Ideas
Post-war stocks benefit from lower oil.
The end of the war in the Middle East, signaled by the US-Iran agreement, will lead to lower oil prices. This benefits specific sectors that are sensitive to fuel and transportation costs. UBS identifies construction-related retailers (Lowe's, Home Depot), consumer staples (P&G), and logistics (UPS) as key beneficiaries of this trend.
Memory and storage semiconductors are resilient.
The memory and storage semiconductor sector is a top safe-haven choice amid market uncertainty. Demand is extremely strong, with TrendForce reporting 'extremely tight' NAND supply and ongoing price increases. Companies in this space, like Micron, Western Digital, and Seagate, are outperforming the broader market, demonstrating their resilience to macro factors like interest rates.
CPU sector is a key AI beneficiary.
The CPU sector is emerging as another key beneficiary of the AI trend, following memory chips. Key players are showing strong performance and have specific positive catalysts. Intel is making progress with its 1.8nm process, and ARM Holdings is hitting new highs, indicating broad strength across the CPU ecosystem.
Broadcom is currently undervalued by market.
Broadcom is currently undervalued by the market. Despite some concerns about competition and its order backlog, JP Morgan believes the market's worries are excessive. At its current price level, the stock presents an attractive investment opportunity.
Space technology sector is showing rebound.
The space technology sector is showing signs of a rebound after a period of decline. AST SpaceMobile's recent successful satellite launch has provided a positive catalyst, and Blue Origin's plan to resume launches by year-end adds to the positive momentum. This suggests a potential turning point for space-related stocks.
Tesla's Robotaxi is a major catalyst.
Tesla's stock has a major upcoming catalyst in its Robotaxi business. The Q2 delivery numbers and, more importantly, Elon Musk's conference call commentary on the Robotaxi timeline will be critical drivers. Positive real-world data on FSD performance from Europe further supports the long-term thesis, making the upcoming announcements a key event to watch.
LiDAR company Ouster benefits from physical AI.
Ouster, a LiDAR company, is a potential beneficiary of the move towards 'physical AI'. The company has been securing a series of supply contracts, and its stock chart is showing positive momentum. As some in the market believe LiDAR will be a crucial component for advanced robotics and autonomy, Ouster is a company to watch.
Robinhood stock is showing a turnaround.
Robinhood's stock is showing strong signs of a turnaround. The company has undertaken restructuring, including a 10% workforce reduction, which has been a positive trigger for the stock. With research firms like Argus now forecasting high growth, the stock is attractively positioned for a continued rebound from its bottom.
SpaceX has a strong supply-demand imbalance.
SpaceX's long-term value is not as a space company but as a core AI infrastructure provider. Its ultimate goal is to build data centers in space, overcoming Earth's physical limitations on power and land. The recent acquisition of Kursor strengthens its AI software capabilities. The key milestone is the commercialization of Starship, which will dramatically reduce launch costs and make this vision economically viable.
Abaco has solution for glass substrates.
Abaco, a Korean equipment company, has a potential solution to a key bottleneck in the manufacturing of next-generation glass substrates. Its advanced laser equipment is designed to address the challenges of creating Through-Glass Vias (TGV), a critical step. As the industry moves towards glass substrates for advanced packaging, companies that solve key manufacturing hurdles like Abaco could see significant demand.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
125:20
Korean nuclear power sector is poised for rebound.
The Korean nuclear power sector is poised for a rebound. There are strong domestic catalysts, such as the selection of a new plant site, and significant international opportunities. A new US-Korea investment cooperation body is launching, and based on Japan's precedent, a large portion of this investment will likely target power projects, including SMRs and large nuclear plants, directly benefiting key players like Doosan Enerbility and the undervalued KEPCO.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
127:40
Korean power equipment stocks are attractive.
Korean power equipment stocks have become attractive again after a 35% correction brought their valuations below 28x P/E, which is now cheaper than global peers. With strong Q2 earnings expected, positive FX tailwinds, and recent price hikes demonstrating pricing power, the sector is set for a rebound.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
134:20
Samsung Electro-Mechanics has huge growth potential.
Samsung Electro-Mechanics appears expensive on current earnings, but this is misleading. The market is starting to price in massive future growth from new markets like glass substrates, humanoid AI components, and automotive electronics, which are not reflected in current analyst consensus. As these earnings materialize, the P/E ratio will rapidly compress, following the classic 'buy high P/E, sell low P/E' pattern for a growth cyclical.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
136:37
Rotate to cheaper semiconductor materials stocks.
It's time for a rotation within the semiconductor 'So-Bu-Jang' (materials, parts, equipment) space. While equipment stocks have run up to high valuations (35-40x P/E), materials stocks like Dongjin Semichem, Soulbrain, and ENF Technology are trading at a much more attractive ~15x P/E. As the capex cycle is just beginning, these relatively cheaper materials companies offer a better entry point to play the theme.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
144:13
Korean biotech sector is bottoming out.
The Korean biotech sector is showing signs of bottoming and is worth starting to accumulate. The sector has been neglected (an 'empty house'), and sentiment is poor, but the macro backdrop is improving, similar to the 2022 bottom. Key stocks like Alteogen have interesting strategic decisions to make that could attract passive flows. It's time to cautiously re-enter the sector.
Korean nuclear stocks have strong momentum.
Korean nuclear power stocks are showing strong technical and fundamental momentum. Recent news of new domestic plant sites provides a catalyst, and the charts for key names like Doosan Enerbility, BHI, and KEPCO E&C show a bullish setup, rebounding off their 10-day moving averages. This is a good opportunity to trade the sector's momentum.
Kangwon Energy has new AI cooling catalyst.
Kangwon Energy has a new, specific catalyst driving its stock. The company announced a collaboration with Japan's Nidec, a major motor manufacturer, on liquid cooling solutions for AI data centers. This partnership provides a new growth angle beyond its previous association with lithium.
Medical AI Vuno has positive momentum.
Vuno, a medical AI company, is showing positive momentum driven by a strong clinical result for its cardiac arrest prediction tool. The news has triggered a positive chart pattern, with the stock crossing its 20-day moving average. This kind of setup can attract further momentum-based buying.
Naver is an attractive contrarian long.
Naver is an attractive contrarian long. After a long period of underperformance, it has been designated a key AI partner by Nvidia's CEO, which provides a major catalyst. Its unique position as a non-Google search leader in a US-friendly country with vast local data makes it a strategic asset. A recent historic volume spike suggests a major change in ownership. While the B2B AI transformation will take time, the current low valuation offers a compelling risk-reward to bet on this turnaround.
LG Group is the hardware provider for Physical AI.
The next major AI wave will be 'Physical AI' (humanoid robots), and LG Group is the premier hardware provider, or 'body,' for this revolution. It possesses a complete internal supply chain for critical components: LG Electronics (motors), LG Innotek (sensors), LG Display (displays), and LG Chem (batteries). Nvidia CEO Jensen Huang's visit was to secure this strategic hardware partner, positioning the entire LG ecosystem for long-term growth.
Doosan Group is a diversified AI infrastructure play.
Doosan Group is a diversified 'AI infrastructure gift set,' providing exposure to the three pillars of the AI era: energy (nuclear), semiconductors, and robotics. The group's ETF offers a balanced portfolio, combining high-growth ventures like Doosan Robotics with stable cash-flow businesses like Doosan Bobcat, making it an ideal way for investors to get comprehensive and risk-managed exposure to these critical long-term themes.
AI agents will drive crypto payment adoption.
The next evolution of AI is 'execution AI'—agents that perform tasks, not just provide information. These agents will require a native digital payment layer for their high-frequency, micro-transactional nature, which traditional finance cannot handle. This creates a massive, fundamental use case for crypto, positioning efficient blockchains like Solana and Polygon, and stablecoin issuers like Circle, as the core infrastructure for this new economy.
This 3PRO TV (삼프로TV) video, published June 18, 2026,
features Park Myung-seok, Oh Gi-seok, Ryu Jong-hoon, Park Ji-hoon, Jang Woo-jin, Lee Hak-ju, Choi Chang-gyu, Choi Yong-seok, Kim Jun-woo
discussing LOW, PG, HD, UPS, MU, WDC, STX, INTC, AMD, ARM, AVGO, ASTS, TSLA, OUST, HOOD, SPCX, 083930.KQ, 015760.KS, 034020.KS, 298040.KS, 009150.KS, Dongjin Semichem, 357780.KQ, ENF, 196170.KQ, BHI, KEPCO E&C, KPS, 114190.KQ, 338220.KQ, 035420.KS, TIGER_LG_GROUP_PLUS_ETF, 066570.KS, WOORI 200 Doosan Group Focus ETF, MATIC-USD, SOL, COIN.
22 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Myung-seok,
Oh Gi-seok,
Ryu Jong-hoon,
Park Ji-hoon,
Jang Woo-jin,
Lee Hak-ju,
Choi Chang-gyu,
Choi Yong-seok,
Kim Jun-woo
· Tickers:
LOW,
PG,
HD,
UPS,
MU,
WDC,
STX,
INTC,
AMD,
ARM,
AVGO,
ASTS,
TSLA,
OUST,
HOOD,
SPCX,
083930.KQ,
015760.KS,
034020.KS,
298040.KS,
009150.KS,
Dongjin Semichem,
357780.KQ,
ENF,
196170.KQ,
BHI,
KEPCO E&C,
KPS,
114190.KQ,
338220.KQ,
035420.KS,
TIGER_LG_GROUP_PLUS_ETF,
066570.KS,
WOORI 200 Doosan Group Focus ETF,
MATIC-USD,
SOL,
COIN
