[26.04.20 오전 방송 전체보기] '호르무즈 다시 봉쇄' 개방 기대감에 급등한 시장의 향방은?

Watch on YouTube ↗  |  April 20, 2026 at 03:23  |  6:04:51  |  3PRO TV (삼프로TV)
Speakers
Kim Hyun-soo Researcher — Researcher, Korea Institute of Finance
Lee Yeo-jin Deputy General Manager — Deputy General Manager, Unknown

Summary

The video covers the weekend turmoil around the Hormuz Strait, where Iran briefly reopened then re-blockaded, causing oil volatility and equity swings. Multiple analysts discuss trading strategies, focusing on semiconductors, batteries, shipbuilding, tourism, and holding companies as the key sectors to watch. The crypto segment highlights the shift to valuation-based investing in decentralized projects like Hyperliquid.

  • Iran reversed its Hormuz Strait opening, leading to renewed oil price spikes and market uncertainty.
  • US delegation headed to Pakistan for talks, but Iran signals refusal to attend without lifted blockade.
  • Analysts recommend semiconductors as the top sector if geopolitical risks ease.
  • Battery cell makers LG Energy Solution and Samsung SDI are favored for ESS and US production subsidies.
  • Shipbuilding engine stocks like STX Engine benefit from dual-fuel technology demand.
  • Tourism stocks, especially Hotel Shilla, are expected to rise on weak won and inbound travel.
  • SK Holdings and other holding companies are seen as undervalued with buyback catalysts.
  • Cryptocurrency market is maturing; Hyperliquid exemplifies revenue-driven buyback tokens.
Trade Ideas
Park Myung-seok 35:05
Semiconductors best if Iran resolves.
If the Iran situation resolves or reverses, semiconductors are the best sector to buy because the earnings season is ongoing and AI demand remains strong. The sector leads the market and any pullback is a buying opportunity.
SMH HIGH
Park Byeong-chang 148:46
Dual-fuel engine demand bullish.
Shipbuilding engine stocks, particularly STX Engine, are strong because Chinese shipyards lack dual-fuel engine technology, leading to a surge in orders for Korean engine makers. Capacity utilization is above 100%.
077970.KS HIGH
Park Byeong-chang 154:27
MLCC cycle strong, hold.
Samsung Electro-Mechanics is in a strong uptrend driven by the MLCC cycle, AI-related demand, and solid fundamentals. The stock continues to hit new highs and is a core holding for investors who already own it, though chasing at current levels carries risk.
009150.KS HIGH
Kim Hyun-soo Researcher Researcher, Korea Institute of Finance 204:39
Battery cell makers bottom, long.
The battery sector has bottomed, with cell makers like LG Energy Solution and Samsung SDI benefiting from ESS demand, LFP conversion, US AMPC subsidies, and rising EPS. The growth narrative has shifted from EV to energy security, making these names attractive.
373220.KS 006400.KS HIGH
Lee Yeo-jin Deputy General Manager Deputy General Manager, Unknown 279:56
SK Holdings cheap, buyback upside.
Holding companies are deeply undervalued and will benefit from value-up policies, including buybacks and dividend increases. SK Holdings is particularly aggressive with a 20% buyback plan, which will increase the controlling shareholder's stake and lead to higher dividends funded by SK Hynix earnings.
034730.KS HIGH
Lee Yeo-jin Deputy General Manager Deputy General Manager, Unknown 298:35
Tourism boom, Hotel Shilla long.
Weaker won, BTS comeback, and China-Japan tensions will boost inbound tourism to Korea, causing hotel room shortages. Hotel Shilla is a key beneficiary and trades near levels where its president bought shares, implying undervaluation.
008770.KS HIGH
Cho Dong-hyun 349:20
Hyperliquid high profit, buyback.
Hyperliquid is a decentralized derivatives exchange that generates massive revenue with only 11 staff, achieving a 99% profit margin. It uses its profits to buy back its native token HYPE, creating a strong valuation framework akin to traditional equities. The platform's open architecture allows third-party developers to add new products, fueling growth.
HYPE HIGH
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3PRO TV (삼프로TV) · Apr 20

This 3PRO TV (삼프로TV) video, published April 20, 2026, features Park Myung-seok, Park Byeong-chang, Kim Hyun-soo Researcher, Lee Yeo-jin Deputy General Manager, Cho Dong-hyun discussing SMH, 077970.KS, 009150.KS, 373220.KS, 006400.KS, 034730.KS, 008770.KS, HYPE. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Park Byeong-chang, Kim Hyun-soo Researcher, Lee Yeo-jin Deputy General Manager, Cho Dong-hyun  · Tickers: SMH, 077970.KS, 009150.KS, 373220.KS, 006400.KS, 034730.KS, 008770.KS, HYPE