Emergency Countermeasure Meeting.. 'This' You Must Do If KOSDAQ Surges / Don't Be Anxious About Soaring Exchange Rates | CEO Lee Kwon-hee

Watch on YouTube ↗  |  June 04, 2026 at 03:15  |  22:46  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses KOSDAQ rebound expectations, advises buying Samsung Electronics and SK Hynix on weaknesses, highlights S-Oil's strong refinery margins, and points to semiconductor equipment, shipbuilding, and substrate/PCB stocks as key sectors. He also reviews exchange rate pressure from capital outflows and provides short-term trading ideas.

  • Lee expects a short-term KOSDAQ bounce but advises reducing positions into strength.
  • Samsung Electronics and SK Hynix are worth buying on 4-5% dips.
  • S-Oil is a core long due to sustained refinery margins and underinvestment in global refining capacity.
  • Seongho Electronics may benefit from a potential silicon photonics collaboration with Samsung.
  • Advanced copper foil makers Lotte Energy Materials and Solus Advanced Materials are tied to high-end packaging demand.
  • Semiconductor equipment stocks including Hanmi, TES, PSK, and others are showing technical reversal signs.
  • Samsung Heavy Industries and HD Hyundai Heavy are favored in the shipbuilding sector.
  • The secondary battery sector, led by EcoPro, is also seen as part of the KOSDAQ recovery.
Trade Ideas
Lee Kwon-hee CEO, Economist 8:39
Buy Samsung, SK Hynix on 4-5% drops
Samsung Electronics and SK Hynix are core positions that should be bought on dips of 4-5% as they are likely to recover. The speaker considers such pullbacks as buying opportunities and has been accumulating on weakness.
005930.KS 000660.KS MED
Lee Kwon-hee CEO, Economist 9:07
Seongho silicon photonics collaboration likely
Seongho Electronics has a subsidiary involved in silicon photonics (CPO) and a news report suggested potential collaboration with Samsung Electronics, making the stock attractive. The speaker bought it based on this speculation.
081580.KQ MED
Lee Kwon-hee CEO, Economist 10:21
S-Oil refinery margins strong; target 140,000
S-Oil is benefiting from strong refinery margins due to global underinvestment in refining capacity. Demand for petroleum products continues to rise while electric vehicle adoption is slower than expected, keeping refinery utilization high. The stock has pulled back to around 100,000 won and is expected to reach 140,000 won.
010950.KS HIGH
Lee Kwon-hee CEO, Economist 12:50
HFR consolidating well; may break out soon
HFR is a telecom equipment stock that has been consolidating well after a prior rally. Analyst Kim Hong-sik has coverage with influence, and the stock may break out soon. The zone around current levels is worth watching.
230240.KQ MED
Lee Kwon-hee CEO, Economist 14:30
Advanced copper foil vital for packaging
As semiconductor packaging becomes more advanced, the copper foil used in circuit boards (회로박) requires extremely smooth surfaces to minimize resistance and heat. Lotte Energy Materials and Solus Advanced Materials are the key domestic producers of this advanced foil, positioning them to benefit from the trend.
336370.KQ 020150.KQ MED
Lee Kwon-hee CEO, Economist 18:21
Samsung Heavy large order, floating data center
Samsung Heavy Industries recently announced a large 4 trillion won order and is involved in floating data centers, adding a new growth driver. The stock initially underreacted but is now gaining momentum.
010140.KS MED
Lee Kwon-hee CEO, Economist 19:16
HD Hyundai shipbuilding next rising sector
HD Hyundai Heavy Industries is showing signs of turning around, and the shipbuilding sector is expected to be the next rising sector in the market. The stock is reversing higher from support.
009540.KS MED
Lee Kwon-hee CEO, Economist 19:31
Semiconductor equipment stocks turning up
Korean semiconductor equipment and materials stocks (Hanmi Semiconductor, TES, PSK, Wonik IPS, Eugene Technology, RFHIC, KMW) have fallen significantly and are now showing technical signs of turning up. The sector is likely to rebound as part of the broader KOSDAQ recovery.
042700.KS 152100.KQ 084370.KQ 319660.KQ 240810.KQ 218410.KQ 232140.KQ LOW
Lee Kwon-hee CEO, Economist 20:27
EcoPro secondary battery stock bouncing
EcoPro, a secondary battery stock, is showing strength and is part of the broader KOSDAQ bounce. The speaker recommends paying attention to the secondary battery sector alongside semiconductor equipment.
086520.KQ LOW
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This 815 Money Talk (815머니톡) video, published June 04, 2026, features Lee Kwon-hee discussing 005930.KS, 000660.KS, 081580.KQ, 010950.KS, 230240.KQ, 336370.KQ, 020150.KQ, 010140.KS, 009540.KS, 042700.KS, 152100.KQ, 084370.KQ, 319660.KQ, 240810.KQ, 218410.KQ, 232140.KQ, 086520.KQ. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005930.KS, 000660.KS, 081580.KQ, 010950.KS, 230240.KQ, 336370.KQ, 020150.KQ, 010140.KS, 009540.KS, 042700.KS, 152100.KQ, 084370.KQ, 319660.KQ, 240810.KQ, 218410.KQ, 232140.KQ, 086520.KQ