Ideas
The drop from dividend disappointment is excessive.
The recent drop in Samsung Electronics is a bargain sale caused by foreign hedge funds taking short-term profits on the news of the shareholder return policy. Samsung is preferred over Nvidia due to its steeper drop, cheaper valuation, and higher future earnings growth.
Korean biotech is catching up with catalysts.
The biotech sector is attractive now because US biotech is at all-time highs despite high interest rates, and Korean biotech is catching up with individual catalysts like Hanmi Pharmaceutical's 3 trillion won technology export for an obesity drug and CuriOx Biosystems' global orders.
Nvidia's price hike supports memory semiconductor prices.
Nvidia is reportedly raising AI server prices by 15% starting next year, which implies that the prices of components like memory semiconductors will not fall, providing a positive fundamental backdrop for the sector.
Cosmetics offer good numbers and cheap valuations.
Cosmetics are a comfortable sector for rotation when large-cap tech is resting because the companies are posting good numbers and their valuations are not expensive.
Hyundai's robotics chain benefits from US-China decoupling.
Hyundai Motor's upcoming Investor Day will likely highlight its robotics value chain. As the US seeks to replace Chinese components in robots like Tesla's Optimus, Hyundai's robotics supply chain could benefit significantly over the next 1-2 years.
KOSPI is re-rating upward as earnings grow.
The Korean market is finding fair value after a sharp drop. With corporate earnings growing and sectors like defense and power equipment undergoing re-rating, the base scenario is an upward trend, albeit at a slower pace than the first half of the year.
Data centers drive a 10-year power cycle.
Data center construction is driving a 10-year investment cycle. Investors are shifting funds towards these longer, more predictable cycles like power equipment and construction, moving away from the shorter and more volatile semiconductor cycle.
F&B stocks show strength amid tech weakness.
Food and beverage stocks like Samyang Foods and Binggrae are showing solid upward trends even as the broader market and tech stocks struggle, indicating a shift in global asset allocation towards these defensive growth sectors.
AI data centers drive ESS shortage expectations.
Secondary battery companies are attractive due to the expected shortage of ESS (Energy Storage Systems) by 2027, driven by AI data center demand and US regulations excluding Chinese products, which will heavily benefit Korean ESS suppliers.
KOSDAQ ETFs benefit from index relative strength.
KOSDAQ ETFs are increasing their incorporation of KOSDAQ stocks. If the KOSDAQ index maintains its relative strength into September, it could lead the market until the first half of next year, making KOSDAQ ETFs a good vehicle to capture this without individual stock risk.
SK Hynix has more technical upside room.
SK Hynix has more upside room to reach its 60-day moving average (around 195,000 to 200,000 won) compared to Samsung Electronics, which may face resistance around 79,000 to 80,000 won, making Hynix the better choice if the market continues to recover.
Cosmetics show strong cluster movement and momentum.
The cosmetics sector is showing strong cluster movement and could rally until mid-September. d'Alba Global is bottoming out after earnings, Silicon2 is breaking new highs with strong platform growth, and Hankook Kolmar and Cosmax are hitting new highs.
Falling oil, rates, and USD benefit KEPCO.
KEPCO's stock performs well when oil prices fall, the won strengthens, and interest rates drop. Currently, all three macroeconomic conditions are aligning favorably, which will reduce their massive debt servicing and raw material costs.
Weaker dollar boosts real assets and copper.
A weakening US dollar creates a favorable environment for real assets like copper and gold. Resource-rich emerging markets and domestic non-ferrous metal companies like Korea Zinc and Poongsan are benefiting from rising commodity prices.
This 3PRO TV (삼프로TV) video, published August 24, 2026,
features Lee Kwon-hee, Kim Jang-yeol, Mok Dae-gyun, Lee Jae-kyu, Yoo Chang-hee, Song Jaekyung
discussing 005930.KS, 445680.KQ, 249420.KS, 310210.KQ, 128940.KS, NVDA, SMH, Cosmetics, ROBO, 005380.KS, EWY, Power equipment, ITB, 003230.KS, 005180.KS, 066970.KS, 003670.KS, 006400.KS, KOSDAQ ETFs, 000660.KS, 161890.KS, 115450.KQ, 214450.KQ, 257720.KQ, 192820.KS, 015760.KS, 010130.KS, COPPER, GLD, 103140.KS.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Lee Kwon-hee,
Kim Jang-yeol,
Mok Dae-gyun,
Lee Jae-kyu,
Yoo Chang-hee,
Song Jaekyung
· Tickers:
005930.KS,
445680.KQ,
249420.KS,
310210.KQ,
128940.KS,
NVDA,
SMH,
Cosmetics,
ROBO,
005380.KS,
EWY,
Power equipment,
ITB,
003230.KS,
005180.KS,
066970.KS,
003670.KS,
006400.KS,
KOSDAQ ETFs,
000660.KS,
161890.KS,
115450.KQ,
214450.KQ,
257720.KQ,
192820.KS,
015760.KS,
010130.KS,
COPPER,
GLD,
103140.KS
