You can buy Samsung Electronics now, will it reach 300,000 won? | Author Jang Woo-jin [Double Check]

You can look at Samsung Electronics now, will it go to 300,000 won? | Jang Woojin [Double Check]
Watch on YouTube ↗  |  May 06, 2026 at 00:48  |  34:22  |  3PRO TV (삼프로TV)

Summary

The video covers the Korean stock market surge led by semiconductors, especially Samsung Electronics and SK Hynix. Guest Jang Woo-jin gives multiple actionable ideas including Samsung Electronics, OSAT stocks, power equipment, brokerages, Hyundai Motor, and POSCO Future M. He also advises selling construction stocks and discusses sector rotation from bios to semiconductors.

  • KOSPI surges above 7,300, driven by semiconductor gains.
  • Samsung Electronics and SK Hynix lead the rally; Samsung is seen as undervalued.
  • OSAT companies Nepes and Doosan Tesna benefit from foundry diversification.
  • LS Electric and Samsung Securities are highlighted as beneficiaries of AI and trading volume.
  • Hyundai Motor gets a boost from the Atlas robot commercialization.
  • POSCO Future M breaks out in the secondary battery sector.
  • Construction stocks (Daewoo, Hyundai E&C) are recommended to be sold.
  • Bios and small-cap stocks are lagging as money rotates to semiconductors.
Trade Ideas
Samsung Electronics will catch up to SK Hynix.
Samsung Electronics is undervalued relative to SK Hynix and will catch up due to strong AI semiconductor demand and potential foundry orders from Apple, supported by real earnings momentum and global tailwinds. The stock broke through its previous high, indicating a breakout.
OSAT companies benefit from foundry diversification.
OSAT (outsourced packaging and testing) companies like Nepes and Doosan Tesna will benefit as Apple diversifies foundry orders away from TSMC to Intel and Samsung, increasing demand for packaging services.
LS Electric benefits from AI power demand.
LS (LS Electric) is pushing up as a power equipment beneficiary of the AI theme. The stock had been relatively suppressed but now shows a clear upward move, and its unlisted subsidiary LS Cable adds hidden value.
Samsung Securities gains from IBKR brokerage deal.
Samsung Securities is strong due to its role as broker for IBKR (Interactive Brokers) Korean direct trading, leading to a surge in trading volume and a upper-limit hit on Monday. The stock remains attractive.
Hyundai Motor benefits from Atlas robot momentum.
Hyundai Motor has renewed momentum from the Atlas humanoid robot reveal. The production version shows impressive athletic performance, and mass production plans for H2 2025 accelerate commercialization, changing the narrative.
Mirae Asset Securities breaks out with volume.
Mirae Asset Securities is breaking through its previous high with huge volume, signaling strong momentum. This supports the broader brokerage sector and related ETFs.
Avoid construction stocks; domestic weakness.
Daewoo E&C and Hyundai E&C should be sold or trimmed because domestic construction is weak, reconstruction expectations have faded, and charts have broken down. Momentum is dead, so take profits.
POSCO Future M breaks out in battery sector.
POSCO Future M is breaking out in the secondary battery sector after lagging peers. It is now surging, indicating that the battery supply chain still has buying interest and the stock can continue higher.
Up Next

This 3PRO TV (삼프로TV) video, published May 06, 2026, features Jang Woo-jin discussing 005930.KS, 098660.KQ, 131970.KQ, 006260.KS, 016360.KS, 005380.KS, 006800.KS, 047040.KS, 000720.KS, 003670.KS. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jang Woo-jin  · Tickers: 005930.KS, 098660.KQ, 131970.KQ, 006260.KS, 016360.KS, 005380.KS, 006800.KS, 047040.KS, 000720.KS, 003670.KS