Ideas
Shipbuilders re-rate on AI data-center linkage.
Korean shipbuilders are being re-rated as they link their businesses to AI and data centers, moving beyond the old shipbuilding story. Samsung Heavy is pursuing floating data centers while HD Hyundai Heavy supplies engines, and the market is shifting attention to this theme.
Samsung Heavy benefits from floating data centers.
Samsung Heavy Industries is positioned for floating data center (FDC) orders, leveraging its existing FPSO expertise. FDCs avoid land costs and offer cheaper cooling, and the company's background in offshore oil facilities gives it a structural edge.
HD Hyundai Heavy gains from engine demand.
HD Hyundai Heavy Industries benefits from the shipbuilding re-rating and its engine business as AI data centers increase power demand. The company is part of the broader shift linking shipbuilders to AI and energy infrastructure.
Secondary battery sector has turned positive.
The Korean secondary battery sector has turned positive and is no longer showing the old spike-and-crash pattern. Cell makers LG Energy Solution and Samsung SDI are strong, EcoPro BM is also positive, and rising oil prices support interest in energy alternatives.
Cosmetics sector sees broad rotation.
Korean cosmetics is a lagging sector now attracting broad buying interest, with the whole group improving rather than only leaders. Small and mid-cap cosmetics names are seeing strong flows, indicating a sector-wide rotation.
Korea Kolmar bought for cosmetics recovery.
The speaker bought Korea Kolmar after considering Dalba and AP, as part of the broader cosmetics recovery. It is a specific implementation of the positive cosmetics sector view.
Biotech supports KOSDAQ rebound.
Biotech is a key driver for KOSDAQ upside; the noise from Samchundang Pharm has been resolved, and bio ETFs are strong. Continued foreign buying and late-day strength suggest the sector remains worth watching.
KOSDAQ may break high next week.
KOSDAQ is near its previous high and needs bio and secondary battery strength to break out. The speaker expects a breakout may occur next week, so the index is a buy-on-dip candidate.
LS Electric benefits from switchgear demand.
LS Electric lagged peers because its focus is switchgear rather than transformers, but switchgear demand is strong and replacement cycles are shorter, making the recent pullback an opportunity. The company is a leading switchgear player with relatively more stable long-term earnings.
Buy Korean semiconductors on pullbacks.
Leading Korean semiconductor names, Samsung Electronics and SK hynix, remain buy-on-dip candidates as the sector's momentum is not broken. Intel's strong CPU demand points to solid AI data-center and memory demand, and SK hynix's recent pullback may reverse into a momentum explosion, so investors should not sell just because prices are pushed down.
Intel-linked equipment suppliers benefit.
Intel's strong CPU demand signals solid AI data-center and memory demand, which should benefit Intel-related Korean equipment and socket suppliers. Intekplus and ISC are highlighted as key beneficiaries.
Securities benefit from rising trading volume.
Korean securities stocks should benefit from rising trading volume, which recently reached 30 trillion won. They have been lagging the market, making them attractive now, and the speaker expects them to do well through year-end, recommending Kiwoom and Samsung Securities as representatives.
KOSPI upside supported by foreign futures.
Foreign investors are strongly net buying KOSPI futures in April, supporting an upside bias for the index. Any pullbacks are likely temporary, so investors should keep some cash for volatility but not abandon the market.
Hyundai Motor hold, not sell.
Hyundai Motor's earnings are weak and robot momentum has not strongly attached, but the stock is unlikely to break down completely. The speaker advises holders not to panic-sell.
LIG Nex1 may export Bigung to US.
LIG Nex1 could export its Bigung guided rocket to the US Navy, which would be a major breakthrough into the US defense market. Success there would change the company's story compared with exports to Eastern Europe or the Middle East.
Koh Young grows on inspection demand.
Koh Young reported strong earnings and is in a turnaround for its PCB/3D inspection equipment. It is expanding into optical transceiver inspection, aerospace, and medical robots, giving it multiple growth drivers.
LG Innotek rebounds as substrate latecomer.
LG Innotek is a latecomer in substrates but is gaining market attention. After a pullback, it is rebounding, and the speaker sees upside potential if the stock continues to recover.
DB HiTek gains from 8-inch shortage.
DB HiTek is benefiting from a shortage in 8-inch legacy foundry capacity, which is driving prices and earnings. The company did not expand capex, so pricing power is strong, and the stock is breaking out to new highs.
Jeju Semiconductor benefits from DDR4 demand.
Jeju Semiconductor designs and sells DDR4 chips, so its first-quarter earnings should be strong. The market continues to show interest in the name as a memory-related play.
ASICLAND benefits from fabless growth.
ASICLAND is a design company that helps fabless chip designers work with Samsung Foundry. As more Korean fabless startups emerge, ASICLAND and Samsung Foundry-related stocks should benefit, and the stock is already rebounding.
This 3PRO TV (삼프로TV) video, published April 24, 2026,
features Jang Woo-jin
discussing Korean shipbuilding sector, 010140.KS, 329180.KS, Korean secondary battery sector, 373220.KS, 006400.KS, 247540.KQ, KORU, 161890.KS, Korean biotech sector, KOSDAQ Index, 010120.KS, 005930.KS, 000660.KS, 064290.KQ, 095340.KQ, Korean securities/brokerage sector, 039490.KS, 016360.KS, EWY, 005380.KS, 079550.KS, 098460.KQ, 011070.KS, 000990.KS, 080220.KQ, 445090.KQ.
20 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin
· Tickers:
Korean shipbuilding sector,
010140.KS,
329180.KS,
Korean secondary battery sector,
373220.KS,
006400.KS,
247540.KQ,
KORU,
161890.KS,
Korean biotech sector,
KOSDAQ Index,
010120.KS,
005930.KS,
000660.KS,
064290.KQ,
095340.KQ,
Korean securities/brokerage sector,
039490.KS,
016360.KS,
EWY,
005380.KS,
079550.KS,
098460.KQ,
011070.KS,
000990.KS,
080220.KQ,
445090.KQ
