Ideas
Hold cash until KOSPI settles above 7,000.
The KOSPI is in a hard-to-trade sideways range between 6,500 support and 7,000 resistance. Foreign and institutional selling is overwhelming individual buying, so the market key is held by foreigners. Until foreign inflows return and the index confirms settlement above 7,000, the speaker favors holding cash and waiting rather than aggressive buying or selling. A confirmed 7,000 settlement would open the path toward 8,000-9,000.
Hold cash until KOSPI settles above 7,000.
The KOSPI is in a hard-to-trade sideways range between 6,500 support and 7,000 resistance. Foreign and institutional selling is overwhelming individual buying, so the market key is held by foreigners. Until foreign inflows return and the index confirms settlement above 7,000, the speaker favors holding cash and waiting rather than aggressive buying or selling. A confirmed 7,000 settlement would open the path toward 8,000-9,000.
Take profits on secondary battery stocks.
After a sharp run, secondary battery leader L&F has printed two consecutive strong bearish candles and Samsung SDI has also shown two heavy black candles. The speaker believes the secondary battery group is likely to rest and advises taking profits on 30-50% of positions rather than chasing the rally.
Gaon Cable's busduct growth deserves accumulation.
Gaon Cable is seeing busduct sales ramp sharply as AI data centers and high-power applications adopt busducts. The analyst report highlights that busduct margin is about 15% versus legacy margins of only 2-4%, so sales growth plus mix improvement can drive a rerating. Coverage initiation sets a 290,000 won target, implying about 37% upside.
Keep accumulating Samsung Electronics and SK hynix.
Samsung Electronics and SK hynix have not broken their key support levels, with Samsung holding 250,000 won and SK hynix holding 160,000 won, while next supports are 230,000 won and 150,000 won. The speaker believes their fundamentals and eventual supply inflows are intact, so within the sideways market he remains positive and would keep accumulating these two semiconductor majors.
Accumulate Korean semiconductor equipment/materials.
The speaker says Korean semiconductor equipment/materials names are worth selectively accumulating because they have already produced profits and equipment revenue should expand over time as cluster construction progresses. He is positive on the group as a structural supply-chain beneficiary.
Watch Korean defense and shipbuilding rotation.
In September, the speaker is personally most interested in defense and shipbuilding. Defense began rising in August, while shipbuilding did not rise in August, creating a potential rotation or catch-up setup to monitor.
Buy Cosmax on cosmetics export strength.
Consumer and cosmetics sector charts were strong, and Cosmax is showing the will to hold its trend. The speaker says that if cosmetics names pull back, buying at the low can be one way to position behind export data strength.
Medytox coverage initiation supports re-rating.
Eugene Investment & Securities initiated coverage on Medytox with a buy rating and 100,000 won target price. Known negatives such as litigation costs of about 45 billion won and US liquid toxin uncertainty are already reflected, while toxin export growth, third plant cost reductions, and improving profitability support downside and re-rating. The stock surged about 13% on the report.
This 3PRO TV (삼프로TV) video, published September 02, 2026,
features Cha Young-joo
discussing EWY, KRW Cash, 066970.KS, 006400.KS, 000500.KQ, 005930.KS, 000660.KS, Korean semiconductor equipment/materials, Korean Shipbuilding Stocks, Korean defense stocks, 192820.KS, 086900.KQ.
9 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Cha Young-joo
· Tickers:
EWY,
KRW Cash,
066970.KS,
006400.KS,
000500.KQ,
005930.KS,
000660.KS,
Korean semiconductor equipment/materials,
Korean Shipbuilding Stocks,
Korean defense stocks,
192820.KS,
086900.KQ
