Korean Railways to Be Laid in Vietnam... Nuclear Power and Supply Chain Cooperation | Kwon Soon-woo, 3PRO TV Team Lead

베트남에 한국 철도 깔린다...원전·공급망 협력 | 권순우 삼프로TV 취재팀장 [뉴스3]
Watch on YouTube ↗  |  April 23, 2026 at 23:44  |  31:20  |  3PRO TV (삼프로TV)
Speakers
Kwon Soon-woo — Reporting Team Lead, 3PRO TV

Summary

Kwon Soon-woo, Reporting Team Lead at 3PRO TV, reviews domestic Korean news: oil risk from US-Iran tensions, SK hynix's bullish memory outlook, Korea's stronger-than-expected GDP, and Korean financial-sector earnings and shareholder returns. He also highlights Doosan Enerbility's Vietnam nuclear MOU and Hyundai Rotem's first Vietnam railway contract, while noting risks such as later Chinese memory capacity and competition in Vietnam high-speed rail. The segment ends with a promotional shopping segment.

  • US-Iran tensions and tanker seizures are supporting crude oil prices and shipping risk.
  • SK hynix expects demand to exceed memory supply for about three years and plans higher capex.
  • Korea's Q1 GDP surprised at 1.7%, driven mainly by manufacturing and semiconductors.
  • Korean financials showed strong earnings, rising non-bank income, and more concrete shareholder returns.
  • Doosan Enerbility signed a Vietnam nuclear cooperation MOU for the Ninh Thuan 2 project.
  • Hyundai Rotem won its first Vietnam railway contract, including signaling systems.
  • Potential risks include Chinese memory capacity expansion and China's role in Vietnam high-speed rail.
  • The episode includes a paid product promotion segment.
Ideas
Kwon Soon-woo Reporting Team Lead, 3PRO TV 1:58
Iran tensions keep oil risk elevated.
US-Iran tensions, mine threats around Hormuz, and US seizures of Iranian oil tankers are pushing oil prices higher; if conflict and shipping disruptions persist, crude prices can remain supported and energy-supply risk will keep hurting the broader economy.
BNO WTI MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 3:33
SK hynix memory shortage lasts years.
SK hynix's earnings call showed a structural memory upcycle: demand should exceed supply for about three years to 2029, customers are prioritizing volume over price, long-term supply contracts are being discussed, HBM4 mass production is targeted for next year, and capex is rising. Spot-price weakness and turbo/quantization fears are seen as temporary or misguided.
000660.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 9:57
Memory capex lifts equipment stocks.
Memory makers, including SK hynix, plan to sharply increase facility investment after prior underinvestment, including the Yongin cluster; this should benefit semiconductor equipment makers, which had lagged because memory earnings alone were not enough without capex.
Korean semiconductor equipment stocks MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 13:13
Korean financials pay more, attract capital.
Korean financials are posting earnings surprises as non-bank income reaches 43% of profits, securities earnings surge, and shareholder-return policies become more concrete through higher ROE targets, buybacks, and cancellations. This raises payout predictability and could attract conservative domestic capital away from deposits.
Korean financial stocks HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 13:48
KB buyback cancellation boosts shareholder value.
KB Financial reported stronger net income, up 11% to KRW 1.89tn, and announced a KRW 2.3tn buyback with full cancellation equal to 3.8% of shares, a concrete shareholder-return catalyst that supports the stock.
105560.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 13:53
Shinhan raises payout and ROE target.
Shinhan Financial posted 9% net income growth, with non-bank income at 43% and securities profit up 167%; it targets ROE above 10% and has removed the upper limit on shareholder returns, improving payout predictability.
055550.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 14:35
Korean brokerage profits surge on investment era.
Korean brokerage profits are surging, with securities net income up 93% and Shinhan's securities unit up 167%, as non-bank financial income expands and the investment era strengthens the earnings base.
Korean securities firms MED
Kwon Soon-woo Reporting Team Lead, 3PRO TV 18:55
Doosan positioned for Vietnam nuclear project.
Doosan Enerbility signed an MOU with Vietnam's PTSC and Petrovietnam for new nuclear cooperation and supply-chain development. Japan exited the Ninh Thuan 2 project, Korea faces no Westinghouse conflict in Vietnam after the Czech deal, and Vietnam itself requested the MOU, raising the odds Korea/Doosan wins; the remaining issue is project feasibility, not competition.
034020.KS HIGH
Kwon Soon-woo Reporting Team Lead, 3PRO TV 22:00
Hyundai Rotem wins Vietnam rail, signaling.
Hyundai Rotem won its first Vietnam railway order, a KRW 490bn general railway/metro contract targeting 2030 and including unmanned electric trains and signaling systems. The signaling win is significant because it moves Korea beyond hardware into higher-margin software/system exports, and Hyundai Rotem has a balanced portfolio of rail in peacetime and tanks in wartime, with potential for larger Vietnam high-speed rail later.
064350.KS HIGH
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This 3PRO TV (삼프로TV) video, published April 23, 2026, features Kwon Soon-woo discussing BNO, WTI, 000660.KS, Korean semiconductor equipment stocks, Korean financial stocks, 105560.KS, 055550.KS, Korean securities firms, 034020.KS, 064350.KS. 9 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kwon Soon-woo  · Tickers: BNO, WTI, 000660.KS, Korean semiconductor equipment stocks, Korean financial stocks, 105560.KS, 055550.KS, Korean securities firms, 034020.KS, 064350.KS