Urgent Market Update: NVIDIA to Invest 30 Trillion Won in Hyundai Motor? / Why Is Alteogen Plunging Despite Good News? | CEO Lee Kwon-hee

[#UrgentMarketUpdate] NVIDIA, ₩30 Trillion Investment in Hyundai Motor? / Why is Alteogen, with good news, plummeting? | CEO Lee Kwon-hee
Watch on YouTube ↗  |  September 03, 2026 at 06:00  |  21:53  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee sees a weak, low-confidence Korean market but identifies selective sector opportunities in beaten-down petrochemicals, Korean nuclear names, bank defensives, LNG-exposed steel/fitting names, and short-term battery momentum. He argues Alteogen's drop is a supply/demand short-selling issue that could reverse violently. On autos, he says the global industry is weak, but a rumored NVIDIA-Hyundai JV is a key catalyst to watch.

  • Korean market remains in a thin, low-confidence 2000-point box with weak ETF and program flows.
  • Petrochemical names and shipbuilding stocks led early rebounds while bank stocks drew defensive flows.
  • Macquarie highlighted Doosan Enerbility and Hyundai Construction on U.S. nuclear project progress.
  • Battery names present a short-term bounce setup with Samsung SDI as leader, but profit-taking risk near mid-600,000 won.
  • Alteogen's record licensing deal is overshadowed by heavy short selling; a short-covering squeeze is possible.
  • Global auto fundamentals are weak and Hyundai's valuation is not cheap, but the NVIDIA-Hyundai JV rumor is an important optional catalyst.
Ideas
Lee Kwon-hee CEO, Economist 3:46
Beaten-down Korean chemical stocks are rebounding.
Lee sees money rotating into deeply beaten-down sectors, and Korean petrochemical/chemical names such as Lotte Chemical, SK Chemicals, Kukdo Chemical, and Hyosung TNC are rebounding from the bottom with improving chart patterns, making the chemical sector a supply/demand-driven recovery play.
011170.KS 285130.KS 007690.KS 298020.KS MED
Lee Kwon-hee CEO, Economist 5:19
US nuclear builds favor Korean nuclear leaders.
Lee highlights Macquarie's Korea nuclear project report prioritizing Doosan Enerbility and Hyundai Construction as U.S. nuclear projects move into full-scale progression, with the expectation-building phase now starting for Korean nuclear-exposed names.
034020.KS 000720.KS MED
Lee Kwon-hee CEO, Economist 5:50
Nervous market rotates into bank stocks.
With the market nervous, Lee observes funds flowing into large Korean bank holding companies such as KB Financial, Hana Financial Group, and Shinhan Financial Group as a defensive destination, supporting their outperformance.
105560.KS 086790.KS 055550.KS LOW
Lee Kwon-hee CEO, Economist 6:47
LNG project news can lift pipe/valve/steel.
Lee believes Alaska/U.S. natural gas terminal projects will proceed and Korea and Japan are likely to participate, so Korean pipe fitting/valve and steel names such as Seonggwang Bend, Taekwang Industrial, Haseong Valve, POSCO International, Nexteel, and Husteel have low price burdens and can rally on news, though he wants more confirmation before turning aggressive.
Seonggwang Bend Taekwang Industrial Haseong Valve 047050.KS 092790.KS 005010.KS MED
Lee Kwon-hee CEO, Economist 8:30
Battery names bounce; Samsung SDI leads.
Lee says the secondary battery sector is worth a short-term challenge after yesterday's pullback: Samsung SDI is the leading stock, while LG Energy Solution, POSCO Future M, and L&F are recovering. However, if Samsung SDI reaches the mid-600,000 won area, the rest of the group should become profit-taking territory.
006400.KS 003670.KS 066970.KS HIGH
Lee Kwon-hee CEO, Economist 10:33
Alteogen short covering could spark rally.
Lee argues Alteogen's drop is supply/demand-driven and overdone; despite a record 4.4 trillion won license-out and a Halozyme litigation win, heavy short selling and weak institutional buying are suppressing it. If the stock is forced higher, aggressive short covering could drive a sharp rally similar to past secondary battery squeezes.
196170.KQ HIGH
Lee Kwon-hee CEO, Economist 15:51
Global autos weak; Hyundai not cheap.
Lee says global autos are in a low-growth downturn: Volkswagen and Stellantis were removed from Eurostoxx50, Toyota has struggled, and Hyundai's delivery time collapse indicates high inventory. Hyundai at 9-10x valuation is not cheap, Kia at around 6x is not attracting buyers, and without robot momentum Hyundai/Kia are likely to stay under pressure.
000270.KS 005380.KS MED
Up Next
29:40
SEC Unveils 'Regulation Crypto'... Impact on the Korean Market | Seo Dong-ju, Kim Dong-hwan, Kim Jong-seung Representatives [Crypto PLUS]
3PRO TV (삼프로TV) · Sep 03
1:34:07
Trump Mulls More Chip Tariffs, Traders on Yen Intervention Watch | The Asia Trade 9/3/2026
Bloomberg Markets · Sep 03
1:32:35
ByteDance Gets $30B Loan to Fuel AI Ambitions | The China Show | 9/3/2026
Bloomberg Markets · Sep 03
32:31
The Real Reason Bitcoin Is Flat Despite the Simultaneous Rise of the Three Major New York Stock Markets | Seo Dong-ju, Kim Dong-hwan, Reporter Park Hyun-young [Crypto PLUS]
3PRO TV (삼프로TV) · Sep 03
6:14:21
[26.09.03 Morning Broadcast Full View] New York Stock Market "Rebounds" as Treasury Yields "Calm"...Broadcom Earnings Announcement
3PRO TV (삼프로TV) · Sep 03

This 815 Money Talk (815머니톡) video, published September 03, 2026, features Lee Kwon-hee discussing 011170.KS, 285130.KS, 007690.KS, 298020.KS, 034020.KS, 000720.KS, 105560.KS, 086790.KS, 055550.KS, Seonggwang Bend, Taekwang Industrial, Haseong Valve, 047050.KS, 092790.KS, 005010.KS, 006400.KS, 003670.KS, 066970.KS, 196170.KQ, 000270.KS, 005380.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 011170.KS, 285130.KS, 007690.KS, 298020.KS, 034020.KS, 000720.KS, 105560.KS, 086790.KS, 055550.KS, Seonggwang Bend, Taekwang Industrial, Haseong Valve, 047050.KS, 092790.KS, 005010.KS, 006400.KS, 003670.KS, 066970.KS, 196170.KQ, 000270.KS, 005380.KS