Ideas
Buy Korean dips; foreigners support spot.
Foreign investors are selling index futures but still buying cash equities, which suggests they want cheaper spot exposure rather than an exit; large-cap leaders remain strong and dips should be bought.
Buy Hyundai Motor; robotics boosts valuation.
HVM is the top pick in the SpaceX special-alloy supply chain because its plant has normalized and nickel/iron alloy shipments to SpaceX through SPG should double; SPG is a buy if it corrects more than 15%; SeAH Besteel Holdings is a cheap holding-company way to play the U.S. plant and SpaceX purchase expectation.
Glovis wins from Boston Dynamics restructuring.
Hyundai Glovis is a key Hyundai Motor Group robot-value play because it holds the Boston Dynamics stake and will handle robot distribution/logistics; after Boston Dynamics lists, stake sale/restructuring could fund buying Hyundai Mobis for governance reform, so it should move higher and pullbacks are buys.
AutoEver leads Hyundai robot software.
Hyundai AutoEver is the software/SI control tower for Hyundai Motor Group's robotics and autonomous driving; it should expand with group robot projects and potential Nvidia virtual-world collaboration, making it one of the three core group names to buy on corrections.
Buy Samsung on earnings dips.
The speaker recommends maintaining at least 50% in Samsung Electronics and SK hynix even after trimming, about 20% in biotech, 10-20% in Hyundai Motor Group so as not to miss that theme, and the remainder in entertainment or trading; long-term and trading accounts should be separated.
OLIX targets fat without muscle loss.
OLIX's ALK7 obesity approach aims to break down fat cells and could avoid the muscle-loss side effect of existing obesity drugs; first disclosure at JPMorgan Healthcare gives it a differentiating catalyst.
Hanmi attacks obesity muscle-loss niche.
Hanmi Pharmaceutical is developing an obesity treatment that suppresses muscle loss rather than fat breakdown, entering clinical stage and targeting a niche unmet need in obesity care.
HanAll benefits from Roivant M&A.
HanAll Biopharma has recovered from the pipeline-return plunge, and Roivant's desire to sell or attract big pharma could trigger an M&A or DND-like revaluation as partnered assets are prioritized for commercialization.
HJ wins US Navy ship repair.
HJ Heavy Industries has passed the final gateway for a U.S. Navy ship maintenance agreement and may receive a license this month; the U.S. Pacific fleet has a large aging-ship MRO backlog, making the opportunity substantial.
Buy Doosan Enerbility on nuclear/gas.
Doosan Enerbility's credit/risk warnings have eased, and it is the only company that can deliver gas turbines quickly; U.S. nuclear support and orders strengthen the story, and the stock should be bought on breakouts or pullbacks.
Buy entertainment on China thaw.
Korean entertainment stocks have been sold off, but the resumption of a Korea-China song festival and possible lifting of the Hallyu ban would be a major catalyst; buy the sector on weakness.
Buy Hive on BTS strength.
Hive is the preferred entertainment name because BTS is still strong and a March event provides support; China exposure and relative resilience make it a buy on dips.
Buy shipbuilding, defense, nuclear again.
Shipbuilding, defense, and nuclear have been consolidating for more than six months and are showing renewed strength; the speaker expects another rally cycle and says investors should look at the shipbuilding/defense/nuclear trio again.
Watch Hanmi Semiconductor after pullback.
Hanmi Semiconductor is the strongest Korean HBM equipment name amid Samsung supply-chain rumors and a value-up plan, but the stock has already run a lot; wait for pullbacks rather than chase.
Rotate profits to dividend holdings.
Ahead of a likely third Commercial Act amendment, investors should rotate some semiconductor profits into defensive, high-dividend holding/financial names such as SK Inc., CJ Corp, LS Corp, and KB Financial for insurance and dividends.
Mirae Asset has SpaceX upside.
Mirae Asset Securities is performing very well and has a unique SpaceX-linked edge, making it one of the most important financial names to watch or buy.
Buy beaten-down battery materials rebound.
POSCO Future M and L&F have fallen sharply and are showing a rebound trend, offering potential 20-30% upside as battery-material names recover.
Samsung equipment better than SK.
Semiconductor equipment/materials are mixed: front-end equipment needs fab expansion, but capex is limited and SK hynix has placed almost no equipment orders ahead of its large Yongin plan, so SK-linked equipment makers may struggle; Samsung's P4/P5 progress should make Samsung-linked equipment relatively better.
Buy biotech export winners on dips.
In biotech, focus on technology-export candidates rather than the JPMorgan event; Alteogen, ABL Bio, and D&D Pharmatech are top picks, with LigaChem Biosciences and FutureChem also viewed positively, and pullbacks are buying chances.
Naver gains from Coupang exodus.
Naver is a beneficiary of the 'exit Coupang' trend, with AI as an additional upside option; the stock is attractive.
RFHIC wins US telecom cycle.
RFHIC is a telecom-equipment beneficiary of a 2026-2030 big cycle in the U.S. market, with additional defense exposure and a subsidiary RF Materials making optical fiber that can replace Chinese supply; a Hanwha Securities target of 60,000 won looks reachable.
Buy WSI on pullbacks.
WSI is expected to start generating revenue soon and the theme should continue; because it often leaves upper wicks, buy near the close on pullbacks rather than chasing, with further adjustments as opportunities.
This 815 Money Talk (815머니톡) video, published January 07, 2026,
features Lee Kwon-hee
discussing EWY, 005380.KS, HVM, 001430.KS, 086280.KS, 307950.KS, 005930.KS, 000660.KS, Korean Biotech, Hyundai Motor Group, Korean entertainment, 226950.KQ, 128940.KS, 009420.KS, 097230.KS, 034020.KS, Korean Entertainment Sector, 352820.KS, Korean shipbuilding sector, Korean defense sector, Korean nuclear sector, 042700.KS, SK Inc., 001040.KS, LS Corp, KB, 006800.KS, 003670.KS, L&F, Korean semiconductor equipment/materials, 196170.KQ, ABL Bio, 347850.KQ, 141080.KQ, 220100.KQ, 035420.KS, 218410.KQ, WSI.
22 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
EWY,
005380.KS,
HVM,
001430.KS,
086280.KS,
307950.KS,
005930.KS,
000660.KS,
Korean Biotech,
Hyundai Motor Group,
Korean entertainment,
226950.KQ,
128940.KS,
009420.KS,
097230.KS,
034020.KS,
Korean Entertainment Sector,
352820.KS,
Korean shipbuilding sector,
Korean defense sector,
Korean nuclear sector,
042700.KS,
SK Inc.,
001040.KS,
LS Corp,
KB,
006800.KS,
003670.KS,
L&F,
Korean semiconductor equipment/materials,
196170.KQ,
ABL Bio,
347850.KQ,
141080.KQ,
220100.KQ,
035420.KS,
218410.KQ,
WSI
