Ideas
Memory leaders cheap, earnings super-cycle intact
Samsung Electronics and SK Hynix are fundamentally strong with record earnings, low P/E multiples (Samsung trading at around 7x forward P/E), and upside to target prices of 55,000–60,000 KRW. The chipflation fears that hit Apple are actually positive for memory makers because it reflects soaring memory prices, which will drive even higher profits. ADR listing potential for SK Hynix and possible Samsung ADR add further catalysts. The current selloff is noise; the real earnings story is intact and the drop is a buying opportunity.
Gov't chip cluster boosts front-end equipment
The government is accelerating mega semiconductor cluster investments (Yongin cluster timeline pulled forward from 2042 to 2032) and will announce large-scale chip investment plans on June 29. This directly benefits front-end process equipment makers such as Wonik IPS, Eugene Technology, TES, and others. These stocks are already showing relative strength and are the primary beneficiaries of the capex wave.
KOSPI cheap near 7x P/E, buy dip
The KOSPI index at around 8,100 is already near 7x P/E, a level that has historically been a solid floor. If it drops further toward 7,500 on non-fundamental factors, that would be an exceptional buying opportunity. The selloff is largely technical and liquidity-driven, not fundamental, so an index-level dip should be used to accumulate.
Biotech to catch up as rates fall
Korean biotech sector has been severely lagging while bond yields have started to decline. Biotech is traditionally sensitive to interest rates, and the recent fall in yields is not yet reflected in biotech stock prices. Therefore, adding biotech exposure at these depressed levels offers a favorable risk/reward for a mean-reversion trade.
LG Electronics in downtrend, avoid
LG Electronics is in a clear downtrend with low volume and no sign of reversing. The stock has broken its previous uptrend and remains in a weak technical position, making it unattractive for new money until a trend change is confirmed.
Samsung Biologics chart turning bullish
Samsung Biologics and a few other biotech names are showing chart patterns of bottoming and early trend reversal. This coincides with the earnings season and could mark the start of a recovery. Positive chart signals give a tactical reason to expect upside in Samsung Biologics.
Watch Hanwha Ocean for Canada sub deal
Hanwha Ocean's near-term catalyst is the Canadian submarine contract award. The company needs this order to bolster its backlog and sentiment. The outcome is uncertain but will be decisive for the stock's direction, making it a key event to monitor.
LIG Nex1 capex expansion positive medium-term
LIG Nex1 recently announced a rights offering to fund factory expansion, which will drive future sales growth. While rights offerings typically pressure share prices short-term, the medium-term outlook is positive as the new capacity meets strong defense demand. The stock held up well despite the news, signaling underlying support.
KB Financial strong earnings, valuation attractive
KB Financial Group's Q2 preview shows strong growth with net profit up 13% YoY, driven by higher interest and non-interest income. The securities subsidiary is benefiting from an average daily trading value surge to 90 trillion won. Despite the stock price having pulled back significantly, earnings momentum remains robust, making it attractive at current levels.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
266:30
Institutions buying biotech leaders with catalysts
Several biotech names are seeing institutional accumulation and have upcoming catalysts: DND Pharmatech has deal expectations in July, Hanall Biopharma’s partner is rallying in the US, Alteogen is a front-runner for KOSDAQ premium status, and Olix is a top R&D play. These stocks have held up better and could lead a biotech recovery.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
274:24
Battery cycle bottoming, buy LGES and SDI
The secondary battery down-cycle is ending. LG Energy Solution and Samsung SDI are seeing earnings troughing, and various data points (Tesla sales in Europe/Asia recovering, US decline narrowing) suggest a turn is near. He sees July as the time to start accumulating these beaten-down leaders before the cycle turns.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
277:04
Samsung Electro-Mechanics earnings inflecting up
Samsung Electro-Mechanics is entering a period where price increases implemented from April will start flowing through to earnings. Demand remains solid and the company has been overlooked amid the semiconductor frenzy. Q2 provides a catalyst for a re-rating as earnings begin to improve.
This 3PRO TV (삼프로TV) video, published June 26, 2026,
features Kim Jang-yeol, Park Seung-young, Cha Young-joo, Park Ji-hoon
discussing 005930.KS, 000660.KS, Korea Semiconductor Equipment Sector, EWY, Korean biotech sector, 066570.KS, 207940.KS, 042660.KS, 079550.KS, 105560.KS, 196170.KQ, 009420.KQ, 347850.KQ, 950160.KQ, 373220.KS, 006400.KS, 009150.KS.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Kim Jang-yeol,
Park Seung-young,
Cha Young-joo,
Park Ji-hoon
· Tickers:
005930.KS,
000660.KS,
Korea Semiconductor Equipment Sector,
EWY,
Korean biotech sector,
066570.KS,
207940.KS,
042660.KS,
079550.KS,
105560.KS,
196170.KQ,
009420.KQ,
347850.KQ,
950160.KQ,
373220.KS,
006400.KS,
009150.KS
