-20% in one day... You'll be in big trouble if you chase surging stocks | Author Jang Woojin

-20% in one day"...You'll be in big trouble if you chase surging stocks | Author Jang Woojin [Double Check]
Watch on YouTube ↗  |  June 17, 2026 at 00:56  |  25:32  |  3PRO TV (삼프로TV)
Speakers
Jang Woo-jin — Writer

Summary

Author Jang Woo-jin warns against chasing surging stocks, illustrating the risk with HPSP's 20% single-day drop. He identifies a contrarian biotech setup as rate-hike fears may be overdone, and highlights reconstruction trades tied to Korea-UAE infrastructure deals, including laggards like HD Construction Equipment. He also points to earnings momentum in Jeju Semiconductor and a breakout in SK Square, while endorsing large-cap Samsung Electronics and SK Hynix as reliable holdings.

  • Momentum chasing is extremely risky; HPSP fell 20% in one day after a sharp rally.
  • Biotech stocks (Alteogen, ABL Bio, LigaChem Bio, Sam Chun Dang Pharm, DND Pharm) present a contrarian opportunity as rate-hike consensus may be overdone, with a positive year-end outlook.
  • Korea-UAE large infrastructure cooperation boosts reconstruction themes; steel pipe makers Nexteel and TCC Steel are direct beneficiaries.
  • HD Hyundai Construction Equipment is a laggard reconstruction play with a more comfortable entry point.
  • SK Square breaks out to new highs, serving as a leveraged proxy for SK Hynix ahead of the ADR listing.
  • Jeju Semiconductor's earnings are surging on LPDDR outsourcing to SK Hynix, with CEO targeting 1 trillion won revenue.
  • Samsung Electronics and SK Hynix remain the market's go-to mega-cap semis for visible earnings and downside support.
  • Korea Electric Power shows a constructive chart setup and warrants attention.
Ideas
Jang Woo-jin Writer 6:06
Contrarian biotech play against rate consensus
The market has overwhelmingly priced in higher interest rates, but oil prices may stay elevated and rate hikes may not be as severe. This creates a contrarian opportunity in beaten-down Korean biotech stocks. Year-end outlook for biotech and cosmetics is constructive, and it is time to start accumulating names like Alteogen, ABL Bio, LigaChem Bio, Sam Chun Dang Pharm, and DND Pharm rather than chasing momentum elsewhere.
DND Pharm ABL Bio 196170.KQ 141080.KQ Sam Chun Dang Pharm MED
Jang Woo-jin Writer 7:53
Steel pipe stocks on UAE infra deal
Korea and UAE agreed to cooperate on large-scale infrastructure projects including oil pipeline expansion, which directly benefits steel pipe manufacturers. Nexteel and TCC Steel are named as likely beneficiaries on strong order expectations tied to Middle East reconstruction.
Nexteel TCC Steel MED
Jang Woo-jin Writer 11:52
Mega-cap semis as reliable earners
With many smaller and thematic stocks difficult to evaluate, investors are increasingly piling into mega-cap Samsung Electronics and SK Hynix. These names offer visible earnings, perceived downside support, and the expectation of making more money, making them the consensus favorite for safe exposure.
005930.KS 000660.KS MED
Jang Woo-jin Writer 12:26
Laggard construction equipment play on rebuilding
The reconstruction theme is becoming clearer with the Korea-UAE large infrastructure cooperation. HD Hyundai Construction Equipment has not rallied as much as pure construction stocks like DL E&C or Samsung E&A but has similar reconstruction exposure. This laggard status makes it a more comfortable entry point to play the theme, though it will fall if the whole construction sector breaks down.
HD Hyundai Construction Equipment MED
Jang Woo-jin Writer 22:50
Jeju Semi on explosive earnings growth
Jeju Semiconductor is experiencing explosive earnings growth driven by LPDDR4/5 chips outsourced to SK Hynix. The CEO targets 1 trillion won revenue, and quarterly earnings have jumped from 10-30 billion won to 67 billion won in Q1 with Q2 expected even better. The stock should rise further after Q2 results.
080220.KQ HIGH
Jang Woo-jin Writer 23:41
SK Square as SK Hynix proxy play
SK Square is breaking out to new highs and outperforming SK Hynix as investors use it as a proxy to gain SK Hynix exposure when they cannot add more SK Hynix directly. The upcoming SK Hynix ADR listing is seen as a positive catalyst that will further benefit SK Square.
402340.KS MED
Jang Woo-jin Writer 24:53
KEPCO chart setup looks favorable
Korea Electric Power (KEPCO) shows a favorable chart setup amid the overall market structure and is worth paying attention to as a potential recovery trade.
015760.KS LOW
Up Next
3:04:33
[June 17 #BeforeMarketOpen] Dow hits all-time high, Nasdaq drops -1% due to tech stock sell-off / SpaceX rises to 5th in market cap, semiconductor index plummets -5.7%
815 Money Talk (815머니톡) · Jun 17
46:47
The Trap of Diversified Investing, What Key Points Are Individual Investors Missing? | Park Byeong-chang, MP Partners CEO [Market Inside]
3PRO TV (삼프로TV) · Jun 17
22:52
A STARLINK VAI DESTRUIR AS OPERADORAS BRASILEIRAS?
Market Makers · Jun 17
1:37:15
[Chesley Morning Brief] NVIDIA 2%↓, Semiconductor Stocks Plummet…Dow Breaks 52,000 for the First Time Ever [26/06/17]
Chesley Investment Advisory (체슬리투자자문) · Jun 17
43:41
Mad Money 06/16/26 | Audio Only
CNBC · Jun 16

This 3PRO TV (삼프로TV) video, published June 17, 2026, features Jang Woo-jin discussing DND Pharm, ABL Bio, 196170.KQ, 141080.KQ, Sam Chun Dang Pharm, Nexteel, TCC Steel, 005930.KS, 000660.KS, HD Hyundai Construction Equipment, 080220.KQ, 402340.KS, 015760.KS. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jang Woo-jin  · Tickers: DND Pharm, ABL Bio, 196170.KQ, 141080.KQ, Sam Chun Dang Pharm, Nexteel, TCC Steel, 005930.KS, 000660.KS, HD Hyundai Construction Equipment, 080220.KQ, 402340.KS, 015760.KS