KOSPI Rebound Has Begun, How Far Will It Go This Time? | Jang Woojin [Double Check]

Watch on YouTube ↗  |  May 21, 2026 at 00:55  |  37:40  |  3PRO TV (삼프로TV)
Speakers
Jang Woo-jin — Writer

Summary

Jang Woojin analyzes the KOSPI rebound on May 21, highlighting leading sectors like semiconductors, power equipment, and PCB/substrate stocks. He recommends avoiding defensive and shipbuilding stocks, and identifies specific opportunities in Samsung Electro-Mechanics and Hyundai Mobis. The video also covers robotics as a long-term watch theme.

  • The KOSPI rebound is underway, driven by leading stocks and favorable macro conditions.
  • Samsung Electro-Mechanics surged on a large silicon capacitor order, requiring revaluation.
  • Hyundai Mobis is positioned to benefit from robot component supply, with a 70 million won per robot revenue opportunity.
  • Power equipment and PCB/substrate stocks are performing strongly in tandem with semiconductors.
  • Defensive stocks (financials, telecom, utilities) and shipbuilding stocks are underperformers to avoid.
  • Robotics and physical AI are a long-term watch theme for the next market leg.
  • Foreigner futures buying has turned positive, indicating reduced concern on the Korean market.
  • The Samsung Electronics labor agreement resolution is a positive catalyst for the group.
Trade Ideas
Jang Woo-jin Writer 2:07
KOSPI rebound strong, buy market
The KOSPI rebound has begun driven by leading stocks (semiconductors) and favorable macro conditions: lower interest rates, lower oil prices, and a weaker won. Foreigner futures buying has turned positive, signaling reduced concern. The rebound will be strong and investors should focus on leading sectors.
EWY MED
Jang Woo-jin Writer 4:20
Samsung Electro-Mechanics silicon catalyst
Samsung Electro-Mechanics won a large 1.5 trillion won order for silicon capacitors, a key component for AI servers. The company was a latecomer in silicon capacitors but now has major customer validation, requiring revaluation. The stock has been rising steeply and may spike further.
009150.KS HIGH
Jang Woo-jin Writer 5:24
Power equipment AI infrastructure play
Power equipment stocks (LS Electric, Hyosung Heavy Industries) are rebounding strongly as AI infrastructure demand rises. They are part of the leading sector cycle and should be held for the duration of the uptrend.
KXI MED
Jang Woo-jin Writer 8:12
Avoid shipbuilding stocks
Shipbuilding stocks are relatively weak and not participating in the current rebound. There is no reason to bet on them as the market is rotating into other sectors (semiconductors, power equipment, etc.).
South Korea shipbuilding sector MED
Jang Woo-jin Writer 15:44
PCB stocks follow semiconductors
PCB/substrate stocks (Simmtech, Korea Circuit, Daeduck Electronics, LG Innotek) are moving together with semiconductors in this rebound. Investors should hold them until the end of the major uptrend as they benefit from the same AI-driven cycle.
South Korea PCB substrate sector MED
Jang Woo-jin Writer 18:56
Avoid defensive stocks now
Defensive stocks (financials, insurance, telecom, utilities) underperform during a strong rebound. Buying them now will cause losses because they lag the rally. It is better to hold cash or invest in offensive leading stocks.
South Korea defensive stocks HIGH
Jang Woo-jin Writer 24:16
Hyundai Mobis robot parts play
Hyundai Mobis is positioned to supply high-value robot components (~70 million won per robot) including actuators and sensors, leading to an estimated 2 trillion won revenue by 2030. The 40% market cap gap with Hyundai Motor is historically wide and should narrow as the market re-rates Mobis for its robotics exposure.
012330.KS HIGH
Jang Woo-jin Writer 36:33
Watch robotics for next leg
Robotics and Physical AI represent the next major theme after semiconductors. The current pullback is a correction, and long-term potential remains significant. Investors should keep watching and prepare for the next leg higher.
Robotics/Physical AI sector LOW
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This 3PRO TV (삼프로TV) video, published May 21, 2026, features Jang Woo-jin discussing EWY, 009150.KS, KXI, South Korea shipbuilding sector, South Korea PCB substrate sector, South Korea defensive stocks, 012330.KS, Robotics/Physical AI sector. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jang Woo-jin  · Tickers: EWY, 009150.KS, KXI, South Korea shipbuilding sector, South Korea PCB substrate sector, South Korea defensive stocks, 012330.KS, Robotics/Physical AI sector