Ideas
Korean autos favored after earnings digestion
Korean autos have absorbed earnings and are breaking through first resistance, with robot-related expectations adding support; Hyundai Motor and Kia look attractive at current levels.
AI data-center GPU assets undervalued
Data-center and GPU assets held by Korean companies are undervalued: SGC Energy's 400MW data center is expected to generate about KRW 100bn from 2028, while Naver, Hyundai AutoEver, Samsung SDS, and Shinsegae have secured 50,000-60,000 Blackwell GPUs whose value could imply KRW 3tn sales and over KRW 1tn operating profit if monetized.
Samsung SDI remains battery leader
Samsung SDI's loss narrowed and analysts sharply raised target prices, with the stock having already doubled from the 400,000-won area; the speaker still sees it as the battery-sector leader.
Steelmakers benefit from supply cuts
China's capacity cuts and Iran's halt of steel exports reduce global steel supply, benefiting Korean steelmakers; POSCO Holdings has the added advantage of simultaneous steel and battery exposure while Hyundai Steel is a direct steel supply-cut beneficiary.
Oil downside from OPEC disintegration
UAE's exit from OPEC and planned output increase could encourage other OPEC+ members to raise production, making oil prices ease more than feared in the second half and fall more quickly next year.
Avoid refiners as oil falls
If the OPEC cartel weakens, refiners are unattractive because lower oil prices hurt refining margins and create inventory losses; the speaker says this is not the time to bet on Korean refiners despite short-term oil-driven pops.
Hyundai Rotem attractive on export recovery
Hyundai Rotem is moving past war-related noise, with European export expectations and solid standalone earnings supporting the stock, though its upside elasticity may lag semiconductors or MLCC; it is acceptable for portfolio adjustment.
Biotech benefits from lower rates
An OPEC collapse would reinforce expectations for lower oil and lower interest rates; biotech is a major rate-cut beneficiary because its long-duration future cash flows are discounted at lower rates, and Korean biotech has not yet been pulled forward like shipbuilding, defense, and power equipment.
ABL Bio oversold; FDA approval possible
ABL Bio's sharp drop on ABL001 concerns looks overdone: FDA approval is still possible, there is unmet need in biliary tract cancer that could support accelerated approval, and the PFS data remain meaningful, so additional downside is limited and upside optionality has increased.
Cosmetics boosted by May consumption season
Korean cosmetics are favored into the May consumption season, with Japanese, Chinese, and Korean holidays driving near-term momentum; the speaker suggests enjoying the rally and considering profit-taking around the middle of the holiday period.
LNG projects lift steel pipe demand
LNG-related projects are accelerating, including Alaska LNG and Abu Dhabi Investment Authority's planned multi-billion-dollar US LNG investment; this is driving Korean steel pipe makers such as Nexteel.
Avoid Seojin System on dilution
Seojin System should be avoided because it repeatedly raises capital through rights issues and dilution, causing frequent earnings misses and making the stock painful to own even when its underlying business grows.
Robot expectations support Korean robotics
Robot-related expectations remain valid despite recent pullbacks; Korean robot stocks have corrected, and the speaker views them as worth watching or buying on weakness.
SK Hynix buy-on-dips leadership
SK Hynix remains a leading stock, and the intraday chart shows strong buy-on-dip psychology; the speaker treats weakness as an opportunity rather than a reason to sell.
This 3PRO TV (삼프로TV) video, published April 29, 2026,
features Jang Woo-jin, Jung, Vincent
discussing 005380.KS, 000270.KS, 005090.KS, 307950.KS, 018260.KS, 004170.KS, 035420.KS, 006400.KS, 005490.KS, 004020.KS, WTI, 010950.KS, 096770.KS, 064350.KS, Korean biotech sector, 298380.KQ, CMPX, KORU, 092790.KS, 178320.KQ, Korean Robotics Sector, 000660.KS.
14 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Jang Woo-jin,
Jung,
Vincent
· Tickers:
005380.KS,
000270.KS,
005090.KS,
307950.KS,
018260.KS,
004170.KS,
035420.KS,
006400.KS,
005490.KS,
004020.KS,
WTI,
010950.KS,
096770.KS,
064350.KS,
Korean biotech sector,
298380.KQ,
CMPX,
KORU,
092790.KS,
178320.KQ,
Korean Robotics Sector,
000660.KS
