Ideas
SK Hynix uptrend intact; buy dips.
The semiconductor story keeps improving on AI demand, with Astera-related demand signals and foreign/institutional accumulation while retail investors sell. SK Hynix has broken a short-term box on rising weekly lows; 190,000-205,000 is a resistance and profit-taking zone, but a break above 200,000 opens a move toward the mid-200,000s, so he advises not to be shaken out by daily volatility.
Geopolitical dips are Korean market buying opportunities.
Geopolitical shocks such as war headlines cause passive and systematic investors to temporarily de-risk, but corporate fundamentals are not damaged; once the event resolves, that systematic supply tends to return. Foreign and institutional investors have been absorbing retail selling, so sharp war-driven pullbacks in the Korean market are buying opportunities rather than reasons to exit.
Korean nuclear and construction names are strong.
Nuclear power is being re-rated by US investment-related news and AI/data-center electricity shortages. Korean nuclear plant equipment and construction names are seeing sustained momentum, with leaders such as Woori Technology, KEPCO Engineering & Construction, and Orbitech moving first, while heavier names like Hyundai Construction and HD Hyundai Construction Equipment follow. LNG projects add support to the theme.
Korean fuel cell and hydrogen names rallying.
Bloom Energy's strength on S&P 500 inclusion and data-center energy shortage is pulling Korean fuel cell and hydrogen names. When Doosan Fuel Cell, Vinatech, and Bumhan Fuel Cell move, ship machinery and LNG-related names follow, and hydrogen names such as Iljin Hysolus move with them. The energy shortage theme is broadening from fuel cells into transformers and wires.
Jeonjin Construction Robot signals easing geopolitical risk.
Jeonjin Construction Robot is a representative reconstruction stock. If it rises strongly, it would signal that geopolitical risk burdens are easing and risk appetite is returning, making it a useful sentiment and theme gauge to monitor.
Korean semiconductor equipment and materials are strong.
KOSDAQ semiconductor equipment and materials names such as SFA Semiconductor, JNTC, and HPSP are strong because AI infrastructure bottlenecks such as CXL, glass substrates, and advanced packaging are driving efficiency-related demand. He advises focusing on equipment and materials names with analyst reports, attention, and earnings rather than chasing large caps blindly.
Gaon Cable shows accumulation and uptrend.
Gaon Cable is benefiting from wire infrastructure and energy grid demand. A recent accumulation candle shows supply was absorbed after a failed breakout, and the stock is rising again with volume, making it a favorable energy-infrastructure name.
Korean optical and telecom equipment names strengthening.
US optical names such as Lumentum held up despite weak indices, and in Korea optical communication names including Daehan Optical Telecom are rallying on government R&D and project momentum. When optical communication strength continues, telecom equipment names such as RFHIC and OE Solutions follow.
EB Tech robot reports imply double upside.
EB Tech is rallying because robot-themed analyst reports keep appearing. The target price of around 200,000 won versus a current price near 100,000 won implies more than double upside if the thesis plays out.
Daewoo Construction break targets 25,000.
Daewoo Engineering & Construction is a nuclear and construction momentum play with a base-building chart after oversold conditions. If it breaks the 22,000-22,500 won resistance, it can try 25,000-27,000 won, roughly 20% upside, similar to the nuclear theme chart in Doosan Enerbility.
Doosan Enerbility has 20% nuclear upside.
Doosan Enerbility has the same nuclear base-building chart as Daewoo Construction. With US nuclear names like NuScale Power rebounding, if nuclear issues remain in focus, it can open to the mid-to-late 100,000 won range from current price, about 20% short-term upside.
This 3PRO TV (삼프로TV) video, published September 09, 2026,
features Ha Chang-wan
discussing 000660.KS, EWY, KEPCO E&C, Woori Technology, Orbitech, URA, HD Hyundai Construction Equipment, 033260.KQ, 382900.KQ, 271940.KQ, 126340.KQ, Jeonjin Construction Robot, 403870.KQ, SFA Semiconductor, JNTC, 000500.KQ, 138080.KQ, 010170.KQ, RFHIC, EB Tech, 047040.KS, 034020.KS.
11 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Ha Chang-wan
· Tickers:
000660.KS,
EWY,
KEPCO E&C,
Woori Technology,
Orbitech,
URA,
HD Hyundai Construction Equipment,
033260.KQ,
382900.KQ,
271940.KQ,
126340.KQ,
Jeonjin Construction Robot,
403870.KQ,
SFA Semiconductor,
JNTC,
000500.KQ,
138080.KQ,
010170.KQ,
RFHIC,
EB Tech,
047040.KS,
034020.KS
