Why aren't they selling semiconductor stocks if they're at their peak? The real bet of long-term hedge funds / Samsung SDI turns to profit faster than expected… Have secondary batteries bottomed out? | CEO Lee Kwon-hee

Why aren't they selling semiconductor stocks if they're at their peak? The real bet of long-term hedge funds / Samsung SDI turns to profit faster than expected… Have secondary batteries bottomed out? | CEO Lee Gwon-hui
Watch on YouTube ↗  |  August 25, 2026 at 03:00  |  18:17  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee reviews the recent market volatility, noting that long-term foreign capital remains in the Korean market while hedge funds drive the recent sell-offs. He highlights specific bottom-fishing opportunities in undervalued small-cap stocks and battery-related companies that are showing strong fundamentals and shareholder return initiatives.

  • US market weakness and Nvidia's pre-earnings drop have weighed on Korean semiconductor stocks.
  • Long-term foreign investors have not exited the Korean market; recent selling was primarily driven by hedge funds.
  • Samsung SDI is expanding its US battery capacity by utilizing cash from its Samsung Display stake sale.
  • Sama Aluminium is turning a profit and expects record earnings driven by EV battery foil demand.
  • Korea FT is highlighted as an undervalued hybrid auto parts supplier initiating share buybacks.
  • Hyundai Motor Group stocks are rising on the back of a tentative wage agreement and upcoming Investor Day expectations.
Ideas
Lee Kwon-hee CEO, Economist 7:40
Securing cash for US expansion drives growth.
Samsung SDI is securing 4.5 trillion won in cash by selling its Samsung Display stake, which will likely be used to acquire the GM joint venture stake and invest in US battery cell production. This will significantly expand its capacity to 67GW, making it a highly positive growth driver as the stock rebounds from the bottom.
006400.KS HIGH
Lee Kwon-hee CEO, Economist 9:01
Record earnings expected from battery foil demand.
The company has successfully turned a profit in the second quarter and is expected to achieve record earnings by 2026, driven by strong demand for aluminum foil used in EV battery cathodes. Operating profit is projected to exceed 30 billion won next year.
006110.KS MED
Lee Kwon-hee CEO, Economist 9:59
Undervalued auto parts supplier boosting shareholder value.
The stock is deeply undervalued with a P/E of 3.7x and is buying back shares with a high likelihood of cancellation to enhance shareholder value. It is seeing strong earnings growth from hybrid vehicle components, and the stock is currently bottoming out after being halved.
123410.KQ HIGH
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This 815 Money Talk (815머니톡) video, published August 25, 2026, features Lee Kwon-hee discussing 006400.KS, 006110.KS, 123410.KQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 006400.KS, 006110.KS, 123410.KQ