Ideas
Hyundai Mobis is relatively less tariff-hit.
Hyundai Mobis is the relative winner within autos under a 25% US auto tariff scenario because US local production and response reduce the earnings hit; many reports therefore favored Mobis over Hyundai Motor and Kia. The stock also recovered strongly intraday despite the tariff headline.
Hyundai and Kia remain resilient.
Hyundai Motor and Kia sold off intraday on Trump's 25% auto tariff comment but recovered toward flat as the market treated the tariff as political/TACO and likely short-lived. Retail investors continued to buy autos for their robotics angle, supporting the shares even though tariff estimates imply about -2% operating profit for Hyundai and -1% for Kia.
Korean stocks can rise further.
The KOSPI is strong even with the Trump tariff headline, has already met the government's first target around 5,000, and can rise further. Foreign and institutional buying plus ample liquidity are supporting the market, with semiconductors, telecom, and resilient autos/robotics holding it up.
KOSDAQ market benefits from policy liquidity.
The KOSDAQ is benefiting from the government's KOSDAQ 3,000 policy slogan and digital-asset initiative, which is drawing financial-investment money into the market. Institutions bought over 1 trillion won on Friday and more than 2 trillion won yesterday, and KOSDAQ has not fallen even as KOSPI strengthens.
KOSDAQ 150 large caps lead ETF flows.
Retail ETF inflows are recorded as financial-investment institutional buying, and ETFs mechanically replicate market-cap weighting. That means flows concentrate in top KOSDAQ market-cap names, especially KOSDAQ 150 large caps, so the rally can continue in large caps while small/mid caps lag or even lose money for investors.
Samsung Electronics has HBM4 and foundry upside.
Samsung Electronics has positive HBM4 momentum, with reports of passing customer quality tests and February mass production, while foundry losses are shrinking and Exynos 2600 yield/functionality are improving. Citi raised its target to 240,000 KRW, and new foundry orders from customers such as Tesla, Apple, and Qualcomm reduce the foundry multiple discount. The stock still looks cheap versus Micron, Intel, and SanDisk.
SK hynix gains on HBM4 momentum.
SK hynix has HBM4 momentum, including Microsoft new-chip supply news, and Citi raised its target price to 1.4 million KRW. It recently lagged Samsung Electronics and still trades much cheaper than Micron, Intel, and SanDisk, leaving room for catch-up as earnings and HBM4 news flow turn positive.
Doosan Tesna benefits from Samsung foundry.
Doosan Tesna is highlighted as a beneficiary of improving Samsung foundry utilization and yield, driven by Exynos 2600 and new foundry customer wins. Better Samsung foundry operations should improve the outlook for this test/package-related equipment name.
Korean semiconductor equipment/materials face capex upgrades.
Korean semiconductor equipment and materials are set for positive momentum as earnings season and capex guidance from memory/foundry makers drive EPS and target-price upgrades. Reports mentioned Wonik IPS, Eugene Technology, TES, Rino Industrial, PSK, and PSK Holdings, and institutions may favor large, solid KOSDAQ semiconductor equipment names because they are clear EPS-upgrade beneficiaries and a heavy KOSDAQ index weight after biotech.
Nuclear power stocks are moving again.
Nuclear power stocks are moving again, with BHI and Doosan Enerbility cited. Existing nuclear projects are on track, and by 2030 about eight to ten reactors, including SMRs and large nuclear plants, need to be built, so the sector can continue to receive positive momentum.
Power equipment names are re-rating.
Power equipment, transformer, and cable names are re-attracting attention after strong LS earnings and good HD Hyundai Electric results. The group had paused, but LS Electric, HD Hyundai Electric, and Iljin Electric are cited among the stronger names as investors look for laggards with solid earnings.
Sanil Electric has earnings and orders.
Sanil Electric is specifically highlighted for a likely positive Q4 earnings surprise and a notable increase in order backlog, making it one of the better power equipment names.
Shipbuilding materials laggards see target upgrades.
With shipbuilding strong, attention is rotating to lagging fittings and shipbuilding materials, especially Sungkwang Bend and Taekwang, after Shinhan Securities raised their target prices.
This 815 Money Talk (815머니톡) video, published January 27, 2026,
features Park Geun-hyung
discussing 012330.KS, 005380.KS, 000270.KS, EWY, KOSDAQ, KOSDAQ 150 Index, 005930.KS, 000660.KS, 131970.KQ, 240810.KQ, 084370.KQ, 095610.KQ, 058470.KQ, 319660.KQ, 031980.KQ, 034020.KS, 083650.KQ, 010120.KS, 267260.KS, 103590.KS, 062040.KS, 014620.KQ, 023160.KQ.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Geun-hyung
· Tickers:
012330.KS,
005380.KS,
000270.KS,
EWY,
KOSDAQ,
KOSDAQ 150 Index,
005930.KS,
000660.KS,
131970.KQ,
240810.KQ,
084370.KQ,
095610.KQ,
058470.KQ,
319660.KQ,
031980.KQ,
034020.KS,
083650.KQ,
010120.KS,
267260.KS,
103590.KS,
062040.KS,
014620.KQ,
023160.KQ
