Doubt is Over... Samsung Electronics' Structural Growth Has Begun / The Reason Samsung Electro-Mechanics Is Soaring Is 'This' | CEO Lee Gwon-hee

Watch on YouTube ↗  |  May 21, 2026 at 04:30  |  19:21  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Gwon-hee discusses structural growth in semiconductors driven by massive capex, recommends buying Samsung Electronics, substrate stocks, and Samsung Electro-Mechanics, and warns against Korean robot stocks due to weak fundamentals and foreign selling.

  • Semiconductor stocks are entering structural growth supported by capex guidance exceeding 350 trillion won.
  • Samsung Electronics is undervalued relative to SK Hynix and poised for valuation expansion.
  • Substrate stocks (Simtech, Korea Circuit, LG Innotek) benefit from Vera Rubin CPU upgrade driving LPDDR and socket demand.
  • Samsung Electro-Mechanics' silicon capacitor contract provides a new earnings catalyst with high margins.
  • Korean robot stocks (Rainbow Robotics, Robotis, JSEngineering) should be avoided due to foreign selling and fundamental weakness.
  • CPU stocks (ARM, AMD, Qualcomm) have rallied on Vera Rubin expectations but no explicit buy call is given.
Trade Ideas
Lee Kwon-hee CEO, Economist 3:55
Semiconductor stocks in structural growth phase
Semiconductor stocks are in a structural growth phase, not cyclical, supported by exploding capex guidance from Samsung Electronics and SK Hynix, which has risen from 200 trillion won to 350-400 trillion won. This implies sustainable high earnings and PER expansion to at least 10x.
Korean semiconductor stocks HIGH
Lee Kwon-hee CEO, Economist 6:57
Substrate stocks benefit from Vera Rubin
Substrate stocks benefit directly from the Vera Rubin CPU upgrade which triples LPDDR memory demand and increases socket demand. Buy substrate stocks including Simtech, Korea Circuit, and LG Innotek.
LG Innotek Simtech 024110 HIGH
Lee Kwon-hee CEO, Economist 7:57
Buy Samsung Electronics, cheap vs peers
Samsung Electronics is undervalued compared to SK Hynix and will see valuation expansion as structural growth materializes. The stock is the cheapest among major tech names and should be bought on weakness.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 9:59
Avoid Korean robot stocks, weak fundamentals
Korean robot stocks such as Rainbow Robotics, Robotis, and JSEngineering should be avoided because foreigners have heavily sold them, stocks have already risen significantly, and fundamentals are weak (Q1 losses). The rally appears driven by hype rather than earnings.
108490.KQ 277810.KQ JSEngineering HIGH
Lee Kwon-hee CEO, Economist 12:44
Samsung Electro-Mechanics silicon capacitor catalyst
Samsung Electro-Mechanics is surging due to a silicon capacitor supply contract worth 1.5-1.6 trillion won with at least 20% operating margin, adding around 300 billion won in annual profit. Guidance will increase, and despite a high forward P/E of 54x, earnings growth will compress multiple. Analysts target 150,000 won, and 120,000-130,000 won is a safe zone.
009150.KS HIGH
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This 815 Money Talk (815머니톡) video, published May 21, 2026, features Lee Kwon-hee discussing Korean semiconductor stocks, LG Innotek, Simtech, 024110, 005930.KS, 108490.KQ, 277810.KQ, JSEngineering, 009150.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: Korean semiconductor stocks, LG Innotek, Simtech, 024110, 005930.KS, 108490.KQ, 277810.KQ, JSEngineering, 009150.KS