May 14, 26 Afternoon Broadcast Full View - Even with record-high stock prices, still a long way to go? Can 300,000-won Samsung Electronics and 2,000,000-won SK Hynix be possible tomorrow?
[May 14, 26 Afternoon Broadcast Full View] Even with record-high stock prices, still a long way to go? Can 300,000-won Samsung Electronics and 2,000,000-won SK Hynix be possible tomorrow?
Watch on YouTube ↗
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May 14, 2026 at 11:09
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4:41:11
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3PRO TV (삼프로TV)
Trade Ideas
Consumption recovery from wealth effect
Korean domestic consumption and department store stocks are set to benefit from a recovery in consumer spending driven by stock market wealth effects and a surge in inbound tourism. Key names include Lotte Shopping, Shinsegae, and Hyundai Department Store, which have shown strong earnings and valuation support.
Samsung to outperform Hynix
Samsung Electronics is undervalued relative to SK Hynix and the historical spread between the two stocks is at the top of the band, suggesting Samsung will outperform. Additionally, Samsung's foundry business is turning profitable, which should support a valuation re-rating toward TSMC levels.
Record ramen exports drive growth
Samyang Foods is benefiting from record-high ramen exports, with monthly export data showing continuous all-time highs. The company has strong earnings growth driven by overseas demand, particularly in Europe and China, and its valuation remains attractive.
Cheapest beauty/medical device stock
PharmaResearch is the cheapest stock in the beauty and medical device sector based on valuation metrics. The company has strong earnings momentum and benefits from inbound tourism and domestic consumption recovery. It recently surged after being identified as undervalued.
PBR band bottom bounce trade
Stocks that have been left behind, such as entertainment (SM, HYBE), internet (NAVER, Kakao), and other low-PBR sectors, are at the bottom of their PBR bands and are likely to see a short-term bounce over 1-2 months. This is a contrarian play on rotation from overbought sectors.
Solar stocks benefit from data centers
Solar energy stocks are rallying on expectations that rising data center power demand will boost renewable energy. Google's announcement of space data center collaboration adds momentum. Key names include Hyundai Energy Solutions, OCI Holdings, and S-Energy.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
247:08
LG Electronics has robotics and cooling
LG Electronics has two strong catalysts: its growing robotics business and its cooling solutions for data centers. These new growth engines justify a valuation re-rating beyond the traditional appliance business.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
269:41
Game recovery with Lineage Classic
NCsoft is benefiting from the success of Lineage Classic, which drove 1Q sales of 80 billion won and is expected to rise to 120 billion in 2Q. The stock is recovering from a low base and earnings are improving.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
271:03
Undervalued export growth stock
Samyang Foods is undervalued at 17x PER versus its historical peak of 30x, while earnings are accelerating due to strong ramen exports to Europe and China. The company's China subsidiary is recovering, and the World Cup marketing could boost sales.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
273:26
OLED material growth play
Duksan Neolux is a key OLED material supplier to Samsung Display, benefiting from the shift to OLED in iPhones, automotive displays, and potentially robotics. Earnings are growing from 90 billion won this year to 150 billion next year, making it a direct play on OLED proliferation.
This 3PRO TV (삼프로TV) video, published May 14, 2026,
features Park Geun-young, Lee Jae-kyu, Yoo Chang-hee, Park Ji-hoon
discussing 004170.KS, Lotte Shopping, Hyundai Department Store, 005930.KS, SAMYANG, 214450, 035420.KS, 035720.KS, 041510, HYBE, 322000.KS, OCIHF, S-ENERGY, 066570.KS, 036570.KS, 003230.KS, 덕산네오룩스.
10 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Geun-young,
Lee Jae-kyu,
Yoo Chang-hee,
Park Ji-hoon
· Tickers:
004170.KS,
Lotte Shopping,
Hyundai Department Store,
005930.KS,
SAMYANG,
214450,
035420.KS,
035720.KS,
041510,
HYBE,
322000.KS,
OCIHF,
S-ENERGY,
066570.KS,
036570.KS,
003230.KS,
덕산네오룩스
