Ideas
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
5:49
Solar rebound on China price hikes
Long-neglected solar names are rebounding as China's production cuts and price hikes of more than 30% may benefit Korean suppliers, while US big tech energy constraints increase solar demand. This makes solar a meaningful rotation candidate.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
6:37
Seobu T&D benefits from inbound hotels
Seobu T&D is an asset-rich company with hotel exposure. Hotel vacancy is low and inbound travel is improving, making the recent stock move meaningful.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
7:02
KEPCO is core nuclear value play
KEPCO is core to the nuclear theme: it trades at only 0.6x PBR with around 20% ROE, while US utilities trade near 3x PBR. Expected Westinghouse coordination in H1 leaves France as the main competitor in a nuclear market estimated at $7T by 2050.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
9:55
Korean memory chips look cheap
DRAM is rising because supply is tight and memory makers are cautious about over-expanding capacity. Samsung Electronics and SK hynix earn large profits relative to their market caps versus global big tech peers, so Korean memory remains attractive, and conservative capex is better for prices and share prices than aggressive expansion.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
10:42
Hanmi Pharm leads obesity technology
Even as Novo Nordisk and obesity sentiment reset, Hanmi Pharm looks more attractive because it has proven domestic technology for obesity and muscle-loss treatment, and the stock is already responding.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
11:01
APR is resilient cosmetics winner
Korean cosmetics export data remain solid, and APR's strong brand power and good earnings make it a resilient winner even as some less-established brands face noise.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
11:01
Korean cosmetics exports remain solid
Korean cosmetics export data remain firm, and brand leaders with global influence are still generating strong earnings, so the cosmetics export theme remains attractive.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
11:36
CJ Freshway upgrades food distribution
CJ Freshway remains a leader in school meals while expanding into ingredient distribution and online B2B services for younger restaurant owners, which is a positive level-up for the business.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
12:35
SK Telecom unlocks stake value
SK Telecom holds a stake worth more than KRW 2T. Monetizing it could fund shareholder-friendly actions and new businesses, adding value catalysts to a normally heavy telecom stock.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:48
Korean food exporters improve overseas
Korean food companies with overseas production are improving even when domestic demand is weak. Investors should check overseas subsidiary sales momentum for names like Samyang Foods and Orion.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
14:04
Orion benefits from overseas plants
Orion's overseas plants, especially Russia and Vietnam, have driven earnings improvement since last year's fourth quarter, supporting the stock even if the Korean domestic market is weak.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
14:22
Korean consumer recovery supports domestic stocks
A rising stock market should make consumers feel wealthier, and domestic consumption should recover. Shareholder-friendly policy and commercial law amendment momentum can support domestic and consumer names, with department stores and asset-rich retailers also having development value.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
21:05
Kolon Industries has CPI revival optionality
Kolon Industries' CPI film lost the handset race to UTG, but it may now be adopted into aerospace applications. If Apple and Samsung adopt CPI again for foldables in 2026, earnings and valuation could re-rate; aramid demand and apparel add optionality, and the stock trades at only about KRW 1.4T market cap with single-digit valuation.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
21:26
Samyang Foods is comfortable but slow
Samyang Foods' valuation has become comfortable at around 17x. Sales and operating profit are still growing 20-30%, and China plant momentum can improve after a soft fourth and first quarter, though marketing costs may delay excitement by about a quarter.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
21:44
LG Energy Solution is earnings battery play
LG Energy Solution is entering an up-cycle. ESS revenue is estimated at KRW 8T this year and ESS alone could generate KRW 1.2T operating profit; total operating profit should reach about KRW 1.5T this year and KRW 2.5-3.5T next year. It is the earnings-based battery play.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
21:51
Samsung Electro-Mechanics is must-have AI component
Samsung Electro-Mechanics is a must-have AI edge component play through substrates, automotive electronics, FC-BGA, and robotics. It earns roughly KRW 1.2T operating profit but trades at only KRW 22T market cap, versus LG Energy Solution at KRW 90T with similar earnings, leaving room for its earnings to catch up.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
24:36
Fadu gains HBF SpaceX narrative
Fadu resumed trading and has hit consecutive upper limits, helped by the positive narrative around HBM moving toward HBF/NAND SSD and possible SpaceX aerospace design involvement.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
26:46
RFHIC gains from telecom defense
Optical communication names are strong in the US, and RFHIC is a leading KOSDAQ telecom equipment player with additional defense revenue, so it remains attractive.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
33:19
Lotte Energy Materials leads copper foil revival
Copper foil stocks are staging a revival, and Lotte Energy Materials is a leading example with a strong recent share price move.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
36:37
Physical AI robots need better batteries
Robots and humanoids must run for long periods, so better batteries are essential. Physical AI and robotics is a broad theme that also supports Samsung Electro-Mechanics, LG Electronics, and Samsung SDI.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
36:47
Samsung SDI is solid-state momentum play
Samsung SDI remains loss-making, but it has the strongest solid-state battery momentum for physical AI, humanoid robots, and ESS. Investors should treat it as a momentum play rather than an earnings play.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
38:25
Batteries can lead this year
Batteries can be this year's leading sector due to base effects, ESS volume growth, rising long-term EV penetration, and robot/humanoid battery demand. The speaker favors balanced exposure to LG Energy Solution and Samsung SDI and expects a possible retest of prior highs.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
39:59
EcoPro BM benefits from cathode recovery
Cathode material earnings are improving, helped by metal prices and battery material demand. EcoPro BM is a favored way to gain materials exposure.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
40:04
L&F is positive battery materials monitor
L&F is worth monitoring and looks positive as a battery materials play tied to the LG Energy Solution and Tesla supply chain.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
40:17
POSCO Holdings is accumulate for 2026
POSCO Holdings is a large-cap to accumulate as it combines steel and battery materials, with strong performance expected in 2026.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
44:32
Haesung DS earnings accelerate on DDR4
Haesung DS's fourth-quarter operating profit surged 250% year over year. DDR4 contract prices rose 120% quarter over quarter in 1Q and another 30% in 2Q, with high chip costs passed through to module prices. This should accelerate earnings, and the substrate and robot angle adds optionality, so buy on dips.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
47:06
FC-BGA substrate names have operating leverage
FC-BGA substrate makers already made capacity investments during the downturn, so when demand returns they should enjoy strong operating leverage. Samsung Electro-Mechanics, GigaVis, Taesung, and Haesung DS are the preferred names.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
48:09
LG Innotek benefits from Apple anniversary
LG Innotek's stock has corrected from highs, but Apple's iPhone 20th-anniversary cycle in 2026 may bring major form-factor changes and give LG Innotek momentum.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
48:44
LG Electronics is cheap robotics HVAC play
LG Electronics looks cheap and could become a hot stock if its genuine robotics business, potential shareholder return, and strong HVAC and air-conditioning business materialize.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
50:35
Smart glasses shift to micro LED
Smart glasses are currently using second-generation LCD displays, but the market should shift to micro LED because outdoor visibility and reflections are critical. Related micro LED and LCOS suppliers are worth researching.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
52:52
Doosan is nuclear supply-chain TSMC
Doosan Enerbility should be watched as the 'TSMC of the nuclear industry,' a key supply-chain play alongside KEPCO in the nuclear buildout.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
53:34
Duksan Neolux gains from OLED SMR
Apple's iPhone form-factor changes in 2026-2027 should drive OLED material demand, and Duksan Neolux is a leading material supplier with earnings expected to grow from KRW 600B to KRW 1T and then KRW 1.5T. Its Hyundai Heavy Industries Turbo Machinery subsidiary is building an SMR and nuclear business.
This 3PRO TV (삼프로TV) video, published February 04, 2026,
features Park Ji-hoon
discussing TAN, 006730.KQ, 015760.KS, 005930.KS, 000660.KS, 128940.KS, 278470.KS, Korean cosmetics exporters, 051500.KQ, 017670.KS, Korean Food Exporters, 271560.KS, Korean consumer/retail sector, 120110.KS, 003230.KS, 373220.KS, 009150.KS, 440110.KQ, 218410.KQ, 020150.KS, Physical AI/robotics, 006400.KS, KARS, 247540.KQ, 066970.KS, 005490.KS, 195870.KS, 420150.KQ, 323280.KQ, 011070.KS, 066570.KS, Micro LED supply chain, 034020.KS, 213420.KQ.
32 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Ji-hoon
· Tickers:
TAN,
006730.KQ,
015760.KS,
005930.KS,
000660.KS,
128940.KS,
278470.KS,
Korean cosmetics exporters,
051500.KQ,
017670.KS,
Korean Food Exporters,
271560.KS,
Korean consumer/retail sector,
120110.KS,
003230.KS,
373220.KS,
009150.KS,
440110.KQ,
218410.KQ,
020150.KS,
Physical AI/robotics,
006400.KS,
KARS,
247540.KQ,
066970.KS,
005490.KS,
195870.KS,
420150.KQ,
323280.KQ,
011070.KS,
066570.KS,
Micro LED supply chain,
034020.KS,
213420.KQ
