What to Look For Amidst Unstable Supply/Demand and Shaky Sector Rotation? | Author Jang Woojin

What to Look For Amidst Unstable Supply/Demand and Shaky Sector Rotation? | Author Jang Woojin [Double Check]
Watch on YouTube ↗  |  June 10, 2026 at 01:11  |  43:13  |  3PRO TV (삼프로TV)
Speakers
Jang Woo-jin — Writer
Jeong Pro — Host
Vincent — Co-host

Summary

Author Jang Woojin warns that KOSPI's uptrend may be ending as liquidity exits, urging higher cash positions. He identifies strength in renewable energy, front-end semiconductor equipment, and export cosmetics, while advising against chasing defense, shipbuilding, and cyclical rotation plays. The hosts also caution that Korean cyclical rotation is not materializing.

  • KOSPI 20-day MA broken, major uptrend possibly ending; raise cash.
  • Renewable energy stocks rallying on KKR deal and Space X solar demand.
  • Front-end semiconductor equipment bullish on bottleneck and fund inflows.
  • APR cosmetics strong on unlimited earnings and chart breakout.
  • Shipbuilding and defense seen as technical bounces, not to be chased.
  • KOSDAQ expected to close higher on foreign buying and oversold biotech.
  • Host warns against betting on Korean cyclical rotation as no rotation is occurring.
  • Cosmetics OEMs broken, space stocks only suitable for short-term trading.
Ideas
Jang Woo-jin Writer 3:06
KOSPI uptrend ending; raise cash.
KOSPI broke the 20-day moving average with increased likelihood that the major uptrend has ended. Liquidity is exiting, smart money is selling first, and uncertainty has risen. Investors should raise cash holdings rather than stay fully invested.
EWY HIGH
Jang Woo-jin Writer 9:30
Renewable energy growth play.
KKR's acquisition of SK Group's renewable energy portfolio signals strong growth potential in the sector. Space X's data center plans further increase demand for solar power. Korean renewable energy stocks are rallying on this thematic strength.
010060.KS SK Ocean Plant CS Wind Hana Solution MED
Jang Woo-jin Writer 10:42
Space stocks are short-term trades only.
Space X-related stocks are only suitable for very short-term trading (1-2 days) because post-IPO capital tends to flow out and pre-listing excitement often fades. Long-term investors should avoid chasing the space theme now.
Korean space sector LOW
Jeong Pro Host 18:22
Avoid playing Korean cyclical rotation.
Unlike the US, Korea is not seeing cyclical rotation (into value/cyclicals). Foreign investors are simply selling the KOSPI basket. Betting that money will rotate into other Korean sectors is not recommended.
Korean cyclical rotation play MED
Jang Woo-jin Writer 18:44
KOSDAQ will close positive today.
The KOSDAQ market will close higher today because foreign investors are buying, and biotech/pharmaceutical stocks are deeply oversold and being picked up as bargains.
KOSDAQ HIGH
Jang Woo-jin Writer 26:52
Semiconductor front-end equipment shortage.
Front-end semiconductor equipment companies are benefiting from equipment bottlenecks, as highlighted by ASM reports. Stocks like Jusung Engineering, Wonik IPS, PSK, and Eugene Technology are holding up well, with Eugene Tech seeing increased stake from a global long-only fund.
WONIK IPS Eugene Technology 036930.KQ PSK HIGH
Jang Woo-jin Writer 32:03
Shipbuilding bounce is not buyable.
Shipbuilding stocks (HD Hyundai Heavy Industries, Hanwha Ocean) are seeing a technical rebound after recent weakness, but there is no new catalyst to make them a leading sector. Investors should reduce positions on bounces, not chase them.
329180.KS 042660.KS MED
Jang Woo-jin Writer 32:34
APR cosmetics stock strong buy.
APR (cosmetics) shows strong earnings with 'no limit to earnings,' supported by 60-day moving average bounce, golden cross, and prior resistance break. The stock will continue to rebound as long as macro conditions do not severely disrupt the market.
APR MED
Jang Woo-jin Writer 33:36
Cosmetics OEMs charts are broken.
Cosmetics OEM stocks like Cosmax and Korea Kolmar have completely broken charts and are far weaker than brand leader APR. A strong rebound is not expected soon; only export-focused brands are doing well.
Cosmax 161890.KS LOW
Jang Woo-jin Writer 39:11
Defense stocks are a chase trap.
Defense stocks (Korea Aerospace, Hyundai Rotem, LIG Nex1) are rebounding as market unease grows, but the move is a short-term flight-to-safety trade with no strong catalyst. Chasing the rally risks getting caught in a reversal.
Hyundai Rotem Korea Aerospace LIG Nex1 MED
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This 3PRO TV (삼프로TV) video, published June 10, 2026, features Jang Woo-jin, Jeong Pro discussing EWY, 010060.KS, SK Ocean Plant, CS Wind, Hana Solution, Korean space sector, Korean cyclical rotation play, KOSDAQ, WONIK IPS, Eugene Technology, 036930.KQ, PSK, 329180.KS, 042660.KS, APR, Cosmax, 161890.KS, Hyundai Rotem, Korea Aerospace, LIG Nex1. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jang Woo-jin, Jeong Pro  · Tickers: EWY, 010060.KS, SK Ocean Plant, CS Wind, Hana Solution, Korean space sector, Korean cyclical rotation play, KOSDAQ, WONIK IPS, Eugene Technology, 036930.KQ, PSK, 329180.KS, 042660.KS, APR, Cosmax, 161890.KS, Hyundai Rotem, Korea Aerospace, LIG Nex1