Goldman Sachs: KOSPI to Reach 12,000 — Will It Really Happen? / 200 Billion Won Surplus Turnaround, This Secondary Battery Stock Rises Alone | CEO Lee Kwon-hee

Goldman Sachs: KOSPI will reach 12000. Will it really materialize? / 200 billion won surplus turnaround, this one secondary battery stock goes alone | CEO Lee Gwon-hui
Watch on YouTube ↗  |  August 07, 2026 at 05:05  |  19:55  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist
Yeo Hyun-gyu — Host

Summary

CEO Lee Kwon-hee discusses Goldman Sachs's KOSPI 12,000 target, the rotation into mid/small caps after large-cap earnings, LG Electronics's rally on an upcoming Nvidia CEO meeting, the return of secondary battery leadership led by Samsung SDI, OCI Holdings's catalyst from US polysilicon tariffs, and a bottoming biotech stock. He reveals long positions in KODEX 200 and mid/small caps, betting on a year-end rally.

  • Goldman Sachs’s KOSPI 12,000 target is based on Samsung and SK Hynix re-rating and a prolonged semiconductor shortage.
  • Lee Kwon-hee personally bought 10 billion won of KODEX 200 and expects the Korean market to rise by year-end.
  • LG Electronics is rallying on expectations surrounding a meeting between Chairman Koo and Nvidia CEO Jensen Huang.
  • He expects a rotation into beaten-down mid/small caps and KOSDAQ from August through year-end.
  • Secondary battery stocks are back as market leadership, with Samsung SDI favored after a Q2 profit turnaround.
  • US tariffs on Chinese polysilicon give OCI Holdings a structural advantage and further upside.
  • Epis Holdings has bottomed and is now a buyable level, though overhead resistance remains a risk.
Ideas
Lee Kwon-hee CEO, Economist 1:52
KOSPI 12000 on semiconductor re-rating
Goldman Sachs projects KOSPI will reach 12,000, driven by Samsung Electronics and SK Hynix eventually being re-rated amid a projected semiconductor shortage that lasts until 2030–31. The fundamental story remains intact, and if the two largest stocks double, KOSPI doubles to 12,000.
000660.KS EWY 005930.KS MED
Lee Kwon-hee CEO, Economist 4:45
LG Electronics rally on Nvidia CEO meeting
LG Electronics is rallying because Chairman Koo Kwang-mo is scheduled to meet Nvidia CEO Jensen Huang next week. Expectations of concrete cooperation in robotics, AI, infrastructure, autonomous driving and a potential equity investment in LG Electronics are driving the stock higher. The technical picture is improving though not yet a clean buy signal.
066570.KS MED
Lee Kwon-hee CEO, Economist 8:27
Bet on KODEX 200 for year-end rally
He personally bought 10 billion won of KODEX 200, betting that the Korean market will rise by year-end, and he always goes long. He believes in an uptrend and intends to hold through year-end.
069500.KS HIGH
Lee Kwon-hee CEO, Economist 10:12
Rotation to mid/small caps into year-end
With large-cap earnings season over and no major event until Nvidia results in late August, the market historically rotates into mid/small caps for the rest of the year. KOSDAQ has been heavily sold off, and he expects mid/small caps to lead from August through December. He already bought mid/small caps today.
KOSDAQ MED
Lee Kwon-hee CEO, Economist 12:24
OCI Holdings to rise on polysilicon tariffs
US tariffs on Chinese polysilicon benefit OCI Holdings because Chinese polysilicon is four times cheaper. The stock has already rallied 40%, and he believes it will continue higher toward a technical target around 310,000 won. The tariff policy provides a structural catalyst and new momentum.
010060.KS HIGH
Lee Kwon-hee CEO, Economist 13:26
Epis Holdings bottomed, buyable now
Epis Holdings has turned from its bottom and is now at a buyable level after a pullback from above 700,000 won. The biotech sector is rotating, and this stock's base formation suggests it is worth buying, though resistance overhead should be monitored.
Epis Holdings MED
Lee Kwon-hee CEO, Economist 19:02
Samsung SDI leads secondary battery rebound
Secondary battery stocks have returned as market leadership. Samsung SDI delivered a Q2 profit turnaround with over 200 billion won surplus, and the outlook improves into H2. Expectations for all-solid-state batteries provide additional upside. He favors SDI over LG Energy Solution for individual investors.
006400.KS HIGH
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This 815 Money Talk (815머니톡) video, published August 07, 2026, features Lee Kwon-hee discussing 000660.KS, EWY, 005930.KS, 066570.KS, 069500.KS, KOSDAQ, 010060.KS, Epis Holdings, 006400.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 000660.KS, EWY, 005930.KS, 066570.KS, 069500.KS, KOSDAQ, 010060.KS, Epis Holdings, 006400.KS