Ideas
Less damaged PCB charts will rebound faster.
Broadcom's $30 billion deal with Apple brings attention to the substrate and PCB sector. When the sector rebounds, stocks that have fallen less and have less damaged charts, such as Simmtech and Gigavis, will face less resistance and rise faster than heavily damaged ones like Isu Petasys or Korea Circuit.
China's H200 import consideration boosts AI demand.
China is considering allowing limited imports of Nvidia's H200 chips for companies like Alibaba and ByteDance due to computing power shortages. This creates new demand and revenue sources for Nvidia, which is also a positive catalyst for HBM suppliers like Samsung Electronics and SK Hynix.
Apple's RF chip deal offers no direct benefit.
Apple's $30 billion RF chip deal with Broadcom is psychologically positive for the tech sector, but Korean PCB makers like Isu Petasys and Korea Circuit supply AI accelerator and network chips to Broadcom, not RF chips, so there is no direct fundamental benefit for them from this specific deal.
Tight hotel supply and rising tourists drive growth.
Foreign tourist arrivals are at record highs, but new hotel supply is severely constrained due to a lack of permits in recent years. Room rates are rising structurally, making currently depressed hotel stocks attractive once the broader market stabilizes.
Robotics value provides upward momentum during corrections.
Kia is holding up much better than Hyundai Motor during the recent market correction, and its potential value in the robotics sector is not yet reflected in the stock price, providing upward momentum.
Blackwell delay resolved, prompting foreign buying of substrates.
The delay concerns regarding Nvidia's Blackwell chips have been resolved, prompting foreign investors to aggressively buy FC-BGA and substrate-related stocks like Samsung Electro-Mechanics, LG Innotek, and Daeduck Electronics that had dropped excessively.
Secured enterprise SSD mass production with SK Hynix.
The massive Broadcom-Apple deal is drawing market attention to ASIC and design house companies like Gaonchips, ASICLAND, and ADTechnology, which act as crucial intermediaries between fabless designers and foundries.
Breaking out on strong earnings and shareholder returns.
Bank stocks are expected to report strong Q2 earnings, offer solid dividends, and execute share buybacks and cancellations. KB Financial Group is breaking out of a long-term box pattern, signaling a structural level-up.
Submarine order failure caused an excessive stock discount.
Hanwha Ocean has plummeted 48% from its peak due to the failure to win a Canadian submarine order, which is an excessive discount. The stock is currently forming a bottom and presents a strong buying opportunity.
Front-end equipment with intact trends rebound stronger.
In the semiconductor front-end equipment sector, stocks like Eugene Technology, TES, and TCK that maintained their technical trends and fell less during the recent index drop are showing the strongest rebound momentum.
Successful 60-day moving average correction signals strong rebound.
Among semiconductor back-end equipment stocks, KCTech successfully completed its correction above the 60-day moving average, positioning it for a strong rebound compared to peers with broken charts.
Broadcom-Apple deal highlights the importance of design houses.
The massive Broadcom-Apple deal is drawing market attention to ASIC and design house companies like Gaonchips, ASICLAND, and ADTechnology, which act as crucial intermediaries between fabless designers and foundries.
Value-up index will concentrate passive funds in large-caps.
The upcoming Premium Promotion System (Value-up index) will concentrate passive fund inflows into the top 70 KOSDAQ stocks, leaving the rest of the 1,400+ stocks as liquidity donors. Investors should rebalance towards large-cap KOSDAQ names.
Samsung's earnings surprise shifts focus to foundry suppliers.
Samsung's massive Q2 earnings surprise likely includes improvements in its foundry business. As memory gets priced in, the market will shift focus to foundry materials and equipment stocks like Nepes Ark that have fallen on low volume.
Wait for US peers' earnings to lower relative valuations.
Korean power equipment stocks currently trade at higher P/E multiples than US peers like Eaton and GE Vernova, limiting foreign buying. Investors should wait until early August when US peers report earnings, which could lower their multiples and make Korean stocks look relatively cheaper.
This 815 Money Talk (815머니톡) video, published July 09, 2026,
features Ha Chang-bong, Lee Ju-hyeon, Kim Hyeong-cheol, Lee Kwon-hee, Kim Tae-seong
discussing 222800.KQ, 420770.KQ, NVDA, 005930.KS, 000660.KS, 007660.KS, 007810.KS, HST, 000270.KS, 009150.KS, 353200.KS, 445090.KQ, 105560.KS, 042660.KS, 084370.KQ, 095610.KQ, 064760.KQ, 281820.KS, 393220.KQ, 200710, KOSDAQ Large Caps, 333620.KQ, Samsung Foundry supply chain, 298040.KS, 010120.KS, 267260.KS.
15 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Ha Chang-bong,
Lee Ju-hyeon,
Kim Hyeong-cheol,
Lee Kwon-hee,
Kim Tae-seong
· Tickers:
222800.KQ,
420770.KQ,
NVDA,
005930.KS,
000660.KS,
007660.KS,
007810.KS,
HST,
000270.KS,
009150.KS,
353200.KS,
445090.KQ,
105560.KS,
042660.KS,
084370.KQ,
095610.KQ,
064760.KQ,
281820.KS,
393220.KQ,
200710,
KOSDAQ Large Caps,
333620.KQ,
Samsung Foundry supply chain,
298040.KS,
010120.KS,
267260.KS
