EcoPro's Furious Rally, KOSDAQ's Big Surge Day, Individuals Sold 3 Trillion Won—Did They Do the Right Thing? | Jangin Investment Club CEO Lee Chang-dae

[긴급 시황] 에코프로 분노의 주가폭등.. 코스닥 대 폭등의 날, 개인은 3조 던졌다… 잘한 걸까?ㅣ장인투자클럽 이창대 대표

Watch on YouTube ↗ | January 26, 2026 at 07:00 | 22:13 | 815 Money Talk (815머니톡)

Speakers

Lee Chang-dae — CEO

Summary

Lee Chang-dae, CEO of Jangin Investment Club, discusses a sharp KOSDAQ rally after the KOSPI 5,000 milestone and the government's KOSDAQ 3,000 target. He argues KOSDAQ is in an early catch-up phase, with institutional and foreign money flowing into batteries, biotech, and robotics. He also lays out later rotation phases: semiconductor equipment and materials, software and platforms, and finally infrastructure and cyclicals.

KOSDAQ surged over 5% while individual investors sold and foreign and institutional investors bought.
Lee sees the KOSDAQ 3,000 target as plausible, with 2,000 as a nearer expectation.
Secondary battery and biotech strength is viewed as necessary for the KOSDAQ rally.
EcoPro group and Samsung SDI are favored battery plays; D&D Pharmatech and Peptron are liked in biotech.
Robotics is a leadership theme, but top-tier names are preferred over speculative small caps; Hyulim Robot is cited as unstable.
Semiconductor equipment and materials are expected to catch up as KOSPI holds.
Software and platforms, including Alphabet, NAVER, Kakao, and Cafe24, are seen as the next phase after AI hardware.
Later-cycle infrastructure and cyclicals such as steel, construction, machinery, cement, and paint may be the final phase.

Ideas

Lee Chang-dae CEO 1:11

KOSDAQ catch-up toward 2,000-3,000

Government policy focus is shifting from the KOSPI 5,000 milestone toward fostering KOSDAQ with a 3,000 target. The KOSPI already doubled while KOSDAQ lagged, and institutional, pension, foreign, and passive money are moving into KOSDAQ, making this an early stage of a small- and mid-cap catch-up rally. The speaker sees at least 2,000 and potentially 3,000, so current levels are a suitable entry.

Lee Chang-dae CEO 5:03

Biotech leadership remains central to KOSDAQ

Pharmaceuticals and biotech are one of the symbolic KOSDAQ leadership sectors, and the KOSDAQ cannot reach 2,000-3,000 if biotech collapses. Institutional and foreign supply is entering leading names, and a recent Alteogen-related shakeout appears to have been the final washout. The speaker prefers top-market-cap biotech names with earnings support.

Lee Chang-dae CEO 5:12

Robotics is KOSDAQ leadership but overheated

Robotics is re-emerging as a KOSDAQ leadership theme and may add explosive upside to the index, with foreign and institutional buying in robot names. However, after sharp gains, current entry levels are overheated and not a clean buy, so the theme is worth monitoring.

Lee Chang-dae CEO 6:22

Battery sector rebound is still early

The battery sector was abandoned after the LG Energy Solution contract cancellation scare, but that looks like a final shakeout; the sector is rebounding. The KOSDAQ rally needs battery and biotech strength, and batteries remain a good buying opportunity rather than a late trade.

Lee Chang-dae CEO 7:25

EcoPro benefits from KOSDAQ passive inflows

EcoPro group is a top-market-cap KOSDAQ battery play and is absorbing passive inflows tied to KOSDAQ promotion, helping it outperform KOSPI battery majors Samsung SDI and LG Energy Solution. It has broken to new highs, and current levels remain attractive entry points.

Lee Chang-dae CEO 8:20

Samsung SDI breakout offers good entry

Samsung SDI has broken to new highs and is consolidating in an orderly way, making current levels a good entry. It should not be excluded from a battery rally even if KOSDAQ materials like EcoPro have more elasticity.

Lee Chang-dae CEO 9:40

Avoid unstable Hyulim Robot small-cap

Despite the robotics sector's strength, Hyulim Robot has crashed sharply and is too unstable. Chasing explosive, speculative robot names that have already surged is dangerous, especially for beginners; top-market-cap robot leaders are preferable.

Lee Chang-dae CEO 10:55

Top-tier robots preferred over speculative names

Within robotics, top-market-cap leaders Rainbow Robotics and Robotis are safer and more likely to rise steadily than speculative small caps, and foreign and institutional supply has favored them. Even though robot entry is generally overheated, these leaders are the preferred way to gain exposure.

Lee Chang-dae CEO 11:34

D&D Pharmatech favored for obesity pipeline

The speaker personally likes D&D Pharmatech because supply is flowing into it and it is showing promise in obesity treatments. However, it lacks an earnings base, so beginners may struggle to hold through drawdowns.

Lee Chang-dae CEO 11:47

Peptron liked in obesity drug theme

The speaker says he also views Peptron positively in the same obesity and metabolic biotech context, though it is not yet at an earnings-supported stage.

Lee Chang-dae CEO 12:51

Infrastructure cyclicals may be final phase

In the final phase of the liquidity cycle, lower rates and government infrastructure spending should lift cyclicals. The speaker expects steel, construction, construction machinery, cement, paint, and gas-pipeline infrastructure to be the last leg, and suggests preparing in advance.

Lee Chang-dae CEO 15:29

Semiconductor equipment/materials should catch up

Even if money rotates from KOSPI semiconductors to KOSDAQ, KOSPI should not collapse, and Korean semiconductor equipment and materials have lagged. The speaker expects a catch-up momentum move and advises patient holders to wait.

Lee Chang-dae CEO 17:17

KOSPI likely holds and rises

The KOSPI may lag the KOSDAQ after its large rally and could pull back, but it should generally hold and still has upside. The market is not likely to collapse as supply rotates to KOSDAQ.

Lee Chang-dae CEO 20:38

Software next after AI hardware

In tech cycles hardware leads and software follows, so after the AI hardware rally, software and platforms are the next leadership area. The speaker names Alphabet as the US representative and NAVER, Kakao, and Cafe24 as Korean plays.

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This 815 Money Talk (815머니톡) video, published January 26, 2026, features Lee Chang-dae discussing KRX:KOSDAQ, KOSDAQ Pharma/Biotech sector, Korean robotics sector, Korean secondary battery sector, 086520.KQ, 247540.KQ, 006400.KS, 090710.KQ, 277810.KQ, 108490.KQ, 347850.KQ, 087010.KQ, Korean Steel Sector, Korean construction sector, Korean construction machinery sector, Korean cement sector, Korean paint sector, Gas pipeline infrastructure, Korean semiconductor equipment/materials, KRX:KOSPI, GOOGL, 035420.KS, 035720.KS, 042000.KQ. 14 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Chang-dae · Tickers: KRX:KOSDAQ, KOSDAQ Pharma/Biotech sector, Korean robotics sector, Korean secondary battery sector, 086520.KQ, 247540.KQ, 006400.KS, 090710.KQ, 277810.KQ, 108490.KQ, 347850.KQ, 087010.KQ, Korean Steel Sector, Korean construction sector, Korean construction machinery sector, Korean cement sector, Korean paint sector, Gas pipeline infrastructure, Korean semiconductor equipment/materials, KRX:KOSPI, GOOGL, 035420.KS, 035720.KS, 042000.KQ