Ideas
Oversold Korean biotech set to rebound.
Eli Lilly's earnings surprise sharply reversed biotech sentiment. Combined with government support for KOSDAQ and a rotation out of semiconductors, money is returning to Korean biotech. He specifically cited Samsung Biologics and Celltrion strength, and said Alteogen, ABL Bio, and Sam Chun Dang Pharm had been oversold enough to rebound; he recommended biotech/KOSDAQ exposure over KOSPI large caps.
KOSDAQ regulatory support attracts returning funds.
The government's move to separate KOSPI and KOSDAQ regulations, easing listing and delisting on KOSDAQ, should attract policy-driven fund flows back to KOSDAQ. He said KOSDAQ is stronger than KOSPI and recommended shifting toward KOSDAQ/bio, though he noted biotech ETFs may be stronger than the broad KOSDAQ index.
Buy semiconductor dips on AI capex.
AMD and Micron weakness triggered a semiconductor selloff, but Alphabet's large AI capex plan and expected continued spending by Meta and Microsoft support memory demand. He argued further corrections in Korean semiconductors, especially Samsung Electronics and SK hynix, should be bought.
APR leads cosmetics and beauty devices.
APR rebounded after its earnings release and is the strongest name in cosmetics and beauty devices, having broken its previous high before a pullback. He said the correction is not a major concern because earnings sensitivity is high and cosmetics demand expectations can rise again.
Asset-rich Korean stocks in re-rating theme.
A theme is building in asset-rich Korean companies with idle real estate as the government pushes Seoul housing supply and development news emerges. He cited Sampyo Cement, BYC, Ilshin Spinning, Noroo Holdings, and E-Mart, but explicitly said this is a market theme, not a direct buy recommendation on those names.
Rights-issue plunge reversing on earnings.
Hanon Systems was acquired by the Hankook Tire group and completed two large rights issues, which had crushed the stock. Its Q4 earnings improved and raised turnaround expectations, showing that rights-issue-hit stocks can rebound once the capital increase starts producing results.
Solar rebounds on Musk and China reform.
Musk's plan for large space-based solar capacity and China's anti-involution restructuring are adding new demand and supply-discipline themes to solar. Higher Chinese solar prices and US market opportunities should help global solar, and Korean solar names could rebound along with US solar stocks.
Tariff pressure makes nuclear unattractive.
Korean nuclear power stocks are taking a breather because the US 25% tariff issue is a burden and negotiations have not progressed, weakening nuclear stocks and the KOSPI. He flagged this as a short-term negative for the sector, including Doosan Enerbility.
US distributor issue pressures Silicone Two.
Silicone Two is underperforming the cosmetics rebound because a US distributor acquiring a major brand partner creates a negative overhang. He said the cosmetics sector is not moving uniformly and this issue is capping the stock.
Paradise gains on record inbound casino revenue.
Paradise's January casino net revenue hit a record, and inbound tourist numbers are strong. As weather improves into Q2/Q3, inbound consumption should improve further, supporting a positive view on Paradise and inbound-related stocks.
Fadu momentum intact but don't chase.
Fadu surged for two days as the accounting issue was resolved and the eSSD industry outlook improved. However, he warned that chasing the stock is dangerous and that it is now in the hands of existing holders, making it a high-risk momentum watch rather than a fresh buy.
Hanwha Solutions wins via Qcells US.
Hanwha Solutions is the Korean solar company that owns Qcells, giving it direct exposure to the US solar market. With the solar theme improving and US solar stocks surging, Hanwha Solutions rose sharply and is best positioned among Korean solar names.
Satellite task force boosts Link Solution.
Link Solution, originally a robot company, jumped after being named in a government-led K-defense satellite task force. The new satellite theme is driving the stock, but it has risen too fast to chase safely.
Lotte Chilsung's hidden land value.
Lotte Chilsung is discounted because of Lotte group issues and weak earnings, but it owns prime land in Seocho-dong. Its market cap is around 1 trillion won while the real estate value is estimated around 2 trillion won, so sale or development news could trigger a rebound.
Samsung stake boosts brain-surgery robot Koh Young.
Koh Young is a world-class brain-surgery robot company. Samsung Asset Management reported a 5% stake, and the market, hungry for positive news, pushed the stock up; this supports the surgical robot theme.
Samsung Asset stakes signal chip-robot bets.
Samsung Asset Management's recent 5% stake filings include Hana Micron, KoMiCo, Curexo, Jaeryong Electric, Jeju Semiconductor, Doosan Tesna, and HPSP. Collectively, these disclosures suggest Samsung Asset is betting on semiconductors and surgical robots, so he views those areas positively even if semiconductors correct.
PharmaResearch hit by earnings and competition.
PharmaResearch fell sharply after an earnings shock. Its Rejuran franchise faces competition from L&C Bio's Elravie Lituo, which is less painful, faster, and cheaper, while US sales were weak, raising concerns that Rejuran growth is stalling.
This 3PRO TV (삼프로TV) video, published February 05, 2026,
features Jang Woo-jin
discussing Korean Biotech, 207940.KS, 068270.KS, 196170.KQ, 298380.KQ, Sam Chun Dang Pharm, KOSDAQ, Korean Semiconductors, 005930.KS, 000660.KS, 278470.KS, Korean asset stocks, 038500.KQ, 001460.KS, 003200.KS, 000320.KS, 139480.KS, 018880.KS, SOLAR, Korean nuclear power, 034020.KS, 257720.KQ, 034230.KS, 440110.KQ, 009830.KS, Link Solution, 005300.KS, 098460.KQ, 067310.KQ, 183300.KQ, 060280.KQ, JAERYONG, 080220.KQ, 131970.KQ, 403870.KQ, 214450.KQ.
17 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin
· Tickers:
Korean Biotech,
207940.KS,
068270.KS,
196170.KQ,
298380.KQ,
Sam Chun Dang Pharm,
KOSDAQ,
Korean Semiconductors,
005930.KS,
000660.KS,
278470.KS,
Korean asset stocks,
038500.KQ,
001460.KS,
003200.KS,
000320.KS,
139480.KS,
018880.KS,
SOLAR,
Korean nuclear power,
034020.KS,
257720.KQ,
034230.KS,
440110.KQ,
009830.KS,
Link Solution,
005300.KS,
098460.KQ,
067310.KQ,
183300.KQ,
060280.KQ,
JAERYONG,
080220.KQ,
131970.KQ,
403870.KQ,
214450.KQ
