dip.

Hyundai Motor dropped sharply and is attractive for a short-term bounce trade. The speaker also holds a long-term position from lower levels.

Lee Kwon-hee CEO, Economist 13:35

LG Innotek cheapest substrate stock, FCBGA demand.

LG Innotek is the cheapest among substrate stocks. FCBGA substrates are in high demand for AI data centers, and the stock is undervalued.

Lee Kwon-hee CEO, Economist 15:04

Engine stocks benefit from IMO regulations.

IMO environmental regulations will force massive replacement of ship engines (or newbuilds) over the next 20 years. Hanwha Engine, Hyundai Marine Engine, and STX Engine have fallen sharply and offer entry points.

Lee Kwon-hee CEO, Economist 18:10

Buy Korean defense stocks on strong report.

Korean defense sector is strong, supported by export data and a bullish Goldman Sachs report. Specific picks: Hanwha Aerospace, LIG Nex1, and Korea Aerospace Industries (KF-21 momentum).

Lee Kwon-hee CEO, Economist 20:00

KMW is the best KOSDAQ stock.

KMW is the strongest performer on KOSDAQ, up 12% and leading the market.

Lee Kwon-hee CEO, Economist 22:23

SK Hynix increased weight, core holding.

SK Hynix is a core portfolio holding and the speaker recently increased its weight. It should rise alongside Samsung Electronics.

This 815 Money Talk (815머니톡) video, published May 19, 2026, features Lee Kwon-hee discussing 066970.KS, 267270.KS, 005930.KS, 005380.KS, 011070.KS, 071970.KQ, 082740.KQ, 077970.KQ, 012450.KS, 079550.KQ, 047810.KS, 032500.KQ, 000660.KS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 066970.KS, 267270.KS, 005930.KS, 005380.KS, 011070.KS, 071970.KQ, 082740.KQ, 077970.KQ, 012450.KS, 079550.KQ, 047810.KS, 032500.KQ, 000660.KS

Foreigners' Storm Selling… In the Worst Case, It Could Fall 'This Far' / 'This Stock' to Buy in a Plunging Market | CEO Lee Gwon-hui

Summary

Trade Ideas

Up Next