LG Group shares were all strong early on the 1st. As capabilities in new businesses such as artificial intelligence (AI) and robots come to the fore, and with news that Nvidia Chief Executive Jensen Huang will visit Korea, buying appears to be concentrating in LG Group shares.
As of 9:17 a.m. that day on the Korea Exchange, LG Electronics was trading at 372,750 won, up 79,750 won (27.22%) from the previous session. LG Innotek was also trading at 1,672,000 won, up 214,000 won (14.68%).
LG was up 27,600 won (18.83%) to 174,200 won, and LG CNS was also up 24,500 won (21.5%) to 138,300 won in transactions.
In the securities industry, voices are growing that LG Electronics should be reappraised as a key affiliate whose scalability in physical AI and robot businesses is coming into focus. There is also a mood to reappraise the valuation of LG, the holding company.
It was assessed that the net worth (NAV) of LG, the holding company, rose to 37.5 trillion won, a record high, thanks to gains in major subsidiaries such as LG Electronics and LG CNS.
An Young-jun, a researcher at Kiwoom Securities, said, "Recently, group affiliates' share prices have risen as growth potential in new businesses such as AI and robots came to the fore," and noted, "LG, as the holding company, can be expected not only to see its NAV increase simply from subsidiary share price gains but also to directly benefit from the spotlight on the group's new-business capabilities."
On top of this, news that Huang, the CEO, will visit Korea for the first time in seven months appears to have strengthened buying. After wrapping up schedules for the information technology (IT) expos "Computex 2026" and "GTC Taipei 2026," to be held in Taiwan from the 1st to the 4th, Huang is expected to visit Korea.