Without a Goal, You Waver: Why Even Profits Feel Anxious | Baek In-jae, Park Jong-seok, Vincent, Pyeon Da-song

“목표 없인 흔들린다”..수익 나도 불안한 이유 | 백인재, 박종석, 빈센트, 편다송 [밥 보다 투자 하나]
Watch on YouTube ↗  |  January 16, 2026 at 03:36  |  49:42  |  3PRO TV (삼프로TV)
Speakers
Baek In-jae — Deputy Center Director, Hana Securities
Park Jong-seok — Psychiatrist and Director

Summary

Hosts Vincent and Pyeon Da-song speak with Hana Securities deputy center head Baek In-jae and psychiatrist Park Jong-seok about why investors feel anxious even while profiting in a strong Korean market. Baek argues the KOSPI uptrend is still valid, led by Samsung Electronics and SK hynix, and highlights lagging semiconductor equipment/materials, KOSDAQ catch-up, and Hyundai Motor's Boston Dynamics/robot narrative. Park focuses on bull-market psychology and warns against fighting the trend with inverse products. The overall message is to stay disciplined, set targets, avoid perfectionism, and participate with balanced exposure.

  • The episode centers on investor anxiety during a strong Korean equity rally near KOSPI 5,000.
  • Baek In-jae says the KOSPI uptrend remains valid and is not yet at a top.
  • Samsung Electronics and SK hynix are presented as core semiconductor leaders supported by earnings and TSMC's surprise.
  • Korean semiconductor equipment/materials and KOSDAQ are framed as lagging catch-up areas.
  • Hyundai Motor is discussed as a potential robotics re-rating story through Boston Dynamics.
  • Park Jong-seok warns against inverse products and excessive perfectionism or leverage in a bull market.
  • The hosts and guests emphasize target setting, emotional discipline, and avoiding FOMO.
Ideas
Baek In-jae Deputy Center Director, Hana Securities 1:36
Samsung and SK hynix remain valid.
Samsung Electronics and SK hynix remain the two core semiconductor leaders driving the Korean market. Their earnings and target prices keep rising, and TSMC's strong earnings surprise confirms the semiconductor cycle is still strong, so a pause in these leaders is a buying opportunity rather than a reason to abandon the theme.
005930.KS 000660.KS HIGH
Baek In-jae Deputy Center Director, Hana Securities 1:43
KOSPI uptrend remains valid; buy opportunities.
The Korean equity market is still in a strong uptrend and is not yet at a point where investors should fear a top. The move is being led by semiconductor earnings, target prices are still rising, and the speaker says the market can keep opening upside, so cash holders should use opportunities or pullbacks to participate rather than stay frozen.
EWY HIGH
Baek In-jae Deputy Center Director, Hana Securities 32:23
Semiconductor equipment/materials ETF lags, then catches up.
Korean semiconductor equipment and materials have lagged the rally in Samsung Electronics and SK hynix, but they should eventually receive a catch-up or waterfall benefit as the large semiconductor names stay strong. Because picking individual suppliers is difficult, a semiconductor equipment/materials ETF is a convenient way to gain exposure and reduce FOMO; the speaker suggests pairing one core semiconductor leader with one such ETF.
Korean semiconductor equipment/materials ETF HIGH
Baek In-jae Deputy Center Director, Hana Securities 34:58
KOSDAQ will eventually catch up to KOSPI.
KOSPI has risen far more than KOSDAQ since the start of last year, and the speaker expects KOSDAQ to have at least one catch-up or convergence move. Investors should look at neglected KOSDAQ names and consider holding at least a small position ahead of that rotation.
KOSDAQ HIGH
Baek In-jae Deputy Center Director, Hana Securities 36:58
Hyundai Motor is now a robot stock.
Hyundai Motor should no longer be viewed only as an automaker. Its Boston Dynamics stake and the Atlas robot demonstration at CES show a path to factory deployment and vertical integration, and Boston Dynamics could be worth far more than the roughly 1 trillion won Hyundai paid. Since there is no consensus valuation yet, Hyundai can be valued more like a robotics company and target prices can be raised.
005380.KS HIGH
Park Jong-seok Psychiatrist and Director 41:57
Avoid inverse ETFs in this bull market.
Buying inverse products against the current Korean bull market is dangerous and not recommended. The speaker sees patients who shorted or bought inverse from much lower KOSPI levels and suffered large losses because the uptrend continued; investors should question whether their bearishness is an emotional bias rather than a valid trade.
Korean inverse equity ETFs HIGH
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This 3PRO TV (삼프로TV) video, published January 16, 2026, features Baek In-jae, Park Jong-seok discussing 005930.KS, 000660.KS, EWY, Korean semiconductor equipment/materials ETF, KOSDAQ, 005380.KS, Korean inverse equity ETFs. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Baek In-jae, Park Jong-seok  · Tickers: 005930.KS, 000660.KS, EWY, Korean semiconductor equipment/materials ETF, KOSDAQ, 005380.KS, Korean inverse equity ETFs