Ideas
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
64:40
KOSDAQ margin debt is low, offering upside.
KOSDAQ margin debt has fallen back to April 2023 levels, making it an attractive entry point. KOSDAQ tends to perform well when the market is not solely driven by earnings expectations, offering a more comfortable setup than KOSPI right now.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
68:20
Cosmetics and shipbuilding offer strong earnings momentum.
Both sectors posted better-than-expected Q2 earnings against low consensus expectations. They have strong momentum heading into the second half of the year, making them attractive earnings plays, with cosmetics slightly preferred.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
86:40
Accumulate battery stocks amid extreme market pessimism.
The battery sector has seen supply reductions for three years. It is well-positioned to benefit from unexpected future demand, such as physical AI. It is wise to accumulate shares now while market sentiment is highly pessimistic.
Meritz shows high ROE and shareholder returns.
Meritz Financial Group posted an impressive Q2 net profit of 1.5 trillion won and boasts a high ROE of 26.8%. The company is committed to shareholder returns, achieving a Total Shareholder Return (TSR) of 156% since 2023 through dividends and aggressive share buybacks.
Wait for a pullback in cosmetics stocks.
OEM/ODM cosmetics companies reported excellent Q2 earnings, proving the structural growth of K-beauty exports and indie brands. However, the stocks have surged recently, so investors should wait for a pullback before buying.
SK Square shows a bullish golden cross.
SK Square is breaking through moving averages and forming a golden cross. The current technical setup makes it a good time to initiate a position.
Hyundai Motor is breaking out of downtrend.
Hyundai Motor is breaking out of its recent downtrend and forming a solid base. Breaking past previous resistance levels opens up further upside potential, making it an attractive buy.
Korean refiners are undervalued with record profits.
Korean refiners are posting record profits, yet their PBR remains extremely low (around 1x) compared to US peers (3-4x). If domestic price caps are lifted and the war ends, earnings will normalize at high levels. Furthermore, diversifying crude sources away from the Middle East will lower input costs, potentially triggering a major valuation rerating.
OCI Holdings benefits from US solar policies.
The US Section 232 policy sets minimum import prices for solar components to protect the domestic supply chain. With Tesla and SpaceX planning massive solar factories in the US, upstream materials are in high demand. OCI Holdings, which has US factories and an LTA with SpaceX, is perfectly positioned to benefit.
Memory chipmakers are historically undervalued right now.
The PBR for Samsung Electronics and SK hynix has fallen to historically low levels (1.1x - 1.5x). Even viewed as cyclical stocks, they are severely undervalued. With foreign buying returning and the AI/HBM growth story intact, a strong rebound and short covering are expected.
Focus only on KOSDAQ stocks with earnings.
The KOSDAQ market lacks the structural 'winner takes all' dynamic of the KOSPI and carries higher risk. Investors should avoid broad KOSDAQ exposure and strictly focus on companies with proven, solid earnings like Jusung Engineering, Alteogen, and Oscotec.
Central bank buying supports long-term gold prices.
The US is intervening in FX markets (e.g., expanding the FIMA repo facility) to support the Yen and prevent an Asian financial crisis. This will inject massive dollar liquidity into the market. As dollar liquidity increases and trust in fiat wanes, hard assets like Gold and Bitcoin will surge.
Token burns and network upgrades boost BNB.
BNB is rising due to regular token burns that reduce supply and significant network performance upgrades (reduced block time and doubled TPS). The growing ecosystem value provides a strong floor for the price.
Thin liquidity makes Monero highly risky now.
Monero's recent price surge is primarily driven by thin liquidity following its delisting from major centralized exchanges. This lack of liquidity exacerbates price swings, making it a highly risky asset to invest in.
US liquidity injections will boost hard assets.
The US is intervening in FX markets (e.g., expanding the FIMA repo facility) to support the Yen and prevent an Asian financial crisis. This will inject massive dollar liquidity into the market. As dollar liquidity increases and trust in fiat wanes, hard assets like Gold and Bitcoin will surge.
This 3PRO TV (삼프로TV) video, published August 13, 2026,
features Park Seung-young, Kwon Soon-woo, Jang Woo-jin, Yoon Jae-sung, Lee Hak-ju, Kim Min-sik, Kim Jae-hee, Baek Hoon-jong
discussing KOSDAQ, Cosmetics, Shipbuilding, Secondary batteries, 138040.KS, 161890.KS, 192820.KS, 241710.KQ, 251970.KQ, 402340.KS, 005380.KS, 010950.KS, 096770.KS, 010060.KS, 000660.KS, 005930.KS, 036930.KQ, 196170.KQ, 039200.KQ, GLD, BNB, XMR, BTC.
15 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Seung-young,
Kwon Soon-woo,
Jang Woo-jin,
Yoon Jae-sung,
Lee Hak-ju,
Kim Min-sik,
Kim Jae-hee,
Baek Hoon-jong
· Tickers:
KOSDAQ,
Cosmetics,
Shipbuilding,
Secondary batteries,
138040.KS,
161890.KS,
192820.KS,
241710.KQ,
251970.KQ,
402340.KS,
005380.KS,
010950.KS,
096770.KS,
010060.KS,
000660.KS,
005930.KS,
036930.KQ,
196170.KQ,
039200.KQ,
GLD,
BNB,
XMR,
BTC
