Ideas
Massive share buyback and cancellation boost valuation.
SK hynix's announcement to buy back and cancel 40 trillion won worth of shares, along with upgrading their shareholder return policy to 'over 50% of FCF', will significantly improve EPS and lower PER, making the stock highly undervalued.
Hynix share cancellation enables SK Square ADRs.
SK hynix's share cancellation will automatically increase SK Square's stake in SK hynix. This provides SK Square with the necessary margin above the 20% holding requirement to potentially issue additional ADRs, benefiting the holding company.
Weaker dollar and yields boost Bitcoin, Gold.
The SEC is easing regulations on crypto assets, exempting some from strict securities registration. This regulatory relief is a positive catalyst for Bitcoin and Ethereum ahead of the FIT21 (Clarity) bill vote.
Weaker dollar and yields boost Bitcoin, Gold.
Gold prices have bottomed out and are trending upward. ITCEN, which owns the Korea Gold Exchange, has seen its stock drop significantly but is now turning around, making it a good value investment based on solid earnings.
Tesla Cybercab launch benefits domestic auto parts.
Tesla's Cybercab launch is approaching, which could benefit domestic auto parts suppliers like HL Mando that are involved in autonomous driving and camera modules.
Anthropic partnership provides upside for SK Telecom.
SK Telecom is partnering with Anthropic, which is showing strong recurring revenue growth in the AI software space. Buying in the low 90,000 KRW range with a stop loss in the low-mid 80,000s is a favorable setup.
SEC regulatory easing boosts crypto assets.
The SEC is easing regulations on crypto assets, exempting some from strict securities registration. This regulatory relief is a positive catalyst for Bitcoin and Ethereum ahead of the FIT21 (Clarity) bill vote.
Foundry price hikes and turnaround drive rerating.
Samsung Electronics has established a bottom and reversed its downtrend. Positive news like 15% foundry price hikes and full operation of the 4nm line indicate a turnaround in the foundry business, leading to a valuation rerating.
Keytruda combination success provides strong upside catalyst.
Alteogen is a prime beneficiary of Moderna's mRNA cancer vaccine success because the vaccine is used in combination with Merck's Keytruda. Alteogen's technical chart has also broken through resistance, making it attractive for trading.
Rising gold prices benefit undervalued ITCEN.
Gold prices have bottomed out and are trending upward. ITCEN, which owns the Korea Gold Exchange, has seen its stock drop significantly but is now turning around, making it a good value investment based on solid earnings.
Moderna's success boosts domestic mRNA supply chain.
ST Pharm and Pharmicell are the most direct beneficiaries of the mRNA vaccine boom because they supply the essential raw materials required for mRNA technology, making them indispensable compared to indirect players.
Moderna's success boosts domestic mRNA supply chain.
Samsung Biologics offers stable growth as a potential Moderna CMO, while Celltrion offers higher volatility and upside as it develops a Keytruda biosimilar. Both are attractive due to record-breaking earnings despite being in the lagging biotech sector.
Unitree IPO shifts focus to component makers.
With Unitree's IPO absorbing liquidity in China, domestic focus may shift to robot component makers with solid technology and revenue, such as SPG for reducers and Robotis.
d'Alba Global dictates the cosmetics sector's direction.
d'Alba Global serves as a bellwether for the cosmetics sector. If its stock breaks out of its recent box range, the entire cosmetics sector will rally; if it drops, the sector will struggle.
Record earnings make both biotech giants attractive.
Samsung Biologics offers stable growth as a potential Moderna CMO, while Celltrion offers higher volatility and upside as it develops a Keytruda biosimilar. Both are attractive due to record-breaking earnings despite being in the lagging biotech sector.
European regulations excluding China benefit Korean batteries.
Funds are rotating from biotech into secondary batteries like EcoPro BM, POSCO Holdings, Samsung SDI, and LG Energy Solution. This is driven by Europe's upcoming industry act which excludes Chinese companies, providing a reflexive benefit to Korean battery makers.
Avoid inter-Korean stocks due to poor earnings.
Inter-Korean economic cooperation stocks like Ananti and Hyundai Elevator should be avoided due to poor earnings, significant deficits, and high risks.
This 815 Money Talk (815머니톡) video, published August 20, 2026,
features Lee Ju-hyeon, Ha Chang-bong, Yoo Chang-hee, Kim Tae-seong
discussing 000660.KS, 402340.KS, BTC, GLD, TSLA, 204320.KS, 017670.KS, ETH, 005930.KS, 196170.KQ, 119830.KQ, 005690.KS, 237690.KQ, 207940.KS, 058610.KQ, 277810.KQ, 108490.KQ, D'Alba Global, 068270.KS, 247540.KQ, 005490.KS, 006400.KS, 017800.KS, 025980.KQ.
17 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Ju-hyeon,
Ha Chang-bong,
Yoo Chang-hee,
Kim Tae-seong
· Tickers:
000660.KS,
402340.KS,
BTC,
GLD,
TSLA,
204320.KS,
017670.KS,
ETH,
005930.KS,
196170.KQ,
119830.KQ,
005690.KS,
237690.KQ,
207940.KS,
058610.KQ,
277810.KQ,
108490.KQ,
D'Alba Global,
068270.KS,
247540.KQ,
005490.KS,
006400.KS,
017800.KS,
025980.KQ
