Ideas
Buy beaten Korean memory semiconductors.
Yesterday's semiconductor selloff was excessive and lacked a fundamental trigger; it was mostly mechanical ETF selling after a large rally. Since memory and storage demand remain strong and US peers rebounded, investors should look at beaten-down Korean memory names such as Samsung Electronics and SK hynix.
Watch Korean space theme on catalysts.
Rumors of an xAI-SpaceX merger or listing and the Artemis 2 manned lunar mission are raising expectations for space-related themes; Korean space and satellite stocks such as Korea Aerospace Industries, Intelliantech, and Satrec Initiative should be watched.
Avoid copper-linked Korean wire stocks.
Korean wire and electrical-equipment stocks such as LS Electric and Iljin Electric are tied to copper prices; with copper and commodity prices not rebounding and regulatory pressure on speculation, these stocks are not attractive now.
Avoid Korea Zinc until gold/silver rebound.
Korea Zinc's sharp drop was driven by falling gold and silver prices; because Chinese and US authorities are tightening margin requirements and HFT to curb speculation, gold and silver may stay contained, so a strong rebound in Korea Zinc and related stocks is unlikely and they should not be chased aggressively.
Watch Y-Biologics on vaccine pipeline.
Y-Biologics reported strong earnings, announced a 10 billion won facility investment equal to 84% of capital, and is developing a meningococcal vaccine that could match current sales; it is worth studying on any pullback rather than chasing the spike.
Buy Mirae Asset Venture on stake value.
Mirae Asset Venture Investment is attractive because its SpaceX stake and its investment in Moloco, an AI advertising company preparing a US IPO, could highlight the value of its holdings, while government policies supporting venture capital add another tailwind.
Watch Lotte Innovate on Unitree AI deal.
Lotte Innovate, a Lotte Group IT services company, rose after news it will supply an AI-related service platform to Unitree Robotics, making it a newly perceived robot stock; the news is interesting but needs more research.
Buy Protec on HBM bonding demand.
Protec had an earnings surprise with about 46 billion won in operating profit and should benefit as demand for laser bonding equipment rises with HBM; its dispenser and die bonder businesses support a positive 2025 earnings outlook.
Watch Neosem for emerging HBF theme.
HBF, or High Bandwidth Flash, is an emerging memory theme that stacks NAND flash beside HBM to provide long-term memory for AI; Neosem is being grouped as a related HBF theme stock and is worth studying as the theme begins.
Watch Mirae Asset Securities on space theme.
Mirae Asset Securities is the strongest large-cap gainer, helped by a generally solid brokerage sector and its space-related theme, so it can be watched for continued relative strength.
Watch Korean brokerage sector recovery.
The brokerage sector is supported by expectations for stronger market activity and trading volume; although securities stocks fell yesterday, the overall tone is not bad, and Mirae Asset Securities is leading the rebound.
Watch Hyundai Motor; rally ran too fast.
Hyundai Motor is value-driven and needs a new catalyst; the stock rallied too quickly around CES, its future value remains ambiguous, and the robot narrative looks overdone, so it should be watched rather than chased.
Buy Sampyo Cement on real estate supply.
Sampyo Cement is benefiting from asset-value expectations around its Seongsu-dong site, and government plans to speed up urban real estate supply make it more likely that its terminal and site will be utilized, accelerating the business.
Watch Korean asset stocks on land value.
Sampyo Cement's surge could draw renewed attention to other Korean asset and real-estate holding stocks with valuable urban land, especially as the government pushes faster real estate supply; these names are worth watching.
Buy Fadu as enterprise SSD leader.
Fadu is a global enterprise SSD controller company supplying SanDisk, and its legal and accounting issue has cleared; with strong enterprise SSD interest, the stock should rise and may stay strong near term.
Watch Samwha Electric on ESSD capacitors.
Samwha Electric supplies capacitors used in enterprise SSDs; it is a related ESSD theme stock that has surged recently and continues to draw market interest.
Watch Korean banks on earnings and dividends.
Korean banks are attracting interest on solid earnings and dividend expectations, and after the market wobble some investors are taking longer-term positions in bank stocks.
Watch SK Telecom on Anthropic stake value.
SK Telecom is being driven by the perceived value of its Anthropic stake, estimated at 1.5 to 2 trillion won; the market is favoring companies with stakes in US-listed or IPO-bound companies, though the speaker is cautious about how much further it can run.
Buy Korean cosmetics on US recovery.
Korean cosmetics are attractive because US sales are recovering and Europe is strong, with fourth-quarter results and 2025 outlooks improving; Chinese inbound tourism could further benefit domestic cosmetics channels such as Olive Young, though momentum is less powerful than semiconductors.
Watch Lotte Tour on China inbound.
Expectations for Chinese inbound tourism are rising, and Lotte Tour Development held up relatively well during the selloff; China inbound-related stocks can be watched as a beneficiary of returning Chinese tourists.
Avoid L&F on weak earnings and chart.
L&F's earnings are not in a good phase, it lacks a robot-related catalyst, ESS-related sales need to recover, and its chart has broken below key moving averages, so the stock is unattractive.
Buy KOSPI; rebound signals strong market.
KOSPI's sharp one-day rebound after a 5% crash, with more than half of the prior drop recovered, signals a strong bull market; individual deposits and ETF inflows are rebuilding confidence, and unless investors have a clear alternative, buying the index itself is reasonable.
This 3PRO TV (삼프로TV) video, published February 03, 2026,
features Jang Woo-jin
discussing 005930.KS, 000660.KS, 047810.KS, 189300.KQ, 099320.KQ, 010120.KS, 103590.KS, 010130.KS, 206650.KQ, 100790.KQ, 286940.KS, 053610.KQ, 253590.KQ, 006800.KS, Korean securities/brokerage sector, 005380.KS, 038500.KQ, Korean asset/real estate holding stocks, 440110.KQ, 009470.KS, KBE, 017670.KS, KORU, 278470.KS, 257720.KQ, 032350.KS, 066970.KS, EWY.
22 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin
· Tickers:
005930.KS,
000660.KS,
047810.KS,
189300.KQ,
099320.KQ,
010120.KS,
103590.KS,
010130.KS,
206650.KQ,
100790.KQ,
286940.KS,
053610.KQ,
253590.KQ,
006800.KS,
Korean securities/brokerage sector,
005380.KS,
038500.KQ,
Korean asset/real estate holding stocks,
440110.KQ,
009470.KS,
KBE,
017670.KS,
KORU,
278470.KS,
257720.KQ,
032350.KS,
066970.KS,
EWY
