Ideas
Gold and silver selloff was overdone.
The sharp gold and silver plunge was driven by fears that Kevin Warsh will be hawkish and run quantitative tightening, but precious metals rebounded at the futures open, suggesting the market is bottoming and the panic was overdone.
Hanwha Aerospace wins Norway Chunmoo order.
Norway awarded a KRW 1.3 trillion Chunmoo order after Poland, supporting expectations that Hanwha Aerospace will win more European defense contracts; the stock is also holding up better than the broad market.
Memory leader pullback is healthy correction.
Samsung Electronics and SK hynix fell sharply after steep rallies, but this is a normal correction; their 5-day and 10-day moving averages are likely to provide support, and brokerage target prices for SK hynix are still being raised. Investors should only reduce cash if the 10-day moving average breaks on a closing basis.
Treasury cancellation could lift Cho Kwang.
The commercial-law amendment push for treasury share cancellation is lifting related stocks. Cho Kwang Leather's largest shareholder is treasury stock at about 46%, so cancellation could mathematically raise the value of remaining shares, though the benefit may be phased over a year and is not guaranteed.
Stablecoin theme gains on digital asset law.
A legislative push for a digital asset law is boosting stablecoin-related Korean stocks such as Kakao Pay. Stablecoin issuance also creates Treasury demand, which may explain why Kevin Warsh is cautious on quantitative easing, but the direct trade is the domestic stablecoin theme.
Brokerages benefit from trading volume.
Korean brokerage stocks are benefiting from heavy trading volume and earnings leverage, while commercial-law and treasury-share-cancellation expectations lift selected names such as Mirae Asset Securities; their strength also signals market credit stress is not severe.
Battery sector needs EV or ESS proof.
Battery sentiment is no longer poor because the story has shifted from EVs to robots, but the sector has already re-rated. Further upside needs confirmation from an EV rebound or stronger ESS earnings; if ESS offsets weak EVs and robot demand follows, the sector can run.
KOSDAQ favored; buy Korean dips.
The selloff is a correction rather than a systemic crisis: foreign selling and ETF redemptions are pressuring KOSPI, but individual buying power and policy support remain strong, so dips should be bought. Flows are rotating into KOSDAQ ETFs and bio, secondary battery, and robotics names, making KOSDAQ likely to turn positive while KOSPI may lag.
KOSDAQ favored; buy Korean dips.
The selloff is a correction rather than a systemic crisis: foreign selling and ETF redemptions are pressuring KOSPI, but individual buying power and policy support remain strong, so dips should be bought. Flows are rotating into KOSDAQ ETFs and bio, secondary battery, and robotics names, making KOSDAQ likely to turn positive while KOSPI may lag.
Bio hinges on ABL Bio rebound.
ABL Bio's Sanofi BBB-platform setback caused a broad KOSDAQ bio selloff. If ABL Bio bottoms and rebounds, bio ETFs and the wider Korean bio sector could regain momentum, so ABL Bio is the key trigger to watch before betting on bio.
Cosmetics rebound on Chinese tourist demand.
Korean cosmetics are supported by rising Chinese tourist inflows and expectations for China-related beneficiary news. The sector has lagged batteries, bio, and semiconductor equipment, leaving room for a rebound; it currently looks like the strongest area.
Terminal redevelopment boosts real estate stocks.
Government housing-supply measures and faster downtown redevelopment are boosting real estate-related stocks with terminal or land assets. Named beneficiaries include Shinsegae via Gangnam Terminal, E-Mart via Dongseoul Terminal, Dongyang Express via a terminal site, Seobu T&D via Seobu Terminal, and Sampyo Cement via its Seongsu-dong site.
Hyundai Motor needs new robotics catalyst.
Hyundai Motor's rally has been driven by re-rating hopes rather than earnings, so it needs new catalysts such as a clearer robotics roadmap or an OEM partnership with big tech. The chart's double-top breakdown makes urgent buying unattractive; wait for fresh momentum.
This 3PRO TV (삼프로TV) video, published February 02, 2026,
features Jang Woo-jin
discussing GLD, SILVER, 012450.KS, SSNLF, 000660.KS, Korean treasury-share-cancellation beneficiaries, 004700.KS, Korean stablecoin-related stocks, Kakao Pay, Korean securities sector, 006800.KS, Korean secondary battery sector, KOSDAQ, EWY, ABL Bio, Korean bio sector, KORU, Korean real estate development theme, 004170.KS, E-MART, 084670.KS, Seobu T&D, 038500.KQ, 005380.KS.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin
· Tickers:
GLD,
SILVER,
012450.KS,
SSNLF,
000660.KS,
Korean treasury-share-cancellation beneficiaries,
004700.KS,
Korean stablecoin-related stocks,
Kakao Pay,
Korean securities sector,
006800.KS,
Korean secondary battery sector,
KOSDAQ,
EWY,
ABL Bio,
Korean bio sector,
KORU,
Korean real estate development theme,
004170.KS,
E-MART,
084670.KS,
Seobu T&D,
038500.KQ,
005380.KS
