How to Invest Most Smartly in Securities, Financial Holding, and Insurance Stocks | Park Hyun-ji, Yeo Do-eun, Heo Jae-moo

증권·금융지주·보험주 가장 똑똑하게 투자하는 방법 | 박현지,여도은, 허재무 [아침N투자]
Watch on YouTube ↗  |  February 12, 2026 at 02:16  |  30:56  |  3PRO TV (삼프로TV)
Speakers
Park Hyun-ji — Manager
Yeo Doeun — Host

Summary

Korean stocks traded higher with semiconductors leading, while sector rotation remained fast. In the ETF segment, Park Hyun-ji compared Korean securities and financial high-dividend ETFs for investors seeking both capital gains and dividends, and also reviewed AI/software themes and new US and China ETF launches. The episode reviewed weekly ETF flows, including inflows to gold/silver miners, solar, Super Micro-related products, and outflows in pharma covered-call products.

  • Korean market rose, led by Samsung Electronics and SK hynix, while Kia, financials, securities, and insurance stocks also drew attention.
  • Park Hyun-ji focused on smart ETF exposure to Korean securities and financial stocks to combine dividends and capital gains.
  • She compared four ETFs: TIGER Securities, HANARO Securities High Dividend Top 3 Plus, RISE Korea Financial High Dividend, and WON Large-Cap IB & Financial Holding.
  • She preferred a diversified AI theme ETF over pure software IGV and highlighted Palantir, Microsoft, and Oracle as software names to watch.
  • New ETF launches included PLUS US High Dividend Active and KoAct China BioHealthcare Active.
  • Weekly ETF flow review covered gold/silver miners, solar, Super Micro-related products, and pharma covered-call weakness.
  • The hosts noted fast sector rotation and said ETFs can help spread exposure.
Ideas
Park Hyun-ji Manager 3:14
Korean securities stocks pay more dividends
Korean securities firms are fundamentally attractive and, with corporate governance reform and shareholder-return policies, can increasingly distribute strong profits as dividends; investors can target high-dividend securities stocks for a more stable mix of capital gains and income.
Korean securities stocks HIGH
Park Hyun-ji Manager 4:59
Prefer diversified AI ETFs over IGV
The 'SaaS-pocalypse' fear that AI will wipe out software is overstated; pure software ETFs such as IGV are not recommended, and a diversified AI theme ETF with software at only 30-40% plus hardware and power exposure is a better way to participate.
IGV MED
Park Hyun-ji Manager 4:59
Prefer diversified AI ETFs over IGV
The 'SaaS-pocalypse' fear that AI will wipe out software is overstated; pure software ETFs such as IGV are not recommended, and a diversified AI theme ETF with software at only 30-40% plus hardware and power exposure is a better way to participate.
AI-SECTOR MED
Park Hyun-ji Manager 5:08
Quality AI software names worth watching
Even if the broad software sector is under pressure, quality software companies with differentiated AI/cloud exposure remain worth watching: Palantir in vertical AI, Microsoft in cloud, and Oracle expanding through collaboration with Nvidia/OpenAI.
PLTR MSFT ORCL MED
Park Hyun-ji Manager 15:13
US high-dividend active ETF to watch
A new US-focused follow-up to the popular Korean high-dividend ETF strategy; active management is justified because US high-dividend yields are lower than Korean ones, letting the manager seek both dividends and capital gains, screen out weak fundamentals, respond to US surprises, and potentially use pension-account tax benefits.
PLUS MED
Park Hyun-ji Manager 15:16
China bio active ETF to watch
A China-focused version of the established KoAct BioHealthcare active strategy, mainly investing in CDMO and export-oriented Chinese healthcare companies; the strategy is similar but the region differs, so its performance translation from the original strategy is worth watching.
KoAct China BioHealthcare Active ETF MED
Park Hyun-ji Manager 19:52
Pure securities ETF for capital gains
TIGER Securities ETF gives pure, market-cap-weighted exposure to the Korean securities sector, making it primarily a capital-gains vehicle rather than an income vehicle; its yield is only around 1.6%, but its performance has been strong and it captures concentrated exposure such as Mirae Asset Securities, which has some space-sector tilt.
TIGER Securities ETF HIGH
Park Hyun-ji Manager 21:35
High-dividend securities ETF with monthly payouts
HANARO Securities High Dividend Top 3 Plus selects high-dividend Korean securities firms using dividend yield, ROE, profitability, and market-cap screens, then concentrates 60% in the top three; it rebalances semiannually, pays monthly dividends, has an expected yield in the low 3% range, and charges only 0.07%, offering both income and capital gains.
HANARO Securities High Dividend Top 3 Plus ETF HIGH
Park Hyun-ji Manager 24:34
Korean financial high-dividend valuation ETF
RISE Korea Financial High Dividend invests across Korean financials including securities, insurance, and financial holding companies, using high dividend, ROE, and low PBR/valuation screens; securities weight is about 30%, dividend yield is around 2.8-3%, and it is more valuation and dividend focused than pure securities ETFs.
RISE Korea Financial High Dividend ETF HIGH
Park Hyun-ji Manager 26:34
Unique IB-financial holding ETF, top pick
WON Large-Cap IB & Financial Holding ETF is described as the only Korean ETF combining large investment banks/securities firms and financial holding companies, providing exposure to capital strength and stability; it is positioned to offer some downside defense and dividends while still participating in capital gains, and was the speaker's top pick among the four.
WON Large-Cap IB & Financial Holding ETF HIGH
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This 3PRO TV (삼프로TV) video, published February 12, 2026, features Park Hyun-ji discussing Korean securities stocks, IGV, AI-SECTOR, PLTR, MSFT, ORCL, PLUS, KoAct China BioHealthcare Active ETF, TIGER Securities ETF, HANARO Securities High Dividend Top 3 Plus ETF, RISE Korea Financial High Dividend ETF, WON Large-Cap IB & Financial Holding ETF. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Hyun-ji  · Tickers: Korean securities stocks, IGV, AI-SECTOR, PLTR, MSFT, ORCL, PLUS, KoAct China BioHealthcare Active ETF, TIGER Securities ETF, HANARO Securities High Dividend Top 3 Plus ETF, RISE Korea Financial High Dividend ETF, WON Large-Cap IB & Financial Holding ETF