Ideas
Broadcom earnings confirm AI infrastructure expansion.
Broadcom's latest earnings were better than the prior IR and confirm that AI infrastructure investment is expanding, with severe component shortages, but the stock is still being doubted by the market.
Korean semiconductor component demand remains strong.
Korea's semiconductor-related names including substrates, MLCC, equipment and solder-ball suppliers are running hot because of AI-driven demand and shortages, but share prices are not reflecting this; he argues this is an earnings-driven setup that should eventually matter.
Watch Isu Petasys retake 120,000 won.
Isu Petasys is the stock to watch after Broadcom's solid report because it normally reacts to Broadcom; it held a positive candle even in the prior plunge, and is now testing whether it can retake the 120,000-won area, though fast profit-taking is a risk.
Altogen catalysts strong and valuation cheap.
Altogen won a clean dismissal across multiple Halozyme legal cases and then announced a 4.4-trillion-won total package technology export to Novartis, Korea's largest; with total licensing value near 17 trillion won and a PER of 57x versus around 80x for Samsung Biologics at IPO, he views the valuation as cheap despite the weak market reaction.
Samsung Electro-Mechanics fundamentals strong but valuation constrained.
Samsung Electro-Mechanics is receiving continued analyst upgrades with Q3 operating profit revisions, AI part shortages, better mix and strong FCBGA/MLCC positioning, but the stock is being held back by valuation after years of multiple compression from pulling forward future earnings.
HPSP high-margin memory/foundry equipment play.
HPSP got a positive call from BNK with a 66,000-won target; it earns over 50% operating margin on 47 billion won revenue, has memory-driven strength this year, and foundry orders are expected to build next year.
DI and ISC benefit from Vietnam builds.
Vietnam's large semiconductor fab build-out is drawing in Korean equipment and sockets; DI and ISC, which supply test equipment and related sockets, were the names that rose on that theme.
Hanmi Semiconductor wins TSMC packaging equipment delivery.
Hanmi Semiconductor disclosed that it passed testing and actually delivered 2.5D packaging equipment to TSMC, a meaningful customer validation in advanced packaging.
Duksan Hi-Metal solder ball demand double potential.
Duksan Hi-Metal makes solder balls used in packaging, with demand improving across all products; 2026 revenue is expected to rise 124% and operating margin to 14.6%, customer capacity expansions make the stock too cheap at around 10,000 won versus a 23,000-won target, and monthly export data confirm the trend.
Watch BHI nuclear equipment technical bounce.
BHI is one of the nuclear power equipment names the speaker likes; it has been pressed down but is at a technical inflection where it needs to turn higher today or risk breaking the 5-day/20-day moving averages, so it is a watch-and-confirm bounce setup.
Watch Doosan Fuel Cell contract rebound.
Doosan Fuel Cell secured a 6.5-trillion-won-plus fuel cell contract, but the stock sold off heavily with volume; he sees fundamental support because data centers must pay for fuel cells despite high cost, and is watching whether it can rebound and retake its important technical level.
Hyundai Motor has unconfirmed Nvidia JV upside.
Hyundai Motor could rally if unconfirmed market chatter proves true that Nvidia is sending researchers to the Saemangeum area and may form a roughly 30-trillion-won joint venture with Hyundai Motor; he explicitly says this is not confirmed but if it breaks the stock would likely move.
Secondary batteries buyable after pullback.
Secondary battery stocks have been hit hard and are now in a pullback-and-rise timing zone, so the speaker says they can be bought after being pressed; macro issues such as a new tariff comment or a back-up in rates could shake them again.
Korean indices in slow upward correction.
He interprets the current market as a slow upward market within a short-term correction, not the start of a bear phase, and says there is no need to be pessimistic; the KOSPI's low forward valuation implies the market does not believe guidance, which could be the eventual re-rating driver if trust returns.
This 815 Money Talk (815머니톡) video, published September 03, 2026,
features Lee Kwon-hee
discussing AVGO, Korean semiconductor supply chain, 007660.KS, 196170.KQ, 009150.KS, 403870.KQ, 003160.KS, 095340.KQ, 042700.KS, 077360.KQ, 083650.KQ, 336260.KS, 005380.KS, Korean secondary battery sector, EWY, KOSDAQ.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
AVGO,
Korean semiconductor supply chain,
007660.KS,
196170.KQ,
009150.KS,
403870.KQ,
003160.KS,
095340.KQ,
042700.KS,
077360.KQ,
083650.KQ,
336260.KS,
005380.KS,
Korean secondary battery sector,
EWY,
KOSDAQ
