Time to Reduce Alteogen: A Market Where Stock Selection Matters More Than Sectors | Myung Min-jun, Park Ga-young, Cha Young-ju

It's time to reduce Alteogen... A market where 'stock selection' is more important than industry | Myung Min-jun, Park Ga-young, Cha Young-ju [Stock Beginner Rescue Team]
Watch on YouTube ↗  |  September 04, 2026 at 13:30  |  54:32  |  3PRO TV (삼프로TV)
Speakers
Cha Young-joo — Director, Wise Economic Research Institute

Summary

Cha Young-ju reviews major Korean sectors during a stock-selection-focused market and argues that returns will come from individual stocks rather than broad industries. She recommends reducing Alteogen on its weak chart, avoiding Hyundai Motor until a 400,000-won breakout, and favoring Samsung Electronics and SK Hynix on a semiconductor chart breakout. She also discusses long-term positioning in power equipment, cautious views on battery materials and Korean robotics, and neutral-to-favorable views on cosmetics.

  • The program is framed around sector checks for semiconductors, batteries, biotech, robots, cosmetics, shipbuilding, defense, and power equipment.
  • Cha says the current market rewards stock selection over industry-level calls and suggests HTS screening for bottom-volume reversals.
  • She explicitly recommends trimming or reducing Alteogen because the chart looks weak despite the big platform deal.
  • Hyundai Motor is treated as unattractive until it clears 400,000 won, even with robot-related momentum elsewhere.
  • Samsung Electronics and SK Hynix are viewed as the names to chase if Samsung's chart breaks out.
  • Power equipment such as HD Hyundai Electric, LS Electric, and Hyosung Heavy is favored as a long-term super-high-voltage theme.
  • Battery materials and Korean robotics are treated cautiously, while cosmetics are seen as a long-term hold despite short-term FX damage.
Ideas
Cha Young-joo Director, Wise Economic Research Institute 6:15
Watch bottom-volume reversals like Medytox, Robotis.
Cha recommends using HTS auto-transition chart screening to find stocks basing with volume expansion. Medytox, Gaon Cable, and Robotis are current examples showing bottom-volume stirring, with the entry trigger being a strong green candle plus a volume kick.
086900.KQ 000500.KS 108490.KQ MED
Cha Young-joo Director, Wise Economic Research Institute 9:41
Avoid secondary battery materials, especially EcoPro.
Secondary battery materials are out of favor and should be approached cautiously. EcoPro's chart is not attractive and is correcting, while overall market interest in battery materials is low; Cha says investors should be careful with battery material names rather than chasing them.
086520.KQ MED
Cha Young-joo Director, Wise Economic Research Institute 9:53
SK Innovation chart is attractive.
In contrast to EcoPro, SK Innovation's chart is attractive and investors are starting to view it as a refinery-plus story. Cha highlights it as a name where sentiment and chart are turning positive.
096770.KS MED
Cha Young-joo Director, Wise Economic Research Institute 10:18
Avoid Hyundai Motor until 400,000-won breakout.
Robot-related names such as Robotis were strong, but Hyundai Motor did not respond and its volume has roughly halved compared with the period before it was treated as a robot play. Retail and investor interest is fading, there are few new buyers, and the stock has slid. Cha says Hyundai Motor must break back above 400,000 won to regain a trend, so until then it is unattractive.
005380.KS HIGH
Cha Young-joo Director, Wise Economic Research Institute 12:23
Samsung Electro-Mechanics sideways; wait for Samsung lead.
Samsung Electro-Mechanics is in a sideways 'chicken-neck' phase: investors prefer Samsung Electronics over it, but it is still tied to Samsung Electronics and has MLCC exposure that could outperform under certain scenarios. Cha does not see a clear reason to buy it before Samsung Electronics moves.
009150.KS MED
Cha Young-joo Director, Wise Economic Research Institute 13:10
Prefer Simmtech over Samsung Electro-Mechanics.
Between Samsung Electro-Mechanics and Simmtech, Cha prefers Simmtech within the substrate group because its trading volume is stirring and it has the better relative chart. However, if the choice is Samsung Electro-Mechanics versus Samsung Electronics, sentiment currently favors Samsung Electronics.
222800.KQ MED
Cha Young-joo Director, Wise Economic Research Institute 23:26
Hold super-high-voltage power equipment long term.
Power equipment has become heavy but remains a long-term investment supported by AI-driven power infrastructure demand. Names such as HD Hyundai Electric, LS Electric, and Hyosung Heavy Industries are super-high-voltage beneficiaries; she suggests treating them like a long-term position, adding on shocks rather than expecting fast moves.
267260.KS 010120.KS 298040.KS HIGH
Cha Young-joo Director, Wise Economic Research Institute 26:10
Trade nuclear only, not long-term hold.
Nuclear power will eventually happen, with SMR expected around 2030 and Hyundai Construction's Westinghouse collaboration still alive. But the timing is uncertain, so Cha views it as a momentum/trading theme for fast-moving traders; long-term holders who bury money may be frustrated, so it is better to trade than to hold indefinitely.
000720.KS 034020.KS MED
Cha Young-joo Director, Wise Economic Research Institute 39:20
Watch Hanmi Semiconductor for semiconductor breakout signal.
Hanmi Semiconductor has begun to stir and printed a strong bullish candle, but it has not yet broken out of its sideways range. Cha is watching it as a chart signal; if a similar strong base breakout appears on Samsung Electronics, that would be the trigger to chase Samsung Electronics and SK Hynix.
042700.KS MED
Cha Young-joo Director, Wise Economic Research Institute 40:11
Buy Samsung Electronics, SK Hynix on breakout.
Cha argues market sentiment is concentrating in Samsung Electronics over Samsung Electro-Mechanics: Samsung Electronics is cheaper, offers at least 30% upside, and has a Nomura target around 600,000 won. If Samsung Electronics prints a strong bullish breakout through its base, money should chase Samsung Electronics and SK Hynix together.
005930.KS 000660.KS HIGH
Cha Young-joo Director, Wise Economic Research Institute 42:08
Reduce Alteogen on weak chart supply.
Despite Alteogen's large platform contract, Cha says the chart is not one to chase: it made an upper tail on Wednesday, a black candle on Thursday, and Friday's small green candle left price below 300,000 won while volume expanded on the decline. She believes foreign and institutional investors are trimming, so buying this chart now is not textbook and she recommends reducing/trimming exposure even though the stock may rise later.
196170.KQ HIGH
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This 3PRO TV (삼프로TV) video, published September 04, 2026, features Cha Young-joo discussing 086900.KQ, 000500.KS, 108490.KQ, 086520.KQ, 096770.KS, 005380.KS, 009150.KS, 222800.KQ, 267260.KS, 010120.KS, 298040.KS, 000720.KS, 034020.KS, 042700.KS, 005930.KS, 000660.KS, 196170.KQ. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Cha Young-joo  · Tickers: 086900.KQ, 000500.KS, 108490.KQ, 086520.KQ, 096770.KS, 005380.KS, 009150.KS, 222800.KQ, 267260.KS, 010120.KS, 298040.KS, 000720.KS, 034020.KS, 042700.KS, 005930.KS, 000660.KS, 196170.KQ