Will a hint come out tonight? Everyone is nervous about this | Lee Ju-yeon, M Investment CEO

Watch on YouTube ↗ | August 28, 2026 at 00:49 | 48:49 | 3PRO TV (삼프로TV)

Speakers

Lee Ju-hyeon — Director, Xangle

Summary

Lee Ju-yeon, CEO of M Investment, reviews the Korean market on a cautious day after Nvidia's bounce. He sees the broader market as entering a bull rotation and discusses actionable strength in cosmetics leaders, Naver, MLCC, power equipment, beaten-down sectors, crypto/gold, and Hyundai Motor while avoiding Lunit. He also interprets Samsung BioLogics' rights issue and US software/security earnings strength.

Korean semis are weak early despite Nvidia's overnight rally because of pre-reflected gains and cautious trading.
Lee expects the broader KOSPI/KOSDAQ market to continue a rotation-driven recovery supported by US Treasury liquidity.
Cosmetics and food leaders such as APR and Kolmar Korea are favored as defensive leaders with global demand.
Naver is highlighted for crypto/stablecoin momentum, the Dunamu merger, Nvidia's stake, and a constructive chart.
Samsung Electro-Mechanics and Samwha Capacitor are viewed as bullish MLCC plays with price-increase support.
Power equipment and beaten-down Korean sectors including batteries, biopharma, robots, and nuclear are buy-the-dip candidates.
Gold, Bitcoin, and Ethereum are seen as supported alternative assets.
Lunit is avoided due to persistent losses and broken technical support.

Ideas

Lee Ju-hyeon Director, Xangle 4:04

Samsung BioLogics rights issue is not bad

Samsung BioLogics' rights issue is for facility investment, including the 6th plant and future capacity expansion. Lee views the disclosed purpose as not bad and expects the initial negative reaction to gradually recover.

Lee Ju-hyeon Director, Xangle 5:45

Buy cosmetics leaders APR, Kolmar Korea

In a sluggish market, cosmetics and food-related names are acting as defensive outperformers. From an investment perspective, Lee prefers the leaders with explosive global demand, specifically APR and Kolmar Korea in the ADM-related space.

Lee Ju-hyeon Director, Xangle 8:38

US software, security earnings strength

US software and security stocks rallied strongly because earnings and guidance surprised despite earlier fears that AI would kill legacy software. Okta and CrowdStrike rose double digits, and Korean software names are also benefiting from the improved sentiment.

Lee Ju-hyeon Director, Xangle 16:36

Korean market is early bull rotation

The market is in the early stage of a broad bull rotation with lows rising and money rotating into beaten-down sectors. KOSPI and KOSDAQ are near the 60-day moving average, and US Treasury liquidity plus buybacks are expected to support risk assets until the midterm elections. Lee expects a breakout and a more active market.

Lee Ju-hyeon Director, Xangle 19:21

Buy beaten-down Korean sectors on pullbacks

Lee sees repeated sector rotation lifting beaten-down Korean themes such as secondary batteries, biopharma, robotics, and nuclear/power equipment. He is watching these sectors and says that if they pull back, investors can enter with more confidence.

Lee Ju-hyeon Director, Xangle 19:38

Buy power equipment on pullbacks

Power equipment and electricity infrastructure names such as HD Hyundai Electric and Hyosung Heavy Industries are among the strongest groups. Lee says he is considering entering these names on pullbacks as part of the broader sector rotation.

Lee Ju-hyeon Director, Xangle 21:26

Hyundai Motor is long-term accumulation opportunity

Hyundai Motor has fallen sharply on disappointment, but from a longer-term perspective Lee views it as an opportunity and an accumulation zone, even if it may not surge immediately.

Lee Ju-hyeon Director, Xangle 23:01

Samsung Electro-Mechanics is a bullish MLCC play

Samsung Electro-Mechanics has notified customers of price increases and is preparing for a bigger move. It is constrained only because Samsung Electronics and SK Hynix are not leading yet; if the market breaks out, Lee expects it to follow, with MLCC peer Samwha Capacitor already showing more elastic strength.

Lee Ju-hyeon Director, Xangle 25:48

Naver has crypto and neocloud catalysts

Naver is rising on US software strength and crypto/stablecoin momentum after Bitcoin reclaimed $80,000. The upcoming Dunamu merger adds another catalyst. Nvidia's stake near 200,000 won limits downside, and the chart shows a base-building flag with higher lows, making Naver an attractive long-term choice.

Lee Ju-hyeon Director, Xangle 40:23

Gold, Bitcoin, Ethereum stay supported

Gold should continue rising because the US keeps issuing bonds and running fiscal deficits. Crypto is moving in the same direction after Bitcoin reclaimed $80,000, and expected Treasury liquidity and buybacks support alternatives. Lee favors Bitcoin and Ethereum but not other cryptocurrencies.

Lee Ju-hyeon Director, Xangle 46:42

Avoid Lunit; reduce on rebounds

Lunit has strong medical AI technology but has suffered persistent large deficits and missed profitability expectations. The chart broke below prior 15,800-16,000 won support and has heavy overhead supply, so Lee would not buy here and would reduce on rebounds.

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This 3PRO TV (삼프로TV) video, published August 28, 2026, features Lee Ju-hyeon discussing 207940.KS, APR, 161890.KS, OKTA, CRWD, EWY, KOSDAQ, KARS, XBI, Korean robotics sector, Korean nuclear sector, 267260.KS, 298040.KS, 005380.KS, 009150.KS, 001820.KS, 035420.KS, GLD, BTC, ETH, 328130.KQ. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon · Tickers: 207940.KS, APR, 161890.KS, OKTA, CRWD, EWY, KOSDAQ, KARS, XBI, Korean robotics sector, Korean nuclear sector, 267260.KS, 298040.KS, 005380.KS, 009150.KS, 001820.KS, 035420.KS, GLD, BTC, ETH, 328130.KQ