We've seen Samsung, now where to bury money? Key stocks to revisit as long-term holdings

삼전은 이미 봤고, 이제는 어디를 묻어둘까? 장기 보유 후보로 다시 보는 핵심 종목들ㅣ정프로, 명민준, 강아랑, 이권희 [주린이 구조대]
Watch on YouTube ↗  |  May 13, 2026 at 12:30  |  57:49  |  3PRO TV (삼프로TV)
Speakers

Summary

A panel including Lee Kwon-hee (CEO of Wizzwave) discusses options expiry volatility, structural growth in memory semiconductors (Samsung, SK hynix), and long-term stock picks for a 3-year prison scenario. They also cover political theme stocks, the US-China summit, and robotics co-movement trends.

  • Lee Kwon-hee explains that options expiry causes artificial volatility, not fundamental news.
  • He forecasts memory semiconductors entering a structural growth phase similar to TSMC, bullish for 1 year.
  • Panelists pick stocks for a 3-year prison hold: Alteogen, HYBE, power equipment, Samsung Electronics.
  • Lee Kwon-hee advises avoiding political theme stocks and selling 3 days before elections.
  • He downplays risk from Chinese robotics competition, noting Hyundai Motor's software edge.
  • US-China summit is seen as uncertainty removal, likely positive for markets.
  • Foreign investors have large short positions in futures/puts, posing a risk for options expiry.
  • Power equipment stocks are favored for steady demand regardless of semiconductor cycles.
Trade Ideas
Lee Kwon-hee CEO, Economist 31:20
Alteogen prison pick personal conviction
Alteogen is a stock he would buy if going to prison for 3 years. He has held it since 50,000 won and it has been in a consolidation range after a big run. While he does not reveal detailed reasoning, his personal conviction is high.
196170.KQ LOW
Jung-pro 31:46
HYBE strong K-pop IP long hold
HYBE is the best stock to hold for 3 years due to its strong K-pop IP including BTS, Le Sserafim, Seventeen, and TXT. The NewJeans situation is a variable but overall the company has resilient stable content.
HYBE MED
Myung Min-jun 32:45
Power equipment demand sure hold
Power equipment stocks (Hyosung Heavy Industries, LS Electric) are a sure bet for the next 3 years because electricity demand will grow regardless of semiconductor cycles. This is a safer long-term play.
298040.KS 010120.KS MED
Lee Kwon-hee CEO, Economist 33:34
Memory structural growth bullish 1 year
Memory semiconductors (Samsung Electronics, SK hynix) are in a structural growth phase where HBM becomes the main component, forcing GPU/CPU to adapt. This will make the memory cycle less cyclical, similar to TSMC. Over the next 1 year, the outlook is very good, and Samsung could reach 1 million won. However, 3 years is too long and uncertain.
005930.KS 000660.KS HIGH
Lee Kwon-hee CEO, Economist 52:03
Avoid political theme stocks pre-election
Political theme stocks (e.g., Sambyo Cement, Cheonil High Speed) should be avoided. If one must trade them, sell at least 3 days before the election because the rally fades quickly even if the candidate wins.
Sambyo Cement Cheonil High Speed MED
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This 3PRO TV (삼프로TV) video, published May 13, 2026, features Lee Kwon-hee, Jung-pro, Myung Min-jun discussing 196170.KQ, HYBE, 298040.KS, 010120.KS, 005930.KS, 000660.KS, Sambyo Cement, Cheonil High Speed. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Jung-pro, Myung Min-jun  · Tickers: 196170.KQ, HYBE, 298040.KS, 010120.KS, 005930.KS, 000660.KS, Sambyo Cement, Cheonil High Speed