It's not a simple settlement: The unprecedented butterfly effect scenario the Samsung Electronics agreement will bring

It's not a simple settlement" The unprecedented butterfly effect scenario the Samsung Electronics agreement will bring | Jung Pro, Myung Min-jun, Park Ga-young, Jung Tae-geun [Stock Beginner Rescue Team]
Watch on YouTube ↗  |  May 21, 2026 at 13:30  |  51:03  |  3PRO TV (삼프로TV)
Speakers
Jeong Tae-geun — Director, Mire Economic Research Institute

Summary

Guest investment expert Jung Tae-geun provides a bullish outlook, declaring the market correction over and recommending a focus on semiconductors, robotics, and secondary batteries. He presents detailed data on Samsung Electronics' export surge and share buyback program, setting a target above 400,000 won, and similarly bullish targets for SK Hynix. He also highlights LG Electronics and Hyundai Motor as winners in the robot manufacturing shift, and flags the secondary battery sector as the next rotation candidate.

  • Jung Tae-geun states the market correction has ended and advises buying.
  • Samsung Electronics has a powerful thesis based on record DRAM/SSD exports and labor-agreement share buybacks.
  • SK Hynix is on track to 300,000 won driven by earnings relative to Micron.
  • LG Electronics is uniquely positioned in humanoid robots with access to both US and China standards.
  • Hyundai Motor could be revalued when Chinese robot maker Unitree goes public.
  • Secondary battery large-caps (Cosmo New Materials, Nano New Materials, Geumyang) are at the bottom and worth preparing for.
  • He recommends holding semiconductor, power equipment, and robotics as core sectors.
  • Interest rate hikes are not a near-term concern for equities.
Trade Ideas
Jeong Tae-geun Director, Mire Economic Research Institute 5:40
LG Electronics benefits from robot manufacturing shift.
LG Electronics is well-positioned in the humanoid robot manufacturing shift because it is the only company with access to both US and Chinese standards, and the robot industry is moving from components to complete assembly. This gives LG a unique competitive edge, and if the company executes quickly, its stock could revalue upward.
066570.KS MED
Jeong Tae-geun Director, Mire Economic Research Institute 8:53
Hyundai Motor revaluation upon Unitree IPO.
Hyundai Motor will be revalued upward when Chinese humanoid robot company Unitree goes public, likely in September or later this year. Unitree is favored by Chinese leadership and its IPO will redirect market attention to Hyundai as a leading robot manufacturer, potentially sparking a second wave in robotics.
005380.KS MED
Jeong Tae-geun Director, Mire Economic Research Institute 30:07
Samsung Electronics boosted by strong exports and buybacks.
Samsung Electronics is strongly bullish based on P/E catch-up to Micron, explosive DRAM/SSD export data pointing to record quarterly earnings, and a massive share buyback program embedded in the labor agreement. The company will buy back at least 6% of shares over three years, improving EPS and supporting the stock price. Target 400,000 won per share, with upside to 500,000 won.
005930.KS HIGH
Jeong Tae-geun Director, Mire Economic Research Institute 30:42
SK Hynix target 300,000 won on earnings momentum.
SK Hynix is on track to reach 300,000 won per share, supported by a comparable P/E to Micron while generating more than double Micron's expected operating profit. Continued strong DRAM and SSD export data confirm accelerating earnings, making the target plausible without overstretching valuation.
000660.KS HIGH
Jeong Tae-geun Director, Mire Economic Research Institute 48:44
Secondary battery sector is undervalued and due to rally.
The Korean secondary battery sector (KOSPI large-cap names) is the only major sector still near the bottom and will eventually rally. Samsung SDI is winning large orders, and the entire cathode supply chain will benefit. He is preparing for this rotation by studying Cosmo New Materials, Nano New Materials, and Geumyang.
Geumyang Cosmo New Materials Nano New Materials MED
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This 3PRO TV (삼프로TV) video, published May 21, 2026, features Jeong Tae-geun discussing 066570.KS, 005380.KS, 005930.KS, 000660.KS, Geumyang, Cosmo New Materials, Nano New Materials. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jeong Tae-geun  · Tickers: 066570.KS, 005380.KS, 005930.KS, 000660.KS, Geumyang, Cosmo New Materials, Nano New Materials