July 23, 2026 Afternoon Broadcast Full View: 7000p Recovery Despite Individual vs Foreigner Tug-of-War! Is Today Biotech More Than Semiconductors? KOSDAQ Also Smiles Today!

[26.07.23 Afternoon Broadcast Full View] 7000p Recovery Despite Individual vs Foreigner Tug-of-War! Is Today Biotech More Than Semiconductors? KOSDAQ Also Smiles Today!

Watch on YouTube ↗ | July 23, 2026 at 11:04 | 4:40:46 | 3PRO TV (삼프로TV)

Speakers

Kim Jang-yeol — Reporter, The Bell

Lee Geon-hee — CEO, WizWave

Lee Jae-kyu — PB Deputy Manager, SK Securities

Yu Ri-pro — Analyst

Cha Young-joo — Director, Wise Economic Research Institute

Jang Ho-jin — CEO, Geumsigong

Summary

The Korean market staged a strong relief rally with KOSPI +4.4% and KOSDAQ +5.2% after Alphabet's better-than-feared results confirmed continued AI CapEx. The panel discussed multiple actionable ideas: Kim Jang-yeol highlighted oversold power equipment and shipbuilding/nuclear names; Lee Gun-hee presented Naver's transformation into an AI cloud operator, SK hynix ADR discount narrowing, and PharmaResearch; Lee Jae-gyu advocated Samsung SDI on ESS demand; Yoo Young-hwa urged buying AI data center leader SK Eternix; and Cha Young-ju aggressively recommended Samsung/SK hynix and a recovering Hyundai Motor as a robot play. Geopolitical tensions and low volume remain risks.

KOSPI and KOSDAQ surge on Alphabet CapEx reassurance and broad sector rebound
Oversold themes (transformer, shipbuilding, nuclear, secondary batteries) lead the bounce
Naver's potential AI joint venture with Brookfield and NVIDIA is a key catalyst
SK hynix ADR discount to common is expected to narrow from 30% to 20%
Samsung SDI seen as prime beneficiary of impending ESS supply shortage
AI data center theme solidifies with SK Eternix making new highs on institutional buying
Samsung Electronics and SK hynix remain core holdings, recommended for aggressive partial buying
Hyundai Motor's 400k KRW defense signals market now values it as a robotics company

Ideas

Kim Jang-yeol Reporter, The Bell 27:56

Buy LS Electric on oversold AI beneficiary

LS Electric reported strong earnings, and with AI investment continuing, oversold power equipment stocks like LS Electric should rebound as money rotates from semiconductors into undervalued names that benefit from the same AI capex theme.

Kim Jang-yeol Reporter, The Bell 32:10

Doosan Enerbility oversold with US catalyst

Nuclear power stocks like Doosan Enerbility have fallen over 50% from highs without any major negative news. The opening of a Washington office to speed up US nuclear project cooperation is a catalyst for re-rating.

Kim Jang-yeol Reporter, The Bell 33:23

Oversold shipbuilding names ready to rebound

Shipbuilding stocks (HD Hyundai Heavy Industries, Hanwha Ocean) have been heavily oversold despite solid fundamentals and upcoming 2Q earnings expectations, plus the US House visiting domestic shipyards is a catalyst; recovery rally is underway.

Lee Geon-hee CEO, WizWave 50:26

Naver becomes AI cloud with Brookfield/NVIDIA

Naver is transforming into an AI cloud operator. It is in talks with Brookfield (a large alternative asset manager) and NVIDIA; Brookfield likely provides funding, NVIDIA provides GPUs, and Naver operates the data center. This would create a new Neocloud business, turning Naver from a cash-poor internet company into a credible AI infrastructure play.

Lee Geon-hee CEO, WizWave 56:12

PharmaResearch undervalued after IBK bullish report

PharmaResearch received a comprehensive bullish report from IBK that dismantled market doubts. The stock is fundamentally strong, valuation had collapsed, and the report signals a turnaround. The company has never had a real earnings blow-up, only a valuation break. This is a buying opportunity.

Lee Geon-hee CEO, WizWave 57:47

SK hynix ADR discount narrows to 20%

The gap between SK hynix common shares and the ADR has widened to 30%. This discount should narrow toward 20%, driven by improving sentiment, upcoming earnings, and technical unlocking of conversion capabilities. The ADR is undervalued relative to the common and should converge higher.

Lee Jae-kyu PB Deputy Manager, SK Securities 156:33

Samsung SDI leads on ESS demand surge

Secondary battery cell makers, especially Samsung SDI, are set for a re-rating because ESS demand is surging and by 2027 ESS will overtake EV revenue. Samsung SDI is leading the sector with a 20-day MA breakout, and the conversion of EV lines to ESS will improve utilization and earnings. The stock has been heavily sold and now offers a compelling risk/reward.

Yu Ri-pro Analyst 191:53

SK Eternix leads sovereign AI data center

SK Eternix is the top pure-play beneficiary of the AI data center and sovereign AI trend. Institutional and foreign investors are aggressively buying, while retail sells. The stock is making new highs on heavy volume, confirming a strong trend. The government's 550 trillion won sovereign AI plan and SK Group's own AI data center business provide fundamental catalysts.

Cha Young-joo Director, Wise Economic Research Institute 231:59

Aggressively buy Samsung/SK hynix on weakness

Samsung Electronics and SK hynix remain the core holdings. Despite the sell-off, earnings continue to accelerate into 2H and 2024. Valuations are below 10x PER, consensus targets (500k KRW for Samsung, 4M KRW for SK hynix) are intact, and foreign buying has resumed. Aggressive partial purchases should be made now, as the stocks will surpass previous highs.

Cha Young-joo Director, Wise Economic Research Institute 272:33

Hyundai Motor rewarded as robot company

Hyundai Motor is transitioning from a neutral to a positive setup. Despite a sharp 20% decline in operating profit due to tariffs and costs, the stock held the 400k KRW level, indicating that investors are now pricing it as a robot company rather than a pure automaker. The market is valuing the robotics and SDV (software-defined vehicle) transformation story.

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This 3PRO TV (삼프로TV) video, published July 23, 2026, features Kim Jang-yeol, Lee Geon-hee, Lee Jae-kyu, Yu Ri-pro, Cha Young-joo discussing 010120.KS, 034020.KS, 329180.KS, 042660.KS, 035420.KS, 214450.KQ, SK Hynix ADR, 006400.KS, 475150.KS, 005930.KS, 000660.KS, 005380.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Geon-hee, Lee Jae-kyu, Yu Ri-pro, Cha Young-joo · Tickers: 010120.KS, 034020.KS, 329180.KS, 042660.KS, 035420.KS, 214450.KQ, SK Hynix ADR, 006400.KS, 475150.KS, 005930.KS, 000660.KS, 005380.KS