Ideas
KOSDAQ index set to outperform.
Jang expects KOSDAQ to outperform KOSPI because retail waiting cash near 100 trillion won and institutional ETF buying are rotating into KOSDAQ, with a target near 1,300; he prefers KOSDAQ index exposure over KOSPI for this leg.
Hyundai Motor tariff dip is opportunity.
Jang says Hyundai Motor's tariff-driven drop to the high-400,000 won area was an opportunity because the robot/re-rating story had not disappeared, and he regrets not buying that dip.
KOSDAQ bio rallies on analyst reports.
Jang says KOSDAQ bio names are moving on star-analyst reports and short covering; Medipost hit a limit-up and Kolon TissueGene/Samchundang Pharmaceutical are being re-rated, with biotech among the main KOSDAQ rotation beneficiaries.
NAVER is undervalued AI/stablecoin laggard.
Kim argues NAVER is the key laggard: it will commercialize AI agents tied to payments, owns a stake in Dunamu ahead of stablecoin legislation, and trades around 17x versus 25-30x for comparable AI/stablecoin assets, leaving upside over six months.
LG CNS lacks re-rating upside.
Kim views LG CNS as similar to Samsung SDS, where earnings and orders may be decent but the business lacks enough differentiation for a large valuation re-rating compared with NAVER.
Kakao upside already priced in.
Kim says Kakao's valuation already reflects analyst target prices and its stablecoin/payment optionality is well modeled, so upside is more limited than NAVER's.
Hanwha Securities has hidden stake value.
Jang says Hanwha Investment & Securities has hidden value: its roughly 1.2 trillion won market cap contrasts with a near-6% Dunamu stake and roughly 10% Toss stake that could be worth close to 2 trillion won, plus its brokerage business benefits from volume.
Battery shorts squeeze EcoPro.
Jang says the secondary battery sector was the biggest beneficiary of short covering, with EcoPro and EcoPro BM bought heavily by foreigners and institutions as short positions unwound.
KOSPI can exceed 5,500.
Jang says if foreign investors keep buying Samsung Electronics and SK hynix and confidence broadens, KOSPI can move above 5,500, though 5,500 may act as resistance.
HBM materials names see multiple expansion.
Jang highlights a simple HBM/supply-chain report on PSK Holdings and repeated Solbrain target hikes to 390,000 won; in the current market, narrative and multiple expansion are pulling semiconductor materials/equipment stocks before earnings improve.
Power equipment and wires stay strong.
Park flags power equipment, wires, nuclear and semiconductor earnings momentum as positive, with US supply dependence supporting Korean power-equipment and cable makers.
Hyundai Mobis is tariff-resilient.
Park relays Hanwha/UBS analysis that Hyundai Mobis is relatively insulated from a 25% tariff, with only about a 5% operating-profit hit, and should benefit long term from electronics-content growth and higher captive mix.
SK Telecom re-rates on Anthropic stake.
Park says SK Telecom is being re-rated because its Anthropic stake could be worth around 1.6 trillion won if Anthropic lists near 400 trillion won, while foreign ownership is recovering and dividends should normalize; the report-driven move shows single-stock momentum.
Korean memory discounts versus Micron.
Park notes Citigroup and KB target hikes for SK hynix and Samsung, a large discount to Micron's target, and expectations that Samsung/SK hynix can close part of that gap if memory earnings estimates keep rising.
New nuclear build supports nuclear stocks.
Park notes the government confirmed new large nuclear plants in the 11th power plan, KB remains bullish, and several large nuclear FIDs from 2027-2029 should keep the sector in a long-cycle positive trend.
Won stablecoin legislation drives ecosystem.
Park says Samsung, Shinhan and Hana are forming a won stablecoin consortium and legislation is advancing, with banks likely allowed to issue stablecoins; this supports NAVER/Dunamu-related names, banks, and other digital-asset infrastructure stocks.
Brokerage stocks benefit from record volume.
Park says record KOSPI/KOSDAQ trading volume and rising margin-loan balances lift brokerage earnings, and the third commercial-law overhaul adds a buyback/cancellation angle for securities firms; he highlights Kiwoom, Hanwha, Mirae Asset and NH.
Space events support aerospace sentiment.
Park says the Korean space agency's private-sector delegation to the US and the upcoming Artemis event keep event-driven interest in space/aerospace names alive until the scheduled catalysts.
AI chip demand is not a bubble.
Ahn says the AI bubble debate misses that Big Tech capex is driven by competitive necessity, not broad economic demand, and AI semiconductor demand is spreading globally beyond US hyperscalers, so AI chip investment should continue.
Custom AI chips pressure Nvidia.
Ahn warns Nvidia could face stock adjustment as Broadcom, Google TPU and other custom AI accelerators emerge and take some share, even though the broader HBM/AI chip market expands.
Memory shortage drives Samsung, SK hynix.
Ahn argues AI data-center demand has created a memory shortage that cannot be resolved quickly: 2026 HBM and legacy DRAM supply is already contracted, customers are told not to ask about price, and DRAM spot prices have risen far above cost; Samsung and SK hynix are primary beneficiaries.
Semi equipment orders remain backlogged.
Ahn says memory makers have cash and must keep building fabs, so equipment and materials orders are backlogged; the good cycle should eventually pass through to Korean semiconductor equipment/materials suppliers.
Electricity supercycle lasts ten-plus years.
Park Young-sam argues the world is entering an electricity supercycle lasting 10-15 years, driven by AI power demand, grid replacement, and the need to move power via undersea cables rather than conflict-prone land routes.
HVDC converter oligopoly has pricing power.
Park Young-sam says large-capacity HVDC converters are dominated by Hitachi, GE Vernova and Siemens Energy, who control 80-90% of the market; demand is so strong that buyers cannot get equipment even with money, giving these suppliers pricing power.
Korea HVDC converter localization opportunity.
Park Young-sam says Korea lacks domestic HVDC converter capability, but Hyosung Heavy Industries is developing it in-house and LS Electric is partnering with GE Vernova to catch up; the 2027-2030 project pipeline creates a localization opportunity.
Submarine cable demand boosts Taihan.
Park Young-sam says the ocean grid buildout creates a multi-tens-of-trillions won submarine cable market, with global supply concentrated in five firms; Taihan Cable is a latecomer but has completed R&D and is building a Dangjin plant to chase the leaders.
Doosan offshore wind is catch-up watch.
Park Young-sam says Doosan Enerbility is trying to catch up in offshore wind but has only commercialized 10MW versus global 14MW leaders; floating offshore wind is a long-term option but not yet cost-competitive, so it is a watch item.
Yen weakness lifts USD/JPY.
Kim Jun-seong says USD/JPY fundamentals point higher because Japan is shifting from deflation to inflation, fiscal policy is expansionary, and BOJ intervention only delays rather than reverses yen weakness.
Buy USD/KRW on dips.
Kim Jun-seong says USD/KRW may fall with USD/JPY in the short run, but structural Korean foreign-asset outflows and unreformed FX controls mean lower levels are opportunities to buy dollars; he expects the won to stay fundamentally weak.
US 10-year yield drives FX.
Kim Jun-seong says the key signal for FX is the US 10-year yield: if it falls toward 4.0% the dollar weakens and the intervention episode fades, but if it rises toward 4.5% dollar strength can resume regardless of USD/JPY levels.
This 3PRO TV (삼프로TV) video, published January 27, 2026,
features Jang Woo-jin, Kim Jung-hyun, Park Geun-hyung, Ahn Ki-hyun, Park Young-sam, Kim Joon-song
discussing KOSDAQ Composite Index, 005380.KS, 078160.KQ, 950160.KQ, 000250.KQ, 035420.KS, LG CNS, 035720.KS, 003530.KS, 086520.KQ, 247540.KQ, KOSPI, 067310.KQ, Solbrain, Korean power equipment/wires sector, 012330.KS, 017670.KS, 005930.KS, 000660.KS, 034020.KS, 051600.KS, 055550.KS, 086790.KS, 000810.KS, 039490.KS, 006800.KS, 005940.KS, Korean space/aerospace sector, AI Semiconductors, NVDA, Korean semiconductor equipment/materials, GEV, ENR.DE, 6501.T, 298040.KS, 010120.KS, 267260.KS, 103590.KS, 001440.KS, USD/JPY, USD/KRW, US10Y.
30 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin,
Kim Jung-hyun,
Park Geun-hyung,
Ahn Ki-hyun,
Park Young-sam,
Kim Joon-song
· Tickers:
KOSDAQ Composite Index,
005380.KS,
078160.KQ,
950160.KQ,
000250.KQ,
035420.KS,
LG CNS,
035720.KS,
003530.KS,
086520.KQ,
247540.KQ,
KOSPI,
067310.KQ,
Solbrain,
Korean power equipment/wires sector,
012330.KS,
017670.KS,
005930.KS,
000660.KS,
034020.KS,
051600.KS,
055550.KS,
086790.KS,
000810.KS,
039490.KS,
006800.KS,
005940.KS,
Korean space/aerospace sector,
AI Semiconductors,
NVDA,
Korean semiconductor equipment/materials,
GEV,
ENR.DE,
6501.T,
298040.KS,
010120.KS,
267260.KS,
103590.KS,
001440.KS,
USD/JPY,
USD/KRW,
US10Y
