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Q2 Earnings Season, The Leading Sector to Watch Now is 'Here' / The Real Reason NVIDIA Picked Naver | Team Leader Oh Hyeonjin

Q2 Earnings Season, The Leading Sector to Watch Now is 'Here' / The Real Reason NVIDIA Picked Naver | Oh Hyeonjin Team Leader
Watch on YouTube ↗  |  June 24, 2026 at 05:30  |  20:07  |  815 Money Talk (815머니톡)
Speakers
Oh Hyun-jin — Team Lead

Summary

Oh Hyeon-jin analyzes retail fund flows, foreign ownership, and FOMC hawkishness, then identifies Q2 earnings season leaders: construction, securities, and KOSDAQ pharma. She presents Naver as a sovereign AI NVIDIA partner play, and tips LG Electronics, Korean Air/Asiana on merger synergy.

  • Korean retail investor funds remain abundant, supporting gradual buying strategies.
  • Foreign investors are accumulating KOSDAQ stocks with earnings merit, with no time pressure.
  • FOMC members remain hawkish, keeping rate-hike risk alive but corporate bond absorption is strong.
  • Q2 earnings estimate revisions are strongest in energy/chemicals, but construction and securities are highlighted as sectors to watch.
  • Naver is viewed as undervalued with sovereign AI partner potential for NVIDIA and a dormant stablecoin catalyst.
  • LG Electronics is flagged as a Q2 earnings play, also benefiting from LG Group's AI model X41.
  • Korean Air and Asiana Airlines offer merger synergy and arbitrage opportunities for patient investors.
  • KOSDAQ pharmaceutical stocks have broken to new highs, driving the KOSDAQ recovery.
Ideas
Oh Hyun-jin Team Lead 10:44
Naver undervalued, sovereign AI catalyst
Naver is undervalued and oversold, with strong potential as a sovereign AI partner for NVIDIA in Korea, given its unique Korean-language data and portal dominance, while the dormant stablecoin catalyst could also return. The stock's price has fallen to a level disconnected from its intrinsic value, and a meeting with NVIDIA could provide sentiment-driven upside.
035420.KS HIGH
Oh Hyun-jin Team Lead 14:30
Construction stocks rising earnings revisions
Korean construction stocks are seeing upward earnings revisions for Q2, with their estimate change rates surpassing the KOSPI average, making them a sector to watch for earnings-driven gains.
Korean construction sector MED
Oh Hyun-jin Team Lead 14:36
LG Electronics Q2 earnings play
LG Electronics is expected to report strong Q2 earnings, driven by IT hardware and consumer electronics demand, making it an attractive earnings play. Additionally, LG Group's X41 Korean-language AI model could position it as a sovereign AI partner with NVIDIA.
066570.KS MED
Oh Hyun-jin Team Lead 14:42
Securities stocks strong Q2 earnings
Securities stocks are expected to report strong Q2 results, with significant upward earnings revisions, positioning the sector favorably into the earnings season.
Korean Securities Sector MED
Oh Hyun-jin Team Lead 15:35
Korean Air merger synergy and recovery
Korean Air is set to benefit from merger synergies with Asiana Airlines (annual 3 trillion won synergy), fleet and schedule optimization, and eventual fuel cost tailwinds when the won stabilizes. The stock is trending higher with higher lows, suited for patient investors.
003490.KS MED
Oh Hyun-jin Team Lead 17:43
Asiana Airlines merger arbitrage opportunity
If Korean Air rallies ahead of Asiana Airlines, buying Asiana becomes an attractive arbitrage play because the merger ratio is fixed, so any discrepancy will narrow. Asiana's weak financials will be alleviated by the merger.
020560.KS MED
Oh Hyun-jin Team Lead 18:00
KOSDAQ pharma breakout leads market
KOSDAQ pharmaceutical stocks have broken out to new highs and are leading the KOSDAQ market rally. If the sector remains strong, the KOSDAQ index will continue to recover, offering a bullish sector play.
KQ11 MED
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815 Money Talk (815머니톡) · Jun 24

This 815 Money Talk (815머니톡) video, published June 24, 2026, features Oh Hyun-jin discussing 035420.KS, Korean construction sector, 066570.KS, Korean Securities Sector, 003490.KS, 020560.KS, KQ11. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Oh Hyun-jin  · Tickers: 035420.KS, Korean construction sector, 066570.KS, Korean Securities Sector, 003490.KS, 020560.KS, KQ11