Ideas
KOSPI uptrend targets 7,000 points.
The KOSPI is in an upward trend and should reach 7,000 points; the market has already decided to ignore geopolitical noise such as Iran, and the debate should shift to how much further it rises after 7,000 rather than whether it gets there.
Samsung and SK hynix targets higher.
Samsung Electronics can rise to 300,000 won and SK hynix to 1,500,000 won before mid-May as the semiconductor upcycle continues and foreign investors concentrate buying in these two names after stopping their broad Korean selling.
Watch possible KOSDAQ rotation.
If the KOSPI becomes sluggish around the May 22 Samsung/SK hynix leveraged ETF launch and late-May national growth fund and KOSDAQ 150 rebalancing events, the market could rotate toward the KOSDAQ, so that possibility should be monitored.
Shipbuilding and nuclear U.S. beneficiaries.
Korean shipbuilding and nuclear power are already rotating strong and are the likely beneficiaries of the U.S. investment first-project selection, which is expected to focus on shipbuilding and nuclear power.
Buy NVIDIA on box breakout.
NVIDIA broke above $200 after an eight-month box range with strong bullish candles, unlike the failed November breakout, and with earnings due May 21 and no negative surprise expected, the AI/GPU data-center momentum supports buying now.
Power equipment uptrend remains intact.
The Korean power equipment sector remains in an uptrend; the recent 3-4% pullback and temporary disappearance from the daily leadership list are normal rotation, and investors should note it and re-enter when it resurfaces.
Battery sector set for rotation.
Secondary batteries are the large-cap sector with the lowest relative price position; lithium carbonate has rebounded above the breakeven level, battery demand is expanding from EVs into robots and ESS, and once KOSPI momentum slows, the sector should attract rotation.
POSCO Future M laggard cathode play.
POSCO Future M is a lagging cathode and anode supplier to Samsung SDI; as battery production increases, it should benefit from vendor orders, and if Samsung SDI fills its gap to prior highs, POSCO Future M should fill toward at least 550,000 won.
Ecopro BM next cathode laggard.
Ecopro BM is a lagging cathode maker that has not moved like L&F or POSCO Future M; when battery-sector momentum returns and cell makers keep producing, cathode names should follow, so it has no reason not to rise.
Robot theme has strong catalysts.
The robot theme should continue because robots need batteries, Unitree's upcoming IPO and Tesla's Optimus 3 launch are catalysts, Hyundai is pushing Boston Dynamics/autonomous driving, and the industry will ultimately reward only the first and second movers.
Hyundai robot optionality needs speed.
Hyundai Motor acquired Boston Dynamics for autonomous-driving and robot technology, but it lacks Tesla-scale driving data; it must speed up robot production because Unitree and Tesla are moving quickly, and the market is already rewarding that robot/autonomous-driving optionality.
Robotis linked to Unitree.
Robotis has been supplying actuators to Unitree since 2025, and Unitree's IPO/listing is expected to boost sentiment for related robot stocks, giving Robotis a direct supply-chain link to the catalyst.
SBB Tech trend has turned.
SBB Tech is another Unitree-related robot stock whose short-term trend has turned upward, suggesting it can participate in the robot theme's renewed momentum.
This 3PRO TV (삼프로TV) video, published April 28, 2026,
features Jeong Tae-geun
discussing EWY, 005930.KS, 000660.KS, KOSDAQ, Korean shipbuilding sector, Korean nuclear power sector, NVDA, Korean Power Equipment Sector, KARS, 003670.KS, 247540.KQ, Korean Robotics Sector, 005380.KS, 108490.KQ, 389500.KQ.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jeong Tae-geun
· Tickers:
EWY,
005930.KS,
000660.KS,
KOSDAQ,
Korean shipbuilding sector,
Korean nuclear power sector,
NVDA,
Korean Power Equipment Sector,
KARS,
003670.KS,
247540.KQ,
Korean Robotics Sector,
005380.KS,
108490.KQ,
389500.KQ
