Semiconductor stocks surge, KOSPI breaks 7,000! Now the KOSDAQ return game begins!

KOSPI Breaks 7,000 on Semiconductor Stock Surge! The 'KOSDAQ' Return Rate Game Starts Now! _26.05.06. | Park Ji-hoon, Yeo Do-eun, Heo Jae-mu [Morning N Investment]
Watch on YouTube ↗  |  May 06, 2026 at 02:26  |  53:12  |  3PRO TV (삼프로TV)
Speakers

Summary

Park Ji-hoon Director discusses the KOSPI surge past 7,300 and recommends rotating from large-cap semiconductors to KOSDAQ semiconductor equipment/materials (소부장) for higher returns. He provides detailed bullish theses on Samsung Electro-Mechanics, LG Energy Solution, Doosan Tesna, SKC, and Krafton. He also advises buying nuclear power stocks on dips and staying invested in semiconductors until August.

  • KOSPI reached 7,300 and is expected to continue upward, possibly to 8,500.
  • Park Ji-hoon advises shifting focus from Samsung and SK Hynix to KOSDAQ semiconductor equipment and materials (소부장).
  • Samsung Electro-Mechanics is highlighted as a strong long-term play with multiple growth drivers.
  • LG Energy Solution is preferred over Samsung SDI due to ESS profitability and US exposure.
  • Doosan Tesna and SKC are named as key foundry and glass substrate plays.
  • Krafton is bullish on strong earnings and share buybacks.
  • Nuclear power stocks (Doosan Enerbility, KEPCO) should be bought on dips for export momentum.
  • The speaker warns that semiconductor growth slope may flatten after August, prompting a later rotation.
Trade Ideas
Park Ji-hoon 5:48
SKC glass substrate AI play.
SKC is surging on the glass substrate theme for AI semiconductors, driven by capex investment and demand for glass substrates as a key material. The stock is a direct beneficiary of the shift from CCL to glass substrates.
001740.KS MED
Park Ji-hoon 12:30
Union risk boosts SK Hynix earnings.
SK Hynix benefits from the union strike risk, which could tighten memory supply and accelerate earnings growth, especially in its legacy DRAM and NAND exposure. The supply disruption narrative supports higher operating profit.
000660.KS HIGH
Park Ji-hoon 24:27
Nuclear power buy on dips.
Nuclear power stocks should be accumulated on dips. Doosan Enerbility and Korea Electric Power are the key picks, as the latter is set to become the sole export entity for nuclear reactors, though it faces near-term earnings headwinds from oil prices. The sector offers medium-term upside from export momentum.
034020.KS 015760.KS MED
Park Ji-hoon 36:00
LG Energy Solution rotation from SDI.
LG Energy Solution should be favored over Samsung SDI because its ESS business is about to turn profitable due to a lag effect from data center construction, US exposure will be a catalyst in the second half, LG Chem's selling pressure is easing, and the company has a tight schedule for sodium battery capex completion by year-end 2026.
051910.KS HIGH
Park Ji-hoon 42:07
Samsung Electro-Mechanics to 200,000 won.
Samsung Electro-Mechanics is undervalued with massive growth headroom: 1Q earnings beat, robotics and glass substrate not yet reflected, MLCC and FCBGA price increases starting, and potential 2028 operating profit of 4~5 trillion won. Market cap should exceed 100 trillion from current 60~70 trillion, making it a safe long-term holding with dips as buying opportunities.
009150.KS HIGH
Park Ji-hoon 44:07
Samsung long-term with foundry upside.
Samsung Electronics has long-term growth potential driven by foundry recovery in the second half, and despite near-term risks from union issues, the stock remains a core holding with ongoing positive momentum. He sees it writing new history and advises holding for the long term.
005930.KS MED
Park Ji-hoon 44:53
Doosan Tesna foundry recovery play.
Doosan Tesna is a must-watch foundry-related stock that will benefit from the recovery in the foundry sector. The speaker emphasizes it as a key play in the semiconductor equipment/materials theme on KOSDAQ.
131290.KQ MED
Park Ji-hoon 45:19
Hansol Technics foundry acquisition watch.
Hansol Technics is a watchlist stock after it acquired a foundry-related company similar to Doosan Tesna. The speaker plans to update next week and recommends putting it on radar.
004710.KQ MED
Park Ji-hoon 45:50
Krafton earnings beat, buyback catalyst.
Krafton delivered strong earnings (5,600 billion operating profit vs 4,000 billion expected), is aggressively buying back and canceling shares, and remains in an ongoing golden age. The stock is a top gaming pick alongside NCsoft.
259960.KS HIGH
Park Ji-hoon 47:27
L&F positive on US-free revenue.
L&F is still viewed positively because its revenue is free from US exposure, which has been a key driver. The speaker reiterates a favorable stance without elaborating on new catalysts.
066970.KS LOW
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815 Money Talk (815머니톡) · May 06

This 3PRO TV (삼프로TV) video, published May 06, 2026, features Park Ji-hoon discussing 001740.KS, 000660.KS, 034020.KS, 015760.KS, 051910.KS, 009150.KS, 005930.KS, 131290.KQ, 004710.KQ, 259960.KS, 066970.KS. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Ji-hoon  · Tickers: 001740.KS, 000660.KS, 034020.KS, 015760.KS, 051910.KS, 009150.KS, 005930.KS, 131290.KQ, 004710.KQ, 259960.KS, 066970.KS