Ideas
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
1:06
SK hynix momentum and HBM leadership.
SK hynix is supported by an upward target-price revision to KRW 1.5 million and the point that an earnings release does not mean the momentum is over. Later he notes HBM3 demand and SK hynix's sole-supply position for a Microsoft product, with Cheongju as a key HBM production base, reinforcing the memory and HBM leadership case.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
1:34
KOSDAQ rally has further upside.
The Korean equity rally is not over. KOSDAQ liquidity and policy support remain strong, the house view raised the KOSDAQ target to 1,300, and if policy expectations and liquidity drive overheating, 1,500 is possible. Waiting for a correction or selling just because KOSPI 5,000 and KOSDAQ 1,000 have been reached risks missing further upside; the market is only mid-game.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
4:20
Solid-state battery value chain is a turnaround.
He is positive on batteries, especially physical-AI and solid-state battery applications. Cells such as Samsung SDI and LG Energy Solution should be watched, along with solid-electrolyte names EcoPro BM and Lotte Energy Materials, and lithium-sulfide names ISU Specialty Chemical and Lake Materials. He had said to buy in January and enjoy profits through March because these are neglected turnaround candidates.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
4:33
Korean game stocks are oversold turnarounds.
The game sector is neglected and oversold. NCSoft is trading at an unprecedented P/E of about 10x, Netmarble has corrected excessively, and Krafton is expected to improve; he sees a laggard and turnaround rebound that could deliver double-digit returns. Investors can use game-sector ETFs or individual stocks.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
4:48
Biotech earnings and licensing catalysts.
Pharma and biotech are no longer just a rate trade. He sees earnings-jump momentum, increased non-deal IR and NDR activity in Yeouido, and stock-specific catalysts such as licensing-out. He names Medipost as a buy-on-correction and says not to give up on TissueGene; these are multi-year earnings-recovery candidates entering a 2026 momentum phase.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
5:18
Substrate demand expands beyond Nvidia.
Semiconductor substrate and PCB names are strong because SoCAM adoption is expanding beyond Nvidia to other tech companies. That widens demand for ceramic, glass, and traditional PCB substrates and supports multiple expansion even before dramatic earnings surprises.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
6:28
Soulbrain offers semiconductor-battery materials exposure.
Investors should not only buy semiconductor-materials names; they should look for companies that also supply secondary-battery materials. Soulbrain is his example of such dual exposure and remains a usable investment idea.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
7:19
Semiconductors remain supported by earnings.
Semiconductors are the least doubtful area because earnings support them, US tech leadership remains intact, and the cycle is not showing signs of breaking. He advises not to doubt the semiconductor trend while earnings and global tech leadership support it.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
11:58
Nuclear momentum supports construction names.
The construction sector is worth watching because nuclear power is the key momentum driver. Hyundai E&C and KEPCO are the obvious linked names, and Daewoo E&C is also mentioned as a construction name tied to the nuclear theme.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
12:32
China reform could lift Korean cyclicals.
China is likely to support and restructure industry rather than simply stimulate. If Beijing announces tighter supply-side restructuring in March, it could be positive for Korean cyclical sectors such as steel, chemicals, and refining, but he says to confirm China's policy first before getting aggressive.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:20
Modular construction policy theme to watch.
Modular construction is being pushed by policy, with a special law being prepared. He says there are Korean companies related to modular building and investors should look for them as an investment idea.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
13:52
Smart glasses are the next device theme.
Smart glasses are the next IT device after smartphones. The market has not yet opened; 2026 is a build-up and commercialization year, with Meta, Google, and Samsung working toward this future, so the theme is worth positioning for.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
17:54
Power equipment/transformers remain a hold.
Power equipment and transformer names should be held through interim noise because the power theme remains intact. NH covers Hyosung Heavy Industries, HD Hyundai Electric, and LS Electric; LS Electric is now the top pick, and its Cheongju production base is a positive.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
20:10
Department stores benefit from wealth effect.
Domestic demand is weak on paper, but financial-asset gains from stocks, funds, and gold are feeding into department-store spending. January department-store sales are well above Q4 averages, foreign tourist share is rising from 1% toward 4%, and high-end imported luxury brand sales are increasing.
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
22:06
Paradise benefits from inbound tourism.
Paradise is the top pick in leisure because a weak won is boosting inbound tourism, which is a direct beneficiary of the inbound recovery.
This 3PRO TV (삼프로TV) video, published January 28, 2026,
features Park Ji-hoon
discussing 000660.KS, KOSDAQ, EWY, 006400.KS, 373220.KS, 247540.KQ, 020150.KS, 457190.KS, 281740.KQ, 036570.KS, 251270.KS, 259960.KS, KODEX Game Industry ETF, XBI, 078160.KQ, 950160.KQ, Semiconductor substrates/PCB, 036830.KQ, SMH, 000720.KS, 015760.KS, 047040.KS, Korean steel/chemicals/refining cyclicals, Korean modular construction, Smart glasses/AR glasses, 298040.KS, 267260.KS, 010120.KS, Korean department store/luxury retail sector, 034230.KS.
15 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Ji-hoon
· Tickers:
000660.KS,
KOSDAQ,
EWY,
006400.KS,
373220.KS,
247540.KQ,
020150.KS,
457190.KS,
281740.KQ,
036570.KS,
251270.KS,
259960.KS,
KODEX Game Industry ETF,
XBI,
078160.KQ,
950160.KQ,
Semiconductor substrates/PCB,
036830.KQ,
SMH,
000720.KS,
015760.KS,
047040.KS,
Korean steel/chemicals/refining cyclicals,
Korean modular construction,
Smart glasses/AR glasses,
298040.KS,
267260.KS,
010120.KS,
Korean department store/luxury retail sector,
034230.KS
