[4월 20일 마감시황] 코스피 8천 전망 나왔다, 지금 장 믿어도 될까ㅣ홍선애, 이권희, 김장열 [클로징벨 라이브]

Watch on YouTube ↗  |  April 20, 2026 at 08:32  |  1:12:51  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell

Summary

The video discusses the April 20 KOSPI/KOSDAQ market close, which rose slightly despite geopolitical tensions from Iran-Israel. Speakers highlight strong earnings expectations for SK Hynix, a breakout in Jusung Engineering's ALG technology, and strength in PCB and semiconductor equipment stocks. They advise caution on battery stocks and Korean quantum themes while suggesting selective opportunities in laggards like NCsoft and defensive plays like Samsung Electro-Mechanics.

  • KOSPI +0.7% to 6219, KOSDAQ +0.4% to 1174, institutions supported the market.
  • SK Hynix surged 3% on expectations of explosive 2Q earnings, driven by DRAM price catch-up and HBM leadership.
  • Jusung Engineering hit daily limit up on news of ALG technology breakthrough, with potential re-rating to 40x P/E.
  • Isu Petasys and Doosan rose on AI PCB demand and correlation with Broadcom.
  • Samsung Electro-Mechanics continued its strong uptrend without touching its 5-day moving average.
  • Battery stocks like Samsung SDI were seen as burdensome; LG Energy Solution was preferred but sector best traded tactically.
  • Korean quantum stocks were dismissed as speculative themes; US quantum names like IonQ were suggested as alternatives.
  • Laggard NCsoft was flagged for a potential earnings-driven rebound in 1Q results.
Trade Ideas
Kim Jang-yeol Reporter, The Bell 12:43
2Q earnings momentum explosive for Hynix.
SK Hynix's 2Q earnings momentum will be explosive because DRAM price increases that were smaller in Q1 due to product mix and timing will fully hit in Q2, and the company remains the leader in HBM. Earnings estimates for 2025 imply 40% growth, supporting further upside.
000660.KS HIGH
Kim Jang-yeol Reporter, The Bell 19:58
ALG tech re-rating to 40x+ P/E.
Jusung Engineering's new ALG (Atomic Layer Generation) technology is a significant breakthrough that could allow the company to move beyond traditional ALD and supply to TSMC and Samsung, leading to a valuation re-rating from ~20-30x to 40-50x P/E, similar to Hanmi Semiconductor or EO Technics.
036930.KQ HIGH
Kim Jang-yeol Reporter, The Bell 24:51
Isu Petasys rebounding with Broadcom correlation.
Isu Petasys saw a valuation correction from 50x to 30x P/E, making it less burdensome. It is moving in lockstep with Broadcom and benefiting from increased AI networking and MLCC demand. The chart shows it is approaching prior highs, suggesting further upside.
007660.KS MED
Kim Jang-yeol Reporter, The Bell 35:48
Samsung SDI upside limited, avoid.
Samsung SDI has rallied to its target zone (50-60 million won range from 80 million won high). Further upside is limited and risk-reward is unattractive. Better to avoid chasing here; the stock is now burdensome.
006400.KS MED
Kim Jang-yeol Reporter, The Bell 36:02
LG Energy Solution relatively comfortable.
Within the battery sector, LG Energy Solution is relatively more comfortable than Samsung SDI. The ESS growth data (Q1 +33% YoY in March) supports the theme, but the sector should be traded tactically rather than held long-term.
373220.KS LOW
Kim Jang-yeol Reporter, The Bell 56:17
Korean quantum stocks are risky themes.
Korean quantum computing and quantum security stocks like Maxgate are pure speculation without real technology or earnings. They are theme plays that can drop quickly. Investors should avoid them and instead consider US quantum companies like IonQ if they want exposure.
377490.KQ MED
Kim Jang-yeol Reporter, The Bell 61:03
Samsung Electro-Mechanics strong uptrend hold.
Samsung Electro-Mechanics is in a very strong uptrend, not even touching its 5-day moving average. For a mid-to-large cap stock once momentum sets in, the rally can persist longer. Hold until the trend clearly breaks.
009150.KS MED
Kim Jang-yeol Reporter, The Bell 69:08
NCsoft earnings turnaround potential.
NCsoft is a laggard with a massive earnings forecast for this year. If the 1Q earnings report confirms the expected rebound, the stock could see a meaningful move. The monthly chart shows it has barely moved from the bottom, so it is still early.
036570.KS LOW
Up Next
20:59
삼성전자, 글로벌 시총 1위 가능… 지금 주가, 말이 안 된다 "미국 상장 했으면 5배 더 올랐다" / 난관은 있지만 한국증시 강세장은 더 간다. | 안유화 교수
815 Money Talk (815머니톡) · Apr 20
3:06
Equities Weaker but Not Overly Concerned on Iran: 3-Minutes MLIV
Bloomberg Markets · Apr 20
45:57
Iran War: US Seize Iranian Ship & Peace Talks Uncertain | Daybreak Europe 4/20/2026
Bloomberg Markets · Apr 20
49:58
US Seizes Iranian Ship; Iran Vows Response | Horizons Middle East & Africa 4/20/2026
Bloomberg Markets · Apr 20
19:19
신고가 쓴 SK하이닉스, 삼성전자 보다 더 잘 나갈 이유? / 2차전지, 더 큰 상승은 이제 시작 입니다.ㅣ장인투자클럽 이창대 대표
815 Money Talk (815머니톡) · Apr 20

This 3PRO TV (삼프로TV) video, published April 20, 2026, features Kim Jang-yeol discussing 000660.KS, 036930.KQ, 007660.KS, 006400.KS, 373220.KS, 377490.KQ, 009150.KS, 036570.KS. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol  · Tickers: 000660.KS, 036930.KQ, 007660.KS, 006400.KS, 373220.KS, 377490.KQ, 009150.KS, 036570.KS