Ideas
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
6:22
KEPCO cheap; nuclear policy supports upside.
Government nuclear stance has turned favorable and US-Korea nuclear collaboration is a coming catalyst. KEPCO earned about 15T won last year and may earn 20T won this year against a roughly 42T won market cap, so valuation is cheap. This year it should focus on financial strength rather than dividends, but the stock should keep rising and investors should not exit. Global power peers trade above 1x PBR, implying a possible 100,000 won price if it re-rates to 1x.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
9:40
Do not sell Samsung; earnings upside remains.
Do not sell Samsung Electronics yet. The reported 20T won operating profit may include several trillion won of deferred items; if February revisions add that back, first-quarter operating profit could exceed 30T won. DRAM, foundry and earnings momentum are not doubted, and the broad uptrend should last at least to H2 2027.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
11:34
Korean equity uptrend lasts through 2027.
With KOSPI touching 5,000, the speaker argues the broader Korean equity uptrend is not a bubble and should not be doubted at least through H2 2027. Investors should focus on stocks whose original investment thesis is still intact and prepare for sector rotation.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
11:41
Doosan CCL concerns resolved; supply tight.
Doosan Corporation rose as fears that Nvidia would squeeze CCL pricing were resolved. Industry feedback shows tight supply and strong demand, with export growth raising consensus, so the stock reacted positively.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:14
Hyosung TNC gains from China latex issues.
Chemicals and late-cycle materials are moving before earnings recover. China announced a 4% latex price hike and concerns that the third-largest Chinese competitor could default may create reflected benefit for Hyosung TNC; the stock already hit a limit-up.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
16:19
Alteogen priced, but no quick rebound.
The 2% royalty is half prior expectations, cutting peak revenue estimates by roughly half, so the 20-25% selloff was justified. After that drop the bad news is mostly priced, but a V-shaped rebound is unlikely because new contracts and time are needed; it may remain an involuntary hold for months.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
17:14
Korean biotech momentum gone until spring.
After Alteogen's royalty disappointment, near-term biotech momentum has disappeared. There is no attractive catalyst until roughly April-May, and the overall Korean biotech sector gets a neutral-to-negative mark, except for select technology-transfer or export names.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
19:15
Skincare earnings outlook improving; watch.
Skincare and cosmetics stocks were weak in the second half, but first-quarter results and 2026 forecasts are likely to be revised upward, and this area may be better than broad biotech. The speaker is checking names and is not buying immediately.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
20:21
Samsung Biologics catalysts, but sector momentum weak.
A company report highlighted Biosecurity Act benefits, well-running Plant 4, Plant 6 from Q2, 2026 operating profit around 2.4T won and a 2.2M won target. However, sector supply-demand is weak because money is focused on autos, semiconductors and batteries, so it is more a watch item than an immediate buy.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
24:46
Hyundai Motor upside from Boston Dynamics value.
Even after the rally, Hyundai Motor should not be fully sold because Boston Dynamics is estimated to have about 53T won of operating value versus Hyundai's 100-120T won market cap. It has a clear customer and use case via industrial robots, and the IPO process is a positive catalyst.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
25:48
Most robot stocks lack earnings and health.
Most Korean robot stocks lack healthy balance sheets, earnings momentum is premature, and mass commercialization is mostly a 2030 story. Pure robotics is still largely expectation-driven and should be avoided, even though a few specialized or parent-backed names are exceptions.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
30:37
Buy Hyundai Mobis on Boston Dynamics exposure.
Hyundai Mobis is increasingly tied to Boston Dynamics, and its dependence on the robotics value chain is rising. The speaker says a pullback today can be used to look for buying opportunities.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
32:05
Korean semiconductors remain a confident market leader.
The speaker says there is no doubt about semiconductors as a market leader; the cycle is supported by DRAM, foundry and materials demand.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
33:10
Accumulate battery sector as solid-state accelerates.
The speaker has been gradually increasing secondary-battery exposure each month. Solid-state battery commercialization is accelerating with European motorcycle testing and timelines pulled forward from 2028, EV battery makers also have humanoid battery capabilities, and domestic LFP production is coming. If stock selection is hard, buy a battery-related ETF.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
33:20
Solid-state materials benefit from pulled-forward timeline.
Solid-state battery timelines are being pulled forward by about a year, and European motorcycle testing is starting. This benefits solid-state material and cell names such as Samsung SDI, LG Energy Solution and ISU Specialty Chemical. Solid-state also has a seasonal pattern of buying in January and selling by late March.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
35:23
L&F benefits from LFP production timing.
LFP battery mass production starts in Korea from the third quarter, while China is already moving faster. The speaker cites L&F's double-digit rise as justified by this LFP production timing.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
37:02
Focus on battery and chip materials.
Fourth-quarter results for batteries and steel are weak, but the market is already looking at 2026 recovery and base effects. For both batteries and semiconductors, the speaker advises focusing on materials rather than equipment.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
37:21
Korean steel earnings recover in 2026.
Fourth-quarter steel earnings are poor, but the market is ignoring the fourth quarter and looking at 2026, when some steel companies could see sharp earnings growth on base effects.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
38:31
HanSol Chemical set for record 2026 earnings.
Hansol Chemical has both semiconductor and battery materials exposure. Battery binder sales should grow over 30% year over year with new Chinese customers, precursor sales about 25%, and overall 2026 may be record earnings while the stock is still below its prior high.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
39:44
ENF gains as DRAM etchants rise.
ENF Technology is a high-purity hydrofluoric acid and etchant materials supplier. As DRAM bit growth increases, demand for etchants should rise, making it a key semiconductor materials play.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
40:08
Dongjin Semichem has EUV, US momentum.
Dongjin Semichem is improving governance and has positive momentum from EUV photoresist and a US expansion. The speaker says it should also be watched.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
40:22
Soulbrain grows on chip/battery materials.
Soulbrain is strong in legacy semiconductor materials and also has some battery exposure. The speaker says its annual growth is around 43% and it should be reviewed.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
40:46
KOSDAQ money inflow likely; buy earnings.
KOSDAQ has lagged the KOSPI. The National Pension Service may increase domestic equity exposure, and new IMA accounts must invest some venture or risky capital that could flow into KOSDAQ companies. Liquidity should enter soon, so select KOSDAQ names with improving 2026 earnings.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
43:02
BTS comeback drives HYBE earnings.
HYBE is unavoidable because BTS is irreplaceable and its revenue can exceed many KOSDAQ companies. The fourth quarter may be dull, but meaningful earnings should begin in the first quarter; China support would be extra upside.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
44:41
POSCO group cheap; 2026 recovery ahead.
Steel's fourth quarter is weak but the market is focused on 2026. POSCO Holdings trades around 0.4x PBR, earned about 2T won last year and may earn 3T won this year against roughly 28T won market cap, so valuation is attractive. Affiliates such as POSCO International, POSCO M-Tech and POSCO DX also have Alaska LNG and robotics angles and are recovering from the bottom.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
45:33
Hyundai Steel cheap on 2026 recovery.
Hyundai Steel is a deep-value steel play with PBR around 0.2x. Although fourth-quarter earnings are weak, 2026 steel earnings are likely to recover sharply on base effects, and the market is already looking at 2026.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
45:38
SeAH Besteel buy on pullback only.
SeAH Besteel rose on SpaceX value-chain orders and its valuation is now burdensome, but the speaker says it can be bought on a correction.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
45:56
Dongkuk Steel deep value, recovery play.
Dongkuk Steel trades at a very low PBR of about 0.24x and should benefit as the market focuses on 2026 steel earnings recovery.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
47:33
Japan stocks are second preferred market.
The house view ranks Korea first and Japan second among equity markets. Japan remains attractive, and yen-carry concerns are not yet a major problem.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
49:36
Silicon2 top cosmetics pick on exports.
Silicon2 is the speaker's top cosmetics pick. Expectations are at rock bottom after the market's street consensus repeatedly exceeded reported results; however, monthly export data are strong, tariffs have limited impact, and sales to the Middle East and emerging markets are growing. 2026 forecasts should rise.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
51:41
China reopening lifts Korean entertainment sector.
If the China play accelerates, it is not only HYBE: performance and entertainment names across the sector can benefit, with HYBE likely pulling up second- and third-tier players.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
51:53
Studio Dragon benefits from China content demand.
If China content and performances open up, Studio Dragon should also be watched. Export unit prices for content are rising, annual production count is increasing from 23-24 to 25, and the stock is depressed; it could benefit from pension-fund buying.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
54:16
Doosan Enerbility leads on nuclear deal.
If the US-Korea nuclear agreement is concluded, Doosan Enerbility could rise the most among nuclear-related names. The speaker advises focusing on large-cap nuclear names rather than small ones.
This 3PRO TV (삼프로TV) video, published January 22, 2026,
features Park Ji-hoon
discussing 015760.KS, 005930.KS, EWY, 000150.KS, 298050.KS, 196170.KQ, Korean biotech sector, Korean skincare/cosmetics sector, 207940.KS, 005380.KS, Korean robotics sector, 012330.KS, Korean semiconductor sector, KARS, BATT, 006400.KS, 373220.KS, 457190.KS, L&F, Korean battery materials, SMH, Korean Steel Sector, 014680.KS, ENF, Dongjin Semichem, 357780.KQ, KOSDAQ, 352820.KS, 005490.KS, POSCO International, 009520.KQ, POSCO DX, 004020.KS, 001430.KS, Dongkuk Steel, EWJ, 257720.KQ, Korean Entertainment Sector, 253450.KQ, 034020.KS.
33 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Ji-hoon
· Tickers:
015760.KS,
005930.KS,
EWY,
000150.KS,
298050.KS,
196170.KQ,
Korean biotech sector,
Korean skincare/cosmetics sector,
207940.KS,
005380.KS,
Korean robotics sector,
012330.KS,
Korean semiconductor sector,
KARS,
BATT,
006400.KS,
373220.KS,
457190.KS,
L&F,
Korean battery materials,
SMH,
Korean Steel Sector,
014680.KS,
ENF,
Dongjin Semichem,
357780.KQ,
KOSDAQ,
352820.KS,
005490.KS,
POSCO International,
009520.KQ,
POSCO DX,
004020.KS,
001430.KS,
Dongkuk Steel,
EWJ,
257720.KQ,
Korean Entertainment Sector,
253450.KQ,
034020.KS
