Ideas
TSMC is undervalued and will continue rising.
TSMC is undervalued and will continue to rise ahead of its earnings report. It remains a solid choice in the AI sector and is expanding its US operations through a packaging partnership with Amkor, with price targets being raised to $700.
Q2 deliveries and robotaxi narrative support Tesla.
Tesla's Q2 deliveries are expected to be better than anticipated, leading to an upgrade by Goldman Sachs. The FSD and robotaxi narrative will continue to drive the stock's momentum in the second half of the year.
US regulatory hurdle removal boosts wind power.
The US administration dropped its appeal against an injunction on a wind power development ban, removing a major regulatory hurdle. This immediately boosted Korean wind power stocks like CS Wind, CS Bearing, and SK Ocean Plant.
Liquidity rotation pushes financial stocks higher.
Financial stocks like KB Financial, Shinhan, and Hana are hitting new highs as market liquidity rotates out of overheated tech and semiconductor stocks into value and cyclical sectors.
Biopharma offers a contrarian buying opportunity.
Biopharma stocks like Alteogen, Samchundang Pharm, and ABL Bio are showing signs of a turnaround. They offer a contrarian buying opportunity against the consensus of rising interest rates, especially as oil prices have dropped significantly.
HD Hyundai CE is an undervalued play.
HD Hyundai Construction Equipment is a comfortable pick for the Middle East reconstruction theme because it lagged behind other reconstruction stocks and has significant room to rebound.
Jeju Semi's earnings will jump from LPDDR.
Jeju Semiconductor expects 1 trillion won in revenue from LPDDR4/5 contract manufacturing for SK Hynix. Its earnings are growing rapidly, making it an attractive semiconductor play.
Hwashin is an undervalued robotics body supplier.
Hwashin is an attractive robotics play with a low PER of 5x and solid earnings. It is expanding from automotive chassis to robot bodies and was recently visited by Boston Dynamics.
Buy SpaceX after lock-up expiration in September.
SpaceX will become the best US company due to its AI, Starlink, and Starship capabilities. Investors should wait for the lock-up expiration around September to buy it at a cheaper price.
Hanwha Aerospace and KAI lead space defense.
Hanwha Aerospace is the 'Korean SpaceX' with top-tier launch vehicle technology among US allies. KAI is also highly promising for aerial and space defense, especially after the Russia-Ukraine war ends.
KEPCO benefits greatly from falling oil prices.
KEPCO is highly undervalued with extremely low PBR/PER. It is the primary export leader for Korean nuclear power projects and benefits significantly from falling oil prices.
Power equipment stocks rebound from cheap valuations.
Power equipment stocks like LS, Hyosung Heavy Industries, and HD Hyundai Electric are rebounding after a 35% drop. They are cheaper than US peers and have raised prices, ensuring strong future earnings.
Doosan Enerbility will dominate the nuclear market.
Doosan Enerbility is the top pick for nuclear power. Despite high current valuations, its future value is immense as Korea, the US, and France will dominate the global nuclear market by 2030.
MLCC price hikes boost Samsung Electro-Mechanics.
Samsung Electro-Mechanics and Daeduck Electronics will see significant earnings growth as MLCC price hikes are not yet reflected in consensus. Daeduck is especially cheap at a forward PER of around 20x.
Amotech benefits from the high-value MLCC shift.
Amotech is a strong buy as top-tier MLCC makers like Murata reduce consumer MLCC production to focus on automotive and industrial sectors, benefiting companies focused on high-value MLCCs.
Korean Air benefits from strong cargo demand.
Korean Air is a strong buy. Fuel surcharges are dropping, cargo demand is very strong due to semiconductor shipments, and China routes are expanding in the winter.
Battery stocks benefit from de-risking policies.
Secondary battery stocks like LG Energy Solution, Samsung SDI, and POSCO Holdings are bottoming out. They will benefit from US and European policies aimed at de-risking from China.
Coinbase's super-app strategy attracts massive liquidity.
Coinbase is accelerating its super-app strategy by introducing AI advisors, integrating global liquidity through Deribit, and launching stock trading. This will attract massive liquidity to the platform.
MicroStrategy's high note yield is a mistake.
MicroStrategy's decision to sell 32 BTC and raise its convertible note yield to 11-12% is a strategic mistake that signals a lack of confidence. The stock price is dropping and they need to lower the yield to around 7% to recover.
This 3PRO TV (삼프로TV) video, published June 17, 2026,
features Park Myung-seok, Park Byeong-chang, Jang Woo-jin, Lee Jong-hoon, So Hyeon-cheol, Park Ji-eun, Park Sang-hyuk, Yoon Su-mok
discussing TSM, TSLA, 297090.KQ, 112610.KS, 100090.KS, 105560.KS, 086790.KS, 055550.KS, 298380.KQ, 000250.KQ, 196170.KQ, 267270.KS, 200710, 010690.KS, SPCX, 047810.KS, 012450.KS, 015760.KS, 298040.KS, 006260.KS, 267260.KS, 034020.KS, 353200.KS, 009150.KS, 052710.KQ, 003490.KS, 005490.KS, 373220.KS, 006400.KS, COIN, MSTR.
19 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Myung-seok,
Park Byeong-chang,
Jang Woo-jin,
Lee Jong-hoon,
So Hyeon-cheol,
Park Ji-eun,
Park Sang-hyuk,
Yoon Su-mok
· Tickers:
TSM,
TSLA,
297090.KQ,
112610.KS,
100090.KS,
105560.KS,
086790.KS,
055550.KS,
298380.KQ,
000250.KQ,
196170.KQ,
267270.KS,
200710,
010690.KS,
SPCX,
047810.KS,
012450.KS,
015760.KS,
298040.KS,
006260.KS,
267260.KS,
034020.KS,
353200.KS,
009150.KS,
052710.KQ,
003490.KS,
005490.KS,
373220.KS,
006400.KS,
COIN,
MSTR
