KOSDAQ Promotion/Demotion System Begins… 3 Performance Stocks You Must Buy Now 'Order Backlog Filled for 3 Years' / Samsung Electro-Mechanics, Should We Sell It? | CEO Gil Geon-woo

KOSDAQ Promotion/Demotion System Begins… 3 Performance Stocks You Must Buy Now "Order Backlog Filled for 3 Years" / Samsung Electro-Mechanics, Should We Sell It? | CEO Gil Geon-woo

Watch on YouTube ↗ | August 19, 2026 at 04:30 | 19:28 | 815 Money Talk (815머니톡)

Speakers

Gil Geon-woo — CEO

Summary

CEO Gil Geon-woo discusses market allocation strategies, recommending a shift towards KOSPI large caps over KOSDAQ. He highlights sectors with strong three-year order backlogs, such as defense, shipbuilding, and power equipment, as safe havens in a slowing market. Additionally, he advises focusing on front-end semiconductor equipment due to global capex expansions while avoiding secondary batteries and risky penny stocks.

Recommends a 60/40 allocation favoring KOSPI over KOSDAQ.
Advises avoiding secondary batteries due to a lack of market interest and catalysts.
Suggests reducing exposure to top-tier semiconductor stocks like Samsung Electronics and SK Hynix.
Strongly recommends Samsung Electro-Mechanics for its MLCC, substrate, and camera module catalysts.
Highlights defense, shipbuilding, and power equipment for their solid three-year order backlogs.
Warns against trading penny stocks to recover losses due to high delisting risks.
Prefers front-end semiconductor equipment over back-end due to global chipmaker capacity expansions.
Notes foreign accumulation of Jusung Engineering despite poor recent earnings.

Ideas

Gil Geon-woo CEO 1:17

Overweight KOSPI over KOSDAQ for better safety.

KOSDAQ has rallied significantly recently, so it is safer to overweight KOSPI at a 60% to 40% ratio as foreign capital is shifting towards KOSPI large caps.

Gil Geon-woo CEO 1:17

Overweight KOSPI over KOSDAQ for better safety.

KOSDAQ has rallied significantly recently, so it is safer to overweight KOSPI at a 60% to 40% ratio as foreign capital is shifting towards KOSPI large caps.

Gil Geon-woo CEO 1:55

Prioritize semiconductor equipment and biotech in KOSDAQ.

Within the KOSDAQ market, investors should prioritize semiconductor equipment and materials, followed by biotech, substrates, and robot components over complete robot vehicles.

Gil Geon-woo CEO 2:15

Avoid battery stocks due to fading interest.

Market interest has faded and the sector lacks strong catalysts other than EcoPro's capital increase news, making it better to avoid and look at renewables or pure robotics instead.

Gil Geon-woo CEO 3:59

Reduce weight in top tier semiconductor stocks.

Investors should reduce their weight in top-tier semiconductor stocks; if holding at a loss, it is better to trade in a new account rather than averaging down.

Gil Geon-woo CEO 5:18

Buy for MLCC, substrates, and camera catalysts.

The company has multiple strong catalysts including MLCCs, substrates, and camera modules that will benefit from strong foldable phone sales and the upcoming return of the autonomous driving theme.

Gil Geon-woo CEO 6:08

Trade short-term ahead of late August event.

Approach the stock as a short-term trade ahead of its late August event, keeping position sizes relatively small rather than holding a large weight.

Gil Geon-woo CEO 6:23

Buy sectors with three year order backlogs.

These sectors provide safety in a slowing market due to their solid three-year order backlogs; defense is especially attractive as global weapon inventories are depleted and capacity is constrained.

Gil Geon-woo CEO 13:02

Avoid penny stocks due to delisting risks.

Avoid trading penny stocks to recover losses as most face delisting risks, unless they have over 10% foreign ownership and daily trading volume exceeding 100,000 shares.

Gil Geon-woo CEO 16:07

Buy front-end equipment on global capex expansion.

Prefer front-end over back-end equipment right now because global chipmakers like Samsung, SK Hynix, Micron, and TSMC are signaling massive capex and capacity expansions.

Gil Geon-woo CEO 17:56

Foreigners are buying on capacity expansion expectations.

Despite poor recent earnings, foreign investors are heavily buying the stock in anticipation of global semiconductor capacity expansions, including potential growth in China.

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This 815 Money Talk (815머니톡) video, published August 19, 2026, features Gil Geon-woo discussing EWY, KOSDAQ, SMH, XBI, Robot components, Substrates, Secondary batteries, 000660.KS, 005930.KS, 009150.KS, 005380.KS, ITA, Shipbuilding, Power equipment, 012450.KS, 329180.KS, Penny stocks, Front-end semiconductor equipment, 036930.KQ. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Gil Geon-woo · Tickers: EWY, KOSDAQ, SMH, XBI, Robot components, Substrates, Secondary batteries, 000660.KS, 005930.KS, 009150.KS, 005380.KS, ITA, Shipbuilding, Power equipment, 012450.KS, 329180.KS, Penny stocks, Front-end semiconductor equipment, 036930.KQ