June 19 Closing Market Review: 'Don't Buy FOMO, Don't Sell in Fear' – A Bull Market's Healthy Correction | Hong Sun-ae, Kim Jang-yeol, Lee Kwon-hee [Closing Bell Live]
June 19 Closing Market Review "Don't buy in FOMO, don't sell in fear" This is a 'healthy correction' typical of a bull market | Hong Seonae, Kim Jangyeol, Lee Gwonhee [Closing Bell Live]
Watch on YouTube ↗
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June 19, 2026 at 08:23
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1:12:16
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3PRO TV (삼프로TV)
Ideas
Strong HBM, 2026 EPS, buy on dips.
SK hynix has extremely strong semiconductor fundamentals, especially in HBM. Using 2026 earnings forecasts of around 400 trillion won and applying a reasonable 7-8x PER multiple (reflecting a shrinking discount to Micron) yields a target price of 350,000-400,000 KRW. Current price around 276,000 KRW offers upside. Advises buying on dips with a margin of safety (e.g., 0.8 of target around 280,000) and not chasing above 280,000 KRW.
2026 EPS strong, target 450-500k, lagging Hynix.
Samsung Electronics also has robust semiconductor fundamentals. 2026 operating profit could reach 50 trillion KRW, applying similar multiple yields target of 450,000-500,000 KRW. It lags SK hynix due to slower HBM progress and HBM not being its strongest suit currently, but still offers value and upside on dips.
Former leader SDI bounce signals sector recovery.
Samsung SDI showed a meaningful surge today with institutional and foreign buying, successfully bouncing off and attempting to break the 60-day moving average. As the former leader in secondary batteries, SDI must lead any sector recovery. This move is an early rebound signal for the beaten-down secondary battery space, offering some hope.
MLCC leader resilient, target upgraded to 300k.
Samsung Electro-Mechanics remains strong within the MLCC/capacitor theme. Despite market volatility, it held up well and outperformed Japanese peer Murata. KB Securities raised its target to 300,000 KRW, with 5-year earnings CAGR upgraded to 73%. The structural shift toward higher-value MLCC makes it more attractive than pure substrate plays.
Overvalued after rally, avoid chasing high targets.
LG Innotek's recent rally to 132,000 KRW was driven by overly optimistic target prices up to 200,000 KRW, which would imply 60x PER. The business is mostly substrates, not MLCC, and growth contribution is limited. Chasing the stock at these levels is risky and feels like FOMO. The speaker advises not to buy on those high targets.
Undervalued robot play, buy dips or breakout.
Hwashin is a robot parts supplier tied to Hyundai Motor Group's robotics initiatives. The stock is extremely undervalued with PBR below 1x and PER moving from 2x to 4x. However, strong resistance exists at 15,500 KRW. A prudent approach is to buy on dips below 12,000 KRW or wait for a confirmed breakout above the resistance zone.
Power equipment sector strong, AI data center catalyst.
Korean power equipment stocks remain on a strong uptrend, aiming to test previous highs. LS Electric has a notable catalyst: a $70M AI data center order that the market initially ignored but is now being priced in. Hyosung Heavy also leads, and HD Hyundai Electric should eventually recover to prior highs. Overall sector momentum is positive.
This 3PRO TV (삼프로TV) video, published June 19, 2026,
features Kim Jang-yeol, Lee Kwon-hee
discussing 000660.KS, 005930.KS, 006400.KS, 009150.KS, 011070.KS, 010690.KS, 010120.KS, 298040.KS, 267260.KS.
7 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Kim Jang-yeol,
Lee Kwon-hee
· Tickers:
000660.KS,
005930.KS,
006400.KS,
009150.KS,
011070.KS,
010690.KS,
010120.KS,
298040.KS,
267260.KS
