"급등락 폭이 말도 안되는 수준" 어떻게 해요? | 장우진 작가 [더블 체크]

Watch on YouTube ↗  |  May 12, 2026 at 03:42  |  41:22  |  3PRO TV (삼프로TV)
Speakers
Jang Woo-jin — Writer
Jeong-pro — Host

Summary

The video discusses the extreme market concentration in Korean stocks, with semiconductors dominating gains while other sectors lag. Writer Jang Woo-jin advises focusing on semiconductors long-term, trading securities and biotech, and avoiding overbought stocks. He highlights specific picks in robotics, data center, shipbuilding, solar, and biotech catalysts.

  • Market is extremely divided; only semiconductors show sustained strength.
  • Auto parts companies expanding into robotics are recommended as volume-driven plays.
  • Securities stocks benefit from record trading volume and rising index.
  • Data center infrastructure firms are worth monitoring for long-term GPU demand.
  • Daewoo Gwangtongsin is overbought and should be avoided at current levels.
  • Hyundai Heavy Industries is the preferred shipbuilder due to data center engine demand.
  • OCI Holdings offers a buying opportunity on pullback to technical support.
  • Kolon TissueGene's upcoming phase 3 data could be a major catalyst for biotech.
Trade Ideas
Jang Woo-jin Writer 4:27
Semiconductor stocks are core holdings.
SK Hynix is benefiting from rising ADR and GDR prices which will lift the domestic stock, while Samsung Electronics' labor issue uncertainty will resolve and allow it to catch up. Both are core semiconductor holdings.
000660.KS 005930.KS HIGH
Jang Woo-jin Writer 5:53
Auto parts robotics suppliers outperform.
Auto parts companies that have expanded into robotics are attractive investments. The robotics cycle is volume-driven, and parts suppliers will outperform the large-cap automakers because volume growth directly benefits their revenue.
Hwashin 005380.KS SL MED
Jang Woo-jin Writer 7:30
Securities stocks benefit from high volume.
Securities stocks should be bought because the record-high daily trading volume (70 trillion won) and rising index will drive their earnings. The sector offers a simple trading opportunity and an ETF is a good way to play it.
Korean securities stocks HIGH
Jang Woo-jin Writer 12:59
Monitor data center infrastructure firms.
Companies involved in data center infrastructure, such as Shinsegae, Samsung SDS, and Hyundai AutoEver, are worth monitoring. South Korea plans to import 26 GW of GPU capacity by 2030, which will create sustained demand for these IT and logistics firms.
신세계 018260.KS 307950.KS LOW
Jang Woo-jin Writer 14:34
Avoid buying Daewoo Gwangtongsin now.
Daewoo Gwangtongsin has rallied excessively in a fifth wave and its valuation is overbought. Investors should avoid buying at current levels because the risk of a sharp pullback is high, even if the underlying theme remains valid.
Daewoo Gwangtongsin HIGH
Jang Woo-jin Writer 27:36
Hyundai Heavy benefits from data center engines.
Hyundai Heavy Industries is the preferred shipbuilding stock because of its unique exposure to data-center-related engine demand. Other shipbuilders lacking this catalyst are not as attractive.
329180.KS MED
Jang Woo-jin Writer 28:58
Buy OCI on pullback to support.
OCI Holdings (solar) offers a good buying opportunity on a pullback to its 20-day moving average. The risk-reward is favorable because the stop-loss is tight and upside potential exists if solar demand remains strong.
OCIHF MED
Jang Woo-jin Writer 32:20
Kolon TissueGene is a biotech catalyst.
Kolon TissueGene is a key biotech catalyst. Upcoming phase 3 data for its knee osteoarthritis treatment (Invossa) in the U.S. could drive the stock significantly and lift the entire Korean biotech sector. The stock is in a good technical position after breaking out.
Kolon TissueGene HIGH
Jang Woo-jin Writer 33:36
SKC glass substrates need progress visibility.
SKC is the leader in glass substrates, a well-defined future growth theme. However, the stock has pulled back from elevated valuations and needs to show tangible progress (capex or customer visibility) before resuming its rally. Watch for support at the 10-day moving average.
SKC MED
Up Next
24:01
“금리 인상 2기” 시작되나…지금 채권시장이 보내는 신호_26.05.12. | 전병하, 여도은, 허재무 [아침N투자]
3PRO TV (삼프로TV) · May 12
28:28
삼성전자, SK하이닉스로 쏠린 시장...그 다음은 로봇?_26.05.12. | 이혁진, 여도은, 허재무 [아침N투자]
3PRO TV (삼프로TV) · May 12
22:01
현대차·현대모비스에 갑자기 돈 몰린 진짜 이유 / 삼성전자 GPU + 레인보우 조합? 진짜 무서운 이유 | 이권희 대표
815 Money Talk (815머니톡) · May 12
23:24
내년 영업익 1000조 시대…반도체 역대급 수급 ETF·레버리지까지 몰린다 | 권순우 삼프로TV 취재팀장 [뉴스3]
3PRO TV (삼프로TV) · May 12
34:29
반도체 놓쳤다면 아직 기회 있습니다...다음은 ‘피지컬 AI’ | 이권희 위즈웨이브 대표 [글로벌 인터뷰]
3PRO TV (삼프로TV) · May 12

This 3PRO TV (삼프로TV) video, published May 12, 2026, features Jang Woo-jin discussing 000660.KS, 005930.KS, Hwashin, 005380.KS, SL, Korean securities stocks, 신세계, 018260.KS, 307950.KS, Daewoo Gwangtongsin, 329180.KS, OCIHF, Kolon TissueGene, SKC. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jang Woo-jin  · Tickers: 000660.KS, 005930.KS, Hwashin, 005380.KS, SL, Korean securities stocks, 신세계, 018260.KS, 307950.KS, Daewoo Gwangtongsin, 329180.KS, OCIHF, Kolon TissueGene, SKC