SK Hynix and SanDisk Are Preparing... Next-Gen HBF Will Flip the Market / Sector Rotation Is Too Fast... Grab Bottom Sectors Now | CEO Lee Kwon-hee

SK Hynix and SanDisk are Preparing... Next-Gen HBF Will Flip the Market / Sector Rotation Is Too Fast... Grab Bottom Sectors Now | CEO Lee Gwon-hui
Watch on YouTube ↗  |  August 14, 2026 at 03:00  |  19:32  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee reviews the US disinflation data and the memory-led rally after SanDisk's cash-return and long-term NAND contract announcements. He sees HBF as a next-gen memory opportunity with SK Hynix and notes foreign rotation into Samsung Electro-Mechanics. He also reviews SK Eternix's renewable turnaround, Lotte Tourism Development's tourism undervaluation, and Korean cosmetics' European expansion while advising near-term trimming of cosmetics into strength.

  • US PPI/CPI slowdown supports a risk-on mood but shelter details remain uncomfortable.
  • SanDisk's 100% excess free cash return and long-term NAND contracts drove a memory-sector re-rating.
  • HBF is highlighted as a next-gen memory game changer being developed with SK Hynix.
  • Foreigners are accumulating Samsung Electro-Mechanics over Samsung Electronics.
  • SK Eternix is framed as a renewable energy earnings-limit release candidate.
  • Lotte Tourism Development is viewed as historically undervalued on Chinese tourist recovery.
  • Cosmetics have European growth optionality but near-term valuation and rotation warrant trimming.
  • Fast sector rotation makes bottom-fishing difficult.
Ideas
Lee Kwon-hee CEO, Economist 2:45
SanDisk cash return signals memory re-rating
SanDisk's announcement that it will return 100% of excess free cash flow to shareholders, plus long-term NAND supply agreements with penalty clauses and price protection, is being read as a strong signal of stable demand and profitability. The speaker says this is a standard US-listed technology capital-return practice, that Micron has used similar language, and that the news lifted the entire memory complex including SK Hynix and Micron.
000660.KS SNDK MU HIGH
Lee Kwon-hee CEO, Economist 8:46
Foreigners prefer Samsung Electro-Mechanics over Samsung Electronics
Foreigners are rotating within Korean large-cap tech from Samsung Electronics into Samsung Electro-Mechanics, buying about 150 billion won of Samsung Electro-Mechanics while selling only a small amount of Samsung Electronics. The speaker frames this as 'Samsung Electro-Mechanics instead of Samsung Electronics' and highlights the foreign accumulation as a positioning edge.
009150.KS LOW
Lee Kwon-hee CEO, Economist 9:49
SK Eternix renewable earnings limit release
SK Eternix missed operating profit because solar/ESS revenue was pushed into later periods, but the company still has fuel cell, offshore wind, solar development, and a completed change in its largest shareholder. With the stock near 57,000 won versus a 66,000 won target, the speaker says the key is whether the earnings limitation is released, making the renewable energy story viable.
475150.KS MED
Lee Kwon-hee CEO, Economist 11:43
Chinese tourists restore Lotte Tourism earnings
Lotte Tourism Development has fallen into what the speaker calls historical undervaluation after excessive concerns. Q2 earnings met consensus at about 51.9 billion won, dropback and hold rates are increasing, comp ratio exceeded 50% for the first time, Chinese and medical tourists are returning, and the tourism promotion fund tax increase is limited to about 5%, less than feared.
032350.KS HIGH
Lee Kwon-hee CEO, Economist 15:42
Europe opens new growth for Korean cosmetics
Korean cosmetics names are beginning to enter Europe, opening a new continental growth market, and the mix shift from color cosmetics toward higher-margin basic/skincare products improves profitability. The speaker relays and agrees with this European expansion thesis for names such as Dalba Global and APR, though valuations are no longer cheap around 18-20x.
AP 278470.KS MED
Up Next
50:06
The Portfolios of the Rich Have Changed…Financial Assets Over Real Estate? H2 Investment Strategy | Song Chiyol, Baek Changyu, Yo Doeun, Ho Jaemu [Morning N Investment]
3PRO TV (삼프로TV) · Aug 14
42:32
The Market Is Flowing Like This Now | Executive Director Park Se-ik & Chesley Investment Advisory [Morning Brief / 26.08.14.Fri]
Chesley Investment Advisory (체슬리투자자문) · Aug 14
26:14
Eli Lilly Goes To War, the End of Healthmaxxing, and Social Trading
Thread Guy · Aug 14
17:30
Direct Contact with the Korean Government" What if it Happens? | Kwon Taek-jung, Hana Securities The Centerfield W Assistant Branch Manager [Double Crew]
3PRO TV (삼프로TV) · Aug 14
22:14
If you do shareholder returns like this, it will have a tremendous effect" But there's a problem | Lee Jaeman, Head of Global Investment Analysis, Hana Securities Research Center [Double Up]
3PRO TV (삼프로TV) · Aug 14

This 815 Money Talk (815머니톡) video, published August 14, 2026, features Lee Kwon-hee discussing 000660.KS, SNDK, MU, 009150.KS, 475150.KS, 032350.KS, AP, 278470.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 000660.KS, SNDK, MU, 009150.KS, 475150.KS, 032350.KS, AP, 278470.KS