Ideas
iPhone foldable parts stocks face sell-through doubts
Apple's first foldable iPhone launched with only high-end models and no lower-cost model, partly because of semiconductor constraints, so initial shipment volumes look small; Japanese reports cite quality-approval and internal controls limiting early supply. With launch expectations already priced in, related Korean parts makers such as LG Innotek, BH, and Fine M-Tec are struggling on doubts about actual sell-through.
Hyundai Rotem downtrend; exit on rebounds
The stop-loss moment has passed after buying near the 230,000-won box top; the stock is now in a confirmed downtrend because tank demand is weakening after the Ukraine war showed tanks are vulnerable to cheap suicide drones, and major Iraq/Peru contracts are not finalized. He expects at best a rebound toward 160,000-170,000 won and recommends exiting into strength because the old box top will be resistance.
Korean defense exports constrained near term
Lee removed Korean defense stocks from his interest list because big export deals have repeatedly hit problems, Iran-related geopolitics and U.S. approval issues are constraining sales, and only limited export revenue such as Hanwha Aerospace's U.S. self-propelled howitzer is appearing; he expects the sector to stay weak near term.
NCsoft momentum weak; sell into rebounds
NCsoft's sales sustainability is questionable, and the stock already lost momentum after a brief rally; with the 190,000-won level as key support, a failure there would mean more downside. He advises using rebounds toward 240,000-250,000 won to sell, even at the current 260,000-won average, rather than holding for new game hype.
Kia valuation cheap; likely rebound
Auto industry conditions are globally weak, but Kia has already given back the robot/Boston Dynamics premium and is trading at only about 5.4x forward P/E and 0.8x PBR. He expects the stock is likely to bottom and rebound toward 145,000-150,000 won, where investors should reevaluate rather than expecting much more.
LG Chem may rally to 310,000 won
LG Chem is rounding at the bottom and is likely to rally toward the 310,000-won area, which coincides with the 120-day moving average and prior resistance. Rising oil product prices and the company's cathode business support the short-term upside case; if it breaks strongly on confirmed earnings, that resistance can become support.
SK Eternix likely breaks upward; watch 64,000
SK Eternix has all moving averages converged, indicating a decisive directional move is coming; because it is a renewable energy name and downside momentum is not dominant, he leans toward a strong upward move. He says there is no reason to stop loss now, but 64,000 won is the key resistance to monitor and take profits, while a decisive break below the cluster would require cutting.
APR valuation cheap; Q3 may re-rate
APR has become cheap at around 18x along with other cosmetics stocks, and the market has already reflected the Singapore harmful-substance/fake-product controversy and won-strength concerns. If the prior low holds, Q3 earnings expectations and strong sales in Europe and the Americas can drive another upward move; without additional won strength, he sees this as a buying/accumulation opportunity.
POSCO Holdings steel and lithium improving
POSCO Holdings is likely to rise because steel is improving: a stronger won lowers iron ore input costs and steel prices are recovering. On lithium, POSCO started production just as lithium prices rise and China is signaling environmental restrictions on CATL's lithium mine, which should reduce supply; technically the 320,000-won area is support, with a first target around 360,000 won and potential toward 420,000 won.
Kakao broken; avoid averaging down
Kakao remains unattractive because the market expected AI/OpenAI and cloud momentum but earnings did not show meaningful evidence of ChatGPT usage through KakaoTalk; the stock broke down from a large box, creating heavy supply overhead. He advises against averaging down now, waiting for a rebound of at least 4,000 won before considering any action, and reducing the oversized 50% position into strength because the 60,000-won area has huge overhead supply.
Hana Micron orders full; target 50,000
Hana Micron is a Samsung back-end packaging/OSAT supplier with Vietnam capacity expansion; orders are full and should grow. The company has under-10x P/E, 15-20% operating margin, annual revenue heading toward 400 billion won, and conservative 2027 guidance likely to be revised up. The stock is repeatedly testing the 120-day line and he expects a turnaround and breakout, with a first target near 50,000 won.
Korean semiconductor materials/parts remain buyable
The speaker reiterates that Korean semiconductor materials, components, and equipment should be held/accumulated, pointing to back-end packaging/OSAT demand and full order books at suppliers such as Hana Micron as evidence that the group remains investable.
This 815 Money Talk (815머니톡) video, published September 10, 2026,
features Lee Kwon-hee
discussing 090460.KS, 064350.KS, Korean defense stocks, 012450.KS, 079550.KS, 036570.KS, 000270.KS, 051910.KS, 475150.KS, 278470.KS, 005490.KS, 035720.KS, 067310.KQ, Korean semiconductor materials/components/equipment.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
090460.KS,
064350.KS,
Korean defense stocks,
012450.KS,
079550.KS,
036570.KS,
000270.KS,
051910.KS,
475150.KS,
278470.KS,
005490.KS,
035720.KS,
067310.KQ,
Korean semiconductor materials/components/equipment
