Ideas
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
3:35
Shipbuilding benefits from LNG and data centers.
Shipbuilding stocks led by HD Hyundai Heavy Industries are attractive because the resumption of US LNG projects and data center power shortages are driving demand for LNG carriers. Strong order backlogs and the LNG carrier super-cycle provide powerful momentum.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:51
Nuclear revival, Doosan and KEPCO key.
Nuclear power is a key theme as the Trump administration reverses its anti-renewable stance and promotes nuclear energy. Korea is set to become a top global nuclear exporter alongside the US. Doosan Enerbility holds enormous future value despite high current valuation, and Korea Electric Power (KEPCO) trades at extremely cheap PBR/PER and will be the front-line contractor for nuclear export deals, acting like a nuclear TSMC.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
14:13
Power equipment orders strong, stocks rebound.
Korean power equipment stocks (transformers, switchgear) such as LS Electric, Hyosung Heavy Industries, and HD Hyundai Electric have corrected 35% from highs but are rebounding strongly. Order backlogs extend to 2029, MLCC price hikes from these companies confirm pricing power, and the sector remains undervalued relative to US peers. Data center power demand ensures sustained strength.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
23:08
Hyundai E&C benefits from nuclear building.
Hyundai Engineering & Construction will benefit from nuclear power plant construction and reconstruction momentum. The company has extensive references in nuclear projects and historically showed strong upside when nuclear-related construction themes played out.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
24:36
Samsung Electro-Mechanics MLCC super-cycle winner.
Samsung Electro-Mechanics is a dominant MLCC super-cycle winner. Consensus estimates are too low because recent MLCC price increases have not been reflected. AI data center, physical AI, and autonomous driving will drive explosive MLCC demand. Capacity expansion from 2027 will add further gains. Even at 40-50x PER, the stock is justified because next year’s earnings could reach 3-5 trillion won instead of the consensus 2.5 trillion.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
28:47
Daeduck Electronics cheap MLCC/substrate play.
Daeduck Electronics is undervalued: market cap around 7-8 trillion won with forward PER near 20x. Second-quarter operating profit should surpass 600 billion won, a strong surprise. Price increases for MLCC/substrates are not yet in consensus, and the company will benefit from the AI server and memory supply chain. Peers like Unimicron and Ibiden trade at higher valuations, justifying further re-rating.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
31:50
Amotech small-cap MLCC beneficiary expanding.
Amotech is a small-cap MLCC beneficiary. Major global MLCC makers (Murata etc.) are reducing general consumer-grade MLCC production to focus on high-end automotive and industrial MLCCs, leaving the general MLCC market to firms like Amotech. The company's rights offering is for capacity expansion, which should drive growth, similar to how optical communication small-caps surged during the fibre boom.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
34:00
Korean Air profit from travel and cargo.
Korean Air is a buy, not a sell. Falling oil prices reduce costs, travel demand is surging, semiconductor equipment-related air cargo is exceptionally strong, and China route expansion is beginning. Container and air freight rates remain robust, and the merger with Asiana Airlines will add further benefits.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
36:10
Battery recovery, de-China benefits LG and SDI.
Secondary battery stocks LG Energy Solution and Samsung SDI are showing recovery signals. EV demand is bottoming in the US and Europe, and the de-China policy trend is pushing US/EU subsidies toward Korean suppliers. LG Energy Solution has already begun raising earnings estimates, and Samsung SDI is winning new orders from Mercedes, VW, and BMW while ESS remains a strong plus.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
39:21
Defense stocks restocking and export growth.
Korean defense stocks are extremely positive despite ceasefire narratives. Post-war restocking, expanded Middle East/Europe exports, and a shift to high-value missiles and air defense systems will drive growth. The valuation gap with Rheinmetall (30% divergence) makes Korean names attractive. LIG Nex1's JV with Rheinmetall, Hanwha Aerospace's increased stake in Korea Aerospace, and Hyundai Rotem tank exports are specific catalysts.
This 3PRO TV (삼프로TV) video, published June 17, 2026,
features Park Ji-hoon
discussing 329180.KS, 015760.KS, 034020.KS, 010120.KS, 004800.KS, 267260.KS, 000720.KS, 009150.KS, 008060.KS, 052710.KQ, 003490.KS, 373220.KS, 006400.KS, 012450.KS, 064350.KS, 079550.KS, 047810.KS.
10 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Ji-hoon
· Tickers:
329180.KS,
015760.KS,
034020.KS,
010120.KS,
004800.KS,
267260.KS,
000720.KS,
009150.KS,
008060.KS,
052710.KQ,
003490.KS,
373220.KS,
006400.KS,
012450.KS,
064350.KS,
079550.KS,
047810.KS
