Ideas
Korean pharma/biotech pullback is buying opportunity.
The ABL Bio clinical setback hit sector sentiment, but it does not mean the entire Korean pharma/biotech sector is broken. Long-term, the sector remains attractive and the pullback can be a buying opportunity.
Hyundai Motor Group attractive on robot AI.
Hyundai Motor Group stocks lagged other large caps and are now attracting rotation money. The group has a hybrid cash-cow business with improving product mix, and its factories/data give it an edge in physical AI, robotics, and autonomous driving; it is one of the later but valid AI-3.0 routes, so the group is attractive at current levels.
Prefer SK hynix and Micron over Samsung.
AI and data-center demand have created a severe memory shortage, so memory prices are still rising even though the rate of increase may slow. SK hynix looks cheap, Micron is comfortable, and Samsung Electronics is not the top memory pick because of unresolved labor-strike uncertainty; he would rather wait for the Samsung strike issue to be resolved and consider Samsung only around 250,000 won. If SK hynix is valued at a PBR multiple similar to Daewoo E&C's roughly 3.4x, the target could be 1.8-2.0 million won.
Prefer SK hynix and Micron over Samsung.
AI and data-center demand have created a severe memory shortage, so memory prices are still rising even though the rate of increase may slow. SK hynix looks cheap, Micron is comfortable, and Samsung Electronics is not the top memory pick because of unresolved labor-strike uncertainty; he would rather wait for the Samsung strike issue to be resolved and consider Samsung only around 250,000 won. If SK hynix is valued at a PBR multiple similar to Daewoo E&C's roughly 3.4x, the target could be 1.8-2.0 million won.
Korean semis still cheap for gradual uptrend.
Semiconductor growth rates will inevitably slow, but Korean memory makers are still cheap on absolute earnings, and news such as photonic interconnect or new technologies does not mean incumbent Samsung and SK hynix are standing still. Gradual upward re-rating is likely despite short-term correction risk after a 30% KOSPI rally.
AI substrate names need pullback.
Samsung Electro-Mechanics and LG Innotek have been re-rated as their package-substrate businesses get tied to AI data centers rather than just Apple dependence. Samsung Electro-Mechanics may have more upside, but after a sharp one-month rally the stocks are extended and need a pullback.
Steel sector ripe for rotation higher.
Steel is a neglected, low-valued smokestack sector benefiting from Chinese production cuts and Iranian export restrictions. In large caps, POSCO Holdings and Hyundai Steel are preferred; Dongkuk Steel is the most volatile and may benefit most from Chinese cuts because it sells differentiated, higher-margin products, and its earnings are strong.
Power equipment needs short-term pullback.
The power-equipment growth narrative is still valid, but LS Electric saw record-high trading volume near highs, Hyosung Heavy Industries also had elevated volume, and HD Hyundai Electric missed earnings slightly due to delayed Middle East sales. A high-volume spike at a high is often a short-term warning, so the group needs a pullback despite the intact longer-term story.
Neglected cosmetics names have upside.
Investors should look at neglected consumer/cosmetics names. APR and Hankook Kolmar show steady uptrends with low trading volume, similar to Samyang Foods before its rise; that pattern suggests remaining upside as interest rotates into under-owned areas.
POSCO Holdings normalizing toward 550,000 won.
POSCO Holdings lagged battery peers and then jumped as steel and battery themes intersected; it is now following a normalization pattern toward the consensus target in the 550,000 won area, and has already reached about 85% of that level.
Daewoo E&C valuation looks stretched.
Daewoo E&C's Q1 operating profit roughly doubled, but the stock already trades around 40x P/E and 3.8x P/B, above analyst target prices and comparable to Hyundai E&C, leaving little near-term valuation upside.
Construction earnings solid plus nuclear upside.
Construction companies' earnings have been surprisingly good, with DL E&C's stock performing well. Base revenue is solid, and nuclear power, reconstruction, and plant themes could add upside; however, trading volume is increasing, so near-term caution is warranted.
Favor stable optical large caps over smallcaps.
A small US optical-component company crashed after Marvell canceled orders, showing the single-customer risk in speculative optical small caps. The safer way to play optical interconnect is through established large-cap names like Broadcom, Marvell, Coherent, and Lumentum, which are less exposed to that specific risk.
ABL Bio selloff is overdone.
ABL Bio's biliary-tract cancer trial had mixed results and side effects, but the market overreacted. The indication is not large relative to ABL Bio's broader pipeline, the drop is larger than the plausible market-cap hit, and if selling continues for another day or two, a second-half rebound is likely.
This 3PRO TV (삼프로TV) video, published April 28, 2026,
features Lee Jae-kyu, Kim Jang-yeol
discussing XLV, 005380.KS, 012330.KS, 000270.KS, 307950.KS, 000660.KS, MU, 005930.KS, Korean semiconductor sector, 009150.KS, 011070.KS, 005490.KS, 004020.KS, 001230.KS, 010120.KS, 267260.KS, 298040.KS, APR, 161890.KS, 047040.KS, 375500.KS, AVGO, MRVL, COHR, LITE, 298380.KQ.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Jae-kyu,
Kim Jang-yeol
· Tickers:
XLV,
005380.KS,
012330.KS,
000270.KS,
307950.KS,
000660.KS,
MU,
005930.KS,
Korean semiconductor sector,
009150.KS,
011070.KS,
005490.KS,
004020.KS,
001230.KS,
010120.KS,
267260.KS,
298040.KS,
APR,
161890.KS,
047040.KS,
375500.KS,
AVGO,
MRVL,
COHR,
LITE,
298380.KQ
