Ideas
Nasdaq and private equity will rise.
The Dow hitting a new high is historically followed by the Nasdaq hitting new highs as risk appetite returns. M7 stocks are still not expensive, and private equity firms are rising because the market believes AI companies can repay their massive debt.
Korean biotech will follow US biotech highs.
US biotech stocks are hitting new historical highs, and Korean biotech stocks are likely to follow this upward trend with a time lag.
LNF and POSCO Future M outperform EcoPro BM.
LNF and POSCO Future M are seeing earnings improvements due to their fast transition to ESS and LFP batteries, while EcoPro BM is struggling due to its slow transition and reliance on high-nickel EV batteries.
LNF and POSCO Future M outperform EcoPro BM.
LNF and POSCO Future M are seeing earnings improvements due to their fast transition to ESS and LFP batteries, while EcoPro BM is struggling due to its slow transition and reliance on high-nickel EV batteries.
Buy neglected KOSDAQ, cosmetics, and shipbuilding.
KOSDAQ has been heavily neglected but is now rebounding. SK hynix needs a 40% rise to reach 2M won, which will take time, so buying on dips is okay for small portions. Meanwhile, neglected sectors like cosmetics (Kolmar Korea, LG H&H) and shipbuilding have solid orders and are rebounding.
KOSDAQ will rise easily to 900 points.
KOSDAQ has cleared out its margin debt and has less overhead supply up to 900 points, making it lighter and easier to rise in the short term compared to KOSPI.
Oil refiners and construction stocks are rebounding.
Oil refiners are turning profitable with good refining margins and rising oil prices. Large construction companies are also seeing improved domestic housing margins. Both sectors are rebounding from the bottom.
Samsung Electronics has more earnings upside potential.
Samsung Electronics has more room for earnings upside from DRAM price hikes in the second half of the year compared to SK hynix, because SK hynix has a higher portion of long-term contracts locked in at lower prices.
Allocate 40% to rate-sensitive cash-cow sectors.
To endure the volatility while waiting for rate cuts, keep 60% in semiconductors and allocate 40% to rate-sensitive or cash-cow sectors like banks, transportation, oil refiners, food & beverage, and cosmetics.
Allocate 40% to rate-sensitive cash-cow sectors.
Semiconductors won't be the leading sector again. Look for sectors that rise between late June and late September, such as healthcare, biotech, software, and European equities, as they are likely to be the new market leaders in Q4.
Solana's SIMD 0553 proposal will boost price.
Solana's SIMD 0553 proposal is likely to pass, which will remove resource fees for complex transactions and focus on boosting the SOL price, despite centralization controversies.
Healthcare, biotech, software, Europe will lead.
Semiconductors won't be the leading sector again. Look for sectors that rise between late June and late September, such as healthcare, biotech, software, and European equities, as they are likely to be the new market leaders in Q4.
DEX tokens have high growth potential.
DEX (Decentralized Exchange) tokens like Hyperliquid have high potential to multiply in value, similar to how BNB and OKB grew, because they generate real revenue and burn tokens to reduce supply.
USDC and RWA will replace traditional finance.
Stablecoins like USDC and RWA (Real World Assets) are long-term bullish trends that will replace traditional finance, especially with AI agents using stablecoins for autonomous payments.
This 3PRO TV (삼프로TV) video, published August 11, 2026,
features Han Sang-hee, Ryu Jong-eun, Park Byeong-chang, Yoon Jeong-sik, Kim No-ko, Kim Young-hwan, Ham Ji-hyun, Kang Hwan-guk
discussing QQQ, PSP, Korean Biotech, 003670.KS, 066970.KS, 247540.KQ, 000660.KS, 161890.KS, 051900.KS, Shipbuilding, KOSDAQ, 010950.KS, 096770.KS, ITB, 005930.KS, KBE, JETS, Cosmetics, XLP, CRAK, SMH, SOL, XLV, XBI, IGV, VGK, HYPE, RWA, USDC.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Han Sang-hee,
Ryu Jong-eun,
Park Byeong-chang,
Yoon Jeong-sik,
Kim No-ko,
Kim Young-hwan,
Ham Ji-hyun,
Kang Hwan-guk
· Tickers:
QQQ,
PSP,
Korean Biotech,
003670.KS,
066970.KS,
247540.KQ,
000660.KS,
161890.KS,
051900.KS,
Shipbuilding,
KOSDAQ,
010950.KS,
096770.KS,
ITB,
005930.KS,
KBE,
JETS,
Cosmetics,
XLP,
CRAK,
SMH,
SOL,
XLV,
XBI,
IGV,
VGK,
HYPE,
RWA,
USDC
