Name: Stereotypes surrounding LG are broken... Will it shed its undervalued frame? | Myeong Min-jun, Park Ga-young, Park Ji-hoon [Stock Beginner Rescue Team]
Uploaded: 2026-05-14T13:30:16+00:00
Duration: 3215 s
Description: Stereotypes surrounding LG are broken... Will it shed its undervalued frame? | Myeong Min-jun, Park Ga-young, Park Ji-hoon [Stock Beginner Rescue Team] — AI-analyzed trade ideas from 3PRO TV (삼프로TV) on Buzzberg.

Speakers

Park Ji-hoon — Director, Asset Management Consulting Dept., NH Investment & Securities

Summary

NH Securities Director Park Ji-hoon discusses multiple investment themes including Samsung Electronics' undervaluation, LG group's new growth engines (robotics, cooling, iPhone parts), Doosan group's cross-cycle strength, and several domestic consumption plays (Hotel Shilla, Shinsegae, Samyang Foods, NCsoft). He also highlights Duksan Neolux as a high-growth OLED material supplier with robotics optionality. The overall market is near key resistance levels but supported by solid earnings.

Samsung Electronics remains deeply undervalued with strong HBM earnings and potential PER re-rating.
LG Electronics is pivoting to robotics and data center cooling, driving a breakout.
LG Innotek is a direct beneficiary of the iPhone upgrade cycle and OLED transition.
Doosan group combines nuclear, robotics, fuel cells, and a hidden gem supplying CCL resin to Nvidia.
NCsoft is recovering on Lineage Classic’s strong PC room performance.
Samyang Foods offers attractive valuation with China and Europe sales recovering.
Hotel Shilla and Shinsegae are gaining from inbound tourism and domestic consumption recovery.
Duksan Neolux is positioned as a key OLED material supplier with expanding applications including robotics.

Trade Ideas

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 13:20

Samsung re-rate on cheap PER and strong earnings.

Samsung Electronics is deeply undervalued with a PER of only 5-6x, while its memory and HBM earnings are booming. If the company re-rates to a global peer level (e.g., Micron at 10x+), the stock could rise to 400,000-500,000 won, lifting the KOSPI to 10,000 points. Catalysts include HBM confidence recovery, non-memory foundry turnaround, and shareholder return policies.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 33:50

LG Electronics benefits from robotics and cooling.

LG Electronics has two strong growth catalysts: robotics (it is deeply invested in the business) and data center cooling solutions. The stock surged over 10% on the day and is seen as breaking out of its old undervalued frame.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 40:30

LG Innotek rides Apple iPhone upgrade cycle.

LG Innotek is the top Apple iPhone value chain play. With the upcoming iPhone 20th anniversary model featuring a new form factor (foldable) and OLED display transition, the stock has already rallied 200% in 3 months and has further upside.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 48:20

Doosan group diversified, strong earnings momentum.

Doosan group (holding company) is attractive due to its diverse portfolio: Doosan Tesna (non-memory foundry), Doosan Energy (nuclear power), Doosan Robotics, Doosan Fuel Cell, and crucially the unlisted Doosan Electronics which makes CCL resin supplied to Nvidia. Operating margins at Doosan Energy exceeded 30% and are expected to improve further through 2H. New factory in Thailand will expand CCL capacity by 50%.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 60:40

Hotel Shilla gains from inbound tourism recovery.

Hotel Shilla benefits from inbound tourism recovery (China-Japan-US tensions shifting tourists to Korea). Operating profits are improving sharply year-on-year. Insider buying by the CEO adds confidence. The stock is still in an uptrend.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 67:30

Shinsegae cheap, strong earnings, treasury share catalyst.

Shinsegae is the top domestic consumption pick with PER of 11x, the highest proportion of treasury shares among retail stocks, and potential share cancellation. Q1 operating profit surged over 50% YoY, and Q2 is expected to be even better.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 70:40

NCsoft profit recovery from Lineage Classic.

NCsoft is in recovery driven by Lineage Classic, which achieved 11% PC room share and generated 800bn won in Q1 revenue, expected to rise to 1.2tr in Q2. The stock is gradually rising from its bottom.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 73:20

Samyang Foods cheap PER, overseas sales revival.

Samyang Foods is attractively valued at PER 17x compared to historical average 22x. Unexpected recovery in China sales and strong European exports provide upside. The World Cup marketing may add costs but Q2 operating profit is still expected to increase QoQ.

Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 76:50

Duksan Neolux OLED material play with robotics upside.

Duksan Neolux is the key material supplier (Black PDL) for OLED displays used in the upcoming iPhone and potentially other devices like iPads, automotive displays, and even humanoid robots. Its earnings are growing from 500bn to 900bn this year and could reach 1tr next year, with further optionality from robotics and OLED expansion from 2026-2027.

Stereotypes surrounding LG are broken... Will it shed its undervalued frame? | Myeong Min-jun, Park Ga-young, Park Ji-hoon [Stock Beginner Rescue Team]

Summary

Trade Ideas

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