외국인' 대량매도'에도 폭등… 지금 시장 핵심은? | 박병창 MP파트너스 대표 [마켓 인사이드]

Watch on YouTube ↗  |  May 12, 2026 at 00:27  |  41:33  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byung-chang discusses the Korean market rally driven by semiconductor stocks despite heavy foreign selling, highlighting the role of individual investors and ETF demand. He recommends Micron, Samsung Electronics, and SK hynix as plays on the semiconductor upcycle, and suggests Hyundai Motor as a safer proxy for robotics. He also warns of overheating signs in the semiconductor sector.

  • US markets ended slightly higher with semiconductor stocks leading.
  • Korean KOSPI rose 4.3% despite foreign net selling of 17 trillion won.
  • Samsung Electronics and SK hynix surged on strong individual buying and ETF demand.
  • Micron Technology target raised to $1000, benefiting from chip shortage and potential Samsung strike.
  • Robotics stocks remain expensive; Hyundai Motor Group recommended as a safer alternative.
  • KOSDAQ underperforms due to ETF selling and rotation to large caps.
  • Multiple Wall Street banks warn of semiconductor overheating.
Trade Ideas
Park Byeong-chang Director, MP Partners 2:00
Micron: chip shortage and Samsung strike tailwind.
Micron Technology is a beneficiary of the ongoing semiconductor chip shortage and the potential Samsung strike which could provide additional tailwind. Citibank raised its target price to $1000, citing these factors.
MU HIGH
Park Byeong-chang Director, MP Partners 13:49
Hyundai Motor as safe robotics play.
For investors who find robotics stocks too expensive and risky, Hyundai Motor Group stocks (including Hyundai Motor) serve as a safer proxy to participate in the robotics and automation theme. The group's valuation is more reasonable and still benefits from the same trend.
005380.KS MED
Park Byeong-chang Director, MP Partners 21:58
Samsung undervalued on earnings revaluation.
Samsung Electronics remains undervalued relative to its earnings growth potential. The company benefits from strong semiconductor earnings, governance reform, and a structural re-rating. The stock is approaching the key 300,000 won level and has further upside based on earnings revaluation.
005930.KS HIGH
Park Byeong-chang Director, MP Partners 22:05
SK hynix approaching 2 million won target.
SK hynix is a key beneficiary of the AI and semiconductor upcycle. The stock is approaching the 2 million won target, supported by strong earnings and potential UAE investment. The stock has massive upside potential given its earnings growth and re-rating.
000660.KS HIGH
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This 3PRO TV (삼프로TV) video, published May 12, 2026, features Park Byeong-chang discussing MU, 005380.KS, 005930.KS, 000660.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: MU, 005380.KS, 005930.KS, 000660.KS