Ideas
Buy Samsung and SK hynix dips.
Samsung Electronics and SK hynix are falling on war/macro risk, not because the semiconductor industry is deteriorating. Dell's post-market earnings and data center momentum were strong, and Samsung/Hynix buybacks—Samsung buying 2 million shares today and Hynix 650,000 shares—provide downside support. Once the macro shock resolves, semiconductors should lead the Korean market higher, so dips are accumulation opportunities.
Buy KOSPI dips on war shocks.
War-related shocks are historically short-term buying opportunities in equities; after war-driven selloffs, markets usually recover. He believes full-scale war around the midterm election is unlikely, so downside should be limited to about 2-3%, and investors should use split entry bands to accumulate Korean equities during the shock.
Crypto equities bottomed and can rally.
Money that left Korean stocks went to bonds, real estate, US equities, and crypto. Crypto rebounded from lows, and if the Clarity bill passes, spot ETF inflows are likely to become more active. Strategy, Coinbase Global, and Circle Internet charts have bottomed and started to bounce, and these crypto-related names can rally elastically.
Trade war-themed stocks short-term on oil spike.
WTI futures jumped about 6% on escalating geopolitical risk and kept rising after 7am, triggering Korean war-themed stocks. He names oil distribution/refining, shipping, feed/fertilizer, and plastic-alternative names as the main rotation. The trade should be short-term: buy on sharp spikes, take quick profits, and avoid greed, because once feed and fertilizer names all rotate, the war rally often ends.
APR may retry breakout if support holds.
APR has very strong earnings and cosmetics stocks have shown defensive characteristics in weak markets. APR made a new high but failed to close through resistance, and it is now holding support; if the box holds, it should try another breakout, but losing support would require more time.
Com2uS new game ramp worth monitoring.
Com2uS received a target price upgrade to 50,000 won. Its new game 'God of Pride' is producing better-than-expected daily sales and initial reception is good, but the monetization model may be front-loaded and long-term sustainability is still uncertain, so it is a monitor rather than a clean long yet.
Samsung Electro-Mechanics benefits from MLCC supercycle.
Samsung Electro-Mechanics has positive reports on large-scale orders and LTA, with target price raised from 175,000 to 200,000 won. MLCC price increases are continuing, and high-capacity MLCC has an additional demand driver from semiconductor shortages. The chart is making higher lows and can produce around 10% short-term volatility to the upside.
Gold for long term, silver for trading.
Gold and silver pulled back and that may be an opportunity. Gold is proven as a long-term uptrend asset for physical accumulation, while silver is too volatile and should be treated as a trading vehicle for people who like trading. Sell precious metals when physical order backlog stretches to two or three months because that has marked a top.
Gold for long term, silver for trading.
Gold and silver pulled back and that may be an opportunity. Gold is proven as a long-term uptrend asset for physical accumulation, while silver is too volatile and should be treated as a trading vehicle for people who like trading. Sell precious metals when physical order backlog stretches to two or three months because that has marked a top.
Simtech and TLB gain from NVIDIA substrate.
Within semiconductor substrate/SoC names, he personally likes TLB and Simtech best. NVIDIA-related SoC expectations are rising, and the charts have recovered after recent noise, so momentum is not bad. Investors should use split bands and watch whether the prior box breaks.
This 3PRO TV (삼프로TV) video, published September 02, 2026,
features Ha Chang-wan
discussing SSNLF, 000660.KS, EWY, BTC, STRATEGY, COIN, Heunggu Oil, Hankuk Oil, JoongAng NC, STX Greenlogis, Samgu Mulsan, Serim B, APR, 078340.KQ, 009150.KS, GLD, SILVER, Simtech, TLB.
10 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Ha Chang-wan
· Tickers:
SSNLF,
000660.KS,
EWY,
BTC,
STRATEGY,
COIN,
Heunggu Oil,
Hankuk Oil,
JoongAng NC,
STX Greenlogis,
Samgu Mulsan,
Serim B,
APR,
078340.KQ,
009150.KS,
GLD,
SILVER,
Simtech,
TLB
