Samsung, Hyundai Motor, LG Conglomerates' Robot War Intensifies.. The 'Real' Robot Stock Sweeping Up Money Is 'Here' / Can the National Growth Fund and KOSDAQ Also Reach New Highs?

Samsung, Hyundai Motor, LG Conglomerates' Robot War Intensifies.. The 'Real' Robot Stock Sweeping Up Money Is 'Here' / Can the National Growth Fund and KOSDAQ Also Reach New Highs? | CEO Kim Min-soo
Watch on YouTube ↗  |  May 27, 2026 at 08:30  |  23:56  |  815 Money Talk (815머니톡)
Speakers
Kim Min-soo — CEO

Summary

CEO Kim Min-soo of Lemon Research discusses sector rotation into robots and ESS, recommending Hyundai Motor Group and LG Electronics for robot plays while favoring Samsung SDI over LG Energy Solution. He is bearish on KOSDAQ reaching new highs due to limited trickle-down from the National Growth Fund. He also highlights power equipment stocks like LS Electric, Hyosung Heavy, and Sanil Electric, and data center-related plays in Hanwha Group.

  • Foreign buying returns to KOSPI after 12-day selloff; MSCI decisions key.
  • Robot sector compressing to Hyundai Motor Group; Atlas robot deployment in 2026.
  • LG Electronics and Robostar seen as LG's robot plays.
  • ESS and power equipment stocks favored: LS Electric, Samsung SDI, Seojin System.
  • Hanwha Group's submarine and data center engine catalysts.
  • National Growth Fund's direct investment mostly in unlisted firms, limiting KOSDAQ upside.
  • KOSDAQ rally unlikely without strong EPS growth; focus on KOSPI leading sectors.
  • Hyosung Heavy Industries has long-term potential but near-term resistance; Sanil Electric benefits from North American orders.
Trade Ideas
Kim Min-soo CEO 3:38
Heavy Industries engine expansion drives upside.
HD Hyundai Heavy Industries' engine business is expanding for data center power and Canada submarine projects, while HD Hyundai Marine Solution's AS division is also growing, both benefiting from data center and defense demand.
329180.KS HD Hyundai Marine Solution HIGH
Kim Min-soo CEO 4:27
Hanwha group submarine and data center play.
Hanwha Ocean has been oversold and is rebounding with Canada submarine and data center engine catalysts, and Hanwha System and Hanwha Engine are linked as group plays.
042660.KS Hanwha System Hanwha Engine MED
Kim Min-soo CEO 5:45
Power equipment expansion with data center ESS.
LS Electric is being bought by foreigners due to its role in power equipment and ESS, expanding with data center demand and stock split.
010120.KS HIGH
Kim Min-soo CEO 6:25
Samsung SDI leads ESS over LG.
Samsung SDI is more favored than LG Energy Solution in ESS because it is better prepared and expected to benefit from North American data center ESS demand.
006400.KS MED
Kim Min-soo CEO 6:51
Aluminum inventory gains boost ESS housing.
Seojin System benefits from aluminum price rise and inventory advantage in ESS housing, along with semiconductor equipment connections.
Seojin System HIGH
Kim Min-soo CEO 10:19
Power equipment with near-term resistance.
Hyosung Heavy Industries is positioned for long-term power equipment expansion but currently faces short-term resistance and valuation concerns; still a watch for North American orders.
298040.KS MED
Kim Min-soo CEO 10:47
North American orders drive growth.
Sanil Electric is receiving North American orders for power equipment and could expand valuation if orders continue.
062040.KS MED
Kim Min-soo CEO 13:12
Hyundai robot deployment lifts group stocks.
Hyundai Motor Group's Atlas robot will be mass-produced from 2028 and deployed in H2 2026, reducing labor costs and boosting group value. Hyundai Mobis will supply actuators, and Hyundai AutoEver provides software. Focus on these large-cap plays rather than small-cap robot stocks.
005380.KS 307950.KS Hyundai Mobis HIGH
Kim Min-soo CEO 16:28
LG Electronics benefits from data center and robot.
LG Electronics is rising on expectations from data center air conditioning and robot business, becoming a major axis in LG's robot push.
066570.KS MED
Kim Min-soo CEO 17:23
LG affiliate robot stock potential.
Robotis is an LG-affiliated robot stock that could benefit as the LG group's robot play, though it's not yet performing well.
108490.KQ LOW
Kim Min-soo CEO 18:48
KOSDAQ rally limited by fund structure.
The National Growth Fund's direct investment mainly goes to unlisted companies via IPO, so the trickle-down effect to KOSDAQ is limited. KOSDAQ is unlikely to reach new highs without strong EPS growth, so avoid bullish expectations.
KOSDAQ HIGH
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815 Money Talk (815머니톡) · May 27

This 815 Money Talk (815머니톡) video, published May 27, 2026, features Kim Min-soo discussing 329180.KS, HD Hyundai Marine Solution, 042660.KS, Hanwha System, Hanwha Engine, 010120.KS, 006400.KS, Seojin System, 298040.KS, 062040.KS, 005380.KS, 307950.KS, Hyundai Mobis, 066570.KS, 108490.KQ, KOSDAQ. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Min-soo  · Tickers: 329180.KS, HD Hyundai Marine Solution, 042660.KS, Hanwha System, Hanwha Engine, 010120.KS, 006400.KS, Seojin System, 298040.KS, 062040.KS, 005380.KS, 307950.KS, Hyundai Mobis, 066570.KS, 108490.KQ, KOSDAQ