Now is a great opportunity for secondary batteries" What should we look at? | Kim Hyun-soo, Hana Securities Research Center Research Fellow [Double Up]

Watch on YouTube ↗  |  June 02, 2026 at 02:08  |  14:22  |  3PRO TV (삼프로TV)
Speakers
Kim Hyun-soo — Researcher, Korea Institute of Finance

Summary

Kim Hyun-soo from Hana Securities recommends buying Korean battery cell makers LG Energy Solution and Samsung SDI, citing temporary margin issues and the expansion of ESS business to data center customers as key catalysts. He believes the recent pullback offers attractive entry points with 30-50% upside based on 2028 valuations. He advises avoiding battery material stocks.

  • Recent decline in battery cell stocks due to temporary margin issues and US-China summit concerns.
  • ESS, especially for data centers, is the main growth driver for Korean battery cell makers.
  • US EV demand remains weak, but European EV growth is strong.
  • Cell makers are strongly preferred over material companies.
  • LG Energy Solution and Samsung SDI are both recommended as buys.
  • Valuation based on 2028 earnings shows meaningful upside.
Trade Ideas
Kim Hyun-soo Researcher, Korea Institute of Finance 9:12
Long LG Energy Solution and Samsung SDI.
The recent decline in Korean battery cell maker stocks (LG Energy Solution, Samsung SDI) is due to temporary margin issues and US-China summit headlines, not structural. Fundamentals remain intact. The business model is expanding into data center ESS customers (e.g., Oracle), providing a new growth catalyst. Based on 2028 valuation, current prices offer 30% upside in 3 months and over 50% long-term. Cell makers are strongly preferred over material companies.
373220.KS 006400.KS HIGH
Up Next
24:06
June 5 Jensen Huang Appearance The Core is Clear | Baek In-jae Hana Securities Sales Department Financial Center Deputy Head [Double Crew]
3PRO TV (삼프로TV) · Jun 02
25:16
Vera Rubin Officially Adopts HBM4. Jensen Huang Dominated the Market. Second Kkanbu Meeting, Stock Market Correction? Will Concentration Continue? | Director Lee Ju-yeon
815 Money Talk (815머니톡) · Jun 02
42:43
This Shaking Will Rather Be an Opportunity | Jang Woojin Author [Double Check]
3PRO TV (삼프로TV) · Jun 02
40:14
Samsung Electronics 10% Surge! How Far Will the AI·Robot Concentrated Market Go? | Park Byeong-chang, MP Partners CEO [Market Inside]
3PRO TV (삼프로TV) · Jun 02
1:51:37
[Chesley Morning Brief] New York Stock Market, AI-led surge despite international oil price pressure…NVIDIA 6.3%↑[26/06/02]
Chesley Investment Advisory (체슬리투자자문) · Jun 02

This 3PRO TV (삼프로TV) video, published June 02, 2026, features Kim Hyun-soo discussing 373220.KS, 006400.KS. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Kim Hyun-soo  · Tickers: 373220.KS, 006400.KS