Ideas
AI infrastructure investment drives hardware stocks.
Despite macro uncertainties, AI hardware and semiconductor stocks remain strong due to continued AI infrastructure investments. Companies like Intel, AMD, Lumentum, Corning, Oracle, and CoreWeave are benefiting from the rollout of new AI models like Astra and the need for data center expansion and optical communication networks.
Hedge inflation risks with energy stocks.
Inflation is unavoidable due to massive AI investments and geopolitical conflicts driving up commodity prices. Investors should use energy stocks and commodities like copper and aluminum as a hedge, as refining margins and prices for these inputs are hitting record highs.
US government invests in quantum computing.
The US government is actively investing in quantum computing companies to maintain technological supremacy in the AI arms race, taking equity stakes in companies like Rigetti Computing and D-Wave Quantum, which provides long-term growth potential.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
65:18
Hedge late-cycle inflation with commodity ETFs.
We are in the late stages of the economic cycle where commodity prices typically rise. With geopolitical risks in the Middle East potentially driving oil prices to $100, investors should hedge their portfolios with US energy stocks or commodity ETFs, as Korean intermediate goods companies will suffer from rising raw material costs.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
79:23
Samsung preferred for inference DRAM and dividends.
As the AI market shifts from training to inference, demand for DRAM will outpace HBM. Samsung Electronics is better positioned for this shift than SK hynix. Additionally, with its share buyback ending, Samsung will likely focus on dividends, making it a more attractive play, especially its preferred shares, towards the end of the year. Recommend a 7:3 ratio favoring Samsung over SK hynix.
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
86:55
Healthcare is a good Q4 alternative.
The healthcare and biotech sectors act as good alternatives in Q4 when corporate earnings are less critical and anticipation builds for early next year's events like the JP Morgan Healthcare Conference.
ICE autonomous driving targets a massive market.
Hyundai Motor is developing autonomous driving technology for internal combustion engine (ICE) and hybrid vehicles. This is a smart strategy as it targets a massive existing market that EV-only players like Tesla and BYD cannot reach, providing a unique competitive advantage.
US energy infrastructure drives nuclear power demand.
Nuclear power stocks are rallying due to anticipated US investments in energy infrastructure and data centers. Companies like Doosan Enerbility, KEPCO E&C, and major construction firms are well-positioned to benefit from these upcoming US-Korea nuclear projects.
US energy infrastructure drives nuclear power demand.
Construction stocks are poised to become market leaders. The government is focusing on balanced regional development and infrastructure budgets. Furthermore, companies like GS E&C, Hyundai E&C, and Daewoo E&C will benefit from data center construction and potential US nuclear power plant projects.
US energy infrastructure drives power equipment demand.
Power equipment companies like Hyosung Heavy Industries are top picks as US utility companies reduce their reliance on Chinese imports, and US peers like Eaton are breaking out of their ranges.
US energy infrastructure drives power equipment demand.
Power equipment and transformer companies are benefiting from the broader theme of US energy infrastructure investments needed to support AI data centers.
Q4 orders expected for semiconductor equipment.
Semiconductor equipment companies, particularly Jusung Engineering, are expected to receive significant orders from SK hynix and Samsung Electronics in the fourth quarter, driving their stock performance.
Strong export data and AI demand continue.
Semiconductors remain a strong buy. Export data is robust, AI demand is solidifying with new models like Astra driving token usage, and Apple is securing memory without demanding price cuts, indicating strong pricing power for memory makers.
Shift focus from cosmetic brands to ODMs.
In the cosmetics sector, it is time to shift focus from brand companies like APR to ODM (Original Design Manufacturer) companies like Kolmar Korea and Cosmax. As top brands reach full capacity, mid-tier ODMs will benefit from the overflow and show solid revenue growth.
Shift focus from cosmetic brands to ODMs.
In the cosmetics sector, it is time to shift focus from brand companies like APR to ODM (Original Design Manufacturer) companies like Kolmar Korea and Cosmax. As top brands reach full capacity, mid-tier ODMs will benefit from the overflow and show solid revenue growth.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
278:46
Data centers and nuclear drive construction stocks.
Construction stocks are poised to become market leaders. The government is focusing on balanced regional development and infrastructure budgets. Furthermore, companies like GS E&C, Hyundai E&C, and Daewoo E&C will benefit from data center construction and potential US nuclear power plant projects.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
282:24
ESS demand grows; prefer Samsung SDI.
The ESS (Energy Storage System) market is growing rapidly, as seen by CATL's strong earnings compared to EV-focused BYD. In Korea, Samsung SDI is the preferred play over LG Energy Solution because its factory utilization rates are higher and it is better positioned to capture ESS demand.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
282:24
ESS demand grows; prefer Samsung SDI.
The ESS (Energy Storage System) market is growing rapidly, as seen by CATL's strong earnings compared to EV-focused BYD. In Korea, Samsung SDI is the preferred play over LG Energy Solution because its factory utilization rates are higher and it is better positioned to capture ESS demand.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
293:15
Steel and non-ferrous metals are bottoming.
Steel and non-ferrous metals are showing signs of a turnaround. Copper prices are at all-time highs (benefiting Poongsan), lithium is bottoming (benefiting POSCO Holdings), and steel product prices are rising while raw material costs fall (benefiting Hyundai Steel). These stocks also have very low PBRs.
MSTR buys preferred stock, delays BTC purchases.
MicroStrategy recently purchased its own preferred stock (STRC) instead of Bitcoin. They are likely focusing on boosting the STRC price to $100 to enable further sales, meaning they might not aggressively buy Bitcoin until that target is reached and the FOMC volatility passes.
This 3PRO TV (삼프로TV) video, published September 09, 2026,
features Park Myung-seok, Park Seung-young, Kwon Soon-woo, Park Byeong-chang, Son Soo-hyun, Park Ji-hoon, Park Sang-hyuk
discussing INTC, LITE, ORCL, AMD, GLW, CVX, VLO, FCX, SCCO, AA, STLD, RGTI, GFS, QBTS, IONQ, US energy stocks, DBC, 000660.KS, 005930.KS, Korean healthcare/biotech, 005380.KS, 052690.KS, 034020.KS, 083650.KQ, 028260.KS, 000720.KS, 047040.KS, 298040.KS, 267260.KS, 010120.KS, 036930.KQ, SMH, 161890.KS, 192820.KS, 278470.KS, 006360.KS, 373220.KS, 006400.KS, 004020.KS, 001430.KS, 005490.KS, 103140.KS, BTC, MSTR.
20 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Myung-seok,
Park Seung-young,
Kwon Soon-woo,
Park Byeong-chang,
Son Soo-hyun,
Park Ji-hoon,
Park Sang-hyuk
· Tickers:
INTC,
LITE,
ORCL,
AMD,
GLW,
CVX,
VLO,
FCX,
SCCO,
AA,
STLD,
RGTI,
GFS,
QBTS,
IONQ,
US energy stocks,
DBC,
000660.KS,
005930.KS,
Korean healthcare/biotech,
005380.KS,
052690.KS,
034020.KS,
083650.KQ,
028260.KS,
000720.KS,
047040.KS,
298040.KS,
267260.KS,
010120.KS,
036930.KQ,
SMH,
161890.KS,
192820.KS,
278470.KS,
006360.KS,
373220.KS,
006400.KS,
004020.KS,
001430.KS,
005490.KS,
103140.KS,
BTC,
MSTR
