Why Should We Pay Attention to 'This Place,' the Center of K-Culture? | Kim Moon-jung, PB at Hana Securities Daegu Jungang WM Center [Double Crew]

Watch on YouTube ↗  |  June 05, 2026 at 01:29  |  19:39  |  3PRO TV (삼프로TV)
Speakers
Kim Moon-jung — PB, Hana Securities Daegu Central WM Center
Jeong Pro — Host

Summary

Kim Moon-jung, a PB at Hana Securities, recommends investing in Korean department stores, particularly Shinsegae and Hyundai Department Store, citing structural growth from platformization, K-culture tourism, and semiconductor bonus-driven consumption. She provides detailed rationale including sales records, real estate development, and cost-cutting. The host expresses skepticism about further upside potential.

  • Kim Moon-jung is bullish on Korean department stores as a sector.
  • She highlights Shinsegae as the top pick due to its #1 sales ranking and strong real estate development.
  • Hyundai Department Store is expected to see a turnaround in Q3-Q4 2025.
  • Drivers include platformization, K-culture tourism, and semiconductor bonus windfalls.
  • Shinsegae's cost-cutting through duty-free exit is seen as positive for margins.
  • The host questions the extent of further upside for department store stocks.
Trade Ideas
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 1:17
Korean department stores have structural growth catalysts.
Korean department stores are undergoing structural growth due to platformization into cultural and tourism destinations, an increasing share of VIP sales, and consumption tailwinds from large semiconductor bonus payouts at Samsung Electronics and SK hynix. These factors are driving sustained revenue and profit growth, making the sector attractive for investment.
Korean department stores HIGH
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 2:11
Shinsegae is the best department store pick.
Shinsegae is the top pick among Korean department stores. Its Gangnam store is the global #1 in sales, the company excels in real estate development around transportation hubs, benefits from strong tourism, has enhanced shareholder returns, and is cutting costs by closing loss-making duty-free operations. Revenue is expected to exceed 7 trillion won in 2025, with further upside from margin improvement.
004170.KS HIGH
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 2:23
Hyundai Department Store to turnaround by Q3.
Hyundai Department Store had a weak Q1 2025 but is expected to experience a turnaround by Q3-Q4, driven by summer seasonal demand, increased foreign tourist spending, and the success of its platform-oriented renewal. The stock still has room to rise as earnings recover.
069960.KS MED
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This 3PRO TV (삼프로TV) video, published June 05, 2026, features Kim Moon-jung discussing Korean department stores, 004170.KS, 069960.KS. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Moon-jung  · Tickers: Korean department stores, 004170.KS, 069960.KS