The Moment Bio Investors Have Been Waiting For... Rebound Conditions Are Met

The moment bio investors have been waiting for... conditions for a rebound are met | Myung Min-jun, Park Ga-young, Lee Kwon-hee [Stock Beginner Rescue Team]

Watch on YouTube ↗ | June 17, 2026 at 12:30 | 1:00:20 | 3PRO TV (삼프로TV)

Speakers

Lee Kwon-hee — CEO, Economist

Summary

Lee Kwon-hee, CEO of Wiz Wave, discusses the Korean stock market as it rotates out of a trade-war relief bounce. He is bullish on SK Hynix due to HBM pricing power, names specific biotech winners (DND Pharmatech and ABL Bio), favors Hanwha Aerospace among defense stocks, and highlights a breakout in shipbuilders.

SK Hynix is a buy on dips thanks to HBM price doubling next year and expected share cancellation from ADR issuance
DND Pharmatech’s MASH drug DD01 shows strong efficacy and a licensing deal worth trillions of won is likely
ABL Bio, a biotech platform stock, is deeply oversold and showing technical signs of a turnaround with H2 deal hopes
Korean shipbuilders Samsung Heavy and Hanwha Ocean are breaking out from ranges on FLNG and submarine orders
Hanwha Aerospace trades at a discount to peers while benefiting from European defense expansion and US DPA
KOSDAQ margin debt has collapsed, clearing the way for previously neglected sectors to rebound
Foreign futures selling and FOMC caution create near-term choppiness but do not derail the positive stock-level themes

Ideas

Lee Kwon-hee CEO, Economist 3:00

Buy SK Hynix on dips, HBM supercycle

SK Hynix is a long-term hold to buy on dips. The HBM price for next year has already been contracted at more than double the current price, so the HBM revenue proportion and profit margin will increase substantially. Additionally, SK Hynix is expected to cancel shares equivalent to the amount of the ADR issued, which will prevent dilution and be shareholder-friendly. The speaker bought more SK Hynix during today’s morning decline.

Lee Kwon-hee CEO, Economist 30:23

Shipbuilders breaking out on new orders

Korean shipbuilders Samsung Heavy Industries and Hanwha Ocean are breaking out of a multi-month box range. Samsung Heavy won FLNG orders and Hanwha Ocean has a submarine catalyst plus FLNG discussions with Canada. The overall trend is positive and the stocks are in a recovery phase.

Lee Kwon-hee CEO, Economist 40:33

Hanwha Aerospace cheap, strong defense catalyst

Hanwha Aerospace is the preferred pick among Korean defense stocks. It trades at only 24x PER compared with LIG Nex1’s 50x and Korea Aerospace’s 35x, yet it has strong catalysts from European defense expansion (Poland, joint venture with Rheinmetall) and US Defense Production Act, which will increase orders for Korean alternative suppliers.

Lee Kwon-hee CEO, Economist 47:25

DND MASH drug licensing deal imminent

DND Pharmatech’s MASH (metabolic dysfunction-associated steatohepatitis) treatment candidate DD01 showed very strong efficacy at 24 weeks and 36 weeks in an ongoing 48-week trial. The CEO indicated they are in licensing negotiations with Big Pharma and could secure a deal worth 2 to 4 trillion won. The stock has been beaten down but is now breaking out with potential for further upside as the deal materializes.

Lee Kwon-hee CEO, Economist 51:34

Oversold ABL Bio rebounding with platform deals

ABL Bio, a biotech platform company, has fallen more than 70% from its high and is now showing signs of a technical turnaround. The company previously signed Korea’s largest licensing deals and still has platform value that can attract further collaborations in the second half. The speaker says wait for a breakout above 120,000 won to confirm the trend, but the stock is oversold and no longer scary.

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This 3PRO TV (삼프로TV) video, published June 17, 2026, features Lee Kwon-hee discussing 000660.KS, 010140.KS, 042660.KS, 012450.KS, DND Pharmatech, ABL Bio. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee · Tickers: 000660.KS, 010140.KS, 042660.KS, 012450.KS, DND Pharmatech, ABL Bio