Ideas
Large-cap Korean biotech needed for KOSDAQ.
For KOSDAQ to reach 3,000, large-cap bio names must rise because foreigners focus on top market-cap stocks. After Alteogen's royalty and milestone disappointment, unfairly sold biotech names are recovering, and investors should select biotech companies with real mega-trend earnings. Event catalysts include World ADC Europe and a Parkinson's conference.
Battery large caps can lift KOSDAQ.
KOSDAQ 3,000 also requires large-cap battery names to rise. EV demand is weak, but ESS demand is growing and can offset part of that weakness. He wanted a battery correction to buy, and the sector is already moving, so he remains interested in battery large caps.
AI threatens legacy SaaS business models.
LLM and AI services can now generate custom software and replace many enterprise applications, undermining the algorithm-based moat of SaaS companies. Microsoft, Salesforce, Adobe, Workday, and ServiceNow face structural business-model risk, and even Microsoft is not immune.
Google can build and monetize AI.
In the AI software hegemony shift, Google is one of the players that can build LLM services directly and monetize them easily. Market interest in Google is therefore rising relative to legacy SaaS platforms.
AI edge has shifted to infrastructure.
The software industry's key edge has shifted from algorithms to AI infrastructure, and Open AI's own CFO has indicated revenue correlates with compute scaling. Therefore AI hardware and infrastructure, including memory, power semiconductors, and raw materials, should stay in favor while legacy software struggles.
KOSPI benefits from AI infrastructure.
KOSPI's strength is tied to memory semiconductors, and Korea has many companies that are strong in the AI infrastructure supply chain. As long as the AI infrastructure buildout continues, the Korean market can stay strong for a while.
Samsung SDI leads solid-state battery chain.
The battery focus is shifting toward solid-state batteries, where Samsung SDI is the leading commercializer. Its value chain includes EcoPro BM and Specialty Chemicals. InterBattery 2026 in March should detail solid-state roadmaps, and materials demand plus ESS expectations support the group.
Naver is best stablecoin policy play.
NAVER is the most investable domestic digital-asset and stablecoin play because of its Dunamu combination and Naver Financial. If the government pushes stablecoin legislation, NAVER is the likely beneficiary, and stablecoin expectations are currently its biggest share-price momentum. He cautions not to over-expect the law's timing, but NAVER remains the cleanest way to play it.
Lunar New Year boosts China consumer.
February's Lunar New Year consumption season and the Hong Kong Dream Concert create potential momentum in China-exposed cosmetics, casino, and entertainment names. He treats this as a calendar-driven setup, not a structural call.
GTC may revive Hyundai Motor robotics.
GTC 2026 in March may show Nvidia's Jetson Thor technology applied to Hyundai Motor's Atlas humanoid. If so, robotics can revive by mid-March and also refocus attention on batteries. He frames it as a scenario to monitor around the event.
2026 power tightness favors natural gas.
The recent natural gas spike is mostly cold-weather-driven and could reverse when temperatures warm. However, 2026 is when AI-driven power demand and tight PJM wholesale power prices may create a genuine shortage environment, keeping natural gas attractive on an annual view.
Liquidity and policy drive KOSDAQ higher.
Liquidity and government policy support are pushing KOSDAQ higher, and the government's stated 3,000 target means investors should not fight policy. The move is unlikely to last only one day, large stocks can double quickly, and the KOSDAQ uptrend likely continues, so investors should participate rather than fade it.
DRAM strength supports Korean memory duo.
Samsung Electronics is rising on more concrete HBM4 progress, while SK hynix remains positive because DRAM price strength can keep both leading memory makers moving higher. Near term, DRAM spot prices have stalled and higher prices may be hard for buyers to absorb, so the stocks may consolidate rather than immediately rally further.
This 3PRO TV (삼프로TV) video, published January 26, 2026,
features Lee Jong-won, Jeong Hee-seok
discussing Korean biotech sector, KARS, MSFT, CRM, ADBE, WDAY, NOW, GOOG, AIQ, SMH, EWY, 006400.KS, 247540.KQ, Specialty chemicals, 035420.KS, China-exposed cosmetics, China-exposed casinos, China-exposed entertainment, Korean Robotics, 005380.KS, UNG, KOSDAQ, 005930.KS, 000660.KS.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Jong-won,
Jeong Hee-seok
· Tickers:
Korean biotech sector,
KARS,
MSFT,
CRM,
ADBE,
WDAY,
NOW,
GOOG,
AIQ,
SMH,
EWY,
006400.KS,
247540.KQ,
Specialty chemicals,
035420.KS,
China-exposed cosmetics,
China-exposed casinos,
China-exposed entertainment,
Korean Robotics,
005380.KS,
UNG,
KOSDAQ,
005930.KS,
000660.KS
