Ideas
Broadcom earnings plus weak jobs could lift.
Broadcom's earnings and U.S. employment data are the key near-term market triggers; if Broadcom reports strong results and jobs data weakens enough to lower rate-hike odds, the combination could lift the market. Broadcom matters more than Nvidia for Korean semis because as an ASIC leader its strength could revive Samsung HBM expectations.
SK Innovation may retest 140,000 won.
SK Innovation has more battery upside from new ESS orders because SK On's ESS expansion is underappreciated while Samsung SDI and LG Energy Solution lines are already full; U.S.-China battery restrictions add support.
Posco International undervalued earnings inflection.
POSCO International's earnings have been improving, PBR is below 1, palm plantation profits are kicking in, and LNG/resource projects add upside; the stock has not rerated despite this.
Kakao Games weak management and financials.
Kakao Games rose without a clear fundamental reason; management needs an overhaul, financials are weak, and the stock has underperformed since listing, so it is unattractive.
BH benefits from foldable phone expansion.
BH makes flexible PCBs connecting OLED displays and main boards for foldables; with Samsung and Apple foldables expanding and Samsung Display supplying both, BH volume should grow.
DI benefits from Samsung test equipment.
Samsung is moving packaging/test lines to Vietnam with new Korean-made burn-in test equipment, and DI supplies Samsung, so the stock surged on this order flow.
OliX is proper hair loss play.
In the hair-loss theme, rather than speculative shampoo or pharmaceutical names, the proper play is OliX because L'Oréal is co-developing with it and RNA therapeutics are its core.
Korean cosmetics surged; trim after rally.
Korean cosmetics has been the best recent sector with export strength, but the representative cosmetics ETF already surged more than 30% last month; investors should trim excessive positions and avoid chasing.
Korean semiconductor leaders remain core longs.
Semiconductor leaders Samsung Electronics and SK Hynix have confirmed strong fundamentals across Q2/Q3, long-term contracts, buybacks and improving memory/MLCC pricing; the leaders are unchanged and should be held as a time game until valuations re-rate.
LS Electric leads distribution board cycle.
The power equipment cycle has shifted to distribution boards, and LS Electric plus LS group affiliates are the direct beneficiaries; U.S. restrictions on Chinese components add further support.
Solar names benefit from US trade rules.
U.S. import restrictions and Section 232 on polysilicon create asymmetric beneficiaries: Hanwha Solutions has the most U.S. solar module factories, while OCI Holdings benefits from Malaysian polysilicon; the momentum is real but financial impact lands only after enforcement.
Celltrion earnings steadily improving.
Celltrion is the manufacturing-like biotech whose quarterly earnings are consistently improving, making its stock flow steadier and creating semiconductor-like long-term contract trust.
Alteogen royalties and tech exports snowball.
Alteogen's business has snowballed as milestone/royalty streams and technology export expectations build; as a biotech it may also benefit from KOSDAQ trading rule relief.
Avoid chasing second battery rally now.
The KODEX secondary battery ETF, L&F and POSCO Future M already doubled or neared analyst target prices after the sector's surge; fresh buying should be restrained when reports provide sell-the-news catalysts.
Samsung SDS robot and data center upside.
Samsung SDS is transforming into a data-center leasing/cloud business and could add 30-40% earnings from Samsung robot orchestration software; with data center potential, target prices could exceed the low 300,000-won consensus. He personally likes it as a long-term story, not a one-week trade.
NVDA holding $180 keeps AI alive.
If Nvidia holds $180, the AI trade remains intact, because breaking below would mean the market prices a 50-70% grower below 15x earnings, making almost no AI stock worth owning.
Nuclear needs actual contract confirmation.
Nuclear orders from Czech/UAE projects are positive; Doosan Enerbility is the core APR1400 nuclear equipment maker, while Hyundai E&C is tied to Westinghouse APR1000. Until actual contracts are confirmed, the trade is still momentum; near-term Doosan is favored.
LIG Nex1 long-term defense order upside.
LIG Nex1's backlog could expand about 30% from Europe/Middle East defense potential; overseas orders carry much higher margins than domestic, so EPS could be far above current estimates, making pullbacks a long-term opportunity.
SK Telecom becomes data center company.
SK Telecom is separating AI/broadband assets and establishing SK Horizon to build 15GW of data centers by 2035, transforming from a telecom into a data-center company and giving investors an AI data-center play.
KOSPI may strengthen into late September.
September seasonality is weak and macro headlines are bad, but because the July crash already created a big flush-out, late September could strengthen, especially with expected U.S. infrastructure stimulus and earnings.
Position for US infrastructure stimulus before Chuseok.
The U.S. likely announces large infrastructure stimulus around late September after suppressing rates and geopolitical risks; investors should accumulate large overseas/nuclear/construction names such as Hyundai E&C, Daewoo E&C and GS E&C before Chuseok.
This 3PRO TV (삼프로TV) video, published September 01, 2026,
features Lee Kwon-hee, Kim Jeong-yeol, Lee Han-young, Kim Jang-yeol, Hwang Yoo-hyun, Lee Ji-won
discussing AVGO, 096770.KS, 047050.KS, 293490.KQ, 090460.KS, DI, 226950.KQ, Korean cosmetics ETF, 000660.KS, 005930.KS, 010120.KS, 009830.KS, 010060.KS, 068270.KS, 196170.KQ, L&F, KODEX Secondary Battery Industry ETF, 003670.KS, 018260.KS, NVDA, 034020.KS, 000720.KS, 079550.KS, 017670.KS, EWY, 047040.KS, 006360.KS.
21 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee,
Kim Jeong-yeol,
Lee Han-young,
Kim Jang-yeol,
Hwang Yoo-hyun,
Lee Ji-won
· Tickers:
AVGO,
096770.KS,
047050.KS,
293490.KQ,
090460.KS,
DI,
226950.KQ,
Korean cosmetics ETF,
000660.KS,
005930.KS,
010120.KS,
009830.KS,
010060.KS,
068270.KS,
196170.KQ,
L&F,
KODEX Secondary Battery Industry ETF,
003670.KS,
018260.KS,
NVDA,
034020.KS,
000720.KS,
079550.KS,
017670.KS,
EWY,
047040.KS,
006360.KS
