Ideas
Robotics/Physical AI theme stays hot.
Jang Woojin said the Korean robot theme is running because Madison Huang, Jensen Huang's daughter, is visiting Korea and meeting companies including Doosan Robotics, LG Electronics, and Naver, while China's robot progress such as Unitree and global Physical AI adoption are advancing faster than expected.
Doosan Robotics gains Madison Huang premium.
Doosan Robotics is a direct beneficiary of Madison Huang's Korea visit, having met her yesterday; it rose about 14% yesterday and 16% today despite no clear company-specific news, showing the market is ascribing a special event premium to its robot collaboration potential.
Naver has steady growth and robot optionality.
Naver is not in an explosive earnings phase but can deliver steady growth and has optionality from robots and crypto; it runs robot simulation, was named to JPMorgan's 2025 top 100 robot companies, and may meet Madison Huang. If already holding and underwater, he advises patience rather than selling.
LS Electric wins Bloom data-center order.
LS Electric received a roughly KRW 320bn data-center-related order from Bloom Energy, which reported strong results and jumped about 20%; LS Electric can be re-rated as a Bloom Energy and data-center power infrastructure play.
Samsung SDI positives after earnings.
Samsung SDI stands out positively in the battery sector after earnings, with analysts sharply raising target prices and market interest improving.
EcoPro group rebounds on breakout.
EcoPro BM's earnings beat estimates, but EcoPro and EcoPro BM have not broken their prior highs and are consolidating; if they break above those highs, the EcoPro group can rebound as battery sentiment improves.
Samsung Q2 may beat on NAND.
Samsung Electronics' confirmed earnings showed semiconductors generated KRW 53.7tn of the KRW 57tn operating profit, driven by a NAND surprise; if NAND remains strong, Q2 results could significantly exceed expectations, and strike-related noise could be a buying opportunity.
Hanmi Semiconductor dominates equipment, expands customers.
Hanmi Semiconductor continues to rise because it supplies a quasi-monopoly piece of equipment, has potential to expand sales to Samsung Electronics as well as SK hynix and Micron, and Vice Chairman Kwak Dong-shin bought shares with confidence.
Seoul Viosys optical semiconductor chatter lifts group.
Seoul Semiconductor jumped on expectations that its subsidiary Seoul Viosys is involved in optical semiconductor and silicon photonics components; the two stocks often move together, and he expects Seoul Viosys-related interest to continue, though he has not verified the details.
GNC Energy benefits from data-center backup power.
GNC Energy provides emergency power and backup generation and UPS systems for data centers; earnings expectations had been suppressed by oil-price concerns, but data-center-related interest is rising again.
May is Hyundai on NVIDIA robot angle.
Jung Pro views Hyundai Motor as a robot play rather than just an automaker; it can rise but less than small robot stocks, and May could be its month because external collaboration with NVIDIA and Jensen Huang is critical, similar to how Samsung Electronics benefited from Google and Android. Analyst Song Sun-je also flagged May as Hyundai's month.
Hyundai has EV, robot, AutoEver upside.
After Q1 earnings noise passed, Hyundai Motor's one-off costs were excluded and results were decent; tariff risk has eased, and upside can come from earnings recovery, EV sales improvement, robot expectations, and Hyundai AutoEver's GPU and autonomous driving progress.
HYBE breakout can lift entertainment sector.
HYBE's Q1 earnings were better than expected after one-off costs, and it is the entertainment leader that has not yet broken its 20-day moving average while SM, YG, and JYP already stabilized; if HYBE breaks and stabilizes, the whole entertainment sector can rise together, helped by ongoing BTS world tours and strong Q2 earnings.
LG Electronics breakout on AI/B2B re-rating.
LG Electronics' Q1 earnings were strong and it announced B2B and AI business strengthening, bringing it back into market focus; the chart is approaching a prior high with volume expanding, and a PBR-band breakout could attract additional interest if backed by real drivers.
JESTEM has niche humidity-control tech.
JESTEM is a small-cap humidity-control equipment maker with globally leading technology; if equipment adoption expands, it could attract additional market interest, though he does not know why it jumped today.
Low-PBR financials may regain policy interest.
With rates unlikely to fall, Korean financials are in a decent environment; government low-PBR improvement policies and possible pre-election support could shift interest toward low-PBR financials, making them worth watching again.
Cosmetics pullback is buying opportunity.
Cosmetics stocks are pulling back after pricing in good earnings, but the reports were not bad; he sees the pullback as an opportunity and expects cosmetics to do well into year-end, with APR specifically mentioned as fundamentally good.
Accumulate Korean securities ETF on weakness.
With market pressure and derivatives capping upside, individual securities stocks may struggle, but accumulating a Korean securities ETF on weakness is reasonable because earnings are still solid and the sector is depressed.
Beware name-change AI theme stocks.
Small Korean companies such as BQ AI, XGEN AI, and Agent AI have tiny market caps and appear to be rising mainly because they added AI to their names; investors should be wary of such name-change theme stocks.
Heunggu Oil short-term oil-price bounce.
With WTI around $106-$110, Heunggu Oil's chart looks like it may be bottoming and could see short-term interest, but because the move depends entirely on oil prices, investors should not make a big oil-price bet.
MLCC and FC-BGA substrate suppliers benefit.
Samsung Electro-Mechanics continues to act as a leading stock and is attractive on pullbacks; MLCC names such as Amotech and substrate makers LG Innotek and Daeduck Electronics can also benefit as semiconductor and AI demand supports MLCC and FC-BGA substrates.
Semiconductor capex supports sector strength.
Semiconductors are unlikely to break down easily because the big tech capex outlook remains strong and capex guidance has been raised, supporting the sector.
This 3PRO TV (삼프로TV) video, published April 30, 2026,
features Jang Woo-jin, Jeong Pro
discussing Korean Robotics Sector, 454910.KS, 035420.KS, 010120.KS, 006400.KS, 086520.KQ, 247540.KQ, 005930.KS, 042700.KS, 046890.KQ, 092190.KQ, 119850.KQ, 005380.KS, 352820.KS, 066570.KS, 417840.KQ, Korean low-PBR financials, 105560.KS, KORU, APR, Korean securities ETF, BQ AI, XGEN AI, Agent AI, Heunggu Oil, 009150.KS, Amotech, 011070.KS, 008060.KS, SMH.
22 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin,
Jeong Pro
· Tickers:
Korean Robotics Sector,
454910.KS,
035420.KS,
010120.KS,
006400.KS,
086520.KQ,
247540.KQ,
005930.KS,
042700.KS,
046890.KQ,
092190.KQ,
119850.KQ,
005380.KS,
352820.KS,
066570.KS,
417840.KQ,
Korean low-PBR financials,
105560.KS,
KORU,
APR,
Korean securities ETF,
BQ AI,
XGEN AI,
Agent AI,
Heunggu Oil,
009150.KS,
Amotech,
011070.KS,
008060.KS,
SMH
