코스피 7,000인데 증권주를 안 본면 말이 되나요? | 이학주 하나증권 원주지점 차장 [더블 크루]

Watch on YouTube ↗  |  May 07, 2026 at 01:31  |  17:30  |  3PRO TV (삼프로TV)
Speakers

Summary

Lee Hak-ju, a deputy manager at Hana Securities, argues that the Korean stock market is structurally entering a long-term bull phase driven by earnings, share buybacks, and liquidity. He recommends securities stocks as a simple way to ride the rally, and suggests the KODEX Securities ETF for diversification.

  • The guest compares the current KOSPI setup to the US market after the 2000s bubble.
  • Three key drivers identified: corporate earnings improvement, accelerated share buybacks, and retail/foreign liquidity.
  • Securities stocks are highlighted as direct beneficiaries with strong earnings growth.
  • The KODEX Securities ETF is recommended for risk diversification.
  • The discussion touches on structural shifts in Korean investor behavior, including youth stock ownership.
  • SK Telecom is briefly discussed but receives no strong recommendation.
  • The guest emphasizes that the market rally has further room to run.
  • The host mentions a personal aversion to financial stocks but acknowledges securities stocks' recent strength.
Trade Ideas
Lee Hak-ju 3:25
KOSPI can sustain long-term uptrend.
The Korean stock market (KOSPI) is entering a long-term bullish phase similar to the US after the 2000s, driven by three factors: corporate earnings improvement, aggressive share buybacks, and liquidity inflows from retail and foreign investors. The speaker believes the KOSPI can sustain a prolonged uptrend.
EWY MED
Lee Hak-ju 8:43
Securities stocks benefit from market rally.
Securities stocks are the best way to participate in the KOSPI rally because they directly benefit from increased trading volume and market activity, with strong earnings growth (e.g., NH Investment & Securities +120% YoY, Kiwoom Securities >100% YoY). The sector offers a simple proxy without stock-picking difficulty.
Korean Securities Sector HIGH
Lee Hak-ju 13:22
KODEX Securities ETF offers diversified exposure.
For investors who cannot pick individual securities stocks or want to manage risk, the KODEX Securities ETF provides diversified exposure to major Korean securities firms (top 5 make up ~80%), reducing single-stock risk while still capturing the sector's upside. The ETF also benefits from share buyback tailwinds of its constituents.
KODEX Securities ETF MED
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This 3PRO TV (삼프로TV) video, published May 07, 2026, features Lee Hak-ju discussing EWY, Korean Securities Sector, KODEX Securities ETF. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Hak-ju  · Tickers: EWY, Korean Securities Sector, KODEX Securities ETF