Ideas
Naver is stablecoin leader, AI beneficiary
Naver is a stablecoin leader and AI beneficiary. Stablecoin-related news and a meeting with Jensen Huang could spark a rebound from severely oversold levels. It has fallen too much and positive narratives are building.
Oil spike, AI data centers boost renewables
Oil price spike boosts investment sentiment for renewable energy; AI data center build-out will increase power demand, benefiting solar, wind, and nuclear stocks. Many renewable energy names are deeply oversold and offer value. She has never issued a sell on energy stocks.
Power equipment orders and earnings strong
Korean power equipment stocks delivered record earnings (e.g., LS Electric) with massive order backlogs still growing. The sector is cheap and can benefit as market rotation away from crowded semiconductors picks up. Look for cheaper names within the group.
Geopolitical tensions boost Korean defense stocks
Geopolitical tensions (US-Iran, Russia-Ukraine) are driving defense spending. Lockheed Martin surged to record highs. Korean defense stocks like LIG Nex1 are deeply oversold and starting to rebound. Structural growth in defense supports the sector.
Capex cycle benefits Korean semicon equipment
Intel and TSMC are aggressively raising capex, and semiconductor equipment lead times have doubled, signaling a potential equipment shortage. This capex cycle will directly benefit Korean semiconductor equipment and materials (소부장) stocks. Foreigners have already been buying names like Techwing, PSK, and Wonik IPS.
SK Telecom AI data center subsidiary catalyst
SK Telecom is establishing an AI data center subsidiary (SK Hyper) with a 750 billion won investment, targeting 15GW data center capacity by 2030. This concrete catalyst makes SK Telecom a direct play on the Korean AI data center build-out theme.
Korea-US shipbuilding cooperation lifts stocks
The Korea-US shipbuilding cooperation center officially opened, and US Navy requirements could drive a 1,500 billion dollar market. Korean shipbuilding stocks are trading at only about 10x forward earnings and are deeply off their highs. A gradual recovery is likely.
Yuhan share cancellation boosts stock
Yuhan Corp's employee stock ownership association will cancel 7.6% of market cap worth of shares on July 31. This aggressive share cancellation is a strong shareholder-friendly move and should support a meaningful rebound.
Memory shortage persists, buy memory stocks
Memory chip shortage will last until at least next July. Memory prices and export unit values continue to rise, driven by insatiable AI capex. Current valuations are extremely cheap (Samsung 4.5x, SK Hynix 4.7x, Micron 6.6x). Foreign investors are aggressively buying Korean memory stocks.
B2B shift could revalue LG Electronics
LG Electronics is shifting its business mix from B2C to B2B, with growing webOS revenue and a subscription business. Q2 earnings were strong, and this transformation could lead to a revaluation of the stock.
K-beauty export boom supports cosmetics stocks
K-beauty exports are booming, with strong branding and high growth rates. Cosmetics stocks like APR and Dalba Global are holding up well even in a weak market. Adding one beauty stock to a portfolio can provide defensive growth.
E-Mart deep value, consumption recovery
E-Mart is deeply undervalued on a PBR basis; its real estate holdings alone exceed the market cap. Consumption sentiment is recovering, and potential easing of mandatory Sunday closures could improve hypermarket earnings.
Cinema recovery with experience theaters
Cinema stocks like CJ CGV are forming a bottom as experiential theaters (4DX, special effects) draw audiences. A strong movie lineup and the shift from just watching movies to 'experiencing' them could revive the content sector.
This 815 Money Talk (815머니톡) video, published July 24, 2026,
features Lee Ju-hyeon, Kim Hyeong-cheol, Lee Kwon-hee, Oh Hyun-jin
discussing 035420.KS, 010060.KS, 009830.KS, 131090.KQ, 112610.KS, 034020.KS, 010120.KS, 298040.KS, 267260.KS, 079550.KS, 089030.KQ, 240810.KQ, 319660.KQ, 017670.KS, 009540.KS, 010140.KS, 000100.KS, MU, 005930.KS, 000660.KS, 066570.KS, 278470.KS, 362320.KQ, 139480.KS, 079160.KS.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Ju-hyeon,
Kim Hyeong-cheol,
Lee Kwon-hee,
Oh Hyun-jin
· Tickers:
035420.KS,
010060.KS,
009830.KS,
131090.KQ,
112610.KS,
034020.KS,
010120.KS,
298040.KS,
267260.KS,
079550.KS,
089030.KQ,
240810.KQ,
319660.KQ,
017670.KS,
009540.KS,
010140.KS,
000100.KS,
MU,
005930.KS,
000660.KS,
066570.KS,
278470.KS,
362320.KQ,
139480.KS,
079160.KS
