Samsung Electronics and SK Hynix Should Be 50%, For the Rest, Definitely Hold 'This Stock'... It Will Explode After Earnings Season | Park Jin-hee, Department Head
Samsung Electronics, SK Hynix 50%, for the rest, definitely hold 'this stock'... It will explode after earnings season. | Park Jin-hee, Department Head
Ideas
Buy SpaceX after 180-day lock-up correction.
SpaceX is a massive IPO that has drained liquidity from the market. Based on statistical analysis of past large IPOs (e.g., Palantir), the stock typically faces significant selling pressure from lock-up expiries over the first 180 days, creating the cheapest entry point after that window. Additionally, Elon Musk's >70% ownership gives him unilateral control, adding governance risk. Therefore, rather than chasing the stock now, the optimal strategy is to wait for the 180-day correction to buy at a much lower price.
Avoid Korean space theme stocks after rally.
Korean space-themed stocks rallied irrationally on the SpaceX IPO news. The speaker does not see a clear fundamental link between SpaceX's listing and domestic component suppliers. These theme stocks should be avoided and one should wait for a correction instead of chasing them.
Post-Q2 earnings, semis may underperform.
Samsung Electronics and SK Hynix are the market's core driven by solid earnings, but the entire market's expectations are fully priced in through Q2 results (July). After the Q2 earnings season passes, the stocks are likely to slow significantly as all anticipated good news is reflected and leveraged products distort price action. Investors should be cautious and expect a rotation out of these names post-July.
KOSDAQ poised for July catalyst-driven rally.
The KOSDAQ market is poised to benefit from several catalysts in July, including the introduction of a stock ranking/relegation system, market activation measures with real funding deployment, and potential rotation into second-tier sectors like batteries and biotech once interest rates stabilize. The index is expected to see a rotational rally.
Shipbuilding stocks ride rotation and submarine catalyst.
Korean shipbuilding stocks (HD Hyundai Heavy Industries, Samsung Heavy Industries, Hanwha Ocean) have strong earnings and disciplined order intake after stopping cut-throat competition. They are beneficiaries of reconstruction demand, and there is a potential near-term catalyst from the Canada submarine contract news expected around July. The sector is positioned for a rebound as rotation unfolds.
Construction stocks benefit from reconstruction rotation.
Construction stocks like Samsung E&A and DL ENC have solid earnings and reconstruction momentum. They suffered from poor performance in the past but have restructured and now only pursue profitable orders, ending the destructive competition. With ceasefire and reconstruction themes (Middle East, possibly Ukraine), these names are prime rotation plays once the semiconductor concentration eases.
Power equipment/wire stocks offer corrected value.
Korean power equipment and cable stocks have corrected enough to offer valuation merit. The main bottleneck for building more data centers is power supply, meaning that once this bottleneck is resolved, demand for power infrastructure will spike. Combined with reconstruction needs (Ukraine, Middle East), the sector has attractive price levels and a strong story to resume its uptrend.
Robotics stocks are long-term AI beneficiaries.
Hyundai Motor Group stocks are not in bad shape despite ongoing labor negotiations. Hybrid car sales are strong, and if interest rates start to fall, auto demand will benefit directly. Europe's EV market is also showing gradual improvement, which supports the group's outlook. The stocks are worth monitoring for accumulation.
Robotics stocks are long-term AI beneficiaries.
Robotics is the peak of physical AI and the sector will keep rising alongside semiconductors and AI. Industrial robots will be adopted first, and the whole robotics ecosystem—including Robotis, Hyundai Mobis, Hyundai AutoEver, and Mando—will benefit. Recent corrections in these names are long-term buying opportunities.
This 815 Money Talk (815머니톡) video, published June 17, 2026,
features Park Jin-hee
discussing SPCX, Korean space-related theme stocks, 000660.KS, 005930.KS, KOSDAQ Index, 329180.KS, 010140.KS, 042660.KS, 028260.KS, 001880.KS, CAFE, 012330.KS, 005380.KS, 307950.KQ, 108490.KQ, 204320.KS.
9 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Jin-hee
· Tickers:
SPCX,
Korean space-related theme stocks,
000660.KS,
005930.KS,
KOSDAQ Index,
329180.KS,
010140.KS,
042660.KS,
028260.KS,
001880.KS,
CAFE,
012330.KS,
005380.KS,
307950.KQ,
108490.KQ,
204320.KS
