Ideas
Drone primary battery demand lifts Vitzrocell.
The Iran drone attack highlights the growing importance of drones, and military drones require primary batteries rather than rechargeable ones for long storage and stable temperature performance. Vitzrocell is the related stock that has been rising most as a primary-battery beneficiary.
Battery sector expands into ESS and robots.
Positive news on the secondary-battery sector is accumulating as its application area expands from EVs to ESS and robots, creating new momentum. Expectations are shifting back to battery names, with LG Energy Solution and Samsung SDI showing strength.
MLCC fundamentals strong; buy pullbacks.
Samsung Electro-Mechanics is breaking above 700,000 won on the MLCC price increase and AI semiconductor story. The MLCC industry and the company's earnings visibility remain good, but new investors should wait for a pullback rather than chase; existing holders can stay while it follows the 5-day line.
KOSPI previous-high breakout is time issue.
The KOSPI is expected to break its previous high, with 6,200 as the near-term level; it is only a matter of time and days, not whether it happens.
Samsung Electronics may rise later today.
Jeong expects something surprising to happen in the afternoon that would give Samsung Electronics upside momentum, even as SK hynix is stronger early. Samsung's labor-union issues are a known burden, but a new development is likely to be prepared and could lift the stock later in the day.
AACR data winners without prior run-up.
AACR data winners such as Voronoi, Alzinomics, and Y-Biologics are drawing attention when positive clinical data surprises against low pre-event expectations. Stocks that had not already run up before the conference can rise further on good data, while those that had pre-run should not be chased.
Korean robot stocks bottom; short-term trading.
Korean robot stocks are bottoming as physical AI gains attention in the U.S., and humanoid robots need both better human-like judgment and longer-lasting batteries. Korea can combine these strengths and target the U.S. market that China cannot easily enter; this is still a theme trade without earnings, but short-term trading is possible.
SK hynix favored over Samsung Electronics.
Ahead of SK hynix's earnings, money is favoring SK hynix over Samsung Electronics. Samsung faces labor-strike risk, while SK hynix is showing a stronger flow, so the relative preference is SK hynix.
SK hynix favored over Samsung Electronics.
Ahead of SK hynix's earnings, money is favoring SK hynix over Samsung Electronics. Samsung faces labor-strike risk, while SK hynix is showing a stronger flow, so the relative preference is SK hynix.
Nuclear power stays strong; buy pullbacks.
Nuclear power remains strong, with continuing U.S. nuclear news and Doosan Enerbility breaking above its previous high. The sector's pullback after the war has been recovered, and the trend looks favorable.
Buy construction on pullbacks; earnings likely.
Reconstruction and construction stocks, including Hyundai E&C and Daewoo E&C, are not a broken theme. Many have low PBR, eventual earnings linkage is likely, and pullbacks should be watched as buying opportunities; Daewoo E&C's 5-day line is the key technical level.
Doosan supplies key material to Nvidia.
Doosan is a representative AI-related Korean company and has recovered its post-February 28 decline. It supplies a core material used in CCL PCBs for Nvidia's Rubin, with an exclusive position, so if Nvidia and AI capex remain strong, Doosan should continue to rise.
Avoid COVID test and vaccine theme.
COVID-related stocks such as Seegene and SD Biosensor should be avoided. The COVID theme is unlikely to become a broad pandemic-driven trend again, and although short-term bounces are possible, it is hard to hold them as an investment.
Aurora World rebound on U.S. doll sales.
Aurora World's plush dolls are selling well in the U.S., and the stock has already corrected heavily from prior doll-related expectations. Its market cap is small at around 137.5 billion won, last year's operating profit was 44.5 billion won and net profit 21.8 billion won, so if momentum revives the stock can rise; position size should be limited because it is a small cap.
Avoid security and quantum theme stocks.
Quantum and security theme stocks such as Xgate, RaonSecure, and SJ Solution are rising, but they are short-term themes like COVID plays. It is hard to know when to sell and they are unlikely to work as long-term investments, so he does not recommend them.
Aerix military drone acquisition drives rebound.
Aerix is a representative Korean drone theme stock; it actually operates drones and acquired a military-drone company that is considered one of the best in Korea. The chart pulled back after the war from the 9,000-won range, then rebounded strongly from March to the 15,000-won range.
BH Q1 earnings surprise supports nuclear.
BH is showing strength in nuclear equipment, and a surprisingly good first-quarter earnings report has come out. Nuclear equipment names are performing better than construction within the nuclear theme, and the flow is positive.
Samsung C&T outperforms on reconstruction hopes.
Samsung C&T is holding up better than Samsung Electronics on a day when Samsung Electronics is weak, because reconstruction expectations are attached to Samsung C&T. That gives it a relatively stronger flow.
Buy cosmetics ODM on strong earnings.
Cosmetics stocks should continue to post good earnings, with first-quarter results likely solid. They are not PBR-cheap but are profitable and growing; Korea Kolmar and Cosmax look inexpensive on that basis, and the ODM names such as Cosmecca Korea are buys.
This 3PRO TV (삼프로TV) video, published April 20, 2026,
features Jang Woo-jin, Jeong
discussing 082920.KQ, KARS, 373220.KS, 006400.KS, 009150.KS, EWY, 005930.KS, 310210.KQ, 476830.KQ, Y-Biologics, Korean robotics sector, 277810.KQ, 000660.KS, URA, 034020.KS, Korean construction/reconstruction sector, 000720.KS, 047040.KS, 000150.KS, COVID-19 theme, 096530.KQ, 137310.KS, 039830.KQ, Korean security/quantum theme, XGate, Raonsecure, SJ Solution, Aerix, 090460.KS, 028260.KS, 161890.KS, 192820.KS, 241710.KQ.
19 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin,
Jeong
· Tickers:
082920.KQ,
KARS,
373220.KS,
006400.KS,
009150.KS,
EWY,
005930.KS,
310210.KQ,
476830.KQ,
Y-Biologics,
Korean robotics sector,
277810.KQ,
000660.KS,
URA,
034020.KS,
Korean construction/reconstruction sector,
000720.KS,
047040.KS,
000150.KS,
COVID-19 theme,
096530.KQ,
137310.KS,
039830.KQ,
Korean security/quantum theme,
XGate,
Raonsecure,
SJ Solution,
Aerix,
090460.KS,
028260.KS,
161890.KS,
192820.KS,
241710.KQ
