'We're blowing up the upside resistance wall.' Will it really break through? | Ha Chang-wan, Habono's Stock Story CEO

We're blowing up the upside resistance wall." Will it really break through? | Ha Chang-wan, Habono's Stock Story CEO [Double Check]

Watch on YouTube ↗ | September 03, 2026 at 00:33 | 40:28 | 3PRO TV (삼프로TV)

Speakers

Ha Chang-wan — CEO

Summary

Ha Chang-wan sees the KOSPI as poised for a supply-driven rebound and remains constructive on AI compute, AI data-center power infrastructure, Korean substrate and PCB names, and Korean financials. He also flags speculative LNG-driven steel and pipe momentum, a constructive Alteogen biotech setup, and a technical buying point in Daeduck Electronics while warning that Korea Aerospace Industries is vulnerable if support breaks.

KOSPI direction depends on foreign and futures supply; even a partial return of prior selling could reverse the previous day's losses.
AI GPU and compute demand from Broadcom and Nvidia supports Samsung Electronics and SK hynix.
AI data-center power demand is lifting utilities and power infrastructure such as Sanil Electric, HD Hyundai Electric, LS Electric, Hyosung Heavy Industries, Constellation Energy, Vistra, Oklo, and NuScale.
Broadcom ASIC strength supports Korean substrate and PCB names including Simmtech, Korea Circuit, Samsung Electro-Mechanics, and Isu Petasys.
LNG project themes are driving steel, pipe, and valve names such as Shin Steel, Kumkang Steel, Sungkwang Bend, Taekwang, Bukuk Steel, and KBI Dongyang Steel Pipe.
Korean financials are grinding higher on earnings expectations, lower USD/KRW, and shareholder return policy hopes.
Alteogen is a biotech setup supported by ALT-B4 technology export reports, while Daeduck Electronics has a breakout or dip-buy technical setup.
Korea Aerospace Industries is flagged for position reduction if key technical support breaks.

Ideas

Ha Chang-wan CEO 1:24

AI compute demand supports Samsung, Hynix.

Broadcom's earnings call offered a strong 2027-2028 outlook, Nvidia strengthened on AI backlog commentary, and Micron and SK hynix ADR recovered, implying AI GPU and compute demand is continuing. This should keep Samsung Electronics and SK hynix at the center of market strength, especially if foreign and program supply returns.

Ha Chang-wan CEO 2:15

KOSPI rebound likely on supply reversal.

Ha Chang-wan views the KOSPI short-term direction as upward. The prior session saw heavy foreign and institutional selling, but he expects a supply reversal; even half of the prior outflows returning could erase most of the previous day's decline. Overnight KOSPI futures rose 1.4%, though the key is whether foreign and program buying returns strongly.

Ha Chang-wan CEO 3:34

AI data center power demand lifts infrastructure.

AI server demand is effectively AI data center power demand. US names such as Constellation Energy, Vistra, Oklo and NuScale were strong, and Korean power infrastructure names that were beaten down are rebounding. Sanil Electric has an aggressive target-price upgrade, and HD Hyundai Electric, LS Electric and Hyosung Heavy Industries are also doing well; a Sanil Electric breakout would improve sector sentiment further.

Ha Chang-wan CEO 4:19

LNG project fuels steel pipe momentum.

LNG project themes are driving steel, pipe and valve names including Shin Steel, Kumkang Steel, Sungkwang Bend, Taekwang, Bukuk Steel and KBI Dongyang Steel Pipe. The group is rising sharply and drawing fast short-term rotation, but the move is speculative and should be traded tactically rather than chased blindly.

Ha Chang-wan CEO 5:22

Broadcom ASIC demand lifts Korean substrate names.

Broadcom's ASIC-related strength should benefit substrate and PCB names such as Korea Circuit, Samsung Electro-Mechanics, Simmtech and Isu Petasys. Simmtech itself is in a higher-low uptrend, and if it breaks overhead supply, the upside would open significantly.

Ha Chang-wan CEO 8:53

Doosan benefits from CCL substrate recovery.

If the substrate market improves, Doosan benefits as a raw-material supplier for CCL. The stock has fallen significantly, so if it begins to rotate higher, the upside could open substantially.

Ha Chang-wan CEO 9:24

Alteogen tech export story supports upside.

Positive reports continue on Alteogen's ALT-B4 technology export story, with a large licensing-out scale around 4 trillion won, though assumptions need updating. The stock is building a base after a correction; it can be bought at box support with a tight stop or after a breakout of the prior high if investors believe the technology export thesis.

Ha Chang-wan CEO 21:54

Korean banks benefit from buybacks, earnings.

Korean financials are improving because USD/KRW is falling, earnings expectations remain intact, and buyback and shareholder-return policy expectations are appearing in reports. KB Financial and Shinhan Financial are moving up consistently, though not in huge daily jumps, and are worth watching for continued grinding upside.

Ha Chang-wan CEO 31:03

Daeduck socket story offers breakout setup.

Daeduck Electronics has exited its downtrend and is building a base. The semiconductor substrate and socket story is not bad because Nvidia socket efficiency expectations are growing. The setup is to buy near the early 100,000-won box support or on a breakout above the overhead line toward 140,000-150,000 won; a weekly and monthly basing breakout could produce a significant trend reversal.

Ha Chang-wan CEO 34:49

Korea Aerospace vulnerable; reduce on break.

Korea Aerospace is in a clear weekly downtrend with lower highs and lower lows and bearish moving-average alignment. If the key support or current box breaks, downside could open significantly toward the early 90,000-won area, so he recommends reducing positions on a break rather than holding fully.

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This 3PRO TV (삼프로TV) video, published September 03, 2026, features Ha Chang-wan discussing 005930.KS, 000660.KS, EWY, 267260.KS, 010120.KS, 298040.KS, CEG, VST, OKLO, SMR, Shin Steel, Kumkang Steel, 108860, Taekwang Industrial, Bukuk Steel, KBI Dongyang Steel Pipe, 222800.KQ, 024110, 009150.KS, Isu Petasys, 000150.KS, 196170.KQ, 105560.KS, 055550.KS, 353200.KS, 047810.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ha Chang-wan · Tickers: 005930.KS, 000660.KS, EWY, 267260.KS, 010120.KS, 298040.KS, CEG, VST, OKLO, SMR, Shin Steel, Kumkang Steel, 108860, Taekwang Industrial, Bukuk Steel, KBI Dongyang Steel Pipe, 222800.KQ, 024110, 009150.KS, Isu Petasys, 000150.KS, 196170.KQ, 105560.KS, 055550.KS, 353200.KS, 047810.KS