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13:30
May 06
May 06
298040.KS 1ST
010120.KS 1ST
267260.KS 1ST
007530.KQ 1ST
RISE AI Power Infrastructure ETF 1ST
▾
HIGH
Korean power equipment stocks have massive order backlog
AI agent services (e.g., Claude by Anthropic) are driving massive data center construction, which in turn creates an acute shortage of power equipment (transformers, switches, etc.). Korean power equipment companies—Hyosung Heavy Industries, LS Electric, Hyundai Electric, and Sanil Electric—have accumulated a combined order backlog of 32.6 trillion won, with delivery slots extending to 2031. Competitors from China are geopolitically excluded, and French suppliers have 4-5 year lead times, leaving Korea as the only reliable source that can meet tight delivery schedules. This structural advantage supports sustained revenue growth and earnings visibility for these companies regardless of recent stock price increases.
298040.KS LONG
010120.KS LONG
267260.KS LONG
007530.KQ LONG
Power equipment ETFs benefit from inflow-driven feedback loop
For investors who find individual power equipment stocks too expensive (e.g., Hyosung Heavy above 4 million won per share), power equipment ETFs such as RISE AI Power Infrastructure ETF offer diversified exposure at a lower per-share cost. Moreover, ETF inflows create a mechanical buying pressure on the underlying stocks, generating a positive feedback loop that can further lift the ETF's net asset value. This ETF-specific mechanism makes owning the ETF a distinct and attractive implementation of the power equipment theme.
RISE AI Power Infrastructure ETF LONG
AI data centers drive power equipment boom.
AI agent services (Claude/Anthropic) are driving explosive data center construction, creating a severe power shortage. Power equipment (transformers, switchgear) is the bottleneck. Korean companies (Hyosung Heavy, LS Electric, Hyundai Electric) have unmatched delivery reliability and a massive order backlog of 32.6 trillion won, ensuring multi-year earnings growth. Political factors exclude Chinese and French competitors, giving Korea a unique advantage.
RISE LONG
KS LONG
Nuclear power needed for stable baseload.
Nuclear power is the most stable baseload electricity source needed for 24/7 AI data centers. US policy supports new nuclear plants. Korea is one of only four countries capable of building nuclear plants. ETFs with high exposure to nuclear construction companies (Doosan Enerbility, Hyundai E&C, Daewoo E&C) are preferred, while those including Korea Electric Power (KEPCO) are less pure. Investors should select ETFs that directly benefit from nuclear buildout.
NLR LONG
Gas demand boosts LNG shipping stocks.
Gas power plants are the fastest to build after solid oxide fuel cells, requiring massive LNG imports. The resulting LNG shortage drives orders for LNG carriers, benefiting Korean shipbuilders (HD Hyundai Heavy Industries, Samsung Heavy Industries, Hanwha Ocean). This is a direct derivative of AI data center power demand.
HD LONG
SpaceX IPO may lift space stocks.
SpaceX IPO scheduled for June 2025 could revive interest in space stocks. Korean space ETFs and related stocks may see a catalyst. Currently underperforming due to AI dominance, but the event could trigger a move.
Korean Space ETFs (e.g., KODEX Space Industry) WATCH
HIGH
11:30
May 06
May 06
005930.KS
000660.KS
010120.KS
298040.KS
267260.KS
▾
HIGH
Buy Samsung and SK Hynix on dips.
Buy Samsung Electronics and SK Hynix on dips. The Korean market has structurally changed, foreign inflows are strong driven by low valuations (KOSPI P/E 6.7x), and memory stocks are benefiting from AI demand. Short-term pullbacks are buying opportunities.
005930.KS LONG
000660.KS LONG
Power equipment stocks continue uptrend.
Power equipment stocks like LS Electric, Hyosung Heavy Industries, and HD Hyundai Electric continue their uptrend driven by global electrification and grid investment. The sector remains strong alongside semiconductors.
010120.KS LONG
298040.KS LONG
267260.KS LONG
Glass substrate stocks benefit Intel recovery.
Glass substrate stocks SKC and Philoptics are benefiting from Intel's recovery and renewed interest in glass substrate technology for advanced packaging. Both stocks surged on the theme.
011790.KS LONG
109610.KQ LONG
Secondary battery stocks have room to rise.
Secondary battery stocks EcoPro BM and Posco Future M have room to rise from current levels, as they are still well below their historical highs and the sector may see a re-rating. Caution advised but upside potential exists.
003670.KS LONG
247540.KQ LONG
HIGH
11:05
May 06
May 06
005930.KS 1ST
POWL 1ST
000660.KS 1ST
011790.KS
233690.KQ 1ST
▾
HIGH
Samsung still cheap, buy on dips
Samsung Electronics is extremely cheap with a forward P/E of around 5x, far below global peers like Micron at 8x. It has strong earnings momentum, Apple foundry partnership rumors, and foreign buying through new access channels. The stock could reach 500,000 won if P/E expands to 10x. Despite today's 15% surge, it remains undervalued. Recommend buying on dips.
005930.KS LONG
Power equipment structural bull
Power equipment is a structural long due to AI data center power demand, global supply constraints (only four countries can make transformers), and huge order backlogs totaling 32.6 trillion won for the top three players. Korea's ability to meet delivery timelines is a unique advantage. Multi-year growth cycle intact; do not sell.
POWL LONG
PWI LONG
SK Hynix cheapest, hold for more
SK Hynix is the cheapest stock in Korea at about 5x forward P/E, even cheaper than Samsung. It leads the memory rally with strong earnings. Technical divergence (26% above 21-day MA) suggests a near-term pullback, but the long-term trend is intact. Hold for further upside or add on pullback to 150,000 won.
000660.KS LONG
Glass substrate beneficiary stocks
Glass substrate is a key next-generation packaging material, revived by Intel's comeback. Companies like SKC, Philoptics, J&TC, and Kamtronics will see early revenue recognition (Philoptics first). These stocks have strong momentum and upside as commercialization progresses. Recommend buying on dips and holding for medium-term.
011790.KS LONG
233690.KQ LONG
048950.KQ LONG
253610.KQ LONG
KOSDAQ ETF catch-up play
KOSDAQ is significantly lagging KOSPI but the government growth fund (6 trillion won) will flow into KOSDAQ stocks, narrowing the gap. The KODEX KOSDAQ 150 ETF offers a low-cost way to play this catch-up trade. Entry is best during weakness.
229200.KS WATCH
Securities brokers benefit foreign inflow
Securities stocks benefit from increased foreign trading volume via new account opening channels (IBKR, Samsung Securities). Mirae Asset Securities, as a leading online broker, will see brokerage revenue surge as foreign retail investors directly buy Korean stocks. Expect higher trading volume and improved earnings.
037620.KS LONG
AI power ETF strong returns
The RISE AI Power Infrastructure ETF directly plays the AI power theme and has shown strong returns (21% in a week). Its underlying stocks benefit from AI data center construction and power equipment demand. With massive order backlogs, the trend is intact. Suitable for investors who want diversified exposure to the power sector.
389070.KS LONG
Nuclear ETF for AI power
Nuclear energy is a critical baseload power source for AI data centers. Korea has a competitive edge in nuclear construction. The TIGER Korea Nuclear Energy ETF captures nuclear-related stocks including construction, utilities, and equipment. As AI power demand grows, nuclear will benefit.
388100.KS LONG
HIGH
10:30
May 06
May 06
229200.KS 1ST
HL Mando 1ST
Halla 1ST
011790.KS 1ST
161580.KQ 1ST
▾
HIGH
KOSDAQ 150 ETF benefits from National Fund
KOSDAQ 150 ETF (e.g., KODEX KOSDAQ 150) is a good way to play the upcoming National Growth Fund (starting April 22) which will allocate 30% to KOSDAQ. With small-cap rotation and a small market size, even modest inflows can drive significant upside. Buy on weakness.
229200.KS LONG
Robot stocks are a watch for long-term
Robot stocks (HL Mando, Halla, Korea PIM, RoboTis) are positively viewed due to the upcoming humanoid robot production ramp (Tesla Optimus mass production by mid-next year). This is a longer-term theme but worth monitoring.
HL Mando WATCH
Halla WATCH
Korea PIM WATCH
RoboTis WATCH
Glass substrate stocks are attractive alternatives
Glass substrate stocks (SKC, Philoptics, J&TC, Camtronics) are attractive as substitutes for overextended semiconductor giants. They benefit from the AI semiconductor supply chain, Intel-Apple alliance, and sample supply starting in April, with SKC leading in glass substrate technology. These names have lagged but are now showing strong momentum.
011790.KS LONG
161580.KQ LONG
204270.KQ LONG
089110.KQ LONG
Samsung Electronics is more attractive near-term
Samsung Electronics (005930.KS) is more attractive than SK Hynix in the near term due to lower short-term overextension (deviation from moving average), potential inflows from foreign buying of Korea, and a possible foundry profit turnaround. Forward P/E of 10x implies a target of 400,000 won.
005930.KS LONG
SK Hynix is overextended, buy on dip
SK Hynix (000660.KS) is still a strong holding, but the stock is overextended with a 26% deviation from its 21-day moving average, the highest in six months. Investors should hold existing positions but avoid new aggressive buys; buy on a pullback to around 150,000 won.
000660.KS LONG
Securities stocks benefit from rising volumes
Securities stocks (Samsung Securities, Kiwoom Securities, Mirae Asset) benefit from rising trading volumes, foreign access to Korean stocks starting in May, and Korea's undervalued market (KOSPI P/E 8.3 vs global 15-20). Brokerage revenues will rise with increased turnover, and the sector has already shown strong performance.
016360.KS LONG
039490.KQ LONG
006800.KS LONG
LS and CJ are attractive long-term
LS Corp and CJ Corp are holding companies with policy momentum. LS benefits from power infrastructure and CJ from consumer/entertainment exposure. Both are seen as attractive long-term holdings.
006260.KS LONG
001040.KS LONG
HIGH
08:58
May 06
May 06
EWY 1ST
Korean AI semiconductor stocks 1ST
▾
HIGH
KOSPI bullish, low valuation, AI-driven earnings.
The KOSPI rally to 7,000 is justified by low valuations relative to global markets and strong earnings growth from AI-related sectors. The speed is fast but the direction is correct, and the March correction made the ascent healthier. Continued foreign inflows and structural demand for AI hardware support further upside.
EWY LONG
Focus on AI semiconductor leading stocks.
Investors should concentrate on leading stocks—AI-related semiconductor and computing power companies—as the dominant market theme. These stocks have strong earnings growth, low valuations, and are supported by structural AI investment that is still in early stages. Rotating away from them is risky; the leading sector should be the largest weight in portfolios.
Korean AI semiconductor stocks LONG
HIGH
08:22
May 06
May 06
005930.KS
000660.KS
011790.KS 1ST
128660.KQ 1ST
089530.KQ 1ST
▾
HIGH
Samsung and SK Hynix still cheap
Samsung Electronics and SK Hynix are still cheap on forward P/E (5-6x) compared to global peers like Micron (8x) and SanDisk (11x). The speaker believes they can reach 10x P/E, implying Samsung could go to 500,000 won. He advises holding without selling until the trend breaks, and suggests buying on red days for those without positions.
005930.KS LONG
000660.KS LONG
Glass substrates bullish on Intel packaging
Glass substrate stocks are benefiting from Intel's revival in advanced packaging and AI demand. Companies like SKC, Philoptics, and Kemtronics are positioned to profit from this emerging technology, with commercialization expected within a year. The sector has strong momentum and is worth buying into.
011790.KS LONG
128660.KQ LONG
089530.KQ LONG
Power equipment still cheap trend intact
Power equipment stocks (Hyosung Heavy Industries, LS Electric, Hyundai Electric) remain cheap on a global basis (e.g., Hyosung Heavy at 40x P/E vs global peers at higher multiples). The uptrend has been intact for 4 years and is still strong, driven by AI and electrification demand. Hold these positions; do not sell.
298040.KS LONG
010120.KS LONG
267260.KS LONG
Doosan Fuel Cell domestic orders potential exports
Doosan Fuel Cell is gaining momentum as a domestic leader in fuel cells, with ongoing domestic orders and potential future US export opportunities. The stock is emerging as a strong alternative energy play, similar to the recent surge in Blue Energy, and could re-rate if exports materialize.
336260.KQ LONG
KOSDAQ will catch up to KOSPI
The KOSDAQ index has underperformed the KOSPI significantly (KOSPI up ~75% YTD vs KOSDAQ ~30%). This gap is likely to narrow, making KOSDAQ a candidate for catch-up gains. Investors who feel late to the KOSPI rally should consider shifting attention to KOSDAQ for potential relative outperformance.
KOSDAQ LONG
Meritz and KB financials less risen
Meritz Financial Group and KB Financial Group are less risen compared to other financials like Mirae Asset Securities. As global brokerages expand into Korean equities via integrated accounts, these undervalued financial stocks could benefit from increased foreign inflows and catch up to peers.
138040.KS LONG
105560.KS LONG
HIGH
05:16
May 06
May 06
3PRO TV (삼프로TV)
12h
Bitcoin mining stocks 1ST
▾
MED
Bitcoin mining sector rotation back to mining.
Bitcoin mining companies that previously pivoted to AI data centers will return their focus to Bitcoin mining as the AI sector faces overvaluation concerns. The speaker expects this rotation to accelerate, driven by rapid improvements in mining technology and the growing home-mining ecosystem.
Bitcoin mining stocks LONG
MED
04:02
May 06
May 06
3PRO TV (삼프로TV)
14h
STRC 1ST
BTC 1ST
TON 1ST
▾
HIGH
STRC demand rises via stablecoin leverage.
STRC (Strategy's preferred stock) is being used as collateral for tokenized securities and stablecoins, creating a leverage structure ('windmill spinning') that increases demand for STRC. Michael Saylor is promoting STRC, and this demand will support the price of STRC.
STRC LONG
Bitcoin benefits from STRC sales.
If STRC demand increases, MicroStrategy (Strategy) will sell STRC to buy Bitcoin, driving Bitcoin price up. The structure links stablecoin demand backed by STRC to Bitcoin purchases.
BTC LONG
TON bullish on Telegram validator news.
Telegram's founder Pavel Durov announced that Telegram will replace the TON Foundation and become the largest validator on the TON network, with further updates expected in 2-3 weeks. This catalyst has driven a sharp price increase and is expected to continue.
TON LONG
HIGH
03:25
May 06
May 06
3PRO TV (삼프로TV)
14h
MU
005930.KS
000660.KS
009150.KS 1ST
006260.KS 1ST
▾
HIGH
Memory semis always rise, buy any dip.
Memory semiconductor stocks (Micron, Samsung Electronics, SK Hynix) are in a structural uptrend driven by AI demand and supply constraints. Any short-term pullback should be bought as the rally extends regardless of broader market direction.
MU LONG
Memory semis always rise, buy any dip.
Korean semiconductor stocks are trading at 5-6x forward earnings versus US peers at 8-10x, representing a deep value opportunity. The structural AI demand will trigger a re-rating, supported by strong earnings momentum and growing institutional interest.
005930.KS LONG
000660.KS LONG
Buy undervalued semiconductor equipment stocks.
While large-cap semiconductor stocks have rallied, the equipment and materials (SOBUJANG) sub-sector still offers undervalued opportunities with multiple catalysts: glass substrate adoption, foundry expansion, and rising capital expenditure cycles. Specific names like Samsung Electro-Mechanics, LS, Doosan, and Hanmi Semiconductor have room to run as the semiconductor bull market broadens.
009150.KS LONG
006260.KS LONG
000150.KS LONG
042700.KQ LONG
HIGH
01:39
May 06
May 06
3PRO TV (삼프로TV)
16h
005930.KS 1ST
000660.KS 1ST
Hanmi Semiconductor 1ST
Hana Vision 1ST
Iota Technics 1ST
▾
HIGH
Large caps favored until leverage event.
The upcoming leverage ETF listing on May 22 will drive significant inflows into Samsung Electronics and SK Hynix, making large-cap semiconductor stocks more favorable until the event. Investors should focus on these two stocks for short-term upside before the event.
005930.KS LONG
000660.KS LONG
Advanced packaging stocks benefit from AI.
Advanced packaging is a critical bottleneck in AI chip production. Companies like Hanmi Semiconductor, Hana Vision, Iota Technics, Samsung Electro-Mechanics, Isu Petasys, and PSK are well-positioned to benefit from growing demand for advanced packaging solutions, as Intel and others push new 2.5D packaging technologies.
Hanmi Semiconductor LONG
Hana Vision LONG
Iota Technics LONG
009150.KS LONG
Isu Petasys LONG
PSK LONG
NVDA momentum strong on capex rise.
NVDA's momentum is unlikely to slow because hyperscaler capex is rising due to higher semiconductor component prices. This supports continued strong demand for NVDA's GPUs and AI accelerators.
NVDA LONG
HIGH
01:15
May 06
May 06
3PRO TV (삼프로TV)
16h
005380.KS 1ST
▾
HIGH
Hyundai Motor to double by year-end.
Hyundai Motor (005380.KS) is expected to double to 1 million won within the year, driven by its leadership in physical AI and robotics. Key catalysts include the Boston Dynamics IPO (Softbank put option decision in June), the opening of the Atlas robot training center in Q3, and growing investor interest in robotics as a theme. The stock is currently trading at ~557,000 won and has strong technical support near its moving averages. The speaker believes the market will re-rate Hyundai Motor as a robotics/AI company, not just an automaker.
005380.KS LONG
HIGH
00:48
May 06
May 06
3PRO TV (삼프로TV)
17h
005930.KS 1ST
016360.KS 1ST
006260.KS 1ST
000720.KS 1ST
131970.KQ 1ST
▾
HIGH
Samsung Electronics catch-up trade.
Samsung Electronics has lagged SK Hynix due to power-related issues, but it has strong fundamental support from memory and foundry potential. It should catch up as it is undervalued compared to peers and is breaking its previous high.
005930.KS LONG
Samsung Securities volume catalyst.
Samsung Securities benefits from the IBKR linkage as a broker for foreign securities trading, and from overall market volume surge. It hit the upper limit on Monday and continues strong.
016360.KS LONG
LS AI power equipment catalyst.
LS is a power equipment company benefiting from AI-driven electricity demand, and its unlisted subsidiary LS Cable adds value. The stock is breaking out.
006260.KS LONG
Avoid Hyundai E&C now.
Hyundai E&C also has weak construction momentum similar to Daewoo E&C, though it has a potential nuclear power catalyst later. Still, take profits now.
000720.KS AVOID
OSAT demand from foundry diversification.
Apple is diversifying its foundry from TSMC to Intel and Samsung, increasing demand for outsourced assembly and testing (OSAT) services. Korean OSAT companies like Nepes and Doosan Tesna benefit.
131970.KQ LONG
033640.KQ LONG
Mirae Asset Securities breakout.
Mirae Asset Securities broke its previous high with huge volume, a technically significant breakout. The securities sector overall is strong.
006800.KS LONG
Hyundai Motor robot catalyst.
Hyundai Motor's Atlas humanoid robot shows impressive physical capabilities, and with former executives moving to Figure AI, production may accelerate. This warrants renewed attention.
005380.KS LONG
Posco Future M cathode breakout.
Posco Future M is breaking its previous high in the secondary battery cathode sector, showing that battery material stocks still have inflow. It lagged other battery stocks earlier but is now catching up.
003670.KS LONG
Avoid Daewoo E&C weakness.
Daewoo E&C's construction momentum is weak due to domestic construction downturn and fading reconstruction expectations. The speaker recommends taking profits.
047040.KS AVOID
HIGH
00:25
May 06
May 06
3PRO TV (삼프로TV)
17h
SOC 1ST
EWY 1ST
005930.KS 1ST
NVDA 1ST
▾
HIGH
AI drives structural semiconductor growth.
The semiconductor industry is transitioning from a cyclical to a structural growth phase driven by AI, as confirmed by IDC. This long-term trend supports sustained demand and investment in the sector, making it a core holding despite near-term volatility.
SOC LONG
Short-term top, correction likely soon.
The KOSPI has rallied sharply, led by semiconductors, creating a significant gap above its moving averages. This suggests a short-term top is forming, and a corrective pullback is likely in the near term before the uptrend resumes.
EWY WATCH
Samsung foundry fully booked, bullish.
Samsung Electronics' foundry business is seeing a turnaround: its 4nm process is stable, capacity is fully booked through next year, and Apple is considering Samsung as a partner alongside Intel. This could drive significant revenue and re-rate the stock.
005930.KS LONG
US-China summit could lift NVIDIA.
NVIDIA's stock has stalled amid US-China semiconductor export restrictions. If the upcoming Trump-Xi summit yields a meaningful de-escalation or deal, it could remove a key headwind and act as a positive catalyst for NVIDIA shares.
NVDA WATCH
HIGH
23:47
May 05
May 05
3PRO TV (삼프로TV)
18h
EWY 1ST
▾
MED
Kospi undervalued, earnings growth supports upside.
Kospi is undervalued at a PER of only 7.15x, far below the pandemic low of 7.52x, while corporate earnings are expected to grow 4-5x from 2023 levels. If a multiple of 8x is applied, the index would reach 7,730; at 9x, 8,700; at 10x, 9,660. Securities firms are raising targets to 8,600 or higher, and the speaker agrees that the market is not overvalued and has further upside despite retail profit-taking.
EWY LONG
MED
23:19
May 05
May 05
3PRO TV (삼프로TV)
18h
005930.KS 1ST
000660.KS 1ST
▾
MED
Low valuation, potential foundry catalyst.
Samsung Electronics is undervalued at 5x forward P/E, well below historical and global peers. The Korea discount has compressed the valuation, but positive catalysts such as foundry improvement, potential Apple partnership, and foreign institutional inflows could drive a re-rating. The stock has underperformed peers like SK Hynix and Micron recently, creating catch-up potential.
005930.KS LONG
Low PE, HBM memory cycle.
SK Hynix trades at about 5x consensus forward earnings, even lower on higher estimates. It benefits directly from HBM demand tied to NVIDIA and the broader memory upcycle. Despite having risen, the stock remains cheap relative to US memory names (Micron ~8x) and has further upside given the continued AI-driven demand for memory.
000660.KS LONG
MED
22:36
May 05
May 05
3PRO TV (삼프로TV)
19h
MU 1ST
005930.KS 1ST
WDC 1ST
000660.KS 1ST
AMD 1ST
▾
HIGH
Memory super cycle unprecedented due to AI.
Memory semiconductors (DRAM/NAND) are in an unprecedented, longer-than-expected super cycle driven by AI demand, with IDC now acknowledging this inflection point. Even during market declines, memory stocks rise. Micron and Sandisk are leading, and Korean memory makers Samsung and SK Hynix will dominate.
MU LONG
005930.KS LONG
WDC LONG
000660.KS LONG
CPU demand surging in AI era.
AMD's earnings proved that CPU demand is surging in the AI agent era, with the GPU-to-CPU ratio shifting from 8:1 to 1:1. Despite a slight margin miss, the EPS beat and strong forward guidance justify the high valuation.
AMD LONG
CPU and foundry catalysts for Intel.
Intel benefits from both the CPU cycle and potential foundry contracts from Apple and Samsung as backup to TSMC, providing dual catalysts for growth.
INTC LONG
Palantir is AI infrastructure, strong fundamentals.
Palantir's fundamentals are excellent with a rule of 40 score of 145, despite a slight miss in commercial segment. It is the foundational infrastructure for agentic AI, and the long-term thesis remains intact.
PLTR LONG
Oracle gains from AI compute demand.
Oracle is benefiting from AI compute demand, particularly from Open AI's code product which saw 46 million downloads, boosting Oracle's cloud business.
ORCL LONG
Server demand revival for Super Micro.
Super Micro is seeing a resurgence in server demand as AI data center build-out accelerates, with improving guidance and a 20% after-hours surge.
SMCI LONG
HIGH
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