Ideas
Buy KOSPI dips; uptrend intact, target higher.
KOSPI's intraday retreat from above 7,200 is a technical Bollinger Band high and a pause, not a bearish trend reversal. The 120-day moving average below should hold as support, while the 60-day moving average around 7,450-7,500 is an open upside target. After short-term hesitation, he expects renewed upside; a breakout above 7,500 opens 8,100-8,200, and a close above 8,200 targets 9,000. He would trim near 8,100 and buy on pullbacks rather than panic.
Memory DRAM uptrend intact; buy Samsung/SK hynix.
Foreign investors have recently bought Korean IT hardware and semiconductors most aggressively, and DRAM prices continued rising even while share prices corrected. Falling token prices are driving explosive token usage and ongoing DRAM demand. CoreWeave's long-term contract for older GPUs out to 2029 undermines the AI depreciation bear case. JPMorgan expects DRAM's share of hyper-scaler data-center capex to rise from 8% in 2025 to 31% in 2026, 49% in 2027, and 60% by 2028, so DRAM/memory is unlikely to roll over.
Samsung Group ETF launch supports group-wide flows.
Roundhill Investments' new Samsung Group ETF includes Samsung C&T, Samsung Electro-Mechanics, Samsung SDI, Samsung Life, and Samsung Biologics. This can broaden demand across Samsung group names, so even if semiconductor stocks correct, group-wide value-chain names may move together.
Robotics requires concrete Hyundai group news catalysts.
Hyundai Motor Group has re-rated to a reasonable 8-10x auto multiple, so the next upside requires concrete robot business news. Robot-related parts respond when Hyundai group announces robot initiatives. He is broadly positive on robot stocks but says they are event-driven, so investors should watch for concrete news flow rather than treat them as earnings plays.
Semiconductor substrate order backlogs are rising strongly.
Semiconductor substrate and PCB names are showing strongly rising order backlogs, not just memory-driven sentiment. Isu Petasys, TLB, Daeduck Electronics, Korea Circuit, Simmtech, Intek Plus, and Gigas all recorded strong order-backlog growth. Isu Petasys rose more than 10% intraday after results before trimming gains, and he recommends watching semiconductor substrate and board names together with memory.
Transformers and electric wire remain positive leaders.
Power equipment, transformers, and cable names continue to show strong price action and can keep leading alongside memory semiconductors. Iljin Electric and Hyosung Heavy Industries are specifically named as still showing very good strength, and he recommends watching transformer and wire/cable names together with semiconductor substrates.
Hotel/resort earnings strong; watch H2 recovery.
Hotel and resort names like Ananti and Mona Yongpyong have strong earnings while stock prices are correcting. After recent adjustments they may move higher, so he wants to watch this group into the second half.
Solar panel prices should rise; buy Hanwha/OCI.
Solar is attractive because trade-law sanctions and Chinese restructuring are likely to lift panel prices, allowing Korean producers with US factories to export at higher prices. Hanwha Solutions and OCI Holdings are named as ways to play this positive solar setup.
Prefer RF Materials over expensive optical telecom.
Optical communications are a mid-to-long-term growth story supported by US names like Coherent and Lumentum and positive CPO-related reports out to 2030. Rather than chasing Daehan Optical Telecom, which carries valuation burden, he finds RF Materials more realistically attractive, and would watch telecom equipment only if optical communications keep moving.
Prefer RF Materials over expensive optical telecom.
Optical communications are a mid-to-long-term growth story supported by US names like Coherent and Lumentum and positive CPO-related reports out to 2030. Rather than chasing Daehan Optical Telecom, which carries valuation burden, he finds RF Materials more realistically attractive, and would watch telecom equipment only if optical communications keep moving.
Rising rates put banks, insurers on watch.
With bond yields having risen, banks and insurers deserve monitoring. US markets have shown bank stocks rally alongside tech, so Korean banks and life insurers could be watched if the rate environment persists, even though they are quiet today.
This 815 Money Talk (815머니톡) video, published August 18, 2026,
features Park Geun-hyung
discussing EWY, 005930.KS, 000660.KS, SAMS, Samsung Life, 207940.KS, 009150.KS, 028260.KS, 006400.KS, Hyundai Motor Group, Isu Petasys, TLB, 064290.KQ, 222800.KQ, 024110, 353200.KS, 420770.KQ, Iljin Electric, 298040.KS, 025980.KQ, 070960.KS, 010060.KS, 009830.KS, 010170.KQ, 327260.KQ, KBE.
11 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Geun-hyung
· Tickers:
EWY,
005930.KS,
000660.KS,
SAMS,
Samsung Life,
207940.KS,
009150.KS,
028260.KS,
006400.KS,
Hyundai Motor Group,
Isu Petasys,
TLB,
064290.KQ,
222800.KQ,
024110,
353200.KS,
420770.KQ,
Iljin Electric,
298040.KS,
025980.KQ,
070960.KS,
010060.KS,
009830.KS,
010170.KQ,
327260.KQ,
KBE
