The next leading stock to heal my portfolio | Myung Min-joon, Kang Ah-rang, Park Ji-hoon

내 계좌의 닉스통(?)을 치유할 다음 ’주도주‘는ㅣ명민준, 강아랑, 박지훈 [주린이 구조대]
Watch on YouTube ↗  |  May 08, 2026 at 12:31  |  56:56  |  3PRO TV (삼프로TV)
Speakers

Summary

Park Ji-hoon from NH Investment & Securities discusses market trends and provides analysis on 'painful stocks' held by retail investors. He recommends Korea Electric Power Corporation (KEPCO) based on nuclear power catalysts, and is positive on Celltrion and Samsung Biologics. He also highlights Hyundai Motor Group stocks benefiting from Boston Dynamics IPO. He advises caution on Naver and LG Household & Health Care.

  • Park Ji-hoon identifies KEPCO as the most promising among retail investors' painful stocks due to nuclear power catalyst.
  • He recommends Hyundai Mobis, Hyundai AutoEver, and Glovis as beneficiaries of Boston Dynamics' expected IPO.
  • He expects Celltrion to have a strong 2026 with revenue over 5 trillion won.
  • Samsung Biologics has solid order backlog and capacity expansion, supporting gradual price recovery.
  • LG Household & Health Care shows earnings improvement but needs Q2 confirmation.
  • Naver is neutral; earnings growth stagnating and high spending, waiting for second-half AI monetization.
  • Foreigners are bottom-fishing in KOSDAQ undervalued stocks with improving earnings.
  • The launch of 2x leveraged ETFs for Samsung Electronics and SK Hynix on May 22 is a notable event.
Trade Ideas
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 6:40
Hyundai robotics stocks benefit from Boston Dynamics IPO.
The expected Nasdaq listing of Boston Dynamics in June 2026 is a major catalyst for Hyundai Motor Group's robotics-related stocks. Three key beneficiaries: Hyundai Mobis (provides actuators for humanoid robots), Hyundai AutoEver (remote control systems), and Glovis (logistics centers where robots will operate). This is not a one-day event but a sustained theme. Recommend focusing on these three.
Hyundai Mobis 307950.KS Glovis HIGH
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 31:27
Naver lacks near-term catalyst, wait longer.
Naver's earnings are not growing sequentially; the company is spending heavily on AI and robotics with no near-term monetization. Competitive pressure in commerce and advertising is intense. The stock lacks a catalyst until the second half when AI-related revenue may become visible. Currently neutral to cautious; investors should wait.
035420.KS MED
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 39:00
KEPCO is undervalued with nuclear catalyst.
KEPCO is deeply undervalued (PER ~3x, PBR ~0.3x) and has a strong catalyst from North American large-scale nuclear power plant investment discussions starting in May. Despite near-term earnings pressure from high oil prices, the nuclear power export momentum and KEPCO's role as the lead contractor make it a compelling long-term hold. The current price already reflects bad news, and further downside is limited. Strongly recommend holding or newly buying.
015760.KS HIGH
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 47:52
LG H&HC earnings improving, need Q2 confirmation.
LG Household & Health Care beat Q1 earnings expectations (1 trillion won vs 500bn consensus), driven by improvement in duty-free and China. This signals a potential turnaround, but the company still needs to confirm with Q2 results. It is still too early to call a definitive bottom, but the worst may be over. Watch for the Q2 report.
LG Household & Health Care MED
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 49:44
Celltrion has strong 2026 earnings outlook.
Celltrion is expected to have a breakout year in 2026 with revenue exceeding 5 trillion won and operating profit approaching 2 trillion won. The company is strong in biosimilars and CMO (contract manufacturing). It provides a solid earnings anchor for the beaten-down biotech sector, and its performance should support a price recovery.
Celltrion MED
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 51:12
Samsung Biologics has backed earnings growth.
Samsung Biologics has high earnings visibility with a growing order backlog (2 billion USD in Q1, over 4.7 billion USD guided for next quarters). The company is expanding capacity (sixth plant this year, US plant expansion) driven by confirmed demand. The stock should gradually rise from the bottom as earnings materialize.
Samsung Biologics MED
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3PRO TV (삼프로TV) · May 08

This 3PRO TV (삼프로TV) video, published May 08, 2026, features Park Ji-hoon discussing Hyundai Mobis, 307950.KS, Glovis, 035420.KS, 015760.KS, LG Household & Health Care, Celltrion, Samsung Biologics. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Ji-hoon  · Tickers: Hyundai Mobis, 307950.KS, Glovis, 035420.KS, 015760.KS, LG Household & Health Care, Celltrion, Samsung Biologics