Is the Yen Carry Unwinding Fear Finally Over? / Will Hanmi Semiconductor Rise Again as a 'SpaceX Theme Stock'?

엔캐리 청산 공포 이제 끝났나? / 한미반도체, ‘스페이스X 테마주’로 다시 뜰까 | 오현진 팀장
Watch on YouTube ↗  |  September 20, 2026 at 01:15  |  22:26  |  815 Money Talk (815머니톡)
Speakers
Oh Hyun-jin — Team Lead

Summary

The video discusses the limited risk of a yen carry trade unwinding following the BOJ's expected rate hike. It highlights various investment themes driven by AI and automation, including power cables, optical communications, MLCCs, and robotics. The speaker also notes the growing influence of ETFs on individual stock price movements.

  • BOJ's 25bp rate hike is unlikely to trigger a massive yen carry trade unwinding as it was widely expected.
  • Potential US entry of Chinese EVs like BYD could negatively impact Korean battery and auto stocks.
  • Tesla's Optimus mass production and fab automation efforts by Samsung and Toyota are boosting robotics stocks.
  • Surging AI power demand is driving momentum in power cables, transformers, and energy generation stocks.
  • Optical communication stocks need to secure a spot in Nvidia's value chain to sustain their rallies.
  • Hanmi Semiconductor is emerging as a SpaceX theme stock due to its investments and equipment supply.
  • The massive growth of the domestic ETF market is distorting the price action of individual stocks like Samsung Electro-Mechanics.
Ideas
Oh Hyun-jin Team Lead 2:46
US-China summit may pressure Korean EV stocks.
The upcoming US-China summit may include CEOs from BYD and Huawei, potentially signaling US market entry for Chinese EVs. This could create negative sentiment and pressure for Korean EV battery and auto stocks.
Korean EV battery stocks Korean auto stocks LOW
Oh Hyun-jin Team Lead 6:23
AI data center power demand drives cable stocks.
Power cable stocks are surging due to massive power demand from AI data centers. Gaon Cable is leading the sector with its US factories and recovering market share in high-voltage cables, while Taihan Cable & Solution and Daewon Cable are also rebounding from lower levels.
000500.KS 001440.KS 006340.KS HIGH
Oh Hyun-jin Team Lead 6:59
Nvidia value chain entry validates optical stocks.
Optical communication stocks are rallying, but sustainable momentum requires entering Nvidia's value chain. RF Materials is validated through its supply to Lumentum, and Sungwoo Electronics is gaining credibility as its subsidiary supplies CPO parts.
327260.KQ 081580.KQ MED
Oh Hyun-jin Team Lead 9:10
SpaceX momentum lifts related aerospace and semiconductor stocks.
Aerospace and semiconductor stocks are benefiting from SpaceX momentum and rocket launch expectations. Hanmi Semiconductor is emerging as a key SpaceX theme stock due to its investments and equipment supply, alongside Kenkoa Aerospace and SensorView.
042700.KS 274090.KQ 321370.KQ MED
Oh Hyun-jin Team Lead 9:45
Design houses require monitoring due to delayed revenue.
Design house stocks like Gaonchips and ASICLAND are bouncing back from a difficult period. While design orders are steadily coming in, revenue recognition takes one to three years, making this a sector to monitor steadily rather than buy aggressively right now.
394280.KQ 393280.KQ 200710.KQ 445090.KQ MED
Oh Hyun-jin Team Lead 10:46
AI accelerators drive demand for high-value MLCCs.
AI accelerators require high-value components, driving demand for specific MLCCs and substrates. Samsung Electro-Mechanics supplies MLCCs directly to AI accelerators, LG Innotek aims to supply AI FC-BGAs next year, and Samwha Capacitor benefits by supplying MLCCs for power equipment.
009150.KS 011070.KS 001810.KQ HIGH
Oh Hyun-jin Team Lead 12:54
Factory automation and Optimus drive robotics momentum.
The robotics sector is gaining momentum from Tesla's Optimus mass production preparations, Samsung's introduction of fab robots, and Toyota's deployment of proprietary factory robots. Hyundai Motor could also see a rebound if it releases related automation news.
160190.KQ 117730.KQ 056080.KQ MED
Oh Hyun-jin Team Lead 12:54
Factory automation and Optimus drive robotics momentum.
The robotics sector is gaining momentum from Tesla's Optimus mass production preparations, Samsung's introduction of fab robots, and Toyota's deployment of proprietary factory robots. Hyundai Motor could also see a rebound if it releases related automation news.
005380.KS MED
Oh Hyun-jin Team Lead 14:13
Surging AI power demand boosts energy generation stocks.
Goldman Sachs upgraded US power demand growth to 3.5% due to AI data centers, highlighting a massive need for electricity. This benefits energy producers like CS Wind, BHI for heat recovery steam generators, and solar stocks like OCI Holdings and Hanwha Solutions which are poised for a rebound.
112610.KS 010060.KS 009830.KS 083650.KQ HIGH
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This 815 Money Talk (815머니톡) video, published September 20, 2026, features Oh Hyun-jin discussing Korean EV battery stocks, Korean auto stocks, 000500.KS, 001440.KS, 006340.KS, 327260.KQ, 081580.KQ, 042700.KS, 274090.KQ, 321370.KQ, 394280.KQ, 393280.KQ, 200710.KQ, 445090.KQ, 009150.KS, 011070.KS, 001810.KQ, 160190.KQ, 117730.KQ, 056080.KQ, 005380.KS, 112610.KS, 010060.KS, 009830.KS, 083650.KQ. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Oh Hyun-jin  · Tickers: Korean EV battery stocks, Korean auto stocks, 000500.KS, 001440.KS, 006340.KS, 327260.KQ, 081580.KQ, 042700.KS, 274090.KQ, 321370.KQ, 394280.KQ, 393280.KQ, 200710.KQ, 445090.KQ, 009150.KS, 011070.KS, 001810.KQ, 160190.KQ, 117730.KQ, 056080.KQ, 005380.KS, 112610.KS, 010060.KS, 009830.KS, 083650.KQ