KOSDAQ's Surge, Is the "Vengeance Rally" Starting Now?_26.05.22. | So Jin-woong, Yeo Do-eun, Park Ji-hoon [Morning N Investment]

Watch on YouTube ↗  |  May 22, 2026 at 02:41  |  57:38  |  3PRO TV (삼프로TV)
Speakers
Park Ji-hoon — Director, Asset Management Consulting Dept., NH Investment & Securities
So Jin-woong — Manager

Summary

The video covers the KOSDAQ's sharp rally driven by pharmaceutical/biotech and secondary battery stocks, contrasted with the concentrated rally in large-cap semiconductors. Panelists discuss the US-China summit's limited market impact, Japan's BOJ rate hike prospects, and energy supply risks from the Hormuz Strait. Park Ji-hoon provides specific long ideas in MLCC and substrate/lead frame plays while warning against overvalued power equipment stocks.

  • KOSDAQ surges over 5% on revenge rally in biotech and secondary battery names.
  • US-China summit yields no major breakthroughs; trade/tech tensions continue.
  • Japan's BOJ expected to raise rates in June; yen weakness and energy costs remain concerns.
  • Memory semiconductor cycle seen as strong until at least 2027, supporting SK Hynix and related plays.
  • Park Ji-hoon recommends long Samsung Electro-Mechanics, Daeduck Electronics, and Haesung DS on automotive AI demand.
  • Power equipment valuations seen as stretched; caution advised on the sector.
  • Rotation from semiconductor leaders to oversold small/mid-caps may be starting.
  • Investors urged to use AI tools like Claude for bottom-up idea generation.
Trade Ideas
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 31:28
Long Samsung Electro-Mechanics on EV autonomous driving MLCC demand.
Samsung Electro-Mechanics benefits from massive MLCC demand growth as electric vehicles and autonomous driving require 8,000-10,000 MLCCs per vehicle, compared to 1,000-2,000 for internal combustion engines. The company is a dominant global MLCC player and is still a buy despite recent price appreciation.
009150.KS HIGH
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 44:38
Avoid Korean power equipment sector on high valuation.
Korean power equipment stocks have become overvalued relative to US peers; valuations are stretched despite strong earnings. He suggests reducing exposure and rotating into oversold semiconductor or small-cap value plays.
Korean Power Equipment Sector MED
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 53:17
Long Haesung DS on lead frame demand growth.
Haesung DS, a lead frame supplier, will see volume and ASP growth as advanced driving systems require more lead frames per vehicle. He recommends it as a follow-up play in the semiconductor supply chain.
HSEEF MED
Park Ji-hoon Director, Asset Management Consulting Dept., NH Investment & Securities 53:17
Long Daeduck Electronics on automotive substrate demand.
Daeduck Electronics, a PCB/substrate manufacturer, will benefit from increased lead frame and substrate demand as autonomous driving and electric vehicles drive higher semiconductor content per vehicle. He identified this through AI research and recommends it as a secondary play after Samsung Electro-Mechanics.
353200.KS MED
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This 3PRO TV (삼프로TV) video, published May 22, 2026, features Park Ji-hoon discussing 009150.KS, Korean Power Equipment Sector, HSEEF, 353200.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Ji-hoon  · Tickers: 009150.KS, Korean Power Equipment Sector, HSEEF, 353200.KS