[August 28 Closing Market Conditions] The Real Market Hidden by the Plunge of Samjeonnix… The Reason Why There Were More Rising Stocks Even When KOSPI Fell

[August 28 Closing Market Conditions] The Real Market Hidden by the Plunge of Samjeonnix… The Reason Why There Were More Rising Stocks Even When KOSPI Fell | Hong Seonae, Lee Gwonhui, Kim Jangyeol [Closing Bell Live]
Watch on YouTube ↗  |  August 28, 2026 at 08:01  |  1:13:05  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell
Lee Kwon-hee — CEO, Economist

Summary

The video discusses the recent market divergence where large-cap memory semiconductors like Samsung Electronics and SK Hynix are struggling while mid-cap stocks in sectors like cosmetics, food, and secondary batteries are rising. The speakers analyze the shift in AI investments towards non-memory sectors and the impact of potential US semiconductor tariffs. They also highlight rotational trading opportunities in defensive and emerging sectors.

  • Large-cap memory stocks are underperforming due to long-term cycle fears and shifting AI investment preferences.
  • Capital is rotating into non-memory AI, networking, and custom ASIC companies like Nvidia and Broadcom.
  • Defensive sectors such as cosmetics and food are showing strong upward momentum and breaking out to new highs.
  • Secondary battery and power equipment stocks are emerging as attractive alternatives with significant upside potential.
  • Doosan Enerbility is highlighted as a direct beneficiary of the US military's plans to adopt Small Modular Reactors (SMRs).
  • The KOSPI index is forming a bullish flag pattern, suggesting a potential upward breakout despite current volatility.
Ideas
Kim Jang-yeol Reporter, The Bell 2:12
AI investments shift to non-memory sectors.
AI exposure is shifting away from memory towards more certain non-memory, networking, and custom ASIC plays like Nvidia, Broadcom, Marvell, Credo, and Astera Labs due to their clear earnings visibility and strong guidance.
NVDA AVGO CRDO MRVL ALAB HIGH
Kim Jang-yeol Reporter, The Bell 3:25
Kioxia's investment plan hurts memory supply sentiment.
Kioxia's announcement of a massive long-term investment plan through 2032 is negatively impacting memory supply sentiment, causing investors to worry about future oversupply despite near-term tightness.
285A.T WDC MED
Lee Kwon-hee CEO, Economist 7:47
KOSPI is forming a bullish flag pattern.
Foreign investors are selling KOSPI spot but buying futures to create a box range, and the index is forming a flag pattern with higher lows, setting up for a potential upward breakout.
EWY MED
Lee Kwon-hee CEO, Economist 11:24
Mid-cap food stocks show strong upward momentum.
Mid-cap food stocks like Samyang Foods are showing strong momentum and holding up the market while large-cap tech struggles.
003230.KS MED
Lee Kwon-hee CEO, Economist 11:38
Alteogen strongly holds support despite market volatility.
Alteogen is defending the KOSDAQ index by strongly holding the 300,000 won support level despite market volatility, indicating accumulation for a further move.
196170.KQ MED
Kim Jang-yeol Reporter, The Bell 18:19
Rising MLCC prices boost Samsung Electro-Mechanics.
Samsung Electro-Mechanics is raising MLCC prices by 25-30% for general products and 10-20% for AI servers, while Japanese competitors are running at 90% utilization, creating strong earnings momentum.
009150.KS HIGH
Lee Kwon-hee CEO, Economist 34:22
Cosmetics stocks are breaking out to highs.
Cosmetics stocks like APR, Kolmar Korea, and Silicon2 are breaking out to new highs or trending up beautifully as alternative plays while semiconductors rest.
278470.KS 257720.KQ 161890.KS HIGH
Lee Kwon-hee CEO, Economist 35:01
PharmaResearch shows a strong upward trading pattern.
PharmaResearch is showing a highly profitable trading pattern, shaking out weak hands along the 5-day and 10-day moving averages while maintaining an upward trend.
214450.KQ MED
Lee Kwon-hee CEO, Economist 35:32
Secondary battery stocks offer significant upside room.
Secondary battery stocks like Samsung SDI, POSCO Future M, and LNF are starting to move from the bottom. If SDI leads, the others will follow, offering significant upside room.
006400.KS 066970.KS 003670.KS MED
Lee Kwon-hee CEO, Economist 36:29
Hyosung Heavy Industries offers a good entry.
Hyosung Heavy Industries is a good alternative as money rotates out of semiconductors, having recently broken its 120-day moving average and pulled back for a potential entry.
298040.KS MED
Lee Kwon-hee CEO, Economist 39:01
US military SMR plans benefit Doosan Enerbility.
Doosan Enerbility is a direct beneficiary of the US military's plan to install 30 Small Modular Reactors (SMRs), making it an immediate buy on the news.
034020.KS HIGH
Lee Kwon-hee CEO, Economist 39:51
KEPCO E&C pullback offers a buying opportunity.
KEPCO E&C pulled back because it is tied to large nuclear reactors rather than SMRs, but the large reactor trend isn't over, making the pullback to the 5-day moving average a buying opportunity.
052690.KS MED
Kim Jang-yeol Reporter, The Bell 44:20
Memory stocks are discounted by long-term fears.
The market is overly discounting memory stocks like Samsung Electronics, SK Hynix, and Micron due to fears of a cycle peak in 2028-2029, ignoring strong near-term AI demand and Long-Term Agreements (LTAs) that protect margins.
005930.KS MU 000660.KS HIGH
Lee Kwon-hee CEO, Economist 56:59
SK Innovation's excessive drop is fully priced.
SK Innovation dropped excessively due to the merger ratio with SK IE Technology, but the drop is now fully priced in, and foreign/institutional investors are buying the dip.
096770.KS MED
Lee Kwon-hee CEO, Economist 58:01
US Clarity Act expectations drive STO stocks.
STO and stablecoin-related stocks like Galaxia Moneytree are moving on expectations that the US Clarity Act will pass, driving domestic legislative momentum.
094480.KQ MED
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This 3PRO TV (삼프로TV) video, published August 28, 2026, features Kim Jang-yeol, Lee Kwon-hee discussing NVDA, AVGO, CRDO, MRVL, ALAB, 285A.T, WDC, EWY, 003230.KS, 196170.KQ, 009150.KS, 278470.KS, 257720.KQ, 161890.KS, 214450.KQ, 006400.KS, 066970.KS, 003670.KS, 298040.KS, 034020.KS, 052690.KS, 005930.KS, MU, 000660.KS, 096770.KS, 094480.KQ. 15 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee  · Tickers: NVDA, AVGO, CRDO, MRVL, ALAB, 285A.T, WDC, EWY, 003230.KS, 196170.KQ, 009150.KS, 278470.KS, 257720.KQ, 161890.KS, 214450.KQ, 006400.KS, 066970.KS, 003670.KS, 298040.KS, 034020.KS, 052690.KS, 005930.KS, MU, 000660.KS, 096770.KS, 094480.KQ