Is it okay to chase and buy Samjeonnix? What to decide before profit | Cha Young-joo, Director of Wise Economic Research Institute [Focus Today's Stock]

Watch on YouTube ↗  |  May 27, 2026 at 11:30  |  36:15  |  3PRO TV (삼프로TV)
Speakers
Cha Young-joo — Director, Wise Economic Research Institute

Summary

Cha Young-joo discusses the overheated Korean stock market with extreme concentration in Samsung Electronics and SK Hynix. He advises using mental accounting to invest profit money in laggard large-cap tech stocks while preserving principal. He warns against long-term holding of semiconductor leveraged ETFs and recommends index ETFs for broad exposure.

  • Market shows extreme narrow leadership with only Samsung/Hynix rising.
  • Other stocks are falling broadly, indicating market stress.
  • Speaker recommends using profit (not principal) for aggressive buys.
  • Specific laggard stocks: Samsung Electro-Mechanics, LG Innotek, LG Electronics.
  • Semiconductor leveraged ETFs are for short-term trading only, not for long-term.
  • Index ETFs are a safer way to participate.
  • Mental accounting and stop-loss are critical for risk management.
  • Speaker cautions that FOMO may lead to poor decisions.
Trade Ideas
Cha Young-joo Director, Wise Economic Research Institute 13:40
Samsung and SK Hynix will continue leading.
Samsung Electronics and SK Hynix have clear earnings momentum driven by AI demand, and the market's concentration on these two stocks will persist. Despite potential pullbacks, they remain the core of the rally and should be bought or held, especially using profit money for risk management.
Cha Young-joo Director, Wise Economic Research Institute 16:58
Buy KOSPI 200 index ETF.
For investors who want broad market exposure without stock-picking, buying a KOSPI 200 index ETF is a safer alternative to individual stocks, capturing the overall market rise while avoiding concentration risk.
Cha Young-joo Director, Wise Economic Research Institute 25:39
Buy laggard tech stocks with profit money.
Use mental accounting to allocate only profit money (not principal) to buy laggard large-cap tech stocks such as Samsung Electro-Mechanics, LG Innotek, and LG Electronics. These stocks have not risen as much but have potential to catch up. Apply strict stop-losses and treat this as an aggressive tactical position.
Cha Young-joo Director, Wise Economic Research Institute 31:52
Avoid long-term semiconductor leveraged ETFs.
Semiconductor leveraged ETFs can be used for short-term trading only, and strictly within the scope of profit money (mental accounting). They offer high beta but require active stop-loss management due to decay risk.
Up Next

This 3PRO TV (삼프로TV) video, published May 27, 2026, features Cha Young-joo discussing 005930.KS, 000660.KS, KOSPI 200 ETF, 009150.KS, 066570.KS, LG Innotek, SOXL. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Cha Young-joo  · Tickers: 005930.KS, 000660.KS, KOSPI 200 ETF, 009150.KS, 066570.KS, LG Innotek, SOXL