Sudden Plunge, Don't Be Fooled by Foreigners' Profit-Taking and Futures Games / 'This Stock' to Buy When Stock Prices Plummet | CEO Lee Kwon-hee

Watch on YouTube ↗  |  May 07, 2026 at 08:36  |  18:54  |  815 Money Talk (815머니톡)
Speakers

Summary

Lee Kwon-hee, CEO, analyzes the sharp drop in KOSPI driven by foreign profit-taking and futures manipulation, arguing the uptrend remains intact. He identifies specific buying opportunities in semiconductor leaders, defense stocks, S-Oil, reconstruction plays, and beauty/medical device stocks, while warning against overvalued or rumor-driven names like Lotte Chemical and Daehan Optical Telecom.

  • Foreign selling is mostly short-term futures/options manipulation, not a trend reversal.
  • Samsung Electronics and SK hynix should be held or bought on dips.
  • Samsung E&A is the key beneficiary of the reconstruction theme.
  • Defense stocks are a buying opportunity amid profit-taking on headlines.
  • S-Oil is a structural refining play; wait for a pullback to 100,000 won.
  • Beauty and medical device stocks are set to rise from May on US/Europe growth.
  • Industrial plays like Simmtech, Seojin System, and Eugene Tech have solid fundamentals.
  • Lotte Chemical, Daehan Optical Telecom, and Hwail Optics are avoided due to fundamental weaknesses.
Trade Ideas
Lee Kwon-hee CEO, Economist 4:11
Hold or buy semiconductor leaders on dip.
The sell-off in Samsung Electronics and SK hynix is driven by short-term foreign profit-taking using futures/options, not a trend reversal; investors should hold or buy the dip because the underlying uptrend remains intact.
000660.KS 005930.KS HIGH
Lee Kwon-hee CEO, Economist 4:45
Samsung E&A leads reconstruction rally.
Samsung E&A is the real beneficiary of the reconstruction theme in Korea, with strong momentum and a clear edge over other construction stocks.
028260.KS MED
Lee Kwon-hee CEO, Economist 5:42
Simmtech is an undervalued substrate play.
Simmtech is a beneficiary of the substrate/SoC theme with good earnings and is undervalued relative to other substrate stocks.
222800.KQ MED
Lee Kwon-hee CEO, Economist 5:48
Daehan Optical rally is unsupported.
Daehan Optical Telecom's rally is based on a misunderstanding that NVIDIA's investment in Corning benefits them directly; the fundamental link is weak, so the stock is risky.
010170.KQ MED
Lee Kwon-hee CEO, Economist 6:32
Seojin System benefits across industries.
Seojin System benefits from multiple front-end industries (telecom, ESS, semiconductor equipment) and continues its strong performance.
178320.KQ MED
Lee Kwon-hee CEO, Economist 6:54
Eugene Tech is cheap and rising.
Eugene Tech is attractively valued and has already shown strong upward movement, confirming the cheap valuation thesis.
084370.KQ MED
Lee Kwon-hee CEO, Economist 7:37
Buy defense stocks on the dip.
Korean defense stocks are falling on profit-taking using headline news, but the structural demand for defense remains intact, making this a buying opportunity.
KORU MED
Lee Kwon-hee CEO, Economist 8:05
Hwail Optics is a falling theme stock.
Hwail Optics is dead while SKC survives in the glass substrate theme; the rally is rumor-driven and not sustainable.
030520.KQ MED
Lee Kwon-hee CEO, Economist 14:26
Buy S-Oil on pullback to 100k.
S-Oil has structural improvement in refining margins due to global capacity cuts; wait for a pullback to around 100,000 won before buying, but long-term positive.
010950.KS HIGH
Lee Kwon-hee CEO, Economist 15:07
Avoid Lotte Chemical due to naphtha risk.
Lotte Chemical faces significant risk from naphtha price volatility and is not expected to recover quickly; avoid due to uncertainty.
011170.KS MED
Lee Kwon-hee CEO, Economist 16:07
Beauty/med device sector positive from May.
Korean beauty and medical device stocks are set to benefit from increasing market share in the US and Europe, with China weakness offset, making the sector positive after May.
Korean beauty/medical device sector MED
Lee Kwon-hee CEO, Economist 16:54
Silicontool is bottoming and recovering.
Silicontool is bottoming out and showing signs of recovery, supported by improving fundamentals in the beauty channel.
384490.KQ MED
Lee Kwon-hee CEO, Economist 17:00
PharmaResearch building base for upside.
PharmaResearch is building a base and gradually rising from its bottom, indicating a potential reversal despite weak overall market.
214450.KQ MED
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This 815 Money Talk (815머니톡) video, published May 07, 2026, features Lee Kwon-hee discussing 000660.KS, 005930.KS, 028260.KS, 222800.KQ, 010170.KQ, 178320.KQ, 084370.KQ, KORU, 030520.KQ, 010950.KS, 011170.KS, Korean beauty/medical device sector, 384490.KQ, 214450.KQ. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 000660.KS, 005930.KS, 028260.KS, 222800.KQ, 010170.KQ, 178320.KQ, 084370.KQ, KORU, 030520.KQ, 010950.KS, 011170.KS, Korean beauty/medical device sector, 384490.KQ, 214450.KQ