대출규제, 세금 강화?! 이 지역은 집값 오히려 오릅니다 | 정보현, 여도은, 허재무 [아침N투자]

Watch on YouTube ↗  |  January 23, 2026 at 02:28  |  30:15  |  3PRO TV (삼프로TV)
Speakers
Yeo Doeun — Host

Summary

The episode focuses on Korean real estate under loan and tax tightening, with the guest arguing that Seoul's mid-priced apartments and select local metropolitan areas are still rising. The host also reviews KOSPI's push toward 5,000, mixed semiconductor moves, and SpaceX IPO-related market themes. Tax and supply policy are framed as key swing factors for housing prices.

  • KOSPI attempts to settle above 5,000 after an intraday breakout.
  • Samsung Electronics rises while SK hynix pauses; Hyundai Motor fluctuates.
  • SpaceX IPO expectations lift Mirae Asset Securities and related themes.
  • Seoul apartment price gains continue, led by mid-priced 12-15 billion KRW areas.
  • Loan regulations shift demand from high-end to mid-tier Seoul and nearby Yongin Suji.
  • Local metropolitan areas like Ulsan, Daegu Suseong, Busan Haeundae, and Sejong show selective recovery.
  • Multi-home capital gains tax exemption expiry and supply plans are key policy risks.
  • Monthly rent demand strengthens as jeonse availability shrinks.
Ideas
Yeo Doeun Host 5:51
Mid-price Seoul apartments outperform high-end
High-intensity loan regulations since last year have cooled high-end Seoul transaction volumes, especially above 25 billion KRW, while demand has shifted to mid-priced 12-15 billion KRW areas. With supply shortages and cash-rich buyers, the gap-filling rally in mid-tier Seoul districts is likely to continue in 2026.
Seoul mid-price apartments HIGH
Yeo Doeun Host 5:51
Mid-price Seoul apartments outperform high-end
High-intensity loan regulations since last year have cooled high-end Seoul transaction volumes, especially above 25 billion KRW, while demand has shifted to mid-priced 12-15 billion KRW areas. With supply shortages and cash-rich buyers, the gap-filling rally in mid-tier Seoul districts is likely to continue in 2026.
Seoul high-end apartments HIGH
Yeo Doeun Host 6:07
Dongjak reconstruction drives apartment prices
Dongjak-gu weekly apartment prices rose 0.5%, led by reconstruction complexes, making it one of the strongest Seoul districts in the mid-price demand rotation.
Dongjak-gu apartments MED
Yeo Doeun Host 6:23
Seongbuk redevelopment lifts apartment prices
Seongbuk-gu is drawing attention due to redevelopment projects such as Gireum New Town, supporting price gains in the district.
Seongbuk-gu apartments MED
Yeo Doeun Host 7:11
Yongin Suji follows Pangyo leadership
Yongin Suji rose 0.5%, inheriting leadership from Gwacheon, Pangyo, and Bundang as the next beneficiary in the Seoul metropolitan area.
Yongin Suji apartments MED
Yeo Doeun Host 13:40
Housing market resilient despite loan curbs
Even with loan regulations reducing leveraged demand and slowing price gains, the housing market's high share of self-funded buyers makes it resilient, limiting the risk of a sharp downturn.
Korean housing market MED
Yeo Doeun Host 14:21
Stock returns beat locked-up real estate
Recent client meetings suggest investors, especially younger ones, now see stock market returns as more attractive than real estate and are less likely to pull money out of stocks to buy homes, especially as loan regulations lock up capital in real estate.
EWY MED
Yeo Doeun Host 17:18
Select local metros recovering selectively
The local market is no longer uniformly weak; metropolitan cities and some provincial areas with high income and industrial bases are recovering selectively, aided by government balanced-development policies and tax benefits for population-decline regions.
Korean local metropolitan real estate HIGH
Yeo Doeun Host 17:35
Ulsan income supports real estate rebound
Ulsan has high average income from shipbuilding and large employers, giving purchasing power that supports an earlier and stronger real estate rebound.
Ulsan real estate MED
Yeo Doeun Host 17:41
Daegu Suseong leads selective rebound
Daegu is rebounding led by Suseong district, though some areas still struggle with unsold inventory, making it a selective local recovery play.
Daegu Suseong apartments MED
Yeo Doeun Host 18:50
Busan Haeundae is local smart-house choice
Busan Haeundae is a preferred 'one smart house' alternative for locals who want to stay in their region but cannot buy in Seoul due to the 2-year residency requirement; its broad city living area supports demand.
Busan Haeundae real estate MED
Yeo Doeun Host 20:09
Sejong rental growth draws attention
Sejong's rental (jeonse) price growth is notably strong, making it a local market to watch as the selective recovery broadens.
Sejong real estate MED
Yeo Doeun Host 20:15
Gwangju worth watching for recovery
Gwangju is mentioned among regions to watch in 2026 as local recovery broadens, though current average indicators remain weak.
Gwangju real estate LOW
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This 3PRO TV (삼프로TV) video, published January 23, 2026, features Yeo Doeun discussing Seoul mid-price apartments, Seoul high-end apartments, Dongjak-gu apartments, Seongbuk-gu apartments, Yongin Suji apartments, Korean housing market, EWY, Korean local metropolitan real estate, Ulsan real estate, Daegu Suseong apartments, Busan Haeundae real estate, Sejong real estate, Gwangju real estate. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Yeo Doeun  · Tickers: Seoul mid-price apartments, Seoul high-end apartments, Dongjak-gu apartments, Seongbuk-gu apartments, Yongin Suji apartments, Korean housing market, EWY, Korean local metropolitan real estate, Ulsan real estate, Daegu Suseong apartments, Busan Haeundae real estate, Sejong real estate, Gwangju real estate