Ideas
KOSPI pullback is a buying opportunity.
The KOSPI's sharp drop is a bumpy correction within an ongoing uptrend, not a market top. Even after the rally, KOSPI EPS estimates are being revised upward and the P/E is below nine times and below the 10-year average. Foreign and institutional selling reflects short-term profit-taking and sector rotation after a rapid move, so the IT pullback should be treated as a buying opportunity rather than a reason to flee the market.
Buy Samsung and SK hynix on weakness.
The semiconductor leadership is not finished; the current selloff is a bumpy correction within an uptrend. Micron's decline was more a valuation correction versus Samsung Electronics and SK hynix than evidence of a broken memory cycle, and foreign selling in Samsung Electronics and SK hynix is short-term rotation. With KOSPI valuations low and the IT pullback likely to allow a healthier advance, weakness in Samsung Electronics and SK hynix should be bought.
China-Japan friction lifts Korean tourism stocks.
China's policy discouraging travel to Japan and cutting Japanese airline capacity by about half during the long Lunar New Year holiday should divert some Chinese tourists to Korea, especially Jeju. Potential won strength would also increase foreign spending in Korea. This favors hotels, duty-free, department stores, fashion, travel and airline names, with Lotte Tour Development, Paradise, Hotel Shilla, Shinsegae, Hyundai Department Store, and Mode Tour cited as standouts.
Seoul landholders benefit from housing policy.
The government's focus on supplying housing within Seoul and the capital region rather than only building new towns on the outskirts is drawing attention to companies that already own Seoul/capital-region real estate. SG Global, Kyungbang, BYC, and Ilshin Spinning are cited as asset-value plays seeing heavier trading and price gains.
DearU coverage highlights China earnings upside.
DearU received analyst coverage with positive commentary, supported by its earnings and China-related business, making it a specific entertainment-name standout within the improving entertainment sector.
BTS 360-degree concerts lift Hive earnings.
Hive should benefit from BTS's full-group activities this year. The new concert will use a 360-degree center stage, which should increase audience capacity and ticket pricing versus a conventional one-directional stage, likely producing an earnings surprise and keeping entertainment stocks in focus.
PharmaResearch selloff is a long-term buy.
PharmaResearch's fourth-quarter earnings miss was largely a kitchen-sink cleanup: about 5 billion won of marketing expense was recognized and about 10 billion won of R&D, labor, and European market preparation costs were pulled into the quarter, creating a roughly 13 billion won shortfall versus consensus. The selloff has pushed its P/E down to the low-20s, attractive for a company with Rejuran, new products, a growing toxin business, 30-40% margins, and 25-30% revenue growth expected this year. M&A and new product launches are potential catalysts, though the toxin capacity expansion has been delayed to 2027, so a V-shaped rebound is not guaranteed and longer-horizon investors can accumulate on weakness.
Hyundai Motor pullbacks are buying opportunities.
Hyundai Motor's P/E has re-rated to around 11-12x from 5-6x, approaching Toyota's roughly 13x, but the speaker is not negative on autos. The re-rating reflects recognition of new growth areas such as robotics, and on pullbacks Hyundai Motor and Hyundai Mobis are attractive opportunities.
Robot multiples are due for pullback.
Robot-related multiples have expanded too far because the market has pulled forward post-2030 expectations, and it is still unclear whether robot volumes and profits by 2030 will justify those valuations. With the market already falling, the high-multiple robot theme is due for a valuation pullback, even though the speaker remains positive on specific auto/robot supply-chain names like Hyundai Mobis.
Hyundai Mobis is top auto robot play.
Hyundai Mobis is the top pick among autos because it controls about 80% of Hyundai Motor Group's robot-related actuators, and under Hyundai Motor's robot volume guidance it could capture roughly 1 trillion won of additional profit from robot parts. It is also relatively insulated from potential Trump tariffs, unlike Hyundai Motor and Kia, making it attractive on weakness.
This 815 Money Talk (815머니톡) video, published February 05, 2026,
features Park Geun-hyung
discussing EWY, 005930.KS, 000660.KS, 032350.KS, 034230.KS, 008770.KS, 004170.KS, 069960.KS, 080160.KQ, 004060.KS, 000050.KS, 001460.KS, 003200.KS, 376300.KQ, 352820.KS, 214450.KQ, 005380.KS, Korean Robotics, 012330.KS.
10 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Geun-hyung
· Tickers:
EWY,
005930.KS,
000660.KS,
032350.KS,
034230.KS,
008770.KS,
004170.KS,
069960.KS,
080160.KQ,
004060.KS,
000050.KS,
001460.KS,
003200.KS,
376300.KQ,
352820.KS,
214450.KQ,
005380.KS,
Korean Robotics,
012330.KS
