Iran Ceasefire Agreement Reached.. Samsung Electronics & SK Hynix 'Will Rise This Much' / Why Substrate Stocks Are Soaring, 1 Construction Stock to Watch | CEO Lee Kwon-hee

Iran Ceasefire Agreement Reached.. Samsung Electronics·SK Hynix "Will Rise This Much" / Why Substrate Stocks Are Soaring, 1 Construction Stock to Watch | Lee Gwon-hee CEO

Watch on YouTube ↗ | June 15, 2026 at 03:00 | 23:01 | 815 Money Talk (815머니톡)

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee reviews the market impact of the Iran ceasefire and presents trading ideas across Korean semiconductors, substrates, infrastructure, shipbuilding, and power equipment. He highlights undervalued chip giants, an FCBGA substrate shortage, European rebuilding plays, and a US solar-driven transformer rebound.

Iran ceasefire boosts risk sentiment short-term, with oil easing and exchange rates stabilizing.
Foreign and institutional investors rush into Korean semiconductor, robotics, and digital stocks.
Samsung Electronics and SK hynix trade at only 6x P/E, with a re-rating to 10x argued by multiple analysts.
FCBGA (main board) substrate shortage creates strong earnings momentum for LG Innotek and Samsung Electro-Mechanics.
European and Middle Eastern infrastructure rebuilding benefits Samsung E&A, HD Construction Equipment, and GS E&C.
US solar generation surge drives demand for Korean transformer stocks like Sanil Electric, LS Electric, and Hyosung Heavy Industries.
Shipbuilding engines lead the recovery, with Hanwha Engine winning the KDDX destroyer deal and Samsung Heavy Industries expected to normalize.
Secondary battery stocks bounce from deeply oversold levels, with Samsung SDI as the key leader to watch.

Ideas

Lee Kwon-hee CEO, Economist 9:04

FCBGA shortage lifts LG Innotek, Samsung Electro-Mechanics.

AI server FCBGA substrates are in a severe shortage. LG Innotek and Samsung Electro-Mechanics are key suppliers, with long-term supply contracts from major US customers moving into high-value AI boards (CAM2, GDDR7, server FCBGA). A 2Q earnings surprise is expected, providing a mid- to long-term earnings growth axis.

Lee Kwon-hee CEO, Economist 11:01

Battery stocks bounce from oversold levels.

Secondary battery stocks have fallen heavily and are now staging a relief rally. The ceasefire removes an overhang. LG Energy Solution is NH Securities' top pick. Samsung SDI is the key leader; it must clear the 600,000 won level first, then the whole sector will follow.

Lee Kwon-hee CEO, Economist 12:03

Korean chip giants undervalued at 6x P/E.

Samsung Electronics and SK hynix are trading at an undemanding 6x P/E. Analysts and the speaker argue the era of PBR valuation is over and a 10x P/E re-rating is coming, implying ~80% upside. Even after recent gains, they have barely moved relative to the global AI semiconductor rally, so still cheap.

Lee Kwon-hee CEO, Economist 13:13

Infrastructure rebuild lifts construction, machinery.

European roads and railways are too weak to support military loads, triggering massive infrastructure rebuilding. Africa and Middle East construction equipment demand is also strong. Samsung E&A is the direct beneficiary, HD Construction Equipment is one to watch, and GS E&C is turning up from the bottom. The Iran ceasefire crystallizes this theme.

Lee Kwon-hee CEO, Economist 15:16

SK Square proxy rally on SK hynix.

When SK hynix becomes fully valued or crowded, investors rotate into its holding company SK Square as a proxy. SK Square broke to an all-time high on Friday and continues higher. On a P/E basis it is still cheaper than SK hynix, providing a relative-value trade within the group.

Lee Kwon-hee CEO, Economist 15:47

Naver seeing steady institutional accumulation.

Naver is seeing steady accumulation by both foreign and institutional investors. The speaker prefers this kind of calm, grinding uptrend over sharp spikes, implying it is a reliable long holding with continued buying support.

Lee Kwon-hee CEO, Economist 16:08

SpaceX relationship boosts Hanmi Semiconductor.

Hanmi Semiconductor has a close, special relationship with Space X. It completed a KRW 50 billion investment in Space X at $135/share and is already recognized as part of the SpaceX family, which may lead to meaningful future contracts in Tesla or other ventures. The relationship is more important than the immediate financial return.

Lee Kwon-hee CEO, Economist 18:21

Doosan Enerbility heading to 110,000 won.

Doosan Enerbility has lagged other nuclear power plays but is now catching up. The speaker predicts it will first move to 110,000 won and, once that level is secured, rally further. Technical and thematic setup suggest upside from here.

Lee Kwon-hee CEO, Economist 20:55

US solar surge lifts Korean transformer makers.

New US power generation is 90% solar, driving massive transformer demand. Korean electrical equipment makers Sanil Electric, LS Electric and Hyosung Heavy Industries have corrected deeply and are now rebounding. Rather than chasing US solar names, the trade is to buy these beaten-down domestic transformer stocks.

Lee Kwon-hee CEO, Economist 21:09

Buy Hanwha Engine, shipbuilding engines lead.

Shipbuilding is recovering and engine stocks are leading. Hanwha Engine is the top pick after securing the KDDX next-generation destroyer export deal, a meaningful win originally expected to go to Hyundai. Samsung Heavy Industries sold off unjustly despite FLNG sales; it will normalize toward 30,000 won. Hyundai Heavy and Hanwha Ocean also rising.

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This 815 Money Talk (815머니톡) video, published June 15, 2026, features Lee Kwon-hee discussing 011070.KS, 009150.KS, 373220.KS, 006400.KS, 005930.KS, 000660.KS, 005935.KS, 006360.KS, 028260.KS, 267270.KS, 402340.KS, 035420.KS, 042700.KS, 034020.KS, 010120.KS, 062040.KS, 298040.KS, 082740.KQ, 010140.KS, 329180.KS, 042660.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 011070.KS, 009150.KS, 373220.KS, 006400.KS, 005930.KS, 000660.KS, 005935.KS, 006360.KS, 028260.KS, 267270.KS, 402340.KS, 035420.KS, 042700.KS, 034020.KS, 010120.KS, 062040.KS, 298040.KS, 082740.KQ, 010140.KS, 329180.KS, 042660.KS