Trade Ideas
Samsung Electro-Mechanics structural MLCC play
Samsung Electro-Mechanics is the top pick among large caps. The company is undergoing a structural shift toward high-value MLCCs for AI and 5G, leading to revenue growth and margin expansion. The stock had a significant rally but still has upside from current levels.
Samsung Electronics cheap at 8x PER
Samsung Electronics is a core long-term holding. The company is very profitable and cheap at 7-8x PER. The current panic is overdone, and investors should buy on dips. Conservative valuation of EPS 200-240 trillion won at 10-15x PER implies a fair value of 35,000-45,000 won, well above current levels.
Buy PSK for cheap AI equipment play
PSK is a high-conviction buy because its valuation is extremely cheap at 16x forward PER, earnings estimates were upgraded, and the company benefits from AI semiconductor equipment demand from Samsung, Micron, and Intel. The stock rose 10% on the day despite a broad selloff, confirming strong relative strength.
SK Hynix cheap AI memory play
SK Hynix is a long-term core holding. The company is an AI memory leader, with strong earnings power. Valuations are cheap at 7-8x PER. The current dip of 20% from highs is a buying opportunity. Conservative value range is 1,700,000-3,000,000 won, supporting further upside.
Buy Hyundai Motor for physical AI
Hyundai Motor Group is the best way to play the physical AI theme. The company is collaborating with NVIDIA on AI and robotics, building a data center with 50,000 GPUs, and its auto businesses will benefit from autonomous driving. Next step in the market rotation will favor physical AI, and Hyundai Motor is a core name.
Buy Google for AI infrastructure leadership
Alphabet (Google) is a strong buy. The company is a full-stack AI leader with aggressive capex, and Berkshire Hathaway recently participated in a capital raise. The stock has a cheap valuation relative to its dominant position. I would buy Alphabet over Broadcom.
Buy Broadcom below $400
Broadcom is worth buying if the stock drops below $400. It is a key AI networking and custom chip play. The current valuation of 38x forward PER is reasonable after the recent decline. If it falls further to the $400 area, it becomes a good entry point.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
258:46
Buy APR for cosmetics exports
APR (a cosmetics company) is a top pick in the beauty sector benefiting from Korean cosmetics export boom and weak won. The company has strong online sales momentum in North America and Europe via Amazon and Olive Young. Earnings are growing.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
258:46
Buy DABAGlobal for K-beauty exports
DABAGlobal is a cosmetics company with strong momentum in global e-commerce (Amazon, Olive Young), benefiting from Korean beauty trends and the weak won. It is a top pick in the sector.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
268:36
Amotech small-cap AI MLCC cheap
Amotech is a small-cap MLCC maker entering the AI supply chain after passing Marvell qualification. The company is using a rights offering to expand capacity for AI-specific MLCCs. Earnings are growing strongly (126bn→400bn+ over 3 years), and the market cap of only 3,500bn gives it a very low forward PER. This is a mid-term agricultural-style investment.
This 3PRO TV (삼프로TV) video, published June 05, 2026,
features Kim Jang-yeol, Jang Woo-jin, Park Ji-hoon
discussing 009150.KS, 005930.KS, PSK, 000660.KS, 005380.KS, GOOGL, AVGO, APR, DABAGLOBAL, Amotech.
10 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Kim Jang-yeol,
Jang Woo-jin,
Park Ji-hoon
· Tickers:
009150.KS,
005930.KS,
PSK,
000660.KS,
005380.KS,
GOOGL,
AVGO,
APR,
DABAGLOBAL,
Amotech
