Ideas
Power equipment upcycle remains strong
Power equipment is becoming a leading Korean market sector. The global electricity shortage is driving exports, and export margins are stronger than domestic margins. Order backlogs now stretch to 2030, and capacity expansion allows both volume and price to rise, creating a multi-year upcycle similar to shipbuilding.
Secondary battery flow is returning
The flow is turning back toward secondary batteries. Recent pullbacks should not be treated as a reason to turn negative; this is not a short-term like-or-dislike stage.
Korean robot stocks remain strong
Robot stocks are in a positive phase, with broad strength across Rainbow Robotics, Robotis, Tirobotics, Clobot, and SPG Robostar. Sector momentum is not bad.
LG Electronics benefits from AI robotics
LG Electronics is rallying on expectations that it will strengthen its robot actuator business and expand data-center cooling and chiller systems. It combines AI and robotics exposure and had been depressed, so the rebound is strong.
ABL Bio drop is overdone
ABL Bio's sharp drop is overdone. ABL001's value is mostly erased, but PFS data was statistically significant and OS was contaminated by crossover and ethical use of ABL001 in the control arm. The next catalyst is the BBB and dual-antibody platform, with possible technology transfer in the first or second half. The speaker says not to sell and would buy on a limit-down.
Daehan Optical is theme-driven, avoid
Daehan Optical Telecom has run up and is now in an uncomfortable, theme-driven position. Valuation is difficult, and long-term value investing is not warranted; only short-term trading is possible.
Hotel Shilla earnings turnaround is coming
Hotel Shilla is rebounding from a long base. Duty-free value has been damaged, but structural reform including removal of unprofitable airport duty-free should drive an earnings turnaround, and CEO share purchases support sentiment.
DL E&C SMR stake undervalued
DL E&C is depressed despite its stake in X-energy and Nex Energy-related SMR business. The market is not reflecting the stake or potential new business, so it looks attractive while depressed.
Daewoo E&C nuclear rally not over
Daewoo E&C has transformed with the nuclear power theme and is at a 20-year high. Operating profit beat consensus, annualized run-rate is near 1 trillion won, and while the speaker would not add fresh, holders should not sell.
Prefer SK hynix over Samsung
SK hynix keeps rising due to earnings expectations, HBM demand, and strong US storage peers, while Samsung Electronics is held back by union strike concerns and risk that 20% of operating profit could disappear. The relative preference is SK hynix over Samsung.
Prefer SK hynix over Samsung
SK hynix keeps rising due to earnings expectations, HBM demand, and strong US storage peers, while Samsung Electronics is held back by union strike concerns and risk that 20% of operating profit could disappear. The relative preference is SK hynix over Samsung.
POSCO leads lithium battery rally
POSCO Holdings is leading the secondary battery rally due to lithium exposure; it is expected to be among the global top five in lithium based on mining and Argentina brine assets.
Buy cosmetics on pullbacks
Cosmetics stocks are pulling back modestly after a rally. Rather than chasing, wait for timing and pullbacks to re-enter; pullbacks are opportunities.
Kolon Industries has multiple new drivers
Kolon Industries is interesting because its aramid super material is used to wrap optical cables, giving optical cable exposure; MPPO is newly entering AI substrate materials; its Kolon Sport China fashion business is strong and contributes equity-method profit; Japanese earnings may be good.
Mirae Securities setup needs volume
Mirae Asset Securities has pulled back about 10 weeks after a SpaceX-related and trading-volume surge. It is at support; if volume explodes with a good market, it can rebound strongly.
Biotech era is coming, buy
The time for biotech has come, so buy. The speaker gives a clear directional call on the biotech sector, though without detailed supporting evidence.
Solar and HD Hyundai Energy attractive
Solar is attractive through the energy transition theme. HD Hyundai Energy Solutions is breaking to new highs after being doubted, and the market is paying more attention to solar.
This 3PRO TV (삼프로TV) video, published April 28, 2026,
features Jang Woo-jin, Vincent
discussing 298040.KS, 267260.KS, 010120.KS, Korean Secondary Battery Sector, 373220.KS, 086520.KQ, 247540.KQ, 006400.KS, 051910.KS, Korean Robotics Sector, 066570.KS, 298380.KQ, 010170.KQ, 008770.KS, 375500.KS, 047040.KS, 000660.KS, 005930.KS, 005490.KS, KORU, 120110.KS, 006800.KS, Korean biotech sector, Korean solar sector, 322000.KS.
17 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin,
Vincent
· Tickers:
298040.KS,
267260.KS,
010120.KS,
Korean Secondary Battery Sector,
373220.KS,
086520.KQ,
247540.KQ,
006400.KS,
051910.KS,
Korean Robotics Sector,
066570.KS,
298380.KQ,
010170.KQ,
008770.KS,
375500.KS,
047040.KS,
000660.KS,
005930.KS,
005490.KS,
KORU,
120110.KS,
006800.KS,
Korean biotech sector,
Korean solar sector,
322000.KS
