[August 26 Closing Market Conditions] Stocks Stronger Than KOSPI Rebound…Sector Rotation Spreading from Semiconductors to Nuclear Power and Reconstruction | Hong Seonae, Lee Gwonhui, Jang Woojin [Closing Bell Live]

Watch on YouTube ↗ | August 26, 2026 at 08:07 | 1:13:15 | 3PRO TV (삼프로TV)

Speakers

Lee Kwon-hee — CEO, Economist

Jang Woo-jin — Writer

Hong Seon-ae — Host

Summary

The video discusses the recent market rebound, noting a sector rotation away from semiconductors and into nuclear power and reconstruction themes. The hosts analyze the disappointing Hyundai Motor Investor Day and preview Nvidia's upcoming earnings, highlighting potential concerns over slowing growth and infrastructure constraints. They also provide trading strategies for various sectors, including refiners, renewable energy, and construction.

Hyundai Motor's Investor Day disappointed the market due to a small share buyback and lack of new robotics catalysts.
US plans for 10 new large nuclear reactors are driving momentum for equipment suppliers like Doosan Enerbility and BHI.
SNT Energy is highlighted as an undervalued play with exposure to both nuclear power and Middle East reconstruction.
Refiners like S-Oil are recommended on dips due to persistently high crack margins and upcoming winter demand.
Renewable energy stocks are showing signs of bottoming out, supported by the government's long-term installation targets.
SK Telecom and NAVER are identified as having attractive technical setups for potential breakouts.

Ideas

Lee Kwon-hee CEO, Economist 9:54

Disappointing Investor Day makes Hyundai Motor unattractive.

Hyundai Motor's Investor Day was disappointing, with a share buyback of less than 1% of its market cap and no new details on the Boston Dynamics IPO or robotics timeline, making the stock unattractive in the short term.

Lee Kwon-hee CEO, Economist 29:38

US nuclear plans directly benefit equipment suppliers.

The US government's plan to build 10 large nuclear reactors will directly benefit companies like Doosan Enerbility and BHI, which will receive the actual construction and equipment orders.

Lee Kwon-hee CEO, Economist 33:22

Hanmi Pharm can rise after clearing resistance.

Hanmi Pharm has rebounded, and once it clears the heavy overhead supply zone around 550,000 KRW, the stock has room to go higher.

Lee Kwon-hee CEO, Economist 36:59

Heavy resistance at 50,000 KRW limits upside.

Junjin Construction Robot rebounded as a reconstruction theme play, but it faces a massive supply of overhead resistance around the 50,000 KRW level, making further upside difficult.

Jang Woo-jin Writer 42:42

Undemanding valuation with multiple nuclear, reconstruction drivers.

SNT Energy is an attractive long-term play with an undemanding valuation (PBR 1.2x) and multiple growth drivers, including nuclear power, Middle East reconstruction, and LNG combined cycle boiler projects.

Jang Woo-jin Writer 46:27

Favor construction stocks with nuclear, reconstruction exposure.

For the reconstruction theme, it is better to focus on construction companies that have overlapping exposure to both nuclear power and reconstruction, such as Hyundai E&C, Daewoo E&C, and DL E&C.

Lee Kwon-hee CEO, Economist 47:53

SKIET is overvalued based on merger ratio.

SKIET hit the upper limit on merger news with SK Innovation, but based on the merger ratio of 0.117, SKIET's current price is overvalued relative to SK Innovation's stock price.

Jang Woo-jin Writer 61:57

High crack margins make refiners a buy.

Refiners like S-Oil and SK Innovation are a buy on dips because crack margins remain high and are unlikely to drop due to refinery outages and upcoming winter heating demand.

Jang Woo-jin Writer 64:44

High fuel margins and weak demand pressure.

Korean Air is not a good bet right now because despite the recent drop in oil prices and a stronger Won, aviation fuel crack margins remain high, and domestic travel demand is weakening due to high interest rates.

Lee Kwon-hee CEO, Economist 67:16

Government plans support renewable energy stock bottoms.

Renewable energy stocks like CS Wind and HD Hyundai Energy Solutions are bottoming out and turning upward, supported by the government's plan to install 100GW of renewable energy over the next decade.

Lee Kwon-hee CEO, Economist 69:04

SK Telecom benefits from data center operations.

SK Telecom is operating the data center built by GS and is connected to SK Eternix, positioning it to receive market attention as an AI data center play.

Lee Kwon-hee CEO, Economist 70:33

Technical setup indicates impending breakout for NAVER.

NAVER's technical chart shows a bullish setup, with rising bottoms repeatedly testing the same resistance level, indicating it is preparing for a breakout.

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This 3PRO TV (삼프로TV) video, published August 26, 2026, features Lee Kwon-hee, Jang Woo-jin discussing 005380.KS, 034020.KS, 083650.KQ, 128940.KS, 079900.KS, 100840.KS, 000720.KS, 047040.KS, 375500.KS, 361610.KS, 010950.KS, 096770.KS, 003490.KS, 322000.KS, 112610.KS, 017670.KS, 035420.KS. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Jang Woo-jin · Tickers: 005380.KS, 034020.KS, 083650.KQ, 128940.KS, 079900.KS, 100840.KS, 000720.KS, 047040.KS, 375500.KS, 361610.KS, 010950.KS, 096770.KS, 003490.KS, 322000.KS, 112610.KS, 017670.KS, 035420.KS