Ideas
Semi equipment set for capex news
Semiconductor equipment and materials stocks are rallying strongly without company-specific news because investors are positioning ahead of Samsung Electronics and SK hynix earnings and guidance. If the memory makers announce capacity expansion, equipment suppliers should benefit, and the KOSDAQ policy boost cannot rely on biotech alone, so semiconductor equipment is also being lifted.
Miniaturization drives HPSP and Park Systems
HPSP and Park Systems should benefit from semiconductor miniaturization. Samsung is pushing 2nm and TSMC is expanding advanced-node capacity, so demand for their process equipment should increase.
ISC gains from memory production volume
ISC's rubber socket business benefits when memory semiconductors are mass-produced, so it should do well as memory output increases.
Leeno benefits from advanced-node testing
Leeno Industrial is a pin-type test socket maker used for testing advanced-node semiconductors. It has been rising without specific news alongside Park Systems and HPSP because advanced semiconductor testing demand should increase.
SK hynix upside on memory prices
Citi's 1.4 million won target is based on memory price strength: DRAM prices could rise about 80% this year and NAND more than expected, which would drive strong Samsung and SK hynix earnings. The speaker expects an earnings surprise and says investors should buy or hold, especially on adjustments, rather than wait.
Buy Hyundai Motor on tariff weakness
Hyundai Motor is one of the stocks with a visible future. The tariff-driven selloff is creating a buying opportunity because the speaker believes the direction is upward; weakness should be bought rather than feared.
Robotis catches up in robots
Robotis had lagged the robot rally but is now catching up; it was up about 4% and remains a relatively good robot name as the sector plays catch-up.
Exit robot stocks without large partners
Investors should exit or avoid robot stocks that are not linked to large corporates. These speculative names are dangerous, and the speaker advises not to hold on to hope; focus on better-quality companies.
Korea opportunity as US weakens
When the U.S. market is weak, Korea can be an opportunity because money rotates into Korean equities. Foreigners were strongly buying KOSPI futures and the KOSPI turned positive, showing a strong intent to buy.
Aesthetic medtech looks attractive after decline
Aesthetic medical device companies such as PharmaResearch, Hugel, and Classys look relatively attractive because they generate solid profits while their share prices have fallen sharply. The speaker says they look prettier than other KOSDAQ areas.
Trade HYBE pullbacks on BTS demand
HYBE fell despite news that BTS's 40-day Europe and U.S. concert run sold out, which should have strong economic impact. The speaker suggests buying or trading HYBE on pullbacks for a short-term bounce.
SK Telecom re-rates on AI data
Telecom stocks are being re-rated as past bad news clears, and SK Telecom has an AI and data angle because it owns many servers and large amounts of data. Its lack of GPUs is a weakness, but the speaker still sees improving expectations.
KOSDAQ 150 ETF flow overbought
KOSDAQ 150 ETFs are forcing buying of the index's top 150 names, making the leveraged KOSDAQ 150 ETF overbought. The speaker expects the trend to remain alive through the holiday period but slow, so it is a monitoring setup rather than a fresh clean long.
Korean nuclear power gains on policy
The Korean nuclear power sector is strong after government announcements on SMRs and large nuclear plants. U.S. nuclear stocks fell, but Korean nuclear names rose, indicating money rotating into the domestic nuclear theme.
Doosan Enerbility nuclear monopoly top pick
Doosan Enerbility remains the top nuclear pick. Whoever builds a nuclear plant must use Doosan Enerbility equipment, so it is effectively a monopoly; it also has gas turbine exposure. For investors who want to hold through the year, it is the most comfortable pick even if the valuation looks expensive.
KEPCO E&C trades on nuclear news
KEPCO E&C is a good nuclear name because it moves strongly on domestic large-nuclear and SMR news, including potential U.S. export stories. It can spike hard but often leaves long upper wicks, so it is more of a trading name.
BHI fast nuclear trading pick
BHI is a lighter nuclear trading pick: it has less price burden relative to its order backlog and tends to rise fastest when nuclear contract news appears. It was up 12% on the day.
Hyundai E&C expensive, avoid builders
Hyundai E&C looks expensive after the nuclear-related rally. The speaker is generally negative on construction stocks because their book value is unreliable, receivables can be delayed, and Middle East overseas construction has often produced losses.
Daewoo E&C cheap nuclear construction
Daewoo E&C looks cheaper than Hyundai E&C and has Czech nuclear exposure. Its PBR is about 0.46x, and some construction analysts argue it should be bought; a move to 0.8x PBR would be meaningful. The speaker still dislikes construction generally, so conviction is low.
Game stocks rebound on STO link
Game stocks are at a bottom and are being linked to the STO and game-money narrative, creating a technical rebound. Krafton was pulled up suddenly, similar to past rebounds after NCSoft bottomed, so the sector is attractive for a bounce.
Stablecoin favors Pay, hurts cards
The speaker is positive on stablecoins because the STO and digital asset bill are being connected and the government and ruling party are pushing the legislation. If Naver Pay and Kakao Pay win payment business, they should be key beneficiaries, while card usage could shrink, making card-related companies unattractive.
Stablecoin favors Pay, hurts cards
The speaker is positive on stablecoins because the STO and digital asset bill are being connected and the government and ruling party are pushing the legislation. If Naver Pay and Kakao Pay win payment business, they should be key beneficiaries, while card usage could shrink, making card-related companies unattractive.
This 815 Money Talk (815머니톡) video, published January 27, 2026,
features Lee Kwon-hee
discussing Korean semiconductor equipment and materials, 403870.KQ, 140860.KQ, 095340.KQ, 058470.KQ, 000660.KS, 005380.KS, 108490.KQ, Korean robot stocks not tied to large corporates, ^KS11, 214450.KQ, 145020.KQ, 214150.KQ, 352820.KS, 017670.KS, 233740.KS, Korean nuclear power sector, 034020.KS, 052690.KS, 083650.KQ, 000720.KS, 047040.KS, Korean game stocks, 377300.KS, 035420.KS, Korean card companies.
22 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
Korean semiconductor equipment and materials,
403870.KQ,
140860.KQ,
095340.KQ,
058470.KQ,
000660.KS,
005380.KS,
108490.KQ,
Korean robot stocks not tied to large corporates,
^KS11,
214450.KQ,
145020.KQ,
214150.KQ,
352820.KS,
017670.KS,
233740.KS,
Korean nuclear power sector,
034020.KS,
052690.KS,
083650.KQ,
000720.KS,
047040.KS,
Korean game stocks,
377300.KS,
035420.KS,
Korean card companies
