Ideas
Pension buying supports KOSDAQ rebound.
The National Pension Service has bought KOSDAQ for eight consecutive sessions, and government KOSDAQ support measures may be concretized early in the year, giving KOSDAQ and theme stocks a potential boost.
China reopening lifts Korean entertainment.
China's Korean content ban is likely to be lifted, helped by President Lee's state visit to China, improving Korea-China relations, and Chinese fan demand; this should support Korean entertainment stocks. HYBE, YG, and JYP benefit from K-pop demand, though their China-specific upside may be smaller than SM's.
SM, DearU, Noh Mus are China plays.
Within Korean entertainment, SM is the most China/Asia-fandom-levered major agency and tends to jump first on China reopening news; DearU and Noh Mus have more direct China-related business and historically rise even more than SM.
Samsung Foundry may surprise positively.
Samsung Foundry is finally recovering from its long slump and could surprise positively; he advises watching Samsung Foundry-related names early in the year because the business is changing for the better.
Silver tight, Korea Zinc leveraged.
Silver and gold supply-demand are tight, with silver industrial demand around 70-80% and China restricting exports, while silver is mostly a by-product so supply cannot expand quickly; CME margin hikes create volatility, but prices may stabilize after speculative froth clears. Korea Zinc is the world's largest silver producer and offers direct leverage to this tight silver market.
SK hynix leads memory upcycle.
SK hynix is the key memory-cycle beneficiary; the October memory big-cycle outlook triggered a more than 10% jump, and the stock rose 29% in September and 61% in October, showing strong leadership. He expects semiconductor strength to continue in Q1.
US stocks okay first half, cautious later.
After three consecutive years of more than 10% gains in the S&P 500 and Nasdaq, historical patterns point to a possible correction; first half should be okay, but second half needs caution, especially around the US midterm elections.
KOSPI can reach 5,000-5,500.
He expects KOSPI around 5,000-5,500, lower than his prior 7,000 call because a Plaza Accord-style FX scenario is unlikely; first half should be supported by liquidity, policy, and rate cuts, while second half is more cautious after three strong years and the US midterms.
Won strength, USD/KRW to 1,300s.
The won is likely to stabilize and may strengthen into the 1,300s per dollar as excessive weak-won bets unwind and dollar weakness persists; he expects the FX trend to reverse.
China tourists may lift Korean beauty services.
China's Korean content ban easing and Chinese tourist inflows should revive demand for Korean cosmetics, plastic surgery, and medical tourism; the speaker expects service-sector spending to expand, though the exact winning products are hard to predict.
Optimus news may peak robot theme.
The robot theme is still thematic, but when Tesla Optimus commercialization news starts in earnest, it may mark the finale or peak of the robot trade; keep that catalyst in mind when trading Korean robotics.
Semiconductors are 2026 top pick.
Semiconductors are the top 2026 pick: first-quarter memory prices are still rising, AI demand and the memory big cycle remain strong, and investors should make semiconductors up to 60% of portfolios early in Q1. He flags only Q2 memory price upside as uncertain.
Hyundai, Kia benefit from robot narrative.
If an auto-robot-foundry narrative emerges, such as Nvidia partnering on robots or Apple Car-style speculation, Hyundai Motor and Kia would be major beneficiaries; Hyundai is already discussing robot foundry, so watch it.
Stablecoin news signals liquidity, watch risk assets.
If stablecoin legislation or policy talk accelerates in both Korea and the US, it could be a signal of liquidity explosion; watch Bitcoin, KOSDAQ, and Korean theme stocks as beneficiaries.
This 3PRO TV (삼프로TV) video, published January 02, 2026,
features Jang Woo-jin
discussing KOSDAQ, 352820.KS, 122870.KQ, 035900.KQ, 041510.KQ, 376300.KQ, Noh Mus, 005930.KS, SILVER, 010130.KS, 000660.KS, SPY, QQQ, EWY, USD/KRW, Korean cosmetics/medical tourism sector, Korean robotics theme, SMH, 005380.KS, 000270.KS, BTC, Korean theme stocks.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin
· Tickers:
KOSDAQ,
352820.KS,
122870.KQ,
035900.KQ,
041510.KQ,
376300.KQ,
Noh Mus,
005930.KS,
SILVER,
010130.KS,
000660.KS,
SPY,
QQQ,
EWY,
USD/KRW,
Korean cosmetics/medical tourism sector,
Korean robotics theme,
SMH,
005380.KS,
000270.KS,
BTC,
Korean theme stocks
