All the Noise Is Out, Non-Semiconductor Recovery Signals Detected! In the Second Half of the Year | Myung Min-jun, Park Ga-young, Park Ji-hoon
The Noise Has All Arrived, Signals of Non-Semiconductor Recovery Detected! In the Second Half of the Year | Myung Min-jun, Park Ga-young, Park Ji-hoon [Stock Beginner Rescue Team]
Watch on YouTube ↗
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July 16, 2026 at 12:30
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50:48
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3PRO TV (삼프로TV)
Ideas
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
8:29
Korean memory stocks cheap on structural AI growth.
Despite near‑term noise from CXMT, hedging, and foreign broker downgrades, the AI‑driven structural growth story for memory remains intact. SK Hynix and Samsung Electronics are historically cheap on P/E (Hynix under 5x), and the current correction is a valuation opportunity. The speaker argues that for a structural growth industry, P/E is the right metric, not P/B, and that current prices offer a compelling entry point.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
17:21
Eaton earnings catalyst for Korean power equipment.
Eaton reports earnings next week, and as a bellwether for data‑center power equipment, its outlook on AI capex will be critical. Korean peers such as Hyosung Heavy Industries, LS Electric, and HD Hyundai Electric have corrected 30% from highs. A positive capex message from Eaton could re‑rate these Korean power‑equipment names.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
23:26
Korean won to strengthen on rate spread.
After the Bank of Korea’s rate hike today, the US‑Korea interest rate differential is likely to narrow as the US 10‑year yield has fallen to the 4.5% area. The speaker expects the Korean won to strengthen moderately, which could also attract foreign inflows into Korea.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
33:24
Korean cosmetics exports surge, valuation attractive.
Korean cosmetics stocks are breaking their historical seasonality with export data hitting all‑time highs. The sector’s valuation has de‑rated to around 16x P/E, which is inexpensive versus its long‑term average of 20x, and earnings surprises are expected. In a market struggling with semiconductor concentration, rotation into cosmetics can occur, and stocks like APR, Dalba Global, Silicon2, Cosmax, and Cosmecca Korea present a buyable opportunity with no valuation burden.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
42:08
Lotte Chemical turnaround potential, bottom fishing.
Lotte Chemical has been in a deep multi‑year downtrend, but recent earnings revisions show analysts turning around their outlook, with some projecting a Q2 swing to a 100-billion‑won profit and next‑year potential of 1‑trillion‑won operating profit if oil falls below $80. With a market cap of only 2.5 trillion won, the risk‑reward looks interesting for a bottom‑fishing setup, and the speaker has added it to his watchlist.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
46:37
Daejoo Electronics seeing institutional accumulation.
On a very weak market day, Daejoo Electronics showed resilience and even rose yesterday, while investment‑trust institutions were accumulating even as foreigners sold. The speaker interprets this as a suspicious accumulation, suggesting that in a rotation away from semiconductors, this PCB substrate maker could be an early beneficiary.
This 3PRO TV (삼프로TV) video, published July 16, 2026,
features Park Ji-hoon
discussing 005930.KS, 000660.KS, ETN, 010120.KS, 298040.KS, 267260.KS, KRW, Cosmax, AP, Silicon2, APR, Cosmecca Korea, 011170.KS, 008060.KS.
6 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Ji-hoon
· Tickers:
005930.KS,
000660.KS,
ETN,
010120.KS,
298040.KS,
267260.KS,
KRW,
Cosmax,
AP,
Silicon2,
APR,
Cosmecca Korea,
011170.KS,
008060.KS
