Ideas
Micron could re-rate as big tech.
There is US market talk that Micron should be treated as a big-tech company because its operating margin may become top-tier. If its P/E is normalized from around 4x toward 15x like big tech, the stock could rise roughly 3-4x. The idea is a valuation re-rating, not a new fundamental shock.
Exchangeable bond caps Hyundai Heavy short term.
Hyundai Heavy Industries may be capped short term by the exchangeable bond issued with Korea Shipbuilding & Offshore Engineering. The speaker expects it to stay boxed and have difficulty exceeding roughly 600,000 won until the related period ends around May, so it is only for longer-term holders, not a short-term trade.
Foreign and institutional buying support KoMiCo.
KoMiCo was the only name cited as bought by both foreign investors and institutions, and the speaker notes continued foreign and institutional accumulation. This supply-demand edge makes it worth monitoring alongside its chart and fundamentals.
Foreign buying and live trend support Daehan.
Daehan Optical Telecom was also bought by foreign investors. The speaker calls it a questionable stock, but says its price trend is still alive, so it is a supply and trend monitor rather than a high-conviction fundamental call.
Voronoi lung-cancer data targets resistant patients.
Voronoi reported positive clinical results for a lung-cancer treatment aimed at patients who have developed resistance to existing therapies such as Tagrisso and later-generation drugs. The speaker frames this as a valid catalyst in a market where biotech news is being rewarded, while noting biotech remains a high-risk sector.
Alginomics liver-cancer combo shows complete response.
Alginomics presented at AACR on an RNA-based liver-cancer combination therapy that achieved complete response. The speaker had previously flagged it for attention and says the news is being rewarded as part of the current biotech news-sensitive market.
Shipbuilding engine and equipment momentum strong.
Shipbuilding equipment and engine stocks are strong; STX Engine reportedly went limit-up and was up another 7%, although it also has a sale-related issue. The speaker flags the group's momentum as a developing trading theme.
Samsung Electro-Mechanics momentum remains unusually strong.
Samsung Electro-Mechanics is showing an unusually strong move and keeps advancing without breaking its 5-day moving average. The speaker says he had flagged it as unusual and that the scale of the surge surprised the market.
Game stocks bottom, asymmetric upside, small weight.
The speaker prefers bottom-range, differentiated game stocks where downside appears limited and upside room is larger. He suggests only around 5% of the portfolio because these can be volatile, and cites Krafton and NCSoft as examples showing strength.
Accumulate Samsung E&A on construction lag.
Samsung E&A has lagged other construction stocks, so the speaker thinks it is reasonable to accumulate in the 45,000-50,000 won range. He does not advise chasing immediately, but sees the relative underperformance as an entry opportunity.
L&F faces 200,000-won overhead supply.
L&F has reached a major overhead supply zone around 200,000 won, where many investors who bought in 2022 are trapped and may sell. The speaker thinks it could make one more push but probably needs time and volume or news confirmation to digest that supply, so holders should watch rather than chase.
Vitzrocell overheated, illiquid; do not chase.
Vitzrocell has run about threefold on AI data-center and capacitor-related themes, but its order book is extremely thin, so even small buying moves it sharply and it can fall just as fast. The speaker says not to chase it, while existing holders can consider holding with caution.
Seegene COVID spike is a sell.
Seegene spiked on news about a COVID variant, but the speaker says COVID is not going to re-pandemic and views that rally as a selling opportunity. He warns holders to sell quickly rather than wait for a renewed COVID theme.
Biotech ETF flows create virtuous cycle.
The speaker sees a virtuous cycle in Korean biotech: as biotech ETFs rebalance, they must keep buying bio stocks, and strong clinical announcements from Alginomics, Olix, Voronoi and others improve sentiment. That ETF flow and sentiment feedback can support the group even though biotech is psychologically driven and dangerous when the mood turns.
This 815 Money Talk (815머니톡) video, published April 20, 2026,
features Lee Kwon-hee
discussing MU, 329180.KS, 183300.KQ, 010170.KQ, 310210.KQ, 354390.KQ, 077970.KS, 009150.KS, 259960.KS, 036570.KS, 028260.KS, L&F, Vitzrocell, 096530.KQ, Korean biotech ETFs.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
MU,
329180.KS,
183300.KQ,
010170.KQ,
310210.KQ,
354390.KQ,
077970.KS,
009150.KS,
259960.KS,
036570.KS,
028260.KS,
L&F,
Vitzrocell,
096530.KQ,
Korean biotech ETFs
