Ideas
AI semiconductor components remain bullish
Intel's earnings surprise and CPU recovery, along with AMD's rise, are driving Korean semiconductor supply-chain ideas. The speaker expects SOCAMM-related stocks to continue, semiconductor substrate stocks to move again after a pause, and LPDDR memory demand to follow CPU demand. DRAM itself was weak, but the related component chain remains a near-term long idea.
Power semiconductor demand drives DB HiTek, STI
The speaker says US analog and power semiconductor stocks have rallied, and the same strength is spreading to Korean analog and power semiconductor names. DB HiTek has continued to rise with the Korean analog group, and expectations are building for power semiconductors amid shortages. He also calls STI attractive and rising, disputing claims that investors are trapped at 36,000 won because it never traded there.
Shipbuilding engine stocks trend remains intact
The speaker is positive on shipbuilding engine stocks. The move is tied to AI and electricity demand: HD Hyundai Heavy's HiMSEN engines, Samsung Heavy's floating data-center angle, and broad engine names are strong. He advises holding through next-day shakes as long as the trend is intact, because strong earnings should eventually reflect the orders; mid and large caps should lead.
Samsung Heavy benefits from floating data centers
For the first time in about 20 years, the speaker told people around him to buy Samsung Heavy Industries. He cites floating data centers as a new demand driver and says shipbuilding shares are moving with the AI theme. The trend has not broken, so he warns not to sell too early.
HD Hyundai Heavy rides HiMSEN engine demand
HD Hyundai Heavy Industries is gaining strength from its HiMSEN engine business, which is tied to AI and power demand. The speaker says the stock is breaking out of a box and that the trend remains healthy, so short-term shakes should not force holders out.
Korean biotech rallies when investors capitulate
The speaker says Korean biotech has been painful for retail investors, but that is typical for the sector. It tends to rally when investors are suffering and many are considering capitulation, so he tells biotech holders not to worry.
Hyundai Motor sellers are making mistake
The speaker criticizes foreign and institutional investors for selling Hyundai Motor as it rises, saying they should invest rather than trade. The implication is that the sellers are wrong and the uptrend should be respected.
HPSP wins on DRAM 1C transition
HPSP looks attractive among semiconductor equipment names. It has underperformed peers, trades around 30x earnings despite a 52% operating margin, and foreign investors have been buying. The key catalyst is DRAM's shift from 1B toward 1C/1D processes, where HPSP equipment is necessary; samples have been delivered and mass supply to Samsung Electronics and SK hynix could follow.
Doosan Enerbility order backlog keeps growing
The speaker says KB raised its target price to 148,000 won on expectations for staged gas turbine and nuclear orders. He argues both businesses are doing well, power is profitable, and order backlog accumulation matters more than near-term earnings, so holders should stay. US state subsidies and possible Korean and Japanese investment in US nuclear projects could accelerate the nuclear cycle.
LG Innotek remains cheap versus Samsung Electro-Mechanics
LG Innotek continues to rise and remains cheap relative to Samsung Electro-Mechanics. It trades at less than 20x earnings, around 15-16x, and the speaker treats that valuation support as the reason for its continued strength.
Samsung SDI overextended, consider partial profit-taking
Samsung SDI has rallied too much. The speaker is not saying to dump it, but he warns against chasing: fair value is around 650,000 won and 700,000 won is overvalued. He says the stock needs to rest, holders should watch, and those with large positions can consider partial profit-taking or reducing weight to buy back on a pullback; the battery cycle itself is not bad.
This 815 Money Talk (815머니톡) video, published April 24, 2026,
features Lee Kwon-hee
discussing SOCAMM-related stocks, Semiconductor substrate stocks, 000990.KS, STI, Hanwha Engine, 071970.KS, 082740.KS, 010140.KS, 329180.KS, Korean biotech sector, 005380.KS, 403870.KQ, 034020.KS, 011070.KS, 006400.KS.
11 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
SOCAMM-related stocks,
Semiconductor substrate stocks,
000990.KS,
STI,
Hanwha Engine,
071970.KS,
082740.KS,
010140.KS,
329180.KS,
Korean biotech sector,
005380.KS,
403870.KQ,
034020.KS,
011070.KS,
006400.KS
