Hanwha's Rising Energy and KOSPI Still Led by Top Market-Cap Stocks | Kim Mun-jung, Vincent, Pyeon Da-song

한화의 상승 에너지와 여전히 코스피는 시가상위 종목이 이끌고 있다 | 김문정, 빈센트, 편다송 [밥 보다 투자 하나]
Watch on YouTube ↗  |  January 15, 2026 at 03:47  |  16:04  |  3PRO TV (삼프로TV)
Speakers
Kim Moon-jung — PB, Hana Securities Daegu Central WM Center

Summary

Hana Securities PB Kim Mun-jung discusses Hanwha's personnel split and Hanwha Galleria's upper-limit move, while the KOSPI remains near record highs led by Samsung Electronics, SK hynix, and Hyundai Motor. She highlights rotation within shipbuilding, defense, and nuclear names, watches Samsung and USD/KRW, and flags KOSDAQ's key support level. She also outlines beneficiaries of the third Commercial Act amendment and suggests looking at semiconductor equipment and materials suppliers around the market leaders.

  • Hanwha announced a personnel split and share cancellation plan; Hanwha Galleria surged to upper limits.
  • Kim Mun-jung sees Hanwha's restructuring as shareholder-friendly and potentially tied to Hanwha Energy's IPO.
  • Shipbuilding, defense, and nuclear names are showing intraday rotation; Hanwha Ocean, HJ Heavy Industries, Hanwha Systems, and Doosan Enerbility were discussed.
  • SK hynix is favored as a leading semiconductor stock with low forward valuation and buy-on-dip appeal.
  • Samsung Electronics and USD/KRW are key afternoon watch items; KOSDAQ is near an important box-range level.
  • The third Commercial Act amendment may force treasury share cancellations, benefiting holding companies and securities firms.
  • The speaker suggests watching Korean semiconductor equipment and materials suppliers around the leading chip stocks.
Ideas
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 0:33
Hanwha split enhances shareholder value via cancellation.
Hanwha announced a personnel split that the speaker sees as a way to strengthen control without diluting shareholder value, sharpen business strategies, and prepare for Hanwha Energy's IPO. The company also announced share cancellation, and the market has responded positively, with Hanwha Galleria hitting upper limits. The speaker interprets the restructuring as shareholder-friendly and supportive for Hanwha group equities.
000880.KS 027390.KS MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 4:37
Shipbuilding, defense, nuclear rotation worth watching.
Within the Korean shipbuilding, defense, and nuclear power complex, leadership is rotating: Hanwha Ocean and HJ Heavy Industries are rising in shipbuilding, Hanwha Systems is strong in nuclear and defense, while Doosan Enerbility is correcting after a run. The speaker says investors should keep watching this combined group for rotation opportunities.
042660.KS 097230.KS 272210.KS 034020.KS MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 8:14
SK hynix cheap, buy on dips.
The speaker likes SK hynix as a leading stock and sees upcoming earnings and consensus as supportive. Hana Securities analysts keep raising targets, Nomura has discussed full-year operating profit reaching around KRW 130tn, and the forward P/E still looks low, so she believes the stock is cheap and should be bought on pullbacks.
000660.KS HIGH
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 9:10
Watch Samsung Electronics foreign buying and breakout.
Samsung Electronics is a key KOSPI leader but is moving sideways. The speaker wants to watch whether foreign net buying increases and whether the stock can continue higher in the afternoon, calling the session important for the index's upside.
005930.KS MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 9:10
Watch USD/KRW after Bessent remarks.
The speaker flags USD/KRW as a key afternoon variable: the dollar had weakened and the won had weakened with it, then US Treasury Secretary Bessent's comment that the won is weak versus fundamentals helped the exchange rate rebound. She says to watch whether USD/KRW returns to its prior high or reverses.
USD/KRW MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 10:34
KOSDAQ at key level, watch rotation.
KOSDAQ touched 940 and rebounded, and the speaker views the current level as important because it remains trapped in a box. A further breakdown would be concerning, but if KOSPI stays range-bound, liquidity could rotate toward KOSDAQ, so she says to keep watching KOSDAQ.
KOSDAQ Index MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 12:11
Treasury cancellation law favors holding firms, brokers.
The third Commercial Act amendment is expected next week. Existing treasury shares would have to be cancelled within 18 months, and new buybacks within one year. Since cancellation raises shareholder value, the speaker favors Korean holding companies and securities firms as beneficiaries.
Korean holding companies Korean securities firms MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 13:05
Watch Korean chip equipment/materials suppliers.
Instead of focusing only on the leading semiconductor stocks, the speaker says to look at the peripheral stocks around them, especially Korean semiconductor equipment and materials suppliers that support the leaders. She also suggests watching engine-related names within the shipbuilding, defense, and nuclear complex.
Korean semiconductor equipment/materials sector MED
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This 3PRO TV (삼프로TV) video, published January 15, 2026, features Kim Moon-jung discussing 000880.KS, 027390.KS, 042660.KS, 097230.KS, 272210.KS, 034020.KS, 000660.KS, 005930.KS, USD/KRW, KOSDAQ Index, Korean holding companies, Korean securities firms, Korean semiconductor equipment/materials sector. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Moon-jung  · Tickers: 000880.KS, 027390.KS, 042660.KS, 097230.KS, 272210.KS, 034020.KS, 000660.KS, 005930.KS, USD/KRW, KOSDAQ Index, Korean holding companies, Korean securities firms, Korean semiconductor equipment/materials sector