[26.05.13 오전 방송 전체보기] 반도체주 차익 매물, 인플레 우려 속 뉴욕증시 혼조 마감

Watch on YouTube ↗ | May 13, 2026 at 03:45 | 6:29:36 | 3PRO TV (삼프로TV)

Speakers

Lee Kwon-hee — CEO, Economist

Kim Woo-bin — Analyst

Park Byeong-chang — Director, MP Partners

Kim Jae-hee — Editor-in-Chief, Crypto Plus

Kim Kyung-hwan — Team Leader

Summary

The video reviews market reactions to higher U.S. CPI and a Korean policy gaffe that caused a sharp intraday plunge in KOSPI. Experts reaffirm a long-term bullish view on AI semiconductors, highlight Hyundai Motor and LG Electronics as undervalued plays with robotics catalysts, and discuss HD Hyundai Heavy's strong LNG order book. The crypto segment covers the Clarity Act markup and its potential positive impact on Bitcoin, while China specialist Kim Kyung-hwan recommends the STAR 50 index for the second half of 2026.

U.S. CPI came in at 3.8% (high), leading to a mixed close but stocks recovered intraday.
Korean KOSPI fell nearly 5% intraday on a controversial 'national dividend' comment, then bounced back.
Lee Kwon-hee favors Samsung Electronics over SK Hynix due to foundry improvement.
Kim Woo-bin and Park Byung-chang argue Hyundai Motor could reach 160,000 won on robotics re-rating.
Park Byung-chang recommends HD Hyundai Heavy Industries on LNG orders and engine growth.
LG Electronics is highlighted as an undervalued AI data center and robotics play.
Crypto segment notes the Clarity Act markup could be a positive catalyst for Bitcoin.
China expert Kim Kyung-hwan advises watching the STAR 50 index for a reflation trade.

Trade Ideas

Lee Kwon-hee CEO, Economist 85:07

Foundry improvement drives earnings expansion.

Samsung Electronics' foundry business is improving, which combined with massive HBM demand will drive earnings well above consensus, leading to a P/E re-rating from the current ~6x to 8-11x. The AI semiconductor supercycle is structural and will last at least 2-3 years, with upside surprises in 2026 and 2027.

Park Byeong-chang Director, MP Partners 185:22

Undervalued AI/robotics play.

LG Electronics is undervalued relative to its AI data center cooling system revenue and robotics potential. The stock hit new highs recently and is supported by strong fundamentals, making it a compelling play in the physical AI theme.

Kim Woo-bin Analyst 214:07

Robotics catalyst to boost valuation.

Hyundai Motor is deeply undervalued at ~11x P/E while its robotics subsidiary Boston Dynamics is on the cusp of commercialization. The 2026 World Cup will showcase Atlas and Spot robots, shifting investor perception from auto to robotics and enabling a P/E expansion to ~30x, implying a long-term target of 160,000 won.

Kim Kyung-hwan Team Leader 248:14

Chinese reflation and earnings growth.

China is entering a rare earnings-driven bull market in the second half of 2026 as reflation policies and improving export prices boost corporate profits. The STAR 50 index (Sci-Tech Innovation Board) is the best proxy for this structural growth, and investors should consider adding exposure.

Park Byeong-chang Director, MP Partners 289:33

Strong LNG orders boost earnings.

HD Hyundai Heavy Industries reported strong Q1 earnings (1 trillion won operating profit) and is well-positioned for LNG carrier orders and engine business growth, which will push annual operating profit toward 4 trillion won. The stock remains attractive despite recent volatility, and further buying is recommended.

Kim Jae-hee Editor-in-Chief, Crypto Plus 335:29

Clarity Act passage positive catalyst.

If the Clarity Act (Lummis-Gillibrand Responsible Financial Innovation Act) passes through the Senate Banking markup and subsequent votes, it will provide regulatory clarity for digital assets in the U.S. and could act as a positive catalyst for Bitcoin, potentially pushing its price higher.

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