Ideas
Semiconductor demand strong; don't miss uptrend.
Semiconductor demand remains strong and both Samsung Electronics and SK hynix rebounded off their 20-day moving averages, showing the uptrend is intact. The speaker says investors should not miss semiconductors while the market is in an uptrend, and today's broad strength confirms continued demand.
Hyundai Motor not chase; watch support.
Hyundai Motor is testing its 20-day moving average, which is important for its trend; it is not yet a chase-buy because the 10-day line has broken and confirmation is needed. Later, the robotics valuation needs a correction, but the robot theme can return after consolidation.
Brokerages lead rebounds; Mirae is strong.
In a rebound, brokerages and semiconductors are the areas to watch. Mirae Asset Securities is rising strongly and is also linked to space, while financial holdings that defended last week are relatively underperforming. The speaker highlights securities as a second-tier rebound beneficiary.
PharmaResearch risks remain; avoid for now.
PharmaResearch is pressured by concerns over Litioso and poor earnings; while a 1Q earnings rebound could mark a bottom, the timing is unclear, so a strong buy now is difficult.
HBM outsourcing benefits SFA Semicon.
As front-end semiconductor companies focus on HBM, legacy semiconductor production is increasingly outsourced, benefiting packaging and test company SFA Semicon.
Jeju Semiconductor may surprise on memory earnings.
Jeju Semiconductor is a fabless memory company making LPDDR4 and SLM; its earnings should be good, and if Q4 results surprise, expectations for 2026 could rise significantly. The market is watching it despite poor IR.
S&S Tech localizes EUV blank mask.
S&S Tech is the only Korean company commercializing EUV blank masks for Samsung Electronics, breaking Japan's monopoly. EUV blank masks have much better ASP and margins than conventional masks, and the company is also entering EUV pellicles. If both come through, the stock can go much higher.
Innox benefits from OLED and space materials.
Innox Advanced Materials supplies OLED films to Samsung Display and LG Display. LG Display's announcement to expand low-end OLED raises expectations for related material demand, and its space-related sole-supplier material adds another positive.
DI benefits from HBM wafer test orders.
DI has a subsidiary that does HBM-related wafer testing and won about 100 billion won in orders in early February. If HBM expectations return, DI can attract market interest again.
Neosem is a CXL/HBF theme play.
Neosem is a leading CXL-related stock and is preparing test equipment for HBF. The market may continue to link it to both CXL and HBF themes, making it an interesting theme play.
Solar is a neglected new momentum sector.
Solar power is an overlooked sector gaining new momentum from Musk's space solar power and space data center ambitions: 100 GW of space solar power could exceed Korea's annual electricity demand, and Tesla/SpaceX visited Chinese solar companies and are hiring solar staff. Korean solar-related stocks are already moving and the sector was previously neglected.
Wait for lunch pullback before buying.
A very strong morning open often peaks between 9 and 10 and then pulls back; investors should not chase at the open but wait until the lunchtime window around 11:40-12:50 for a calmer entry.
Buy KOSPI/KOSDAQ ETFs instead of picking stocks.
Rather than trying to pick individual sectors or stocks in a broad rebound, buying the index is more comfortable and avoids missing out or picking the wrong stock. He specifically mentions KOSPI 200 via KODEX and KOSDAQ 150.
Samsung C&T benefits from Samsung stake.
Samsung C&T is rising because it has nuclear exposure, benefits when Samsung Electronics rises due to its large stake, and is often treated like a holding company amid governance restructuring. A brokerage report also highlights its stake value with a buy rating.
NAVER faces AI moat erosion; avoid.
NAVER's Korean-language moat is being challenged by global AI services like ChatGPT and Gemini, which could shift web browsing and reduce NAVER's share. Its Doonamu merger and crypto-linked hopes are also fading with the weak crypto market, so sentiment is likely to stay weak.
CJ Logistics is the dawn-delivery infrastructure winner.
In the dawn-delivery competition, the logistics infrastructure provider is the shovel seller that makes money regardless. CJ Logistics has the logistics system that others need and there are few alternative partners, so it should benefit smoothly.
Korea Zinc is not a betting zone.
Korea Zinc is not a betting zone now. CME margin requirements have been raised six times to 18%, making it hard for speculative forces, and China's tightening has pushed speculative money out of gold and silver. A technical rebound is possible, but volatility is high, so only traders should touch it.
Nuclear is the next AI power trade.
Nuclear power did not move last week despite positive news and US cooperation talks, but Doosan Enerbility's strong surge suggests nuclear is the market's second-tier choice after semiconductors. Rising AI capex from Big Tech will require massive power infrastructure, linking to nuclear, solar, and hydrogen.
Jeil Bio is untouchable after halt.
Jeil Bio surged after its trading suspension was lifted, but with a market cap of only about 17.3 billion won and no real trading liquidity, investors should absolutely not touch it.
ABL Bio may benefit from MSCI inclusion.
ABL Bio has been beaten down but is one of the strongest candidates for MSCI index inclusion. If added, supply-demand could improve and the oversold biotech sector could regain interest.
Power equipment benefits from AI electricity demand.
The distribution side of the power equipment cycle is faster than transmission. LS Electric is strong in distribution, and HD Hyundai Electric reported good earnings and rose 9%. With Nvidia rebounding, the whole power equipment sector is showing strength.
Celltrion benefits from biosimilar drug-price push.
Trump's push to lower drug prices is pressuring biotech broadly, but biosimilars are an exception because PBMs need them to reduce drug costs. Celltrion is showing relative strength, and the market is paying attention to biosimilar names.
This 3PRO TV (삼프로TV) video, published February 09, 2026,
features Jang Woo-jin, Jeong Young-jil
discussing 005930.KS, 000660.KS, SMH, 005380.KS, 006800.KS, KBE, 214450.KQ, 036540.KQ, 080220.KQ, 101490.KQ, 272290.KQ, 003160.KS, 217330.KQ, TAN, 011930.KS, 086390.KQ, 140670.KQ, 009830.KS, EWY, KOSDAQ, 069500.KS, 229200.KS, 028260.KS, 035420.KS, 000120.KS, 010130.KS, 034020.KS, 000720.KS, 052690.KS, URA, Jeil Bio, 298380.KQ, 010120.KS, 267260.KS, Power equipment sector, 068270.KS, Biosimilars sector.
22 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin,
Jeong Young-jil
· Tickers:
005930.KS,
000660.KS,
SMH,
005380.KS,
006800.KS,
KBE,
214450.KQ,
036540.KQ,
080220.KQ,
101490.KQ,
272290.KQ,
003160.KS,
217330.KQ,
TAN,
011930.KS,
086390.KQ,
140670.KQ,
009830.KS,
EWY,
KOSDAQ,
069500.KS,
229200.KS,
028260.KS,
035420.KS,
000120.KS,
010130.KS,
034020.KS,
000720.KS,
052690.KS,
URA,
Jeil Bio,
298380.KQ,
010120.KS,
267260.KS,
Power equipment sector,
068270.KS,
Biosimilars sector
