반도체 보유자도 고민하는 지금, 진짜 승부는 '시기'에 달렸다ㅣ명민준, 박가영, 정태근 [주린이 구조대]

Watch on YouTube ↗  |  May 07, 2026 at 13:01  |  50:56  |  3PRO TV (삼프로TV)
Speakers

Summary

Jeong Tae-geun from Mire Economic Research Institute discusses the supercycle in Korean memory semiconductors and argues that Samsung Electronics and SK Hynix remain undervalued despite strong gains. He also covers breakout timing, shipbuilding on LNG themes, and the KOSPI index re-rating potential. The conversation touches on defense, second batteries, and MSCI upgrade possibilities.

  • Samsung Electronics and SK Hynix are deeply undervalued relative to Micron based on forward PER and strong exports.
  • KOSPI could reach 10,000 if PER re-rates from 7.3x to 10x, similar to Hong Kong.
  • Korean shipbuilders HD Hyundai Heavy and Samsung Heavy benefit from US LNG export terminal expansion.
  • Breakout stocks like Hyosung Heavy Industries and Hyundai Rotem are recommended for timing.
  • The speaker has bought a Korean semiconductor leveraged ETF and advocates leveraged exposure in strong trends.
  • Defense stocks are seen as temporary weak but have a long-term bullish outlook.
  • Potential MSCI developed market inclusion could bring additional foreign inflows.
  • Second battery and defense are mentioned as future rotation candidates but not actionable now.
Trade Ideas
Jeong Tae-geun Director, Mire Economic Research Institute 3:48
Buy semiconductor leveraged ETF for upside.
The speaker has bought a Korean semiconductor leveraged ETF and recommends it for aggressive investors. With strong fundamental tailwinds for memory stocks and the market in a bullish trend, leverage amplifies returns. He notes that the tax concerns on large leveraged profits are a high-class problem.
Semiconductor Leveraged ETF (Korea) MED
Jeong Tae-geun Director, Mire Economic Research Institute 10:45
Breakout stocks Hyosung Heavy and Hyundai Rotem.
Hyosung Heavy Industries and Hyundai Rotem have completed period corrections and broken above their prior highs, making them attractive breakout buys. This timing strategy works when the market is in a strong uptrend.
298040.KS 064350.KS MED
Jeong Tae-geun Director, Mire Economic Research Institute 16:23
Korean memory chips deeply undervalued vs peers.
Samsung Electronics and SK Hynix are heavily undervalued on a forward PER basis compared to Micron. Despite recent price gains, their PERs are only 5.2x and 4.4x vs Micron's 10x. DRAM and NAND exports are surging at record levels, earnings forecasts will keep climbing, and the influx of U.S. retail investors via universal accounts is re-rating Korean memory stocks closer to global peers. These stocks have further upside.
000660.KS 005930.KS HIGH
Jeong Tae-geun Director, Mire Economic Research Institute 31:58
KOSPI PER could expand to 10,000.
The KOSPI index is trading at a PER of only 7.3x, below Hong Kong and Taiwan. If the PER re-rates to the Hong Kong level of around 10x, the index would reach 10,000+. This re-rating is supported by potential MSCI developed market inclusion, improved foreign access infrastructure, and strong earnings from semiconductor sector. Investors can participate via index ETFs.
EWY MED
Jeong Tae-geun Director, Mire Economic Research Institute 40:00
Korean shipbuilders benefit from LNG export boom.
U.S. LNG export terminals in Louisiana need massive expansion, driving orders for LNG carriers. Korean shipbuilders HD Hyundai Heavy Industries and Samsung Heavy Industries are the primary beneficiaries. HD Hyundai Heavy has already broken out from its previous high, and Samsung Heavy's chart is also favorable. This is the first 'daemi investment' theme.
329180.KS 010140.KS MED
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3PRO TV (삼프로TV) · May 07

This 3PRO TV (삼프로TV) video, published May 07, 2026, features Jeong Tae-geun discussing Semiconductor Leveraged ETF (Korea), 298040.KS, 064350.KS, 000660.KS, 005930.KS, EWY, 329180.KS, 010140.KS. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jeong Tae-geun  · Tickers: Semiconductor Leveraged ETF (Korea), 298040.KS, 064350.KS, 000660.KS, 005930.KS, EWY, 329180.KS, 010140.KS