June 4 Before Market Open: New York Stock Market Falls Due to Middle East Instability, Philadelphia Semiconductor Index Rises, Micron Market Cap Exceeds $1.2 Trillion, Goldman Sachs Forecasts KOSPI 12000

[June 4 #BeforeMarketOpen] New York Stock Market Falls Due to Middle East Instability / Philadelphia Semiconductor Index Rises. Micron Market Cap Exceeds $1.2 Trillion / Goldman Sachs Forecasts KOSPI 12000
Watch on YouTube ↗  |  June 04, 2026 at 00:27  |  2:35:51  |  815 Money Talk (815머니톡)
Speakers
Ha Chang-bong — CEO
Lee Ju-hyeon — Director, Xangle
Lee Kwon-hee — CEO, Economist
Oh Yeon-jin — Team Leader

Summary

The video covers global market factors including Middle East tensions, Broadcom's disappointing guidance, and Goldman Sachs raising its KOSPI target to 12,000. Panelists discuss a rotation from large-cap semiconductors to semiconductor equipment, substrates, secondary batteries, and select individual stocks. Specific longs include LG Display, NCsoft, S-Oil, and Doosan Enerbility, while a warning is issued on Korean memory stocks after Broadcom.

  • Broadcom's guidance miss triggers concern for Korean memory semiconductor stocks.
  • Goldman Sachs raises KOSPI target to 12,000 on expected earnings improvement.
  • Middle East instability and rising oil prices add market uncertainty.
  • Money rotates from Samsung/Hynix into semiconductor equipment and materials stocks.
  • Substrate copper foil stocks gain from advanced packaging demand.
  • LG Display and NCsoft are cited as undervalued or technical buy opportunities.
  • S-Oil and HFR are recommended on refining margins and analyst influence.
  • KOSDAQ shows signs of bottoming with policy support and rotation.
Trade Ideas
Ha Chang-bong CEO 39:26
Broadcom disappointment pressures Korean memory.
Broadcom's guidance disappointment may trigger profit-taking in Korean memory semiconductor stocks like Samsung and SK Hynix, creating downside risk.
000660.KS 005930.KS MED
Lee Ju-hyeon Director, Xangle 64:00
Sungwoo Electronics optical bounce.
Sungwoo Electronics is a leader in optical communication and has strongly bounced back from its low, indicating institutional interest and further upside.
081580.KQ MED
Lee Ju-hyeon Director, Xangle 71:16
Saudi contract boosts KEPCO and Doosan.
KEPCO and Doosan Enerbility won a major Saudi Arabia combined cycle power plant contract worth 2 trillion won, providing long-term revenue; KEPCO also benefits from post-election electricity rate normalization.
034020.KS 015760.KS MED
Lee Ju-hyeon Director, Xangle 83:00
KMW 6G equipment breakout swing.
KMW is a 6G telecom equipment stock that has broken out of a box range to new highs, offering a short-term swing trade opportunity.
032500.KQ MED
Lee Ju-hyeon Director, Xangle 93:00
NCsoft pullback buying opportunity uptrend.
NCsoft is in an uptrend reaching new highs; the current pullback is a buying opportunity for a swing trade.
036570.KQ MED
Lee Ju-hyeon Director, Xangle 95:00
LG Display cheap vs earnings potential.
LG Display is undervalued with expected 2026 earnings of 1.2 trillion won and 2027 of 1.5 trillion won, but its market cap is only 8 trillion won, implying upside to 12-13 trillion won.
034220.KS HIGH
Lee Ju-hyeon Director, Xangle 96:00
Nota semiconductor design upside 15%.
Nota is a semiconductor design company collaborating with Samsung Electronics; its stock has broken above previous highs and has 15% further upside potential.
NOTA MED
Lee Kwon-hee CEO, Economist 115:00
S-Oil benefits firm refining margins.
S-Oil benefits from strong refining margins driven by global refinery capacity shortages, and its stock is projected to rise steadily towards 140,000 won and beyond.
010950.KS HIGH
Lee Kwon-hee CEO, Economist 116:00
HFR analyst recommendation bounce.
HFR is recommended by influential analyst Kim Hong-sik and is bouncing from a pullback, making it a long candidate.
230240.KQ MED
Lee Kwon-hee CEO, Economist 119:00
Substrate copper foil stocks advanced packaging.
Substrate and copper foil stocks like Korea Circuit, Lotte Energy Materials, and Solus Advanced Materials benefit from advanced packaging demand for high-quality copper foil, and their stocks are positioned for a rebound.
336370.KQ 007810.KQ 026260.KQ MED
Lee Kwon-hee CEO, Economist 123:00
Semiconductor equipment rotation bounce.
Semiconductor equipment and materials stocks like Wonik IPS, PSK, TES, and Eugene Technology have corrected sharply and are now bouncing as money rotates from large-cap semiconductors, offering a long opportunity.
319660.KQ 084370.KQ 240810.KQ 095610.KQ MED
Lee Kwon-hee CEO, Economist 125:00
EcoPro battery stocks bounce.
EcoPro and EcoPro BM (secondary battery sector) have corrected enough and are showing signs of a bounce, contributing to KOSDAQ recovery.
247540.KQ 247544.KQ MED
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This 815 Money Talk (815머니톡) video, published June 04, 2026, features Ha Chang-bong, Lee Ju-hyeon, Lee Kwon-hee discussing 000660.KS, 005930.KS, 081580.KQ, 034020.KS, 015760.KS, 032500.KQ, 036570.KQ, 034220.KS, NOTA, 010950.KS, 230240.KQ, 336370.KQ, 007810.KQ, 026260.KQ, 319660.KQ, 084370.KQ, 240810.KQ, 095610.KQ, 247540.KQ, 247544.KQ. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ha Chang-bong, Lee Ju-hyeon, Lee Kwon-hee  · Tickers: 000660.KS, 005930.KS, 081580.KQ, 034020.KS, 015760.KS, 032500.KQ, 036570.KQ, 034220.KS, NOTA, 010950.KS, 230240.KQ, 336370.KQ, 007810.KQ, 026260.KQ, 319660.KQ, 084370.KQ, 240810.KQ, 095610.KQ, 247540.KQ, 247544.KQ