Hyundai Motor, NAVER: Two Large Caps in My Sight Now; Trump Risk Is a Welcome Buying Opportunity / Will the KOSDAQ Surge Continue? | CEO Lee Kwon-hee

현대차, 네이버.. 지금 제 눈에 들어오는 대형주 2가지 '트럼프 악재는 고마운 저가 매수 기회다' / 코스닥 급등 계속 갈까? ㅣ 이권희 대표
Watch on YouTube ↗  |  January 27, 2026 at 03:01  |  21:49  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, CEO of WizWave, discusses Trump tariff headlines as a temporary dip-buying opportunity in Hyundai Motor, while flagging NAVER as another favored large cap. He expects the KOSDAQ rally to continue until the Lunar New Year, with large-cap and ETF flows leading, and sees KOSPI large caps as buy-on-dip candidates. He also highlights robot-material and secondary-battery supply-chain beneficiaries and a potential Canadian submarine deal for Korean shipbuilders.

  • Trump tariff risk on Hyundai Motor is viewed as temporary noise and a buying opportunity.
  • NAVER is cited as a top large-cap pick on institutional and foreign buying plus a Samsung-Dunamu catalyst.
  • KOSDAQ strength is expected to last until the Lunar New Year, with focus on market-cap leaders.
  • KOSPI large caps like Samsung Electronics, SK hynix, and Hyundai Motor are seen as dip-buy candidates ahead of earnings.
  • Robot supply-chain ideas include Seojin System and carbon fiber or aramid material names.
  • The secondary-battery sector is viewed positively on subsidies, new demand, and supply discipline.
  • Doosan Enerbility is noted as an easy, recognizable large cap for retail liquidity inflows.
  • A Canadian submarine deal could favor Korean shipbuilders, but timing is uncertain.
Ideas
Lee Kwon-hee CEO, Economist 1:26
Buy Hyundai Motor on tariff-driven dips.
Trump's tariff headline on Hyundai Motor is temporary noise and likely TACO; the Canadian visit and tariff-related dip should be used to buy. The speaker says he already bought Hyundai Motor, advises non-holders to accumulate on dips and holders to endure, and notes analysts are applying robot valuation with a possible 1.15 million won target.
005380.KS HIGH
Lee Kwon-hee CEO, Economist 2:43
Reduce exposure to U.S. equities.
U.S. political turmoil and a possible government shutdown mean U.S. equity investors should reduce exposure; money leaving U.S. assets may rotate toward Korea, Asia, and emerging markets.
SPY MED
Lee Kwon-hee CEO, Economist 8:35
Watch Korean shipbuilders for Canada submarine deal.
Canada is more likely to choose Korean submarines over German ones because Korea offers strategic leverage, purchasing capacity, and resource-development cooperation; if the deal proceeds, Hanwha Ocean and HD Hyundai Heavy Industries would benefit, but the large deal may take time.
042660.KS 329180.KS MED
Lee Kwon-hee CEO, Economist 9:56
KOSDAQ stays strong until Lunar New Year.
The speaker says the KOSDAQ era has arrived and should stay strong until the Lunar New Year, helped by government-policy credibility, retail ETF inflows, and money rotating from KOSPI large caps ahead of earnings. He also says a KOSDAQ move toward 1,500 would be an excellent long-term outcome.
KRX:KOSDAQ HIGH
Lee Kwon-hee CEO, Economist 11:23
Buy KOSPI large caps on dips.
Samsung Electronics, SK hynix, and Hyundai Motor earnings are still ahead, so the market may wait; any correction in these KOSPI large caps should be viewed as a buying opportunity. The speaker prefers accumulating quality KOSPI names on dips while KOSDAQ may see profit-taking around the Lunar New Year.
005930.KS 000660.KS MED
Lee Kwon-hee CEO, Economist 11:52
Buy Seojin System on robot housing.
Seojin System announced it will make robot housings and frames; it is a leader in aluminum housings for ESS and semiconductor equipment, with alloy know-how and flexible small-volume, multi-product manufacturing. The speaker says it is positive and trying to make a new high.
178320.KQ MED
Lee Kwon-hee CEO, Economist 12:30
Own carbon fiber and aramid robot beneficiaries.
A new report highlights carbon fiber and aramid as robot-material beneficiaries for bodies, limbs, and wire coatings. The speaker says both Hyosung Advanced Materials and Kolon Industries are worth looking at; Hyosung has a controlling-shareholder buying issue or caveat, while Kolon Industries is rising nicely with PBR still below 1.
298050.KS 120110.KS MED
Lee Kwon-hee CEO, Economist 13:08
Secondary battery sector has more positives.
Citing a report by analyst Han Byung-hwa, the speaker says the secondary-battery rally is justified by more positives than negatives: European EV subsidies resumed, U.S. expansion, restrictions on Chinese batteries, possible weakening of anti-EV policy after midterms, new battery markets, humanoid/ship/train/construction machinery demand, Chinese overcapacity controls, and a possible domestic carbon-neutrality law.
Secondary Battery Sector HIGH
Lee Kwon-hee CEO, Economist 16:07
Doosan Enerbility benefits from familiar large-cap demand.
Doosan Enerbility is a familiar large-cap name for older retail investors as deposit money rotates into the stock market; its simple name recognition makes it an easy investment beneficiary of the retail liquidity wave.
034020.KS LOW
Lee Kwon-hee CEO, Economist 17:44
NAVER has unconfirmed Samsung-Dunamu catalyst.
Institutional and foreign investors bought NAVER heavily even though it had not risen much. Unconfirmed news that Samsung Electronics will acquire a stake in Dunamu is being read as cooperation with NAVER and could quickly push NAVER toward 300,000 won. The speaker says it is not too late and NAVER is one of only two large caps in focus, along with Hyundai Motor.
035420.KS HIGH
Lee Kwon-hee CEO, Economist 20:53
Focus KOSDAQ exposure on market-cap leaders.
Within the KOSDAQ, investors should focus on market-cap leaders because ETF flows, including KOSDAQ 150 leveraged products, buy the largest weights; small KOSDAQ stocks are less likely to benefit from this ETF-driven rally.
KOSDAQ 150 Leverage ETF MED
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This 815 Money Talk (815머니톡) video, published January 27, 2026, features Lee Kwon-hee discussing 005380.KS, SPY, 042660.KS, 329180.KS, KRX:KOSDAQ, 005930.KS, 000660.KS, 178320.KQ, 298050.KS, 120110.KS, Secondary Battery Sector, 034020.KS, 035420.KS, KOSDAQ 150 Leverage ETF. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 005380.KS, SPY, 042660.KS, 329180.KS, KRX:KOSDAQ, 005930.KS, 000660.KS, 178320.KQ, 298050.KS, 120110.KS, Secondary Battery Sector, 034020.KS, 035420.KS, KOSDAQ 150 Leverage ETF