Korean Palantir Appears? Physical AI Is Coming From Factories to National Defense | Cho Hee-jin, Hana Securities Apgujeong Financial Center PB

Korean Palantir Appears? Physical AI Is Coming From Factories To National Defense | Cho Hee-jin, Hana Securities Apgujeong Financial Center PB [Double Crew]
Watch on YouTube ↗  |  August 21, 2026 at 02:14  |  17:03  |  3PRO TV (삼프로TV)
Speakers
Cho Hee-jin — Deputy Manager
Vincent — Host

Summary

Cho Hee-jin, a Hana Securities PB, presents MakinaRocks as a Korean Palantir-like closed/physical AI play from factories to national defense. She also discusses SK Hynix buyback support, stablecoin-related companies amid high rates, and Naver as a domestic stablecoin/AI data center theme. Vincent closes with a broadly bullish view on the Korean market despite continued volatility.

  • MakinaRocks is introduced as a recently listed closed AI platform with factory and defense applications.
  • SK Hynix buybacks are seen creating a market floor and clients want to add on weakness.
  • High rates and scarce bond buyers are viewed as supportive for stablecoin issuers and related companies like Coinbase.
  • Naver is flagged as a domestic stablecoin and AI data center story worth studying.
  • The KOSPI tape is described as rangebound with buyback support but rate-driven upside limits.
  • Vincent expects the Korean market to trend higher over time despite ongoing volatility.
Ideas
Cho Hee-jin Deputy Manager 0:12
Watch MakinaRocks as K-Palantir AI.
MakinaRocks is a Korea-listed closed/physical AI platform often called K-Palantir, with roots as an SKT venture and Applied Materials as its first major customer. It installs an OS-like AI stack for closed factory and defense networks where data cannot go to cloud AI. Strategic investors include GS, SK, Hanwha Systems, Samsung, POSCO, and LG, and it has drawn interest from Japan's Mitsubishi Heavy Industries and Korea's defense research institutions. With 7 years and 2.5TB of accumulated data, it has a moat competitors cannot easily replicate; orders are running ahead of revenue and the company guides 9x revenue by 2030, with a potential profit turn in Q4 or next year. The stock pulled back after a first-day surge and recently absorbed the 3-month lockup, so the speaker sees this pullback as a chance to study/build a position, though she wants confirmation of the promised profit turn.
477850.KQ HIGH
Cho Hee-jin Deputy Manager 3:13
SK Hynix buyback creates downside floor.
SK Hynix is the hottest branch topic because it is executing large daily buybacks of 650,000 shares. Since buyback orders cannot chase higher asks and are placed only below market before 3 p.m., they can create a floor. Clients view the drop as a correction, not a broken story, and many want to add; the speaker sees at least 2,000,000 won as open based on momentum and shareholder return supporting the downside.
000660.KS HIGH
Cho Hee-jin Deputy Manager 4:26
High rates boost stablecoin-related companies.
High Treasury yields are a sign that bond buyers are scarce while the U.S. keeps issuing debt, so the market is focusing on stablecoins. Stablecoin issuers are forced to hold reserves in safe, liquid assets, which effectively means U.S. Treasuries, letting them capture the rate spread. This supports stablecoin ecosystem names; Circle and Coinbase have rebounded from their lows and are worth watching as related companies.
COIN MED
Cho Hee-jin Deputy Manager 5:42
Study Naver as domestic stablecoin/data center.
Naver is a domestic way to play the K-Circle/stablecoin theme and hot AI data center story, with an anticipated merger with Dunamu that has been delayed twice but is still coming. The speaker says it is worth studying as a domestic leader in these areas.
035420.KS LOW
Cho Hee-jin Deputy Manager 15:54
KOSPI rangebound; maintain positions.
KOSPI downside is being cushioned by foreign buying and share buybacks from SK Hynix and Samsung Electronics, but rising rates are capping upside. Therefore the speaker advises clients to stay with current positions rather than aggressively add into a still rate-sensitive tape.
EWY MED
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This 3PRO TV (삼프로TV) video, published August 21, 2026, features Cho Hee-jin discussing 477850.KQ, 000660.KS, COIN, 035420.KS, EWY. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Cho Hee-jin  · Tickers: 477850.KQ, 000660.KS, COIN, 035420.KS, EWY