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Now, What's More Important Than Performance Is 'Until When' | Park Byeong-chang, MP Partners CEO [Market Inside]

Now, what's more important than performance is 'until when' | Park Byeong-chang, MP Partners CEO [Market Inside]
Watch on YouTube ↗  |  July 13, 2026 at 00:27  |  44:33  |  3PRO TV (삼프로TV)
Speakers
Park Byeong-chang — Director, MP Partners

Summary

Park Byeong-chang, CEO of MP Partners, analyzes SK Hynix's ADR listing and its short-term trading dynamics, the broader KOSPI slump, and the semiconductor industry's shift toward earnings sustainability. He also highlights a gas turbine supply crunch benefiting Doosan Enerbility, US-China auto tariff news, and the rising threat to Apple from new AI devices.

  • SK Hynix ADR list triggers a 15% gap, short-term psychological catch-up trade likely but may fade
  • Long-term investors should hold SK Hynix on Q2 earnings strength and cheap valuation after the drop
  • KOSPI fell 20% from peak; the speaker bought the dip near 7,400–7,000 as volume declines and no bear trend confirmation
  • Market pivoting from current semiconductor profits to duration of the cycle; LTA data in earnings calls will be key
  • Massive AI data center demand creates LNG turbine capacity crunch; Doosan Enerbility is the domestic beneficiary
  • Proposed US ban on Chinese autos could move Korean EV/battery shares, but the catalyst is not yet strong
  • OpenAI vs Apple lawsuit highlights a coming wave of new AI devices that could disrupt the smartphone ecosystem
Ideas
Park Byeong-chang Director, MP Partners 0:35
SK Hynix likely +10% open, then fade
The market is shifting focus from current strong semiconductor earnings to how long they will last; upcoming earnings calls from Samsung Electronics and SK Hynix will be scrutinized for LTA (long-term agreement) mix and contract terms, which could determine the stocks' next move.
000660.KS MED
Park Byeong-chang Director, MP Partners 15:13
Buy the dip in KOSPI index
The speaker was actively buying the KOSPI last week around the 7,400–7,000 level because the market had fallen 20% from its peak on declining volume and does not yet signal a bear trend; a sentiment-driven rebound is possible if conditions stabilize.
KS MED
Park Byeong-chang Director, MP Partners 28:22
Monitor LTA disclosure at Korean semis
The market is shifting focus from current strong semiconductor earnings to how long they will last; upcoming earnings calls from Samsung Electronics and SK Hynix will be scrutinized for LTA (long-term agreement) mix and contract terms, which could determine the stocks' next move.
005930.KS MED
Park Byeong-chang Director, MP Partners 38:06
Doosan Enerbility gains from turbine shortage
AI data center build-out is creating a massive supply crunch for large gas turbines; order backlog is 88–100 GW against a combined production capacity of only ~50 GW across top global players, and Doosan Enerbility, as the domestic producer, stands to benefit from government support and multi-year demand growth.
034020.KS MED
Park Byeong-chang Director, MP Partners 41:11
Apple at risk from AI devices
Apple faces a growing threat from emerging AI-native hardware devices developed by OpenAI and others, which could reduce its smartphone dominance and create a strategic crisis for the company.
AAPL MED
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This 3PRO TV (삼프로TV) video, published July 13, 2026, features Park Byeong-chang discussing 000660.KS, KS, 005930.KS, 034020.KS, AAPL. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Byeong-chang  · Tickers: 000660.KS, KS, 005930.KS, 034020.KS, AAPL