Sector Rotation Begins While Samsung Electronics and Hyundai Motor Rest—New Stocks Moving in the Market Now

Sector Rotation Begins While Samsung Electronics and Hyundai Motor Rest… New Stocks Moving in the Market Now | Cha Young-joo, Director of Wise Economic Research Institute [Focus Today's Stocks]
Watch on YouTube ↗  |  September 09, 2026 at 11:30  |  37:09  |  3PRO TV (삼프로TV)
Speakers
Cha Young-joo — Director, Wise Economic Research Institute

Summary

Director Cha Young-joo says the Korean market is rotating away from crowded large caps toward newly discovered, report-driven names. He highlights semiconductor and power infrastructure rotations led by stocks such as DB HiTek, ISC, Doosan Fuel Cell, and Gaon Cable, while Samsung Electronics and SK hynix remain core AI memory longs. Foreign investors are absorbing retail selling, supporting KOSPI upside, and he advocates using cash to trade confirmed movers rather than averaging down in stuck familiar names.

  • Market leadership is shifting from familiar megacaps to overlooked, individually moving stocks.
  • Samsung Electronics and SK hynix remain supported by memory price hikes and target increases despite near-term divergence.
  • Semiconductor supply-chain rotation into equipment, materials, and test names is viewed as sector strength.
  • Power infrastructure rotation is widening to Doosan Fuel Cell and Gaon Cable.
  • DB HiTek is highlighted for foundry price hikes, full utilization, and Qualcomm-Amazon power semiconductor news.
  • SK Innovation and Korean Air are cited as non-crowded uptrends, while Samsung SDI still needs to break out.
  • Retail investor flows are weak, but foreign buying is supporting the KOSPI.
  • The recommended strategy is to use cash selectively in report-driven momentum names and take profits.
Ideas
Cha Young-joo Director, Wise Economic Research Institute 0:31
SK hynix leads AI memory momentum
SK hynix is the stronger near-term AI memory leader. Its HBM is tied to Astra/ChatGPT-6 GPU demand, and active buybacks are providing support. Mirae Asset Securities raised its target to 310,000 won on higher DRAM average selling prices and low valuation multiples, with estimates expected to keep rising.
000660.KS HIGH
Cha Young-joo Director, Wise Economic Research Institute 2:25
Samsung remains core AI memory long
Samsung Electronics remains a core AI memory long. Brokerages maintain a solid view, and Mirae Asset Securities raised its target because DRAM average selling prices are increasing enough to offset KRW appreciation. The company is running full, inventories are tight, and foundry/memory price hikes support earnings into the next year.
005930.KS HIGH
Cha Young-joo Director, Wise Economic Research Institute 5:38
DB HiTek benefits from foundry price hikes
DB HiTek is a newly emerging semiconductor name. Its 8-inch foundry is running full with three consecutive price hikes in March, June, and September, and Qualcomm-Amazon's next-generation power semiconductor collaboration adds AI power semiconductor exposure. KB Securities raised its target to 200,000 won on 30% operating margin expectations.
000990.KS HIGH
Cha Young-joo Director, Wise Economic Research Institute 6:04
Gaon Cable rides power cable momentum
Gaon Cable is a power cable name with steady price action and is part of the fresh report-driven names now moving in the power infrastructure rotation. The speaker previously highlighted it as a chart and report-related stock.
000500.KQ MED
Cha Young-joo Director, Wise Economic Research Institute 6:26
Doosan Fuel Cell leads power infrastructure breakout
Doosan Fuel Cell is leading the power infrastructure rotation. It broke out on fuel cell strength and earnings momentum after Hyosung Heavy stalled around 300,000 won, making it a specific expression of the sector's rotation toward previously overlooked names.
033260.KQ MED
Cha Young-joo Director, Wise Economic Research Institute 8:00
Semiconductor supplier rotation signals sector strength
Within Korean semiconductors, rotation has spread from Samsung Electronics and SK hynix into smaller equipment, materials, and test names such as Leeno Industrial, ISC, Simmtech, Hanmi Semiconductor, and Isu Petasys. The speaker reads this intra-sector rotation as a sign of strength and says AI Astra momentum is driving semiconductor supply-chain trades.
Korean semiconductor equipment/materials MED
Cha Young-joo Director, Wise Economic Research Institute 8:13
ISC leads test equipment uptrend
ISC is one of the strongest semiconductor test equipment names in the current rotation. Its chart is clearly in an uptrend while peers such as Koh Young and Leeno Industrial show more mixed or bottoming patterns, making ISC a specific way to play semiconductor supply-chain rotation.
ISC MED
Cha Young-joo Director, Wise Economic Research Institute 8:58
Korean Air benefits from easing cost pressures
Korean Air has been moving up quietly and strongly as Middle East-related oil or exchange-rate pressures ease. It is one of the unfamiliar leadership stocks replacing crowded large caps in the current market rotation.
Korean Air LOW
Cha Young-joo Director, Wise Economic Research Institute 9:00
SK Innovation shows battery uptrend strength
SK Innovation is a battery-related name that rose nearly 10% and remains in a steady uptrend. It is showing relative strength within the battery complex even as Samsung SDI has yet to break its prior high.
096770.KS LOW
Cha Young-joo Director, Wise Economic Research Institute 14:41
Power infrastructure rotation remains strong
Power infrastructure is another sector experiencing intra-sector rotation. After Hyosung Heavy and LS Electric led, overlooked names such as Gaon Cable and Doosan Fuel Cell are now breaking out on earnings momentum, suggesting continued sector strength.
Korean Power Infrastructure Sector MED
Cha Young-joo Director, Wise Economic Research Institute 19:01
Watch Samsung SDI for breakout confirmation
Samsung SDI is part of the secondary battery rotation but has not broken its previous high, so the speaker would watch it rather than chase. A breakout would be needed for confirmation, especially relative to SK Innovation's strength.
006400.KS LOW
Cha Young-joo Director, Wise Economic Research Institute 30:42
KOSPI uptrend if foreign buying continues
KOSPI is supported by foreign investors absorbing individual selling. The speaker expects the index to resume an uptrend if foreign buying continues after CPI and FOMC uncertainty, and sees foreign buying despite event risk as a positive signal.
EWY MED
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This 3PRO TV (삼프로TV) video, published September 09, 2026, features Cha Young-joo discussing 000660.KS, 005930.KS, 000990.KS, 000500.KQ, 033260.KQ, Korean semiconductor equipment/materials, ISC, Korean Air, 096770.KS, Korean Power Infrastructure Sector, 006400.KS, EWY. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Cha Young-joo  · Tickers: 000660.KS, 005930.KS, 000990.KS, 000500.KQ, 033260.KQ, Korean semiconductor equipment/materials, ISC, Korean Air, 096770.KS, Korean Power Infrastructure Sector, 006400.KS, EWY