시총 10워 '메타'를 삼성전자가 넘어서는 방법 | 권택중 더 센터필드W 과장 [더블 크루]

Watch on YouTube ↗  |  May 11, 2026 at 02:29  |  14:42  |  3PRO TV (삼프로TV)
Speakers
Kwon Taek-jung — Manager, The Centerfield W

Summary

Kwon Taek-jung discusses Samsung Electronics' potential to enter the global top 10 market cap, recommends allocating half a portfolio to Samsung and SK Hynix, and highlights HD Hyundai Heavy Industries as an AI data center and defense play. He notes the divergence between KOSPI and KOSDAQ and advises buying leading stocks.

  • Samsung Electronics is approaching global top 10 market cap and could reach top 5.
  • Kwon recommends allocating up to 50% of portfolio to Samsung and SK Hynix.
  • HD Hyundai Heavy Industries is positioned as an AI data center stock due to engine supply for power generation.
  • The company also partners with US defense AI firm Anduril for unmanned vessels.
  • KOSPI outperformance is driven by Samsung and SK Hynix, while KOSDAQ and other sectors lag.
  • US retail investors are buying Samsung Electronics.
Trade Ideas
Kwon Taek-jung Manager, The Centerfield W 1:54
Samsung to enter global top 10 soon.
Samsung Electronics is poised to enter the global top 10 market cap soon, supported by strong earnings and a valuation that is not yet bubble-level; the discount from Korea country risk and cyclical perception will fade, allowing it to potentially reach top 5. US retail buying and domestic fund flows will provide further momentum.
005930.KS HIGH
Kwon Taek-jung Manager, The Centerfield W 7:06
Core holding with Samsung in AI semiconductors.
SK Hynix, alongside Samsung Electronics, is a core holding in the AI semiconductor supply chain; allocate up to half of portfolio to both to match benchmark and reduce FOMO, as they dominate KOSPI market cap and earnings momentum.
000660.KS MED
Kwon Taek-jung Manager, The Centerfield W 10:04
AI data center engine play and defense partnership.
HD Hyundai Heavy Industries benefits from AI data center demand for its large engines used in power generation, securing engine supply contracts; additionally, its partnership with US defense AI company Anduril for unmanned surface vessels provides a long-term growth story. Q1 earnings beat adds credibility.
329180.KS HIGH
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815 Money Talk (815머니톡) · May 11

This 3PRO TV (삼프로TV) video, published May 11, 2026, features Kwon Taek-jung discussing 005930.KS, 000660.KS, 329180.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Taek-jung  · Tickers: 005930.KS, 000660.KS, 329180.KS