Ideas
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
11:51
Semiconductor equipment and back-end names stay strong.
He argues AI capital spending is flowing from big tech to wafers and then to semiconductor equipment, with back-end and advanced packaging names especially popular. He names Doosan Tesna, Nepes, SNS Tech, Hanmi Semiconductor, and PCB names like Simmtech and TLB as leveraged plays, and adds that investors who cannot pick stocks can use semiconductor equipment ETFs.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
19:24
KOSPI may reclaim highs once rates stabilize.
Park argues that if US 10-year Treasury yields stabilize around 4.7% and rate volatility subsides, Korean equities can stage an anxiety relief rally; NH's illustrative KOSPI path sees a retest and reclaim of the previous high, so the broad index remains constructive.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
24:23
Construction is policy-driven leadership candidate.
He sees construction as a policy-driven leadership candidate: the current government's balanced regional development, data center buildout, infrastructure budget potential, overseas plant orders, and possible US nuclear construction all support builders. GS E&C has data center exposure and 2026 earnings growth, while Hyundai E&C and Daewoo E&C are US nuclear/infrastructure references.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
27:20
Doosan Enerbility leads US nuclear equipment orders.
He argues Doosan Enerbility is the top nuclear pick because US nuclear investment is materializing, the US cannot build large reactors alone, and Korea has to supply equipment; he cites 50GW large nuclear and 40GW SMR potential by 2030, plus possible Westinghouse stake investment.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
28:40
Buy CATL over BYD on ESS earnings.
In global secondary batteries, he argues CATL is superior to BYD because CATL's earnings keep rising on ESS and LFP market share gains while BYD's earnings are flat; if buying battery exposure, choose CATL over BYD.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
28:40
Buy CATL over BYD on ESS earnings.
In global secondary batteries, he argues CATL is superior to BYD because CATL's earnings keep rising on ESS and LFP market share gains while BYD's earnings are flat; if buying battery exposure, choose CATL over BYD.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
29:08
Buy Samsung SDI and LG Energy Solution.
For Korean battery exposure, he argues the ESS trade is the cleanest: Samsung SDI is the top cell pick because factory utilization is improving, then LG Energy Solution should follow as the sector turns. He notes CATL's sodium-ion battery progress is a longer-term risk to watch but not the near-term trade.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
33:39
Power equipment wins grid and import substitution.
He expects power equipment and grid names to benefit from Korea Electric Power's 55 trillion won transmission investment and US utilities cutting Chinese import exposure. Foreign brokers have switched top picks to Hyosung Heavy Industries, and US peers like Eaton are attempting a bottom reversal.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
37:24
Watch oil downside from Trump-Xi meeting.
He flags a potential oil downside trigger: Trump's confirmed September 24 meeting with Xi Jinping could calm Middle East and Iran tensions and remove geopolitical risk premium from oil. He frames this as speculative hope rather than a hard call.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
38:53
Steel and nonferrous metals offer low-expectation turnaround.
He sees a low-expectation steel and nonferrous setup: global steel is bottoming, iron ore input costs are falling while domestic steel prices are rising, and copper is at record highs on tight supply. He names Hyundai Steel at 0.2x PBR, POSCO Holdings for lithium and Argentina optionality, Seah Besteel for SpaceX aerospace alloys, and Poongsan for copper.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
46:18
Samsung and SK hynix remain core leadership.
He argues Samsung Electronics and SK hynix are still the core leadership trade as semiconductors transition from P to Q. Earnings should strengthen and valuations around 4.5x PER are low, so if rates stabilize they can eventually retake prior highs even though near-term consensus may be trimmed on FX.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
47:25
Department stores benefit from semiconductor bonus spending.
He argues department store stocks have fallen sharply and are worth accumulating from Q4 because semiconductor employee bonuses arrive in Q1 and should lift high-end consumption. He points to the historically high correlation between semiconductor stocks and Korean department store names like Hyundai Department Store, Shinsegae, and Lotte Shopping.
This 3PRO TV (삼프로TV) video, published September 09, 2026,
features Park Ji-hoon
discussing Nepes, TLB, 131970.KQ, 222800.KQ, SNS Tech, EWY, 000720.KS, 006360.KS, 047040.KS, 034020.KS, CATL, 1211.HK, 006400.KS, 373220.KS, 298040.KS, 267260.KS, 010120.KS, WTI, 103140.KS, 004020.KS, 001430.KS, 005490.KS, 000660.KS, 005930.KS, 004170.KS, 069960.KS, 023530.KS.
12 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Ji-hoon
· Tickers:
Nepes,
TLB,
131970.KQ,
222800.KQ,
SNS Tech,
EWY,
000720.KS,
006360.KS,
047040.KS,
034020.KS,
CATL,
1211.HK,
006400.KS,
373220.KS,
298040.KS,
267260.KS,
010120.KS,
WTI,
103140.KS,
004020.KS,
001430.KS,
005490.KS,
000660.KS,
005930.KS,
004170.KS,
069960.KS,
023530.KS
