Samsung-Led Robot Rally… Hyundai Motor's Most Important 'This Price' Right Now / Nuclear Power Stocks, Good News Isn't Working. | CEO Lee Gwon-hee

Samsung-led Robot Rally… Hyundai Motor's Most Important "This Price" Right Now / Nuclear Power Stocks, Good News Isn't Working. | CEO Lee Gwon-hee
Watch on YouTube ↗  |  July 22, 2026 at 05:30  |  16:38  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses Korean equity market action, led by a robot stock rally on Samsung's new robotics division, a technical rebound in Samsung Electro-Mechanics, and strong foreign and pension fund inflows. He also highlights catalysts to watch for nuclear power stocks, Hyundai Motor's robot business, and Kolon TissueGene's October clinical trial results.

  • Samsung's creation of an RX (Robotics Experience) division and executive assignment ignite a sharp rally in robot stocks, especially Rainbow Robotics.
  • Samsung Electro-Mechanics rebounds from deeply oversold levels, breaking key moving averages and targeting the 1.6 million won level.
  • Korean equities and KOSDAQ benefit from aggressive foreign buying and a new US long-only fund focusing on undervalued small-mid caps.
  • Hyundai Motor's robotics business may gain from Samsung's push but needs a near-term catalyst before moving meaningfully.
  • Korean nuclear power stocks, including Doosan Enerbility, remain stalled despite positive news flow until actual orders are announced.
  • Kolon TissueGene investors are advised to wait for the October Phase 3 trial results, as recent placebo-effect rumors caused confusion.
Ideas
Lee Kwon-hee CEO, Economist 3:04
Samsung robotics push fuels robot stock rally
Samsung's new RX (Robotics Experience) division and the assignment of a high-level executive signals a serious push into robotics, igniting a rally in Korean robot stocks led by Rainbow Robotics, which surged 20-30% alongside peers. The market treats this as a major positive catalyst for the sector.
277810.KQ HIGH
Lee Kwon-hee CEO, Economist 4:11
Hyundai robot potential needs catalyst before move
Samsung's robotics drive will inevitably create positive expectations for Hyundai Motor's robotics business. However, the stock needs a specific event or catalyst to trigger volatility; patience is required until then, keeping it on watch.
005380.KS LOW
Lee Kwon-hee CEO, Economist 5:30
Samsung Electro-Mechanics technical rebound to 1.6M won
Samsung Electro-Mechanics is rebounding strongly from deeply oversold levels (down over 42% from peak), breaking its 5-day and 20-day moving averages with three consecutive up days. The technical setup suggests a challenge toward 1.6 million won.
009150.KS MED
Lee Kwon-hee CEO, Economist 5:45
Nuclear stocks stall until orders materialize
Despite a string of good news (including strong moves in US nuclear names NuScale Power and Oklo) and a sharp bounce in Doosan Enerbility after a deep decline, Korean nuclear power stocks are not responding decisively. The market is waiting for actual order wins as the key catalyst before these stocks can improve meaningfully.
034020.KS MED
Lee Kwon-hee CEO, Economist 9:16
Foreign inflows and new fund lift KOSDAQ
Korean equities are seeing aggressive foreign and pension fund buying, with record weekly inflows into Korea via EWY and other vehicles. Additionally, a US asset manager known for short-selling is opening a long-only fund targeting undervalued Korean small/mid-caps, which could provide a strong catalyst for KOSDAQ.
KOSDAQ MED
Lee Kwon-hee CEO, Economist 14:10
Wait for October Kolon TissueGene trial result
Kolon TissueGene faces a rumor of a clinical trial failure due to a strong placebo effect, but the truly pivotal Phase 3 trial results will be released in October. Investors should wait for that October readout before making directional decisions.
950160.KQ MED
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This 815 Money Talk (815머니톡) video, published July 22, 2026, features Lee Kwon-hee discussing 277810.KQ, 005380.KS, 009150.KS, 034020.KS, KOSDAQ, 950160.KQ. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 277810.KQ, 005380.KS, 009150.KS, 034020.KS, KOSDAQ, 950160.KQ