Hyundai Motor Slips on Profit-Taking, But Leading Stocks Still Need to Be Watched | Kim Moon-jung, Vincent [Investment Over a Meal]

차익실현 빠지는 현대차 그래도 여전히 주도주를 봐야한다 | 김문정, 빈센트 [밥 보다 투자 하나]
Watch on YouTube ↗  |  January 23, 2026 at 03:18  |  18:19  |  3PRO TV (삼프로TV)
Speakers
Kim Moon-jung — PB, Hana Securities Daegu Central WM Center

Summary

Kim Moon-jung, a PB at Hana Securities' Daegu Jungang WM Center, discussed Korean equities as KOSPI hovered near 5,000 with sharp intraday swings. She favored Korean semiconductors ahead of ISSCC product unveilings, highlighted Samsung SDI as a solid-state battery play for robot demand, and described stablecoin/STO as a policy-driven theme tied to KOSDAQ activation. She was positive on Korean cosmetics and APR while cautious on Hyundai Motor after its rally, and she said KOSDAQ 3,000 requires bio and secondary battery leadership.

  • KOSPI traded around the 5,000 level with repeated sharp swings.
  • Kim Moon-jung favored Korean semiconductors, citing the February 15 ISSCC event and NAND supply tightness.
  • She highlighted Samsung SDI's solid-state battery exposure to robot demand and said she added it to her portfolio.
  • Stablecoin and STO were described as strong policy-driven themes tied to KOSDAQ market activation, though legislation remains pending.
  • She was positive on Korean cosmetics, especially APR, while flagging Kolmar Korea and Cosmax as weak ODM names.
  • Alteogen's sharp drop was seen as overdone, and KOSDAQ 3,000 was framed as requiring bio and secondary battery leadership.
  • She expected Hyundai Motor to correct after a nearly 40% year-to-date rally and preferred looking around leading stocks.
Ideas
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 3:44
Stablecoin/STO theme awaits legislation catalyst.
Government and ruling-party comments about activating KOSDAQ 3,000 through digital assets, token securities, STO, and a won stablecoin are driving the stablecoin/STO theme. Kim notes the theme is strong and points to Danal and NHN KCP as representative related names, especially in payment systems. However, digital asset legislation is not yet finalized, so she says more confirmed news is needed before making it a stronger trade.
Korean stablecoin/STO theme 064260.KQ NHN KCP MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 5:22
KOSDAQ 3,000 needs bio and batteries.
For the government's KOSDAQ 3,000 target to be achieved, Kim says the market's largest sectors must lead. Biotech, led by KOSDAQ's largest market-cap Alteogen, must move, and secondary batteries—with EcoPro BM and EcoPro as KOSDAQ's No. 2 and No. 3 market caps—cannot be ignored. This is a market-structure condition for a KOSDAQ rally rather than a single-stock call.
KOSDAQ Index Korean bio sector Korean secondary battery sector 247540.KQ 086520.KQ MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 6:12
Alteogen drop overdone; bio rebounding.
Kim thinks Alteogen's more than 20% drop was overdone and not justified by company-specific fundamentals, and that the Korean bio sector has not broken. The stock rebounded on that view. Alteogen is KOSDAQ's largest market-cap name, so it also matters for the KOSDAQ 3,000 narrative.
196170.KQ MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 7:52
Samsung SDI benefits from robot batteries.
Kim sees solid-state batteries becoming a new demand driver for robots. Humanoid robots such as Hyundai's Atlas need high energy density and reportedly require two hours of charging for one hour of operation, which should force adoption of solid-state batteries. Samsung SDI has built a solid-state battery line in Korea and benefits from this theme; she thinks it can rise further and has added some Samsung SDI to her portfolio.
006400.KS HIGH
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 9:52
Korean chip stocks still have upside.
Kim argues that Korean semiconductor stocks still have upside. She points to the February 15 ISSCC conference, where Samsung Electronics and SK hynix are expected to unveil new products, as a catalyst for further short- and long-term gains. She also says Korean semiconductors are not dead, NAND flash supply is tightening, and Samsung/SK hynix leadership helped KOSPI reach 5,000. She views SK hynix's recent underperformance as a burden from its prior outperformance rather than a broken trend.
Korean semiconductor sector 005930.KS 000660.KS HIGH
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 12:46
Korean cosmetics: prefer APR over ODM.
Kim is positive on Korean cosmetics and personally tracks product trends at Olive Young and Daiso. She calls APR the sector leader because of strong earnings and popular products such as Medicube and an Amazon top-ranked beauty device, and she expects further upside if consumer rotation continues. By contrast, she says Korean cosmetics ODM firms Kolmar Korea and Cosmax are sluggish with weaker earnings, so investors should prefer names with solid profit support.
KORU APR MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 12:46
Korean cosmetics: prefer APR over ODM.
Kim is positive on Korean cosmetics and personally tracks product trends at Olive Young and Daiso. She calls APR the sector leader because of strong earnings and popular products such as Medicube and an Amazon top-ranked beauty device, and she expects further upside if consumer rotation continues. By contrast, she says Korean cosmetics ODM firms Kolmar Korea and Cosmax are sluggish with weaker earnings, so investors should prefer names with solid profit support.
161890.KS Cosmax MED
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 16:47
Hyundai Motor needs correction after rally.
Hyundai Motor has rallied nearly 40% year-to-date and hit a high on robot and robot-value-chain expectations. Kim attributes the recent pullback mainly to profit-taking and thinks some correction is needed after the sharp run. This is a cautious/avoid stance near term, not an active short call.
005380.KS HIGH
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This 3PRO TV (삼프로TV) video, published January 23, 2026, features Kim Moon-jung discussing Korean stablecoin/STO theme, 064260.KQ, NHN KCP, KOSDAQ Index, Korean bio sector, Korean secondary battery sector, 247540.KQ, 086520.KQ, 196170.KQ, 006400.KS, Korean semiconductor sector, 005930.KS, 000660.KS, KORU, APR, 161890.KS, Cosmax, 005380.KS. 8 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Moon-jung  · Tickers: Korean stablecoin/STO theme, 064260.KQ, NHN KCP, KOSDAQ Index, Korean bio sector, Korean secondary battery sector, 247540.KQ, 086520.KQ, 196170.KQ, 006400.KS, Korean semiconductor sector, 005930.KS, 000660.KS, KORU, APR, 161890.KS, Cosmax, 005380.KS