June 26, 2022 Afternoon Broadcast Full View: SK Hynix Stock Price Soars 16x in 1.5 Years! The Uneasy Truth of KOSPI's All-time High and Penny Stock Delisting Countdown

Summary

The broadcast centers on SK Hynix briefly taking the market-cap crown from Samsung Electronics, framed as a symbolic but not fundamental reversal. Lee Kwon-hee and Kim Jang-yeol debate whether SK Hynix is short-term overheating, while both argue that semiconductor strength will continue and Samsung will catch up. The conversation extends to equipment plays, LG Electronics' AI push, and neglected sectors like power equipment and shipbuilding. Later, Kim Yoo-jin adds a macro-historical lens and highlights MLCC beneficiaries, reinforcing the semiconductor dominance theme.

• SK Hynix surpassed Samsung Electronics in common-share market cap for the first time in 26 years, prompting debate about overheating and sector leadership.
• Lee Kwon-hee described SK Hynix as short-term overheated but still in a long-term uptrend, propelled by HBM dominance and ADR listing anticipation.
• Kim Jang-yeol argued Samsung Electronics is deeply undervalued versus peers and will rotate into favor after Micron's earnings.
• Front-end semiconductor equipment stocks (Wonik IPS, Eugene Tech, Tes, PSK, HPSP) were identified as leveraged to the capex cycle for 2028 capacity.
• LG Electronics surged on news of a chairwoman visit to Nvidia, boosting the physical AI and robotics investment narrative.
• Power equipment and shipbuilding sectors were portrayed as fundamentally healthy but starved of money flows by semiconductor concentration.
• Kim Yoo-jin explained the market-cap flip is not a bubble signal because both firms have solid earnings; she also flagged MLCC tightness benefiting Samsung Electro-Mechanics and LG Innotek.
• Exchange rate weakness and National Pension rebalancing were discussed as potential risk factors but not disruptive enough to derail the semiconductor-led rally.