Ideas
Tariff-driven chip dips are buying opportunities.
Trump and Lutnick's semiconductor tariff comments were aimed at supporting Micron's New York fab, not at undermining Korean memory makers. US production would raise memory costs by roughly 30%, and memory is a mass-production business, so Korean producers are less exposed; only about 10% of US purchases from Korea are direct. Any tariff-related selloff in Samsung Electronics or SK hynix should therefore be treated as a buying opportunity, especially with memory in shortage.
Nuclear revival supports Doosan Enerbility.
He was previously negative on Doosan Enerbility because of its Westinghouse relationship, but changed his view after studying the company and seeing it can survive even without Westinghouse orders. Trump-era pro-nuclear policy, a global nuclear revival, and electricity shortages have made nuclear and power supply a top priority, supporting a constructive view on Doosan Enerbility.
Doosan Robotics momentum is a trading buy.
Doosan Robotics is up sharply and is acting as a large-cap leader in the robot theme. When a large stock produces this kind of strong price move and volume, he argues traders should follow the momentum rather than fight it.
Don't buy HD Hyundai for robot IPO.
HD Hyundai owns shipbuilding, electric-equipment, oil-bank, and robotics assets, but investors should not buy it merely for the potential HD Hyundai Robotics listing. The listing is likely to be blocked or canceled because of strong double-listing concerns and forthcoming exchange guidelines; if the robotics IPO falls through, HD Hyundai could weaken. He still regards HD Hyundai as a good company, so this is an event-risk watch rather than a clean bearish call.
Sell LS if double-listing occurs.
He currently holds LS but would sell if LS S Solutions pursues a dual listing or similar structure. The proposed extra subscription rights for LS shareholders still require shareholders to put up cash, so the plan is not a favorable shareholder outcome; this is a governance-related avoid risk tied to LS.
POSCO DX can catch up in automation.
Hyundai Movex has already surged, but POSCO DX is larger by revenue and covers process, factory, and logistics automation. It has already adopted NVIDIA Cosmos for physical AI since last year, and a recent collaboration with a Japanese robot company triggered an upper-limit move. With POSCO Group backing, it can catch up to Hyundai Movex and he sees it potentially reaching around 60,000 KRW.
Be selective in Korean robotics stocks.
Robot stocks have already risen a lot, so investors should be selective rather than chase every name. He prefers complete large conglomerates or companies indispensable to them; current holders can stay with the trend and do not need to sell, but aggressive broad buying is risky and shorting the trend has been costly.
Samsung SDI is a momentum buy.
Samsung SDI is the current secondary-battery leader. Large volume signals on January 13 and again yesterday show a strong intention to push the stock higher, and the weekly chart has turned attractive; he sees a trading move toward 400,000 KRW. However, this is a trading call, not a sustained long-term trend, because valuation and earnings remain a burden and yesterday was the best entry.
KEPCO rises on export start.
Korea Electric Power is breaking out after a long ambiguous period and rose more than 5% intraday. He attributes the move to the company beginning to export, and advises investors to prepare for it and hold the stock.
Battery stocks are trading buys only.
Battery stocks are among the few remaining cheap areas in the Korean market, and money is rotating into laggards such as batteries. He has been saying since last week that secondary-battery shares should be bought, naming POSCO Future M, EcoPro BM, EcoPro, and LG Energy Solution as trading vehicles, but he stresses the view is a momentum trade rather than a sustained uptrend because earnings do not support valuations.
Defense stocks benefit from global tension.
He is positive on defense stocks because they tend to strengthen as the international situation worsens. Hanwha Aerospace is the leader and is moving again on missile-defense demand; Hanwha Systems has paused after leading earlier and should follow, while Korea Aerospace Industries is attractive on KF-21 commercialization.
Alteogen is a high-conviction biotech.
Alteogen is a large-cap biotech and a high-conviction stock. Some investors sold yesterday because they doubted the technology-export story, but he argues biotech investing requires self-conviction and confidence in the CEO and pipeline; for him Alteogen remains a stock of faith.
Hyundai Motor pullback is last chance.
Hyundai Motor is seeing short-term profit-taking after a sharp rally, which he views as a healthy consolidation. He raised his target to 600,000 KRW and says the current pullback should be the last buying opportunity for investors who do not already own the stock.
Hyundai AutoEver is a gradual buy.
Hyundai AutoEver has a new 700,000 KRW target price and is consolidating after a short-term surge. For investors without exposure, he says it is acceptable to accumulate the stock gradually on the current setup.
This 815 Money Talk (815머니톡) video, published January 20, 2026,
features Lee Kwon-hee
discussing 005930.KS, 000660.KS, 034020.KS, 454910.KS, 267250.KS, 006260.KS, 022100.KS, Korean robotics sector, 006400.KS, 015760.KS, 086520.KQ, 373220.KS, Korean secondary battery sector, 003670.KS, 247540.KQ, 012450.KS, 272210.KS, 047810.KS, 196170.KQ, 005380.KS, 307950.KS.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
005930.KS,
000660.KS,
034020.KS,
454910.KS,
267250.KS,
006260.KS,
022100.KS,
Korean robotics sector,
006400.KS,
015760.KS,
086520.KQ,
373220.KS,
Korean secondary battery sector,
003670.KS,
247540.KQ,
012450.KS,
272210.KS,
047810.KS,
196170.KQ,
005380.KS,
307950.KS
