Stocks to Buy If Samsung Electronics and SK hynix Plunge; An Unprecedented Money Feast Is Coming / Where Are the Oversold Stocks to Buy? | CEO Lee Kwon-hee

삼성전자·SK하이닉스 급락하면 담아야 할 주식… 역대급 돈 잔치 열린다 / 사야 할 낙폭과대주는 어디?ㅣ이권희 대표
Watch on YouTube ↗  |  February 03, 2026 at 07:30  |  24:53  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, CEO of Wizwave, discusses Korean market opportunities and risks, focusing on secondary battery profit-taking, the memory and SSD upcycle, and specific large-cap and sector ideas. He favors Samsung Electronics, SK hynix, HYBE, Hanwha Systems, shipbuilders, Samsung Electro-Mechanics, and nuclear names, while cautioning on batteries, LG Group stocks, K-beauty, and aerospace. He also highlights Fadu's potential SSD leadership and advises watching large-cap resilience.

  • Secondary battery rally is overextended; take profits and wait for lower re-entry levels.
  • Memory and SSD strength supports Samsung Electronics and SK hynix.
  • Fadu is held for potential SSD controller leadership if earnings improve.
  • HYBE, Hanwha Systems, shipbuilders, Samsung Electro-Mechanics, and nuclear stocks are favored.
  • LG Group governance overhang, K-beauty weakness, and aerospace froth are cautions.
  • Large-cap Korean stocks are preferred over small caps, with dips seen as temporary.
Ideas
Lee Kwon-hee CEO, Economist 0:16
Take profits in secondary battery leaders
Secondary battery names have rallied too far and are now a sell or trading-exit candidate. Earnings may not justify the move, and prior weakness in Samsung SDI and LG Energy Solution looks like an early warning for EcoPro, EcoPro BM, and L&F. LG Energy Solution also carries an LG family succession and lawsuit overhang.
006400.KS 373220.KS 086520.KQ 247540.KQ 066970.KS HIGH
Lee Kwon-hee CEO, Economist 2:10
LG Group stocks face succession overhang
The LG family inheritance and succession dispute creates a cloud over LG Group affiliates. He advises caution on LG Group stocks until the issue is resolved, especially because stake-related claims could pressure Chairman Koo's ownership.
LG Group stocks MED
Lee Kwon-hee CEO, Economist 7:39
Buy Samsung and SK hynix
Memory and SSD/NAND are being re-rated as US investors recognize their importance after SanDisk's blowout guidance and Seagate's surge. In Korea, Samsung Electronics and SK hynix are the direct beneficiaries and can simply be bought.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 8:35
Fadu holds upside if earnings deliver
Fadu has real SSD controller technology and, after a long trading halt, resumed with a limit-up move. He owns 3,500 shares, held through a -60% drawdown, and still sees it as a potential SSD leader if earnings materialize; he will keep holding for now.
440110.KQ MED
Lee Kwon-hee CEO, Economist 13:26
Favor Korean large-cap stocks now
In the current market he favors large-cap Korean stocks over small caps because they can better withstand drawdowns and have earnings and direction visibility, allowing investors to average down if they become underwater.
Korean large-cap stocks MED
Lee Kwon-hee CEO, Economist 13:44
HYBE has attractive price momentum
HYBE is attractive and trending well despite the Hong Kong concert cancellation. He has a KRW 400,000 target; the stock stalled near KRW 395,000, but momentum remains strong.
352820.KS MED
Lee Kwon-hee CEO, Economist 14:41
Hanwha Systems as Korea's Palantir
Hanwha Systems can become Korea's Palantir. It sells defense software and integrated weapon-operation solutions, collaborates with LIG Nex1, holds stakes in Hanwha Ocean and a Philippine shipyard, and is involved in space and launch work; defense and shipbuilding exposure support continued upside.
272210.KS MED
Lee Kwon-hee CEO, Economist 14:47
Defense sector uptrend continues
The defense sector should continue to move higher, and Hanwha Aerospace is rebounding again as part of that strength.
Korean defense sector 012450.KS MED
Lee Kwon-hee CEO, Economist 16:11
Shipbuilding stocks to stay strong
Shipbuilding stocks should be bought and should do well this year. He names HD Korea Shipbuilding & Offshore Engineering, Hanwha Ocean, HD Hyundai Heavy Industries, and HD Hyundai Marine Engine, expecting first-quarter earnings to surprise with double-digit growth and another leg up after consolidation.
009540.KS 042660.KS 329180.KS 071970.KS HIGH
Lee Kwon-hee CEO, Economist 17:41
Samsung Electro-Mechanics benefits from AI substrates
Samsung Electro-Mechanics is showing a hot trend as its glass substrate and FC-BGA are reportedly being supplied to Nvidia for NVLink-related substrates, with more MLCC content as well.
009150.KS MED
Lee Kwon-hee CEO, Economist 18:43
Avoid K-beauty and cosmetics stocks
Cosmetics and beauty stocks are not in their former uptrend; recent moves look like oversold rebounds rather than a renewed rally. He advised selling Silicon2, and notes APR is falling again while PharmaResearch pulled back from KRW 550,000 despite no major bad news.
257720.KQ 278470.KS 214450.KQ MED
Lee Kwon-hee CEO, Economist 22:24
Trim aerospace and space stocks
He suggests reducing exposure to aerospace and space stocks after their sharp moves, with Satrec Initiative and Intellian Technologies up strongly.
099320.KQ 189300.KQ MED
Lee Kwon-hee CEO, Economist 22:34
Nuclear power stocks are rebounding
Nuclear power stocks are rising again. Doosan Enerbility, which he had promoted early, broke below KRW 90,000 and then rebounded; he remains positive on the nuclear theme.
KORU 034020.KS MED
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[긴급 시황] D램, 만드는 즉시 팔아야 될 지경이다. 삼성전자, SK하이닉스가 주도하는 반도체 슈퍼사이클 장은 계속된다.ㅣ박근형 부장
815 Money Talk (815머니톡) · Feb 03

This 815 Money Talk (815머니톡) video, published February 03, 2026, features Lee Kwon-hee discussing 006400.KS, 373220.KS, 086520.KQ, 247540.KQ, 066970.KS, LG Group stocks, 005930.KS, 000660.KS, 440110.KQ, Korean large-cap stocks, 352820.KS, 272210.KS, Korean defense sector, 012450.KS, 009540.KS, 042660.KS, 329180.KS, 071970.KS, 009150.KS, 257720.KQ, 278470.KS, 214450.KQ, 099320.KQ, 189300.KQ, KORU, 034020.KS. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 006400.KS, 373220.KS, 086520.KQ, 247540.KQ, 066970.KS, LG Group stocks, 005930.KS, 000660.KS, 440110.KQ, Korean large-cap stocks, 352820.KS, 272210.KS, Korean defense sector, 012450.KS, 009540.KS, 042660.KS, 329180.KS, 071970.KS, 009150.KS, 257720.KQ, 278470.KS, 214450.KQ, 099320.KQ, 189300.KQ, KORU, 034020.KS