SpaceX-related stocks, Meta's nuclear power stocks, Trump's defense stock rally, and biotech | Lee Yoon-hee, Vincent, Pyeon Da-song [Investing Rather Than Eating]

스페이스X 관련주, 메타의 원전주, 트럼프의 방산주 상승 랠리와 바이오 | 이윤희, 빈센트, 편다송 [밥 보다 투자 하나]

Watch on YouTube ↗ | January 12, 2026 at 04:38 | 13:52 | 3PRO TV (삼프로TV)

Speakers

Lee Yoon-hee — PB

Vincent — Host

Summary

Lee Yoon-hee, a PB, joins the program to review a strong Korean market session driven by nuclear, SpaceX-related, and biotech themes. The discussion covers Meta's nuclear power contract, Starlink Gen2 approval, the JP Morgan Healthcare Conference, National Pension Service rebalancing, and individual stock views on Samyang Foods and Hive. Vincent outlines AI healthcare as a key biotech trend to watch.

Korean market rose with KOSPI up 1.35%, led by retail and institutional buying despite foreign selling.
Meta's 6.6GW nuclear contract lifted Doosan Enerbility, Hyundai E&C, and Hyosung Heavy Industries.
Starlink Gen2 approval boosted SpaceX-related Korean stocks including Satrec Initiative, Inox Advanced Materials, InnoSpace, and Mirae Asset Securities.
JP Morgan Healthcare Conference was highlighted as a key event for Korean biotech, with a buy-on-dips view.
National Pension Service rebalancing was cited as supporting semiconductors, defense, and power while reducing consumer, retail, and travel.
Samyang Foods and Hive were discussed as company-specific opportunities.
Battery and robotics flows were noted as rotating from a paused biotech sector.
AI healthcare was described as an emerging biotech trend at the JP Morgan conference.

Ideas

Lee Yoon-hee PB 2:14

Funds rotate to Korean batteries and robots.

LG Energy Solution's earnings shock is already reflected in the price, and the battery sector's flow is not bad. As biotech takes a breather, supply is rotating toward secondary batteries and robotics, with EcoPro and EcoPro BM rallying.

Lee Yoon-hee PB 2:46

Meta nuclear deal lifts Korean nuclear stocks.

Meta's 6.6GW nuclear power procurement for AI data centers is driving Korean nuclear-related stocks. The speaker highlights Doosan Enerbility, Hyundai E&C, and Hyosung Heavy Industries as beneficiaries and notes strong price action in the theme.

Lee Yoon-hee PB 4:03

Starlink approval boosts SpaceX-related Korean stocks.

U.S. approval for additional Starlink Gen2 satellite deployment is boosting SpaceX-related Korean stocks. The speaker points to Satrec Initiative, Inox Advanced Materials, InnoSpace, and Mirae Asset Securities as names moving on the news.

Lee Yoon-hee PB 6:46

Buy Korean biotech on January dips.

Despite the JP Morgan Healthcare Conference often causing event-driven profit-taking, the speaker views Korean biotech as a leading sector. She argues any January pullback is a buying opportunity, supported by February KOSDAQ activation policy and potential M&A or collaboration news, and says to buy biotech.

Vincent Host 7:57

AI healthcare is emerging biotech trend.

At the JP Morgan Healthcare Conference, the speaker sees the biotech narrative shifting from obesity drugs toward R&D, intractable diseases, BBB, and AI healthcare. He views the conference as a window into this year's most important biotech drug and sector trends.

Lee Yoon-hee PB 8:42

NPS rebalancing favors semis, defense, power.

The National Pension Service has exceeded its domestic equity target after the market rally, so rebalancing means it must sell existing holdings to buy new ones. It is expanding semiconductors, defense, and power while reducing consumer, retail, and travel, which the speaker says supports continued leadership in those favored sectors as long as the KOSPI trend remains intact.

Lee Yoon-hee PB 8:42

NPS rebalancing favors semis, defense, power.

The National Pension Service has exceeded its domestic equity target after the market rally, so rebalancing means it must sell existing holdings to buy new ones. It is expanding semiconductors, defense, and power while reducing consumer, retail, and travel, which the speaker says supports continued leadership in those favored sectors as long as the KOSPI trend remains intact.

Lee Yoon-hee PB 10:04

Samyang Foods attractive despite correction.

Although Samyang Foods has fallen sharply and is not bouncing, the speaker thinks the company is individually attractive. If it raises prices, earnings can improve, and demand remains strong, so the recent correction is not a reason to abandon the stock.

Lee Yoon-hee PB 12:26

Hive attractive; BTS tour is catalyst.

Hive has pulled back as market supply rotated to shipbuilding, defense, nuclear, and semiconductors, but the speaker views it as an attractive company. She sees the upcoming BTS world tour schedule as a potential catalyst and says today's weakness can be used as an opportunity.

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This 3PRO TV (삼프로TV) video, published January 12, 2026, features Lee Yoon-hee, Vincent discussing 373220.KS, 086520.KQ, 247540.KQ, Korean Robotics, 034020.KS, Hyundai E&C, 298040.KS, 099320.KQ, 272290.KQ, INNOSPACE, 006800.KS, Korean Biotech, AI-SECTOR, Korean Semiconductors, Korean Defense, Korean power, Korean consumer, Korean travel, 003230.KS, 352820.KS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Yoon-hee, Vincent · Tickers: 373220.KS, 086520.KQ, 247540.KQ, Korean Robotics, 034020.KS, Hyundai E&C, 298040.KS, 099320.KQ, 272290.KQ, INNOSPACE, 006800.KS, Korean Biotech, AI-SECTOR, Korean Semiconductors, Korean Defense, Korean power, Korean consumer, Korean travel, 003230.KS, 352820.KS