시장의 중심에 있어라…주도주가 답이다! | 김정환 하나증권 Club1WM센터 과장 [더블 크루]
Speakers
Summary
Manager Kim Jung-hwan of Hana Securities discusses the current market ignoring Iran tensions and advises investors to hold positions and focus on leading stocks. He highlights Samsung Electronics and SK Hynix as undervalued based on earnings growth and recommends a simple screening method using top 30 trading volume stocks daily.
- Kim Jung-hwan believes the market has priced in the Iran conflict and Trump's time constraints.
- He advises against selling and recommends holding for a rebound.
- He emphasizes investing in leading stocks (주도주) such as semiconductors, not small caps.
- Samsung Electronics' earnings grew 8x while its stock rose only 4x, suggesting undervaluation.
- SK Hynix has already broken to new highs and is a key leading stock.
- Key leading sectors mentioned: semiconductors, nuclear power, defense, and power.
- He suggests checking the top 30 stocks by daily trading volume as a market screening tool.
- The host summarizes the main takeaway as 'buy leading stocks'.
Trade Ideas
Samsung undervalued; earnings grew 8x.
Samsung Electronics is undervalued relative to its earnings growth. The stock rose from 50,000 won to 200,000 won (4x), but operating profit is expected to grow from 40 trillion won to 320 trillion won (8x). Therefore, investors should focus on value, not price, and buy/hold the stock. The stock is near its prior high and likely to break out if the Iran war issue resolves.
SK Hynix at new high, buy.
SK Hynix is a leading stock that has already broken its prior high and entered new high territory last week. As a key semiconductor stock, it is positioned to continue rising, especially if the Iran conflict is resolved. Investors should hold or buy.
Up Next
This 3PRO TV (삼프로TV) video, published April 20, 2026, features Kim Jung-hwan discussing 005930.KS, 000660.KS. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Kim Jung-hwan · Tickers: 005930.KS, 000660.KS