Seagate-triggered semiconductor stock plunge.. I'll tell you the real reason / Hyundai Motor, Hanmi Semiconductor plunge.. Here's what I think | CEO Lee Gwon-hee

Watch on YouTube ↗  |  May 19, 2026 at 03:00  |  20:32  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee argues that the recent semiconductor sell-off triggered by Seagate's comments is an overreaction and a buying opportunity, citing structural growth in memory driven by AI. He also highlights undervalued Hyundai Motor Group stocks and recommends Hanmi Semiconductor on weakness due to seasonal Q1 softness and strong Q2 catalysts. Other topics include pension fund rebalancing and CJ's overdone decline.

  • Seagate supply-chain comments misinterpreted; memory shortage continues.
  • Memory semiconductors in structural growth phase; pullback is buying opportunity for Samsung and SK hynix.
  • Hyundai Motor Group stocks undervalued; Mobis and AutoEver attractive on valuation and governance catalyst.
  • Hanmi Semiconductor's Q1 dip is seasonal; Q2 earnings improvement and Micron orders support buying.
  • CJ's 20% drop seen as overreaction to temporary earnings miss.
  • Pension fund rebalancing causing cross-currents in individual stocks.
  • Telecom equipment stock KMW focus is on next year's earnings, not current.
Trade Ideas
Lee Kwon-hee CEO, Economist 5:24
Memory structural growth; buy on pullback.
Memory semiconductors are in a structural growth phase driven by AI demand, making the recent sell-off on Seagate's supply-chain comments an overreaction; shortages persist, so the pullback is a buying opportunity for Samsung Electronics and SK hynix.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 14:32
Hyundai Group undervalued; rebound expected.
Hyundai Motor Group stocks, especially Hyundai Mobis at ~1x P/B and Hyundai AutoEver, are undervalued with governance restructuring potential; upward target price revisions to 90-100k won for Hyundai Motor should drive a rebound.
307950.KS Hyundai Mobis 005380.KS MED
Lee Kwon-hee CEO, Economist 17:44
Hanmi buy on weakness; catalysts ahead.
Hanmi Semiconductor's Q1 weakness is seasonal; Q2 earnings will improve, Micron orders already exceed last year's total, and potential 2.5D packaging equipment orders from TSMC/ASE are catalysts. The more it falls, the better the buying opportunity.
042700.KS HIGH
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This 815 Money Talk (815머니톡) video, published May 19, 2026, features Lee Kwon-hee discussing 005930.KS, 000660.KS, 307950.KS, Hyundai Mobis, 005380.KS, 042700.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 000660.KS, 307950.KS, Hyundai Mobis, 005380.KS, 042700.KS