Samsung C&T is the top pick in the construction sector. It uniquely benefits from the semiconductor rally through its large Samsung Electronics stake. On the operational side, it has strong catalysts: nuclear exposure via Team Korea for the Vietnam nuclear project, potential US investment themes, and expansion into solar energy operations in the US. Earnings are set to trend consistently upward quarter-on-quarter. The target price is 650,000 KRW, implying significant upside.