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Next Week's Leading Stock: Secondary Batteries — Turnaround Begins 'Now' / Stocks to Rise During Q2 Earnings Season

Next Week's Leading Stock: Secondary Batteries... Turnaround Starts 'From This Time' / 'This Stock' Will Rise During Q2 Earnings Announcement | Director Yeom Seung-hwan
Watch on YouTube ↗  |  July 15, 2026 at 08:30  |  25:41  |  815 Money Talk (815머니톡)
Speakers
Yeom Seung-hwan — Director, LS Securities

Summary

LS Securities Director Yeom Seung-hwan argues semiconductors should stay the core 40-50% allocation, secondary batteries are a turnaround candidate for 2025, and highlights power, financials, and hotels as portfolio complements during the Q2 earnings season.

  • Semiconductors remain the dominant core holding despite the pullback; capex cycle and AI demand support long-term positions.
  • Secondary batteries show signs of an inventory bottom and are poised for the best profit growth in 2025, with ESS and US policy catalysts.
  • Hyundai Motor's robotics assets could provide a rebound catalyst, though the upside may be gradual.
  • AI-driven power shortages make energy and power equipment a critical 20% allocation in portfolios.
  • Financial stocks offer attractive dividends and strong Q2 earnings, providing a buffer in volatile markets.
  • Hotels benefit from a prolonged supply shortage and surging foreign tourism, making them a niche earnings momentum play.
  • Investors should avoid margin and hold through semiconductor weakness, as big tech capex remains aggressive.
Ideas
Yeom Seung-hwan Director, LS Securities 2:41
Secondary batteries approaching 2025 turnaround watch.
Secondary batteries deserve close monitoring for a 2025 turnaround: next year's profit growth rate is expected to be the highest among major sectors, inventory destocking is underway (GM EV battery inventory declining, ESS mass production in the US absorbing capacity), lithium prices are edging up, and a potential Democratic win in the US midterm elections would boost sentiment for eco-friendly sectors. The sector is large enough to replace semiconductors as a leader later, but the timing is not immediate — watch for confirmation.
Korea Secondary Battery Sector MED
Yeom Seung-hwan Director, LS Securities 17:21
Semiconductors stay core overweight despite pullback.
Semiconductors remain the core 40–50% portfolio allocation because Samsung Electronics and SK hynix are deeply undervalued with extreme valuation pessimism, memory pessimism is overdone, and AI capex from big tech continues unabated. Meta's open-source AI push and data center expansion prove AI investment is not a waste but a rational bet, sustaining memory demand. The sell-off should be held through unless the holder uses margin, as the fundamental cycle is intact.
005930.KS HIGH
Yeom Seung-hwan Director, LS Securities 17:25
Capex cycle drives semiconductor equipment stocks.
Within the semiconductor allocation, add about 10% to 소부장 (semiconductor materials, parts, and equipment) because the equipment investment cycle will begin next year when new fabs are completed and equipment orders start. This capex cycle will give a strong year for 소부장 companies, and positioning early creates an opportunity.
Korea semiconductor equipment and materials sector MED
Yeom Seung-hwan Director, LS Securities 18:08
AI power shortage fuels energy sector surge.
Allocate about 20% to the energy and power sector because AI data centers face severe power shortages; even Korea struggles to supply electricity to planned data centers, and transmission network constraints force on-site self-generation. This structural power bottleneck creates sustained demand for power equipment and energy infrastructure.
Korea power/energy sector MED
Yeom Seung-hwan Director, LS Securities 18:58
Banks and securities offer earnings and dividends.
Put 10–20% in financial stocks (banks and securities) because Q2 earnings will be strong and these stocks offer attractive dividends. Many dividend stocks have corrected, pushing dividend yields higher, and summer is a favourable time to buy dividend-paying stocks when investor interest is low.
Korea Securities Sector KBE MED
Yeom Seung-hwan Director, LS Securities 19:50
Hotel stocks surge on supply-demand imbalance.
Hotel-related stocks deserve up to 10% allocation due to a severe supply shortage: foreign tourist arrivals to Korea are up 20% YoY, Seoul lacks hotels, and even wedding halls are fully booked. The underinvestment cycle that started during COVID has kept new supply near zero, while demand is now exploding, creating a multi-quarter earnings momentum similar to a supply-constrained cycle.
HOTL MED
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This 815 Money Talk (815머니톡) video, published July 15, 2026, features Yeom Seung-hwan discussing Korea Secondary Battery Sector, 005930.KS, Korea semiconductor equipment and materials sector, Korea power/energy sector, Korea Securities Sector, KBE, HOTL. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Yeom Seung-hwan  · Tickers: Korea Secondary Battery Sector, 005930.KS, Korea semiconductor equipment and materials sector, Korea power/energy sector, Korea Securities Sector, KBE, HOTL