Ideas
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
1:49
Hold Samsung Biologics on positive catalysts.
Samsung Biologics remains a core holding: the biosecurity law, U.S. plant sales, and the start of construction on Plant 6 are positive narratives bringing in steady fund flows, and the speaker says investors should keep holding it.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
2:04
Biotech trading setup after selloff.
The speaker says high-valuation pharma and biotech are not in an easy investment environment after the JPM healthcare event and with rate-cut expectations uncertain, but individual company momentum remains valid. Once selling has established a price base, smart money could return, so he recommends using trading strategies rather than a broad long-term stance.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
4:23
KEPCO offers cheap nuclear earnings growth.
KEPCO is the relatively attractive valuation play within the Korean nuclear power theme: earnings are expected to rise from about KRW 15tn last year to KRW 20tn this year and over KRW 22tn next year, supported by improved financial structure and potential dividends, while the speaker personally prefers it over richly valued nuclear equipment names.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
4:54
U.S. nuclear buildout needs Korean partners.
The U.S. nuclear buildout faces a labor shortage, with only about 2,100 construction workers available for new nuclear versus 57,900 industry workers, so it will need Korean partners. The speaker expects U.S.-Korea nuclear cooperation details and a package resolution of the KHNP-Westinghouse issue, possibly within Q1, benefiting Doosan Enerbility and Hyundai Engineering & Construction; Doosan Enerbility is not cheap but its stock should lead.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
6:32
Shipbuilding orders to beat last year.
Shipbuilders sold off after HD Korea Shipbuilding & Offshore Engineering's meeting and order guidance, but the speaker thinks the drop was an overreaction and that they can retry a rally. The prevailing view is that this year's orders will be better than last year, so shipbuilding remains a sector to keep in the portfolio.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
7:25
Power equipment orders stay strong.
Hyosung Heavy Industries and LS Electric have recovered after HD Hyundai Electric's plunge and are trying to break prior highs, supported by growing North American orders and aggressive capacity expansion without a backlog decline. HD Hyundai Electric's traditionally conservative guidance likely described a worst-case scenario, and its earnings beat indicates profitability should improve rather than deteriorate.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
8:29
NAVER gains e-commerce and AI optionality.
NAVER is the more stable investment over Kakao. Its shopping revenue is about 60% of the mix, and Naver Store Plus orders are rising, helped by Coupang's data-leak fallout and user churn. It also has optionality as a physical-AI and robot operating-system platform, with robot-enabled buildings, digital twins, simulations, and agent AI, positioning it alongside Samsung Electronics' hardware axis.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
10:06
Kakao needs partnership catalyst.
Kakao is a watch-list name with event optionality: it desperately needs an external partnership, and a tie-up with a large platform such as Coupang or Catch Table could refocus the market on Kakao and cause a sharp stock rally. The speaker also suspects Kakao is working quietly on agentic AI.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:02
CJ Logistics has parcel volume upside.
CJ Logistics has a valuation-friendly setup as delivery volumes shift with e-commerce competition; the speaker sees some upside in parcel volumes and says it is not a bad idea for value-focused investors.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:14
Hyundai Mobis leads robot actuator momentum.
Hyundai Mobis historically absorbed Hyundai Motor Group's money-losing experimental projects, but now it should start earning. It is leading new robotics-actuator momentum, so the speaker thinks it must be watched alongside the group's robotics theme.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:57
Secondary battery bottom is near.
The secondary-battery sector's bottom is not far away. LG Energy Solution's January 29 earnings are likely to mark the final round of bad news and lowered consensus, but the stock may not fall further; after that, investors should gradually build exposure to sector names that have specific momentum, not indiscriminately.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
14:29
Buy LG Energy Solution on earnings.
LG Energy Solution's January 29 earnings should reflect all the bad news and the final cut to consensus, but the speaker does not expect the stock to fall on it. He frames that date as an opportunity to initiate a small position and gradually increase exposure in the secondary-battery sector.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
15:11
L&F favored in battery materials.
Within secondary-battery materials, the speaker favors L&F as one of the sector names with specific momentum as the sector attempts to bottom.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
15:22
LG Chem may rebound from bottom.
The speaker does not like LG Chem long term, but believes it can produce a meaningful bottom rebound because cathode-material utilization rates are starting to rise within an otherwise weak petrochemical backdrop.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
15:41
Buy POSCO Holdings for lithium revaluation.
POSCO Holdings is the speaker's top secondary-battery pick and he says to buy it from now. Steel momentum is only neutral, but its lithium business should be revalued as lithium carbonate prices recover; the January 29 LG Energy Solution earnings may mark the sector bottom, and foreign and institutional buying on the recent spike supports the accumulation case.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
19:02
Samsung Electronics target raised, still positive.
Samsung Electronics remains a positive holding: the speaker's firm raised its target price to KRW 173,000 and maintains a constructive view. However, if forced to choose one semiconductor name, he prefers Samsung Electro-Mechanics.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
19:31
Substrate price hikes lift board makers.
If choosing one among Samsung Electronics, SK Hynix, and Samsung Electro-Mechanics, the speaker picks Samsung Electro-Mechanics. Memory strength should eventually pull substrate names higher, but substrates lagged because of raw-material costs, especially gold; an expected 15-20% substrate price increase could offset that burden. He cites Daeduck Electronics, Simtech, and Isu Petasys as substrate names already rallying.
This 3PRO TV (삼프로TV) video, published January 15, 2026,
features Park Ji-hoon
discussing 207940.KS, Korean biotech sector, 015760.KS, 034020.KS, 000720.KS, 009540.KS, Korean shipbuilding sector, 298040.KS, 010120.KS, 267260.KS, 035420.KS, 035720.KS, 000120.KS, 012330.KS, Korean secondary battery sector, 373220.KS, 066970.KS, 051910.KS, 005490.KS, 005930.KS, 009150.KS, 353200.KS, 222800.KQ, 007660.KS.
17 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Ji-hoon
· Tickers:
207940.KS,
Korean biotech sector,
015760.KS,
034020.KS,
000720.KS,
009540.KS,
Korean shipbuilding sector,
298040.KS,
010120.KS,
267260.KS,
035420.KS,
035720.KS,
000120.KS,
012330.KS,
Korean secondary battery sector,
373220.KS,
066970.KS,
051910.KS,
005490.KS,
005930.KS,
009150.KS,
353200.KS,
222800.KQ,
007660.KS
