Name: Preferred Stocks with Huge Discrepancies, The Ones That Were Asleep Are Waking Up | Author Jang Woojin [Double Check]
Uploaded: 2026-06-01T01:12:39+00:00
Duration: 2255 s

Speakers

Jang Woo-jin — Writer

Jeong Pro — Host

Summary

The video covers strong performance in LG Group stocks, Naver, robotics, and data center themes driven by AI and Jensen Huang's visit. The guest, author Jang Woo-jin, recommends preferred shares of large caps, data center operators, and a pair trade within LG Group. The market shows extreme concentration in AI-related names while the broader market, especially KOSDAQ, struggles.

LG Electronics and LG Group stocks surge on AI and robotics expectations
Naver gains on data center value and AI search adoption
Jensen's visit shifts focus from memory chips to physical AI and robotics
Data center service providers Samsung SDS and Hyundai AutoEver revalued
Preferred shares of Samsung Electronics and Hyundai Motor seen as cheap plays
Pair trade: long LG Electronics, short LG Uplus recommended
KOSDAQ weak but may see support from National Growth Fund
Hanmi Pharmaceutical tech export deal fails to boost biotech sector

Trade Ideas

Jang Woo-jin Writer 4:15

Data center operators to be revalued upward

Data center service providers like Samsung SDS and Hyundai AutoEver are undervalued given the rising value of existing data centers. Global regulatory constraints on new data center construction and GPU scarcity are increasing the asset value of current data centers, leading to a re-rating of these operators.

Jang Woo-jin Writer 7:03

Naver undervalued with data center and AI catalysts

Naver should benefit from its large GPU-equipped data center assets (60,000 GPUs), its own robotics development, and the introduction of AI search. With a PBR near 1x, the valuation is attractive for a company with strong data center and AI capabilities.

Jang Woo-jin Writer 11:09

Robotics stocks to rally on Jensen AI focus

Robotics stocks Robostar and Robotis are expected to benefit from Jensen Huang's second visit focusing on physical AI and manufacturing data. LG's investment in these companies provides additional credibility. The broader robotics theme is gaining attention as AI hardware moves beyond chips.

Jang Woo-jin Writer 13:05

Pair trade: long LG Electronics, short LG Uplus

Within the LG Group, LG Electronics and LG CNS (service arm) should outperform while LG Uplus may underperform. The LG Group ETF effect could cause a cap on LG Uplus upside, making it a candidate for a short position versus a long on LG Electronics and LG CNS.

Jang Woo-jin Writer 13:05

Pair trade: long LG Electronics, short LG Uplus

Jang Woo-jin Writer 28:20

Preferred shares of large caps to rally

Preferred shares of large-cap Korean companies like Samsung Electronics and Hyundai Motor are trading at extreme discounts (60-70% below common stock) and are very likely to rally as common stocks continue to rise. The valuation gap is unsustainable and preferred shares will catch up.

This 3PRO TV (삼프로TV) video, published June 01, 2026, features Jang Woo-jin discussing 018260.KS, 307950.KS, 035420.KS, 108490.KQ, 060300.KQ, 032640.KS, 066570.KS, Hyundai Motor Preferred, Samsung Electronics Preferred. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jang Woo-jin · Tickers: 018260.KS, 307950.KS, 035420.KS, 108490.KQ, 060300.KQ, 032640.KS, 066570.KS, Hyundai Motor Preferred, Samsung Electronics Preferred

Preferred Stocks with Huge Discrepancies, The Ones That Were Asleep Are Waking Up | Author Jang Woojin [Double Check]

Summary

Trade Ideas

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