Ideas
AI capex growth lifts HBM, SK Hynix.
Google and hyperscalers are massively expanding capex (10% increase, further expansion after 2027), which directly fuels AI GPU and HBM demand. SK Hynix, as the leading HBM supplier, benefits from rising ASP and volumes. Despite a bearish BNK report focused on HBM concentration, AI infrastructure buildout (GPU growth) makes HBM a strong growth story. Technical levels show crucial support at 190,000 KRW, with a break above 200,000 KRW needed for a sustained uptrend toward 220,000-250,000 KRW; analysts maintain targets of 380,000-400,000 KRW.
Foreign buying, passive flows push KOSPI higher.
Foreigners have been aggressively buying Korean equities (over 3 trillion won in a day), and after a near-complete purge of margin/credit positions, foreign buying likely marks a bottom. When futures positioning turns positive alongside foreign buying, institutional passive flows follow into large caps, pushing KOSPI higher. The speaker repeatedly expresses an upward bias and expects the rebound to extend.
AI data center automation drives robotics demand.
The robotics sector is rising on clear catalysts: Samsung-Hyundai partnership, NVIDIA and Samsung/SK/Naver roundtable, and AI data center expansion that will inevitably require automation and robotics. China's robotics boom (many startups, more sophisticated robots, consumer-facing stores) adds competitive urgency. Korean robotics names like Rainbow Robotics, T-Robotics, TXR Robotics, and others are beneficiaries.
AI capex, foreign buying boost Samsung Electronics.
Samsung Electronics is deeply oversold and benefits from the same AI capex tailwind, foreign passive inflows, and attractive valuation (analyst target 600,000 KRW, far above current). Technical key resistance at 272,000 KRW, a breakout there opens the way to 282,000-285,000 KRW. The sell-off has been driven by sentiment, not fundamentals, and once the overhang is absorbed, a meaningful rebound is likely.
MLCC shortage lifts Samsung Electro-Mechanics.
AI server buildout is creating a supply shortage in high-capacity MLCCs and substrates. Samsung Electro-Mechanics, Daeduck Electronics, and LG Innotek are key beneficiaries; Samsung Electro-Mechanics in particular has been heavily sold off from 200,000 KRW to 100,000 KRW area while analysts keep 300,000 KRW target. The structural MLCC shortage and semiconductor cycle persistence support a sustained uptrend in these component/substrate stocks.
AI capex boosts packaging and test equipment.
GPU volume growth from AI capex directly lifts demand for semiconductor post-processing (packaging and test equipment) companies. This sub-sector tends to outperform when AI hardware sentiment strengthens, following similar moves in US peers. The current flow is rational and likely to continue today.
Geopolitics, Trump nuclear policy boost energy stocks.
Alternative energy stocks (wind, hydrogen, solar, nuclear) are rallying on two fronts: rising oil prices due to Red Sea/Houthi geopolitical tensions, and Trump administration's expected nuclear energy and infrastructure policies. Korean names like SK Eternix, Daemyung Energy, S-Energy, HD Hyundai Energy Solution are leading the theme, serving as both war/geopolitical plays and domestic policy beneficiaries.
Watch Naver for breakout above 220K.
Naver suffered a severe drop from highs near 300,000 KRW. The stock is now attempting to stabilize, but to turn bullish, it must clearly break and hold above the 218,000–220,000 KRW resistance zone and show weekly chart recovery. Until then, existing holders can hold, but new entries should wait for that breakout confirmation to avoid being trapped.
This 3PRO TV (삼프로TV) video, published July 23, 2026,
features Ha Chang-wan
discussing 000660.KS, EWY, KQ, Korean robotics stocks, 005930.KS, 008060.KS, 009150.KS, Korean semiconductor packaging & test equipment stocks, 475150.KS, S-ENERGY, Daemyung Energy, 322000.KS, Korean alternative energy stocks, 035420.KS.
8 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Ha Chang-wan
· Tickers:
000660.KS,
EWY,
KQ,
Korean robotics stocks,
005930.KS,
008060.KS,
009150.KS,
Korean semiconductor packaging & test equipment stocks,
475150.KS,
S-ENERGY,
Daemyung Energy,
322000.KS,
Korean alternative energy stocks,
035420.KS
