Suppressed KOSDAQ Sectors Can Ride the Uptrend; KOSDAQ 1,500 Is Possible! | Lee Yoon-hee, Vincent, Pyeon Da-song

눌려있는 코스닥 섹터 충분히 상승세 타고 1,500 코스닥 가능하다! | 이윤희, 빈센트, 편다송 [밥 보다 투자 하나]
Watch on YouTube ↗  |  January 27, 2026 at 03:24  |  16:17  |  3PRO TV (삼프로TV)
Speakers
Lee Yoon-hee — PB

Summary

Lee Yoon-hee, a private banker at Hana Securities, joined hosts Vincent and Pyeon Da-song as Korean equities extended gains, with KOSPI above 5,000 and KOSDAQ above 1,000. She argued KOSDAQ can reach 1,500 on government policy support, foreign inflows, and rotation into laggard sectors. She favored Hyundai Motor, secondary batteries, SK hynix, SK Telecom, and cosmetics, while watching biotech and nuclear names. The show also reviewed stablecoin news, National Pension Service flows, and key earnings events.

  • KOSPI reclaimed 5,000 while KOSDAQ held above 1,000.
  • Government policy measures and foreign buying are supporting KOSDAQ.
  • Lee Yoon-hee favors Hyundai Motor on tariff noise and robot exposure.
  • Rising lithium prices and robot demand support secondary battery stocks.
  • SK hynix benefits from DRAM/NAND price gains and strong exports.
  • Cosmetics names attract foreign inflows and have earnings support.
  • Biotech and nuclear are watchlist areas, with nuclear seen as extended today.
  • Key earnings include Microsoft, Meta, Tesla, SK hynix, Apple, Hanwha Ocean, and APR.
Ideas
Lee Yoon-hee PB 3:05
Base effect lifts SK Telecom profit.
SK Telecom is benefiting from a base effect after a weak year, with Hana Securities raising its target price by more than 45% to 80,000 won on expectations for higher operating and net profit, driving a rare sharp move in the telecom stock.
017670.KS MED
Lee Yoon-hee PB 6:11
Buy Hyundai below 500,000 won.
Hyundai Motor fell recently mainly on union noise, but foreign buying has returned; below 500,000 won is a bargain-buying zone because tariff risk may be TACO'd and the stock retains robot/Atlas investment appeal, so tariff-related weakness is a buying opportunity.
005380.KS HIGH
Lee Yoon-hee PB 7:49
Buy Korean battery stocks on dips.
Secondary battery stocks are attractive on corrections because lithium prices have been rising since the start of the year and Korean batteries are better suited to robot applications, giving the sector a robotics-linked demand angle.
Korean secondary battery sector MED
Lee Yoon-hee PB 8:37
Memory prices drive SK hynix earnings.
SK hynix is strong because DRAM and NAND prices are rising, exports are very strong, and Citi raised its target price to 1.4 million won ahead of the company's earnings on the 29th; memory price strength should support results.
000660.KS HIGH
Lee Yoon-hee PB 10:14
Buy Korean cosmetics on foreign inflows.
Cosmetics is attractive because foreign investors have been net buyers for six straight sessions and earnings are improving; Olive Young/Sephora collaboration news and a broad rotation into laggard sectors support buying names such as APR, Amorepacific, and Dalba Global on corrections.
090430.KS KORU APR 483650.KS HIGH
Lee Yoon-hee PB 10:14
KOSDAQ can reach 1,500 on policy support.
Lee Yoon-hee sees KOSDAQ breaking through 1,000 and moving toward 1,500, supported by government policy measures such as the National Growth Fund, mandatory large-securities-firm investment in KOSDAQ, and the upcoming BDC launch, plus continued foreign net buying and rotation into laggard sectors.
KRX:KOSDAQ HIGH
Lee Yoon-hee PB 11:52
Watch Korean biotech for tech-transfer catalysts.
Lee Yoon-hee is watching Korean biotech names that could announce technology-transfer deals, focusing on beaten-down bio stocks that may be starting to revive, though the view is a developing watchlist idea rather than an active buy call.
Korean biotech sector MED
Lee Yoon-hee PB 12:12
Nuclear attractive, but wait for pullback.
Nuclear power is fundamentally attractive after two large nuclear plant construction projects were confirmed, but after the sharp move in nuclear stocks today Lee Yoon-hee advises against chasing and suggests waiting for a pullback.
Korean nuclear power sector MED
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This 3PRO TV (삼프로TV) video, published January 27, 2026, features Lee Yoon-hee discussing 017670.KS, 005380.KS, Korean secondary battery sector, 000660.KS, 090430.KS, KORU, APR, 483650.KS, KRX:KOSDAQ, Korean biotech sector, Korean nuclear power sector. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Yoon-hee  · Tickers: 017670.KS, 005380.KS, Korean secondary battery sector, 000660.KS, 090430.KS, KORU, APR, 483650.KS, KRX:KOSDAQ, Korean biotech sector, Korean nuclear power sector