Name: After the Crash, the Game Changes! 'This Sector' to Focus on Now / The Next Future Growth After Semiconductors is 'This' | CEO Lee Kwon-hee
Uploaded: 2026-06-24T08:30:30+00:00
Duration: 1077 s

Speakers

Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee examines the post-crash market landscape, highlighting robotics stocks boosted by presidential remarks, shipbuilder Hanwha Ocean's turnaround potential on US Navy orders, strength in semiconductor front-end equipment, and biosimilars as a structural theme. He also sees a possible mid/small cap rally and a technical rebound in Samsung Electronics and SK Hynix.

Robotics stocks surge after the president calls robotics the next growth engine after semiconductors.
Hanwha Ocean gains on warship talks and the Philly shipyard's submarine-building milestone.
Front-end semiconductor equipment firms (PSK, VM, Tes) lead KOSDAQ's recovery with strong charts.
Celltrion and Samsung Biologics are positioned for structural biosimilar demand driven by aging populations.
A mid/small cap rally may follow the large-cap correction due to shifting investor psychology.
Samsung Electronics and SK Hynix could see a short-term technical rebound supported by foreign positioning.
Cosmetics and battery sectors lack clear catalysts, while SMR remains an early theme to watch.

Ideas

Lee Kwon-hee CEO, Economist 0:11

President's remark triggers robot stock rally

Following the president's remark that the next growth industry after semiconductors is robotics, robot-related stocks surged, indicating policy-driven momentum. The rally suggests market participants anticipate structural growth in automation and robotics.

Lee Kwon-hee CEO, Economist 1:28

Hanwha Ocean rebounds on US Navy orders

Hanwha Ocean is poised for a turnaround after the Korean president's discussion with Trump about 10 warships, and more importantly, the company's Philly shipyard starting production of Virginia-class US submarines could serve as a massive reference. The stock had been oversold, making a technical rebound highly probable.

Lee Kwon-hee CEO, Economist 3:18

Front-end equipment stocks lead market recovery

Semiconductor front-end processing equipment stocks like PSK, VM, and Tes are leading the KOSDAQ rally with strong charts. Their resilience suggests continued investment cycle momentum in semiconductor capex, making them standout performers in the recovery.

Lee Kwon-hee CEO, Economist 4:14

Mid/small caps may rally after crash

After a sharp large-cap sell-off, investor psychology often shifts to chasing mid and small caps. He sees a higher-than-expected chance of a sustained mid/small cap rally because simple greed and the search for momentum drive rotation into smaller names.

Lee Kwon-hee CEO, Economist 6:15

Samsung and Hynix set for technical rebound

Samsung Electronics and SK Hynix have been oversold, and foreign investors' futures positioning suggests a bullish tilt. He personally recommended buying Samsung Electronics, expecting a technical rebound, though the trade is short-term and volatile.

Lee Kwon-hee CEO, Economist 10:47

Biosimilars thrive on aging population cost pressures

Aging populations in developed countries drive rising healthcare costs and fiscal pressure, forcing a shift toward cost-effective biosimilars. Europe already adopted biosimilars; the US is now likely to accelerate adoption as inflation mandates cost savings. Celltrion and Samsung Biologics, with proven biosimilar capabilities, stand to benefit structurally.

This 815 Money Talk (815머니톡) video, published June 24, 2026, features Lee Kwon-hee discussing 454910.KS, 277810.KQ, 108490.KQ, 042660.KS, PSK, VM, 095610.KQ, KOSDAQ, 005930.KS, 000660.KS, 068270.KS, 207940.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 454910.KS, 277810.KQ, 108490.KQ, 042660.KS, PSK, VM, 095610.KQ, KOSDAQ, 005930.KS, 000660.KS, 068270.KS, 207940.KS

After the Crash, the Game Changes! 'This Sector' to Focus on Now / The Next Future Growth After Semiconductors is 'This' | CEO Lee Kwon-hee

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