KOSPI breaks above 5,000 for the first time; FX market will target the 1,400 won level; no reason for the won to be weak | Lee Yoon-hee, Vincent, Pyeon Da-song

코스피 사상 첫 5,000P 돌파와 환율 시장 1,400원 전으로 맞출 것 원화가 약할 이유가 없다 | 이윤희, 빈센트, 편다송 [밥 보다 투자 하나]

Watch on YouTube ↗ | January 22, 2026 at 03:10 | 14:53 | 3PRO TV (삼프로TV)

Speakers

Lee Yoon-hee — PB

Summary

Lee Yoon-hee of Hana Securities discusses KOSPI's first break above 5,000 and expects the market to stay strong, with 6,000 possible if earnings and shareholder-friendly policies continue. She favors a near-term rotation away from semiconductors toward batteries, cosmetics, shipbuilding, and KOSDAQ while holding Samsung Electronics until March. She also expects the won to strengthen toward the 1,400 level and sees lithium and Korean battery/robot themes supported by NCM competitiveness.

KOSPI broke 5,000 for the first time and is holding the level despite foreign profit-taking.
Biotech sentiment was hit by Alteogen's royalty miss, but tech-transfer momentum remains a watch item.
Semiconductors may take a near-term pause, though Samsung Electronics is seen as a hold until March.
Korean battery and robot themes are favored, with Samsung SDI and lithium recovery highlighted.
Cosmetics, shipbuilding, Doosan, and Korean CCL names are presented as rotation areas.
USD/KRW is expected to move lower toward 1,400 on solid exports and no fundamental reason for won weakness.
KOSDAQ may be the next index to gain, led by robots and secondary batteries.

Ideas

Lee Yoon-hee PB 2:46

Biotech tech-transfer momentum stays strong

Although Alteogen's royalty miss hurt bio sentiment, biotech moves on individual issues and technology-transfer momentum remains strong; ABL Bio, D&D Pharmatech, Orum Therapeutics, Alzinomics, and April Bio are worth watching.

Lee Yoon-hee PB 3:56

Korean cosmetics momentum is recovering

Cosmetics sentiment is recovering as KOSPI approaches 5,000, and earnings-driven cosmetics stocks are worth watching; APR's rise above KRW 10tn market cap highlights the sector's renewed strength.

Lee Yoon-hee PB 4:53

Korean batteries favored for robot demand

Korean battery makers are better suited for robot batteries than Chinese rivals because robots need small batteries and Korea has NCM competitiveness through LG Energy Solution, Samsung SDI, and SK On; lithium price recovery expectations add support.

Lee Yoon-hee PB 5:30

Lithium prices may recover

Lithium prices had been depressed, but expectations that China's EV market may improve this year should support a lithium price recovery, which would help Korean battery makers.

Lee Yoon-hee PB 5:53

Samsung SDI has NCA robot edge

Samsung SDI is a leading battery-cell name and was the first to build an NCA battery plant; it is also tied to Hyundai Motor's robot collaboration, giving it a company-specific edge within the Korean battery theme.

Lee Yoon-hee PB 6:44

Doosan has robot and CCL catalysts

Doosan Corp is rising on robot expectations, treasury-share retirement, and CCL price increases that are improving its main business earnings.

Lee Yoon-hee PB 7:09

Korean CCL names may follow Japan

Japanese CCL makers have been quietly rallying, and Korean CCL companies may follow as CCL price increases lift the supply chain.

Lee Yoon-hee PB 7:30

KOSPI can extend to 6,000

KOSPI broke 5,000 for the first time and is holding that level; the speaker expects the market to remain strong and sees 6,000 as achievable if corporate earnings and shareholder-friendly government policies continue.

Lee Yoon-hee PB 8:11

Semis may pause until early February

Semiconductors have already priced in strong earnings and rallied sufficiently by late January, so the Korean semiconductor sector, including SK hynix, may be sluggish until early February; SK hynix earnings are likely good but a muted stock reaction is expected.

Lee Yoon-hee PB 8:30

Hold Samsung Electronics until March

Samsung Electronics should be held until March while monitoring HBM-related and foundry/test issues; these catalysts could support the stock even as the broader semiconductor sector pauses.

Lee Yoon-hee PB 9:41

Shipbuilding is a favored area

The speaker is looking at shipbuilding as an alternative area while semiconductors take a near-term pause.

Lee Yoon-hee PB 10:39

USD/KRW should move lower

The government aims to move the FX market toward the 1,400 won level, exports are solid, and there is no fundamental reason for the won to be this weak; the exchange rate should eventually fall.

Lee Yoon-hee PB 13:03

KOSDAQ may lead next leg

KOSPI has already risen a lot, so KOSDAQ may be the next index to gain, led by robots and secondary batteries.

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This 3PRO TV (삼프로TV) video, published January 22, 2026, features Lee Yoon-hee discussing ABL Bio, 347850.KQ, Orum Therapeutics, 476830.KQ, 397030.KQ, KORU, KARS, 373220.KS, LITHIUM, 006400.KS, 000150.KS, Korean CCL sector, EWY, Korean semiconductor sector, 000660.KS, 005930.KS, Korean shipbuilding sector, USD/KRW, KOSDAQ. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Yoon-hee · Tickers: ABL Bio, 347850.KQ, Orum Therapeutics, 476830.KQ, 397030.KQ, KORU, KARS, 373220.KS, LITHIUM, 006400.KS, 000150.KS, Korean CCL sector, EWY, Korean semiconductor sector, 000660.KS, 005930.KS, Korean shipbuilding sector, USD/KRW, KOSDAQ