Ideas
KOSDAQ oversold versus KOSPI, policy supports rebound.
KOSDAQ is expected to reach 1100 this year because its relative performance versus KOSPI has reached a 20-year extreme dislocation that historically precedes reversal, and the Financial Services Commission's policy opening IPOs for AI, ESS/renewables, and space supports new KOSDAQ leaders. However, near-term rotation may be slow while Samsung Electronics and other large caps post strong earnings and absorb inflows.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
11:21
Hyundai Motor benefits from CES robotics momentum.
Hyundai Motor is the key CES beneficiary because its booth has long wait times, Boston Dynamics robot demonstrations show improved sentiment versus last year, and autonomous-driving momentum is spilling over into the Hyundai Motor value chain.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
12:37
ESS is next Korean small-cap theme.
ESS is the next key small-cap theme; there is no specialized Korean small-cap ESS ETF yet, one is expected to list next week, and top-down analysis suggests ESS is not in bad shape even if battery/EV sentiment is weak.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:35
Memory earnings surprises favor Samsung, SK hynix.
Samsung Electronics and SK hynix remain attractive because earnings surprises are still expected while their capital-investment stance remains conservative; if they report strong results, investors are likely to buy the surprise. Micron's aggressive capex contrast highlights their conservative positioning.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
15:19
Samsung Electro-Mechanics benefits from Murata disruption, actuators.
Samsung Electro-Mechanics is a differentiated contrarian play because it is not just a traditional server MLCC/substrate story: potential China-Japan rare-earth supply-chain disruption could divert business from Murata, and the company also has physical-AI actuator exposure. It can act as a side attack while investors crowd into Samsung Electronics.
S2W is Korea's Palantir with dark-web data.
S2W is the strongest small-cap pick because it owns the world's largest dark-web dataset, applies Palantir-like ontology technology to combine dark-web, blockchain, and other heterogeneous data, has exports around 30% unlike most Korean AI companies, SaaS is over 80% of revenue, customers include Interpol, Evergreen, Hyundai Steel, and Lotte, and its industrial-AI SAIP solution could grow. Lockup overhang has largely passed, though it is still loss-making.
Gamsung Corporation is cheap, dividend-backed consumer recovery.
Gamsung Corporation is an outdoor-apparel company with the Snow Peak brand that should see a strong fourth quarter as department-store domestic data improve, while the stock has already fallen, is in KOSDAQ 150, has value-up disclosure, and management has consistently kept shareholder-return promises, with dividend yield potentially rising toward 5%.
Innospace is unique listed Korean launch-vehicle play.
Innospace is the only listed private launch-vehicle company in Korea, focusing on small-satellite 'taxi' launches; its financing risk has eased after last year's rights issue, it plans another launch in the first half, and it trades at a large market-cap discount to Rocket Lab. Government support for private space and a successful launch could drive the stock much higher.
Intellian is LEO satellite turnaround play.
Intellian Technologies is recommended because it turned profitable from Q3, Q4 is expected to be solid, Amazon and other latecomers are starting large LEO-satellite investments, and the stock lagged last year due to financial-risk concerns, leaving high 2026 earnings-turnaround momentum.
Shinsung ST wins from LGES ESS investment.
Shinsung ST is the biggest component beneficiary of LG Energy Solution's ESS investment. Its parent is an LG affiliate, LGES is its main customer and an early LFP developer with North American ESS plans, and Shinsung ST supplies bus bars, module cases, heat sinks, and containers; container ESS capacity should expand sharply from 2026.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
43:26
ST Pharm has positive 2026 outlook.
ST Pharm is one of the two biotech names to watch because the speaker has repeatedly highlighted it and maintains a positive 2026 outlook under the R&D/technology-export momentum in Korean pharma and biotech.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
43:38
Samsung Biologics has orders, sixth plant catalyst.
Samsung Biologics is a key biotech name because it had a strong 2025 order intake of around KRW 6-7tn and the sixth plant groundbreaking should provide a powerful momentum catalyst.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
44:22
Korean biotech has dense H1 catalysts.
Korean pharma and biotech should offer investment opportunities in the first half because licensing/technology-export and clinical-result catalysts are tightly scheduled, and the macro rate-cut direction remains favorable, so this is not merely a conference-momentum sector.
Hanjung NCS plays Samsung SDI ESS components.
Hanjung NCS is another ESS component play, with larger current sales volume than Shinsung ST and exposure to Samsung SDI; it may also qualify as an LG Energy Solution vendor, and its cooling plates and immersion-cooling products overlap with Shinsung ST's offerings. However, the speaker relatively prefers Shinsung ST because its stock has lagged more.
Buy ESS component makers before cellmakers.
Korean ESS cell makers still lag Chinese peers in mass production, so near-term earnings may not be strong, but ESS equipment and component suppliers tend to move first and have higher revenue proportion to ESS, making pre-emptive investment in component makers the better angle.
This 3PRO TV (삼프로TV) video, published January 08, 2026,
features Baek Jun-gi, Park Ji-hoon
discussing KRX:KOSDAQ, 005380.KS, ESS (energy storage systems), 005930.KS, 000660.KS, 009150.KS, S2W, 036620.KQ, INNOSPACE, 189300.KQ, 416180.KQ, 237690.KQ, 207940.KS, Korean Biotech/Pharma Sector, 107640.KQ, Korean ESS component makers.
15 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Baek Jun-gi,
Park Ji-hoon
· Tickers:
KRX:KOSDAQ,
005380.KS,
ESS (energy storage systems),
005930.KS,
000660.KS,
009150.KS,
S2W,
036620.KQ,
INNOSPACE,
189300.KQ,
416180.KQ,
237690.KQ,
207940.KS,
Korean Biotech/Pharma Sector,
107640.KQ,
Korean ESS component makers
