Ideas
NVIDIA-Mercedes and Hyundai accelerate autonomous driving market.
CES 2026 news that NVIDIA will partner with Mercedes-Benz to commercialize autonomous driving within the year, Samsung Electronics' acquisition of a German autonomous driving unit, and Hyundai Motor's continued push into the space despite lagging evaluations together signal faster development of the autonomous driving market. The speaker expects domestic autonomous driving-related stocks to benefit from this momentum.
AI power demand fuels nuclear, SMR growth.
AI data centers require massive electricity, and the speaker sees nuclear power and SMRs as key beneficiaries. U.S. nuclear stocks have been strong, SMRs are being designated as national strategic technology, and utilities like Duke Energy are filing site permits, showing progress beyond planning. Power and nuclear-related Korean stocks should attract inflows.
SpaceX investment to boost Mirae earnings.
Mirae Asset Securities' investment in SpaceX is expected to generate explosive profit growth, as highlighted by analyst analysis. The stock rose over 12% and lifted other SpaceX-related names.
Space sector gains on SpaceX and budgets.
SpaceX investment return expectations, expanding government budgets for space, and Hanwha Aerospace's move to expand further into space/aerospace are creating synergy and driving momentum in Korean space and aerospace stocks.
Korean shipbuilders gain from LNG order momentum.
Container ship orders are shifting to Korea amid the trend of excluding China, and LNG carrier order momentum is expected to strengthen in 2026. Earnings are expected to level up, and after recent consolidation, the sector is still worth watching even if future returns are lower than before.
Coupang exodus boosts NAVER e-commerce share.
Coupang's hacking incident and user exodus have been confirmed by weekly active user data showing NAVER gaining about 10% while Coupang loses users. This supports expectations that NAVER will take e-commerce share as a reflection benefit.
China exchange talks lift Korean entertainment stocks.
News of China-Korea cultural exchange working-level talks for dramas and movies, along with expectations of a Hallyu ban lifting, is supporting Korean entertainment stocks. The speaker notes the sector rebounded despite earlier weakness, though the real driver should be major artist comebacks rather than China alone.
HYBE top pick on artist comeback catalysts.
HYBE is the speaker's top pick in entertainment. Catalysts include comebacks from BTS, Blackpink, EXO, and Big Bang. The chart maintains its 5-day moving average and the upward trend remains intact.
AI healthcare momentum lifts aesthetic device stocks.
AI healthcare momentum from CES and the upcoming JPMorgan Healthcare conference is drawing attention to aesthetic medical device companies. The speaker views Asterasys and similar names favorably.
PharmaResearch Q4 earnings could drive recovery.
PharmaResearch had weak Q3 earnings and faced concerns about LNC bio's skin booster litigation, but if Q4 earnings are strong, the stock could recover. The speaker advises watching whether it breaks above the 60-day moving average.
Korean cosmetics need more time to rotate.
K-beauty demand in the U.S. is growing even as the overall U.S. cosmetics market slows, but the sector is not receiving much attention because AI and semiconductors are dominating. The speaker thinks a rotation into cosmetics may take more time, though some stocks are worth watching.
Samsung Biologics big pharma deal talks.
Samsung Biologics is reportedly in talks with a big pharma company for a potential large deal, which supports positive sentiment on the stock.
Biotech pullback is event-driven, view positively.
The biotech sector's recent pullback is due to event-driven flows ahead of the JPMorgan Healthcare conference rather than fundamental problems. The speaker advises a positive view, noting individual stocks like DND Pharmatech and Ildong Pharmaceutical are already rising.
Oral obesity market expands, Novo benefits.
Novo Nordisk's oral Wegovy treatment is gaining momentum and could be priced at around 300,000 won per month, making obesity treatment more accessible. The speaker expects oral obesity treatment-related stocks to remain favorable.
Retail buying supports Samsung, SK hynix rally.
Despite foreign selling, individual investors' buying power, with customer deposits reaching 90 trillion won, and institutional support have reversed the trend in Samsung Electronics and SK hynix. If foreign capital returns, the rally can continue, and semiconductors remain market leaders.
Buy market leaders Samsung and SK hynix.
Vincent advises continuing to buy market-leading stocks, specifically Samsung Electronics and SK hynix. He emphasizes focusing on whether companies are earning money and can exceed expectations rather than short-term price moves.
This 3PRO TV (삼프로TV) video, published January 06, 2026,
features Lee Ji-eun, Vincent
discussing DRIV, 005380.KS, URA, SMR, 006800.KS, Space/aerospace stocks, 012450.KS, Korean Shipbuilding Stocks, 329180.KS, 035420.KS, Korean entertainment stocks, 352820.KS, Asterasys, Aesthetic medical device stocks, 214450.KQ, Korean cosmetics, 207940.KS, XBI, NVO, Oral obesity treatment stocks, 005930.KS, 000660.KS.
16 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Ji-eun,
Vincent
· Tickers:
DRIV,
005380.KS,
URA,
SMR,
006800.KS,
Space/aerospace stocks,
012450.KS,
Korean Shipbuilding Stocks,
329180.KS,
035420.KS,
Korean entertainment stocks,
352820.KS,
Asterasys,
Aesthetic medical device stocks,
214450.KQ,
Korean cosmetics,
207940.KS,
XBI,
NVO,
Oral obesity treatment stocks,
005930.KS,
000660.KS
