Why Rainbow Robotics, Backed by Samsung Electronics, Is the Top Pick / Why Hyundai Motor Should Be Seen as a Tesla Peer | Lee Kwon-hee, CEO

삼성전자가 투자한 레인보우로보틱스가 탑픽인 이유 / 현대차, 테슬라와 동급으로 봐야 하는 이유 | 이권희 대표
Watch on YouTube ↗  |  April 20, 2026 at 06:00  |  19:05  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, CEO of Wizway, reviews the Korean market before the open, focusing on shipbuilding and shipbuilding equipment, robot stocks, Apple-related suppliers, AI and CPO semiconductors, and selected industrial and power names. He favors buying dips and holding rather than selling, and highlights Hyundai Motor and Rainbow Robotics as key robot exposures. Other actionable themes include Samsung Electronics as a CPO packaging beneficiary, LG Innotek on Apple strength, cable names, POSCO Holdings on lithium, and nuclear power on AI demand.

  • Korean shipbuilders and equipment names were strong, with MRO orders supporting large shipyards.
  • Lee Kwon-hee argued robot exposure should focus on Hyundai Motor or Samsung-backed Rainbow Robotics.
  • He said Apple's China strength and design lead are helping LG Innotek and making iPhones relatively attractive.
  • He identified Samsung Electronics as a likely CPO and silicon photonics packaging beneficiary.
  • Other favored ideas included LS and Daehan Electric Wire, Sanil Electric, POSCO Holdings, and NC.
  • He warned that game stocks are volatile and that several rising small caps lacked clear fundamental drivers.
  • He described the market as likely to buy dips and hold despite geopolitical headlines.
  • Nuclear power strength was attributed to continuing AI-related power demand.
Ideas
Lee Kwon-hee CEO, Economist 0:09
Equipment follows shipbuilders; Sejin favored
The speaker notes that shipbuilding equipment and materials stocks tend to move after shipbuilders rally, and today the equipment side is strong. He highlights Sejin Heavy Industries, a maker of ship blocks and control towers, as a favored name.
Shipbuilding equipment/materials sector Sejin Heavy Industries MED
Lee Kwon-hee CEO, Economist 0:14
Korean shipbuilders rise on MRO orders
The speaker says Korean shipbuilders have been rising steadily, including Samsung Heavy Industries, HD Korea Shipbuilding & Offshore Engineering, and Hanwha Ocean, while smaller shipbuilders are holding up. He cites MRO orders awarded to HD Hyundai Heavy Industries and Hanwha Ocean as supporting the group.
010140.KS 009540.KS 042660.KS 329180.KS MED
Lee Kwon-hee CEO, Economist 4:25
Apple strength lifts LG Innotek
The speaker is positive on Apple because its China sales rose about 20% and its design leadership remains strong; rising semiconductor costs hurt low-end Android rivals' value proposition, making iPhones relatively more attractive. He links LG Innotek's rise to this Apple strength as a supplier beneficiary.
AAPL 011070.KS MED
Lee Kwon-hee CEO, Economist 7:13
Buy Korean dips, hold otherwise
The speaker says the market is absorbing geopolitical noise and opening higher; his stance is to buy if the market falls and to hold without selling if it does not, implying a bullish bias for Korean equities.
EWY KOSDAQ MED
Lee Kwon-hee CEO, Economist 8:00
Buy robot leader Hyundai Motor
The speaker cites a bullish view that Hyundai Motor's growth potential is unlimited and it should now be compared with Tesla because it is collecting physical driving data jointly with Boston Dynamics rather than giving data to NVIDIA. Its own data center and better data-sharing terms are the key advantage for autonomous and robotics AI.
005380.KS HIGH
Lee Kwon-hee CEO, Economist 8:11
Rainbow Robotics is Samsung-backed top pick
If Hyundai Motor feels too heavy, the speaker prefers Rainbow Robotics. Samsung Electronics owns about 41.63% and can supply robot brains through its GPU and AI capabilities; the stock is holding its 120-day moving average and is a momentum and story play rather than a valuation play.
277810.KQ HIGH
Lee Kwon-hee CEO, Economist 12:32
Hyundai Marine Solution breakout attempt
The speaker flags HD Hyundai Marine Solution as finally starting to move and attempting to break through its 120-day moving average after many investors had been underwater; it is a technical setup to watch.
443060.KS MED
Lee Kwon-hee CEO, Economist 13:51
Samsung wins CPO packaging role
The speaker says CPO and silicon photonics is an ongoing theme; attaching communication chips onto chips requires foundry and packaging work, and Samsung Electronics is the most likely company to handle that packaging, making it the biggest beneficiary.
005930.KS MED
Lee Kwon-hee CEO, Economist 15:05
Cable names strong; Daehan pullback
The speaker says wire and cable stocks are strong, favors LS, and notes Daehan Electric Wire surged last week and is pulling back to its 5-day line; after such consolidation it typically resumes rising.
006260.KS 001440.KS MED
Lee Kwon-hee CEO, Economist 15:37
Sanil Electric strong on transformers
Among transformer-related names, the speaker notes Sanil Electric is rising strongly and calls it good, with special transformer demand supporting the stock.
062040.KS LOW
Lee Kwon-hee CEO, Economist 16:10
NC is top game stock pick
The speaker calls NC the top pick among game stocks and notes it is up about 3%, though he also acknowledges that game stocks are volatile and could fall sharply.
036570.KS LOW
Lee Kwon-hee CEO, Economist 16:52
POSCO Holdings benefits from lithium
The speaker notes a positive report on POSCO Holdings and says lithium prices are good, supporting the stock; it is rising on that combination.
005490.KS MED
Lee Kwon-hee CEO, Economist 18:46
Nuclear power strong on AI demand
The speaker says nuclear power stocks are unusually strong and continue to be supported by AI-related power demand, suggesting the AI-driven strength remains in place.
Korean nuclear power sector LOW
Up Next
3:27
US-Iran Peace Talks Uncertain as Ceasefire Deadline Approaches
Bloomberg Markets · Apr 20
5:51
Humanoid Robot Beats Human Record in Beijing
Bloomberg Markets · Apr 20
28:44
코인도 매출과 이익보고 가치에 투자하세요. 수익 내고 자사주 매입까지 하는 디파이 생태계 l 서동주, 김동환, e디파이 농부 조선생 [크립토PLUS]
3PRO TV (삼프로TV) · Apr 20
29:05
테슬라 물량 넘었다? 일론 머스크 '비트코인 2.3만 개' 보유의 진실…바닥 신호일까?ㅣ서동주, 김동환, 박상혁 디지털애셋 편집장 [크립토PLUS]
3PRO TV (삼프로TV) · Apr 20
1:33:00
US-Iran Peace Talks in Doubt After Weekend Chaos | The China Show 4/20/2026
Bloomberg Markets · Apr 20

This 815 Money Talk (815머니톡) video, published April 20, 2026, features Lee Kwon-hee discussing Shipbuilding equipment/materials sector, Sejin Heavy Industries, 010140.KS, 009540.KS, 042660.KS, 329180.KS, AAPL, 011070.KS, EWY, KOSDAQ, 005380.KS, 277810.KQ, 443060.KS, 005930.KS, 006260.KS, 001440.KS, 062040.KS, 036570.KS, 005490.KS, Korean nuclear power sector. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: Shipbuilding equipment/materials sector, Sejin Heavy Industries, 010140.KS, 009540.KS, 042660.KS, 329180.KS, AAPL, 011070.KS, EWY, KOSDAQ, 005380.KS, 277810.KQ, 443060.KS, 005930.KS, 006260.KS, 001440.KS, 062040.KS, 036570.KS, 005490.KS, Korean nuclear power sector