Ideas
Record earnings, buyback cancellation support shares
SK hynix reported record earnings and announced a full cancellation of about 12 trillion won in treasury shares; the ADR listing review is not seen as a workaround, and the stock surged. He advises shareholders not to sell everything at once and says this is not yet a strategic selling point.
Policy support fuels KOSDAQ rally
The KOSDAQ is surging on continued government support policies, ETF inflows, and capital rotating away from real estate due to heavier holding taxes. He expects policy support and liquidity to keep the market biased upward, though detailed policy announcements are a near-term risk.
Earnings and robots drive rebound
Hyundai Motor's near-term weakness and tariff concerns should not be compared with faster-moving sectors; the upcoming earnings release and robot business vision can provide a rebound catalyst, and he expects autos to move again.
SK hynix rally lifts holding company
SK Square rose more than 11% as its investment in SK hynix is being recognized and it had an additional company-specific catalyst; the holding company benefits from the SK hynix rally.
Treasury cancellation could lift SK Inc
SK Inc is a notable idea because it owns more than 20% treasury shares; if it follows SK hynix and cancels them, its stake value should rise as shares outstanding fall. With the stock around 300,000 won, he sees a 20% move toward 360,000 won.
Buy laggard Samsung before earnings rebound
Samsung Electronics has lagged SK hynix, and tomorrow's earnings could make it the next catalyst; he prefers buying the laggard today to anticipate a rebound and still recommends owning both Samsung and SK hynix, roughly 6:4.
Wait for pullback in robot stocks
Robot-related stocks with large-corporate equity investments or real transaction ties, such as Rainbow Robotics and SPG, remain strong; however, the sector is overheated short term, so he prefers waiting for a pullback before entering.
GLP-1 and Mexico sales upside
Hanmi Pharm looks like the most attractive and cheap pharma/biotech name; its GLP-1 obesity treatment ingredient is tied to a diabetes drug sale in Mexico, opening a Latin America market, and he expects the stock to keep rising.
EV recovery and robot battery optionality
European EV sales overtaking internal combustion and potential humanoid robot battery demand support Korean battery makers. LG Energy Solution is linked to Tesla Optimus and Samsung SDI to Hyundai Atlas, while POSCO Future M and L&F also look positive; robot battery revenue is still three to five years away, and Samsung SDI is short-term overbought.
EV recovery and robot battery optionality
European EV sales overtaking internal combustion and potential humanoid robot battery demand support Korean battery makers. LG Energy Solution is linked to Tesla Optimus and Samsung SDI to Hyundai Atlas, while POSCO Future M and L&F also look positive; robot battery revenue is still three to five years away, and Samsung SDI is short-term overbought.
US-Europe sales drive new highs
PharmaResearch is expected to benefit from increased US and Europe sales; he highlighted it in the 400,000 won range, it has now broken above 500,000 won, and he sees a minimum target of 600,000 won.
Hugel recommended for KOSDAQ rebound
He recommended Hugel during the KOSDAQ policy-driven rally and the stock rose sharply; he now includes it in his cosmetics and aesthetic device list as a positive name.
Uranium supply tightness supports nuclear fuel
Uranium prices are surging because Russian supply is weak and Kazakhstan supply is constrained, while US government support for nuclear power and enrichment subsidies signal a stronger nuclear focus. Cameco and uranium miners/enrichers benefit from this backdrop.
Buy Korean nuclear stocks on dips
Korean nuclear power stocks have had a good run and are taking a breather today; he views pullbacks as buying opportunities because US nuclear policy support and rising uranium prices keep the nuclear theme strong.
Biotech rebound leads first half
For the first half, he expects Korean semiconductors, automobiles, batteries, and biotech to lead the market, with batteries and biotech rebounding and semiconductors and autos supported by earnings and product news.
Nuclear order momentum remains positive
Doosan Enerbility remains a positive name within the nuclear and power equipment theme, supported by improving nuclear order momentum.
Samsung tie-up could drive upside
Hanmi Semiconductor remains a favored semiconductor equipment name; if Samsung Electronics confirms a partnership, the stock could see a strong rally, and he personally sees it reaching 250,000 won.
Advanced nodes lift equipment names
HPSP benefits as leading-edge process steps increase, and he groups it with Park Systems and Leeno Industrial as advanced-node semiconductor equipment names to watch; HPSP had a strong move and remains favored.
Governance pressure lifts shareholder returns
LS is under government and governance pressure to improve shareholder returns; he expects a 40% year-over-year dividend increase, dividend tax separation, and treasury share cancellation, all supportive for the stock.
Cheap group member with robot upside
Hyundai Wia is the cheapest name in the Hyundai Motor Group with a PBR around 0.64x; it has completed parking robot development and is commercializing it, with collaboration with Hyundai Elevator and Hyundai E&C for parking and logistics robots.
Parking robot elevator partnership upside
Hyundai Elevator is a related tip: if parking robots work with elevators, it could benefit as a first mover in elevator-integrated parking robot systems and become a large opportunity.
Silicon2 remains favored in cosmetics
Silicon2 remains a favored cosmetics name; he says he still likes it, though the transcript gives limited additional detail.
BTS demand supports first-half new high
Hive remains favored; BTS concerts are sold out even before a comeback, and Mexico's president has been asked to open a BTS concert, showing strong demand. He expects Hive to reach a new high in the first half.
NAVER remains a favored name
NAVER remains on his positive list, although he gives little additional rationale in this segment.
Frequency auction supports RFHIC expectations
RFHIC remains positive; although investor interest is low, the frequency auction is supporting the stock and expectations remain intact.
Medical robot revenue ramps this year
WSI is a medical robot name that may rest after a strong move but should go again; revenue is expected to begin in earnest this year, and its market cap has risen from about 80 billion won to 160 billion won.
This 815 Money Talk (815머니톡) video, published January 28, 2026,
features Lee Kwon-hee
discussing 000660.KS, KRX:KOSDAQ, 005380.KS, 402340.KS, 034730.KS, 005930.KS, 277810.KQ, 058610.KQ, 128940.KS, 373220.KS, 003670.KS, 066970.KS, 006400.KS, 214450.KQ, 145020.KQ, URA, CCJ, Korean nuclear power sector, Korean biotech sector, Korean Semiconductors, EWY, KARS, 034020.KS, 042700.KS, 403870.KQ, 140860.KQ, 058470.KQ, 006260.KS, 011210.KS, 017800.KS, 257720.KQ, 352820.KS, 035420.KS, 218410.KQ, 299170.KQ.
26 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee
· Tickers:
000660.KS,
KRX:KOSDAQ,
005380.KS,
402340.KS,
034730.KS,
005930.KS,
277810.KQ,
058610.KQ,
128940.KS,
373220.KS,
003670.KS,
066970.KS,
006400.KS,
214450.KQ,
145020.KQ,
URA,
CCJ,
Korean nuclear power sector,
Korean biotech sector,
Korean Semiconductors,
EWY,
KARS,
034020.KS,
042700.KS,
403870.KQ,
140860.KQ,
058470.KQ,
006260.KS,
011210.KS,
017800.KS,
257720.KQ,
352820.KS,
035420.KS,
218410.KQ,
299170.KQ
