As Samsung Electronics and SK hynix hold up, a rotation of buying begins... Only move within the 'winning sectors' | Myeong Min-jun, Seo Su-jin, Hwang Yu-hyeon

As Samjeon-Nix holds on, a rotation of buying begins... Only move within the 'winning sectors' | Myeong Min-jun, Seo Su-jin, Hwang Yu-hyeon [Stock Beginner Rescue Team]
Watch on YouTube ↗  |  August 25, 2026 at 12:30  |  51:36  |  3PRO TV (삼프로TV)
Speakers
Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities
Myung Min-jun — Host

Summary

The video discusses the recent stabilization of the Korean stock market, driven by downside protection in major semiconductor stocks like Samsung Electronics and SK hynix. With the index finding a floor, buying interest is rotating into other sectors such as cosmetics ODMs, secondary battery equipment, and semiconductor materials. The guest advises maintaining a core position in semiconductors while actively trading trending sectors with strong fundamentals.

  • Samsung Electronics and SK hynix are finding a floor due to shareholder returns and short covering.
  • The correlation between SK Square and SK hynix has broken, making SK Square less attractive as a proxy trade.
  • Cosmetics ODM companies are hitting all-time highs driven by robust global demand for K-beauty products.
  • Samsung SDI's expected CAPEX expansion is creating opportunities in secondary battery equipment and materials.
  • Investors are advised to maintain a 50% core weight in semiconductors while trading trending sectors.
  • The biotech sector remains highly volatile and requires a cautious, short-term trading approach.
Ideas
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 6:42
Downside is protected by shareholder returns and short-covering.
Both Samsung Electronics and SK hynix have solid downside protection. SK hynix is actively buying back shares, while Samsung Electronics has upcoming shareholder return announcements and dividend yield support. The recent drop was exacerbated by short selling ahead of Nvidia's earnings, but short covering is now providing a firm floor, making them attractive to hold.
005930.KS 000660.KS HIGH
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 20:55
Correlation with SK hynix is broken; reduce exposure.
The correlation between SK Square and SK hynix has broken. Institutions and foreigners can now buy SK hynix directly or via ADRs, eliminating the need to use SK Square as a proxy. Investors holding SK Square at a loss should look to reduce their exposure on bounces.
402340.KS HIGH
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 37:51
Global K-beauty sales drive ODMs to all-time highs.
Cosmetics ODM companies are hitting all-time highs due to strong global sales of K-beauty products, such as sun care and indie brands. They offer a more comfortable upward trend compared to semiconductors because they have broken through resistance levels with less overhead supply.
241710.KQ 161890.KS 192820.KS HIGH
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 42:58
Samsung SDI's CAPEX expansion benefits battery supply chain.
Samsung SDI's recent stake sale in Samsung Display provides cash that will likely be used for CAPEX, such as solid-state battery investments in the US. This expected capital expenditure benefits secondary battery equipment and material suppliers.
091580.KQ 006110.KS 066970.KS MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 44:15
Buy semiconductor equipment stocks with growing order backlogs.
Semiconductor equipment stocks are showing strong momentum. Investors should screen for companies with increased order backlogs from Q2 earnings and enter when moving averages align or early in a strong upward candle. A 50% portfolio weight in large-cap semis and equipment combined is recommended.
Semiconductor Equipment/Materials MED
Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 47:19
Biotech is highly volatile; trade only short-term.
The biotech sector is currently highly volatile and should only be traded very short-term. Even companies with textbook positive announcements are seeing their stock prices drop. A strong sector rally would require significant developments in the oncology space.
XBI MED
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This 3PRO TV (삼프로TV) video, published August 25, 2026, features Hwang Yoo-hyun discussing 005930.KS, 000660.KS, 402340.KS, 241710.KQ, 161890.KS, 192820.KS, 091580.KQ, 006110.KS, 066970.KS, Semiconductor Equipment/Materials, XBI. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Hwang Yoo-hyun  · Tickers: 005930.KS, 000660.KS, 402340.KS, 241710.KQ, 161890.KS, 192820.KS, 091580.KQ, 006110.KS, 066970.KS, Semiconductor Equipment/Materials, XBI