Ideas
Battery leaders pause; trend not broken.
Secondary battery leaders are taking a breather; Samsung SDI faces debate that data-center expectations are overdone and the cycle may not recover sharply, but it and LG Energy Solution are still above their 5-day lines and the trend is not broken.
Hive earnings-driven turnaround, targets above price.
Hive is turning around from a round bottom after earnings, surging 5-9%; even after Kiwoom lowered its target to 370,000 won, the target remains above the current price and consensus sees mid-300,000 won, so it should rise.
Daeduk Electronics target raised on AI substrates.
Daeduk Electronics is the preferred substrate play with a target raised to 160,000 won from 110,000 won; AI-driven FCBGA and MLB substrate demand and shortage support further upside, and valuation has become less burdensome at around 30x.
AI substrate shortage lifts PCB supply chain.
AI-driven substrate demand is creating a shortage, and related PCB/substrate names such as Isu Petasys, Simmtech, and Korea Circuit are strong with valuations reset to roughly 30x, supporting further upside.
Semiconductors lead; connected supply chain strong.
The main market leadership is semiconductors; related areas such as substrates, power equipment, AI data centers, and shipbuilding stay strong, while stocks not connected to this chain lag.
Petchem trough watch; rebound uncertain.
Petrochemicals are in a deep cyclical trough where bad news may be a buying opportunity; Lotte Chemical's NCC utilization rose to the 80% range, easing naphtha concerns, while Daehan Synthetic Fiber's naphtha/inventory-driven report is not yet attractive, so the rebound needs monitoring.
Korea equities attract foreign inflows; stay long.
Foreign investor interest in Korea has been rising since late last year, potential MSCI developed-market inclusion could bring inflows, and the market is in a strong phase that ignores bad news; investors should not sell solely on oil and rate jitters.
Samsung Electronics to open 230,000-won era.
Samsung's confirmed Q1 operating profit of 57.2 trillion won, with 53.7 trillion from semiconductors, shows the chip division is carrying earnings; the stock should open a 230,000-won era and is cheap versus that profit power.
SK hynix has more upside; keep holding.
SK hynix is expected to rise more than Samsung Electronics, and the speaker advises long-term holders to keep the stock; a client who bought years ago is told to continue holding for inheritance.
LG Electronics stands out on AI.
LG Electronics is standing out with a 5% surge and is viewed as an AI-connected beneficiary, although the stock has historically been difficult.
Humanoid robotics is ultimate AI play.
Robotics is rising because of AI, and humanoids are seen as the ultimate AI application; Robotis and Rainbow Robotics are strong and the theme remains attractive.
Leeno Industrial overvalued; may fall again.
Leeno Industrial's valuation is expensive because the profit recovery and turnaround are already priced in, and the speaker expects the stock to fall again.
Biotech pressured by rising rates, weak earnings.
Korean biotech is weak mainly because interest rates are rising, not because of company-specific bad news; during earnings season investors focus on profits and biotech has little to show, keeping KOSDAQ under pressure.
S-Oil favored among refiners.
S-Oil is favored as a refining name that looks relatively good and was holding a small gain while other refiners weakened.
This 815 Money Talk (815머니톡) video, published April 30, 2026,
features Lee Kwon-hee
discussing 006400.KS, 373220.KS, 352820.KS, 353200.KS, 007660.KS, 222800.KQ, 007810.KS, SMH, 011170.KS, 298040.KS, EWY, 005930.KS, 000660.KS, 066570.KS, 108490.KQ, 277810.KQ, 058470.KQ, Korean biotech sector, 010950.KS.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
006400.KS,
373220.KS,
352820.KS,
353200.KS,
007660.KS,
222800.KQ,
007810.KS,
SMH,
011170.KS,
298040.KS,
EWY,
005930.KS,
000660.KS,
066570.KS,
108490.KQ,
277810.KQ,
058470.KQ,
Korean biotech sector,
010950.KS
