From Now On, Find the Beneficiaries Tied to the Third Commercial Act Amendment First! | Jeong Hae-min, Vincent, Pyeon Da-song

지금부터는 3차 상법 개정안으로 맞물리는 수혜주 먼저 찾기! | 정해민, 빈센트, 편다송 [밥 보다 투자 하나]
Watch on YouTube ↗  |  January 20, 2026 at 03:17  |  16:53  |  3PRO TV (삼프로TV)
Speakers
Jeong Hae-min — PB, Hana Securities

Summary

Hana Securities PB Jeong Hae-min joined the show to discuss a market near KOSPI 5,000 with KOSDAQ strength and sector rotation. She recommended a tactical reduction in Hyundai Motor and a shift toward semiconductors, especially Samsung Electronics and SK hynix ahead of earnings, while warning against aggressive secondary battery buying. She also highlighted defense/space themes and large-cap/high-dividend beneficiaries of the third Commercial Act amendment and National Pension Service domestic investment expansion.

  • KOSPI hovered near 5,000 while KOSDAQ rallied; Samsung Electronics and SK hynix paused before earnings.
  • Trump's Greenland-related tariff threats against Europe revived geopolitical risk and boosted defense stocks, with possible European military-spending response.
  • Secondary battery and solid-state names rebounded, but the speaker cautioned that earnings improvement is not confirmed.
  • The speaker favored a tactical rotation out of Hyundai Motor and into semiconductors ahead of Samsung/SK hynix IR and earnings on the 29th.
  • She preferred large caps over mid/small caps and highlighted defense and space/aerospace themes.
  • She flagged the third Commercial Act amendment and National Pension Service domestic investment expansion as catalysts for high-dividend/treasury-stock beneficiaries.
  • The segment closed with light discussion of a possible KOSPI 5,000 celebration event.
Ideas
Jeong Hae-min PB, Hana Securities 1:31
Korean defense sector momentum continues
Trump's tariff threats over Greenland renewed geopolitical risk, but the more investable angle is that Europe may respond by increasing military spending rather than direct retaliation. That supports defense stocks, and Korea is seen as a top supplier because of cost-effectiveness and fast delivery. The speaker therefore sees room for additional upside momentum in the defense sector.
Korean defense sector HIGH
Jeong Hae-min PB, Hana Securities 2:08
Space/aerospace theme gains flow and narratives
The market trend is not defense alone; defense is increasingly paired with the space/aerospace theme. Space data-center narratives keep emerging, and space-themed names are seeing volume and supply inflows, so the speaker says to watch aerospace and defense together.
Space/aerospace sector MED
Jeong Hae-min PB, Hana Securities 2:49
Isu Specialty Chemical has seasonal rebound setup
Solid-state battery and humanoid value-chain names rose, with Isu Specialty Chemical leading. The stock typically rebounds in January-February, is at a technical rebound point, and historically rises one to two months before the March InterBattery event.
457190.KS MED
Jeong Hae-min PB, Hana Securities 4:54
Reduce Hyundai Motor weight tactically
After buying Hyundai Motor last week and seeing a sharp run, the speaker says today is a tactical time to reduce weighting, not fully exit. Hyundai Glovis and related names made new highs and then fell, and Hyundai gave back prior gains, which she dislikes; she wants flexibility to add back if supply returns. She would rotate freed exposure into semiconductors.
005380.KS HIGH
Jeong Hae-min PB, Hana Securities 5:43
Rotate from Hyundai into semiconductors
The speaker favors semiconductors over Hyundai now, especially as Samsung Electronics and SK hynix both report and hold IR on the 29th. SK hynix doing IR earlier than Samsung is read as confidence. The current cycle is NAND-focused, with NAND export data surging, so a semiconductor pause is an opportunity to keep interest.
SMH 005930.KS 000660.KS HIGH
Jeong Hae-min PB, Hana Securities 8:11
Favor large caps over mid/small caps
The market is clearly driven by large caps; large caps move first and mid/small caps often come as a late finale. Chasing mid/small caps, including robot small caps, is less stable, so she advises focusing on large caps.
Korean large-cap stocks MED
Jeong Hae-min PB, Hana Securities 8:11
Favor large caps over mid/small caps
The market is clearly driven by large caps; large caps move first and mid/small caps often come as a late finale. Chasing mid/small caps, including robot small caps, is less stable, so she advises focusing on large caps.
Korean mid/small-cap stocks MED
Jeong Hae-min PB, Hana Securities 10:06
Avoid aggressive secondary battery buying
Secondary battery stocks are rising because of event expectations and higher lithium/raw material prices, but industry earnings improvement is not confirmed. LG Energy Solution's provisional results showed an operating loss, and the full earnings release could send shares lower again; avoid aggressive buying until industry improvement is verified.
Korean secondary battery sector MED
Jeong Hae-min PB, Hana Securities 14:04
High-dividend law beneficiaries merit attention
The third Commercial Act amendment is scheduled for review on the 21st, and the National Pension Service announced expanded domestic investment plans. Together, these could direct investment room toward large caps and companies with high treasury-stock ratios, which are often high-dividend names. Buying through high-dividend ETFs is one way to play this.
Korean high-dividend stocks MED
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This 3PRO TV (삼프로TV) video, published January 20, 2026, features Jeong Hae-min discussing Korean defense sector, Space/aerospace sector, 457190.KS, 005380.KS, SMH, 005930.KS, 000660.KS, Korean large-cap stocks, Korean mid/small-cap stocks, Korean secondary battery sector, Korean high-dividend stocks. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jeong Hae-min  · Tickers: Korean defense sector, Space/aerospace sector, 457190.KS, 005380.KS, SMH, 005930.KS, 000660.KS, Korean large-cap stocks, Korean mid/small-cap stocks, Korean secondary battery sector, Korean high-dividend stocks