June 26, 2019 Morning Broadcast Full View: New York Stock Market Closes Up Amid Expectations of Intel-Apple Cooperation; Philadelphia Semiconductor Index +6% Surges

[June 26, 2019 Morning Broadcast Full View] New York Stock Market Closes Up Amid Expectations of Intel-Apple Cooperation...Phil-Semiconductor Index +6% 'Surges
Watch on YouTube ↗  |  June 19, 2026 at 03:13  |  6:12:46  |  3PRO TV (삼프로TV)
Speakers
Park Myung-seok — Curator
Kwon Soon-ho — Team Lead, Sampro TV
Geon Taek-joong — Manager
Lee Seon-yeop — CEO, AFW Partners
Kim Seung-jun — Research Fellow
Park Byeong-chang — Director, MP Partners
Jung Young-jin — Reporter, The Korea Economic Daily
Park Sang-hyuk — Editor
Vincent — Host
So Jin-hoon — Manager

Summary

The broadcast covers the June 26 morning market where US equities rallied strongly on Intel-Apple cooperation and Trump administration support, with the Philadelphia Semiconductor Index surging 6%. It then focuses on the Korean market's extreme concentration in semiconductor stocks, which pushed KOSPI above 9,000 while other sectors languished. Multiple analysts provide trade ideas including long positions in US and Korean semiconductors, SK Hynix's ADR-led re-rating, Bitcoin's downside risk from Strategy's forced selling, and selective opportunities in power equipment and reconstruction-related construction names.

  • US markets jump with Philly Semi Index +6% driven by Intel-Apple cooperation and Trump support.
  • US-Iran peace agreement eases Hormuz supply risks, oil prices decline.
  • KOSPI surges past 9,000 but the rally is extremely concentrated in Samsung, SK Hynix, and related conglomerate stocks.
  • Memory chip demand remains explosive due to AI infrastructure build-out, benefiting Samsung Electronics, SK Hynix, and Micron.
  • SK Hynix is seen as undervalued versus Micron, with its July ADR listing acting as a strong re-rating catalyst.
  • Institutional selling in non-semiconductor sectors is creating future rebound candidates like Doosan Enerbility.
  • Strategy's (MicroStrategy) STRK crisis may force Bitcoin sales, posing a significant downside risk to crypto.
  • Power equipment makers are emerging as AI data center plays due to an impending electricity bottleneck.
Ideas
Park Myung-seok Curator 14:14
Trump support drives US semiconductor rally
The Trump administration's strong support for US semiconductor manufacturing, exemplified by public endorsement of Intel-Apple collaboration and aggressive rhetoric (Trump put), is directly lifting US semiconductor stocks. Combined with continued AI demand, the Philadelphia Semiconductor Index surged 6% and is expected to remain strong.
SMH HIGH
Park Myung-seok Curator 41:00
Trump endorsement boosts Intel stock
Intel is being directly boosted by President Trump's public endorsement of its cooperation with Apple and the push to bring chip manufacturing back to the US. Trump even highlighted his own investment in Intel growing sixfold, driving heavy retail and institutional buying into the stock.
INTC HIGH
Kwon Soon-ho Team Lead, Sampro TV 107:27
AI infrastructure needs memory first
AI infrastructure build-out requires memory chips first and foremost. Data center spending by Google, Microsoft, Meta, Amazon directly benefits the three major memory makers—Samsung Electronics, SK Hynix, and Micron. This 'M3' thematic is the strongest AI trade with surging demand and tight supply.
000660.KS 005930.KS MU HIGH
Park Byeong-chang Director, MP Partners 137:02
SK Square as cheap SK Hynix proxy
SK Square is a pure holding company for SK Hynix with a deeply undervalued market cap relative to its stake. As SK Hynix becomes too pricey for some retail investors, capital is flowing into SK Square as a discounted proxy, driving strong momentum.
402340.KS HIGH
Park Byeong-chang Director, MP Partners 165:31
Watch Doosan Enerbility for rebound potential
Doosan Enerbility has positive nuclear-related news but its stock was heavily sold down due to extreme concentration in semiconductors. When the current excessive tilt towards semis eventually eases, fundamentally good names like Doosan Enerbility could stage a strong rebound.
034020.KS MED
Park Byeong-chang Director, MP Partners 177:45
Samsung Life, C&T are Samsung Electronics proxies
Samsung Life and Samsung C&T are effectively leveraged plays on Samsung Electronics due to their large equity stakes. In a market where direct semiconductor upside is increasingly expensive, these conglomerate proxies are catching strong institutional inflows.
032830.KS MED
Vincent Host 190:38
Avoid Hyundai Motor, margins sliding
Hyundai Motor's margins are declining and near-term catalysts are lacking. While the long-term physical AI theme holds promise, the stock is not attractive for new buyers at current levels; investors should wait for clearer signs of improvement.
005380.KS LOW
Jung Young-jin Reporter, The Korea Economic Daily 201:54
AI data centers need power grid upgrades
AI data center build-out is creating a massive power bottleneck. JPMorgan notes that electricity infrastructure will need to be deployed first, benefiting transformer and heavy electrical equipment makers like LS Electric and HD Hyundai Electric.
267260.KS 010120.KS MED
Geon Taek-joong Manager 216:51
Buy equipment on dips amid capex surge
Global memory capex expansion is accelerating, which will directly benefit semiconductor equipment makers. Although current valuations are high, buying into quality equipment names like Hanmi Semiconductor, HPSP, PSK, and Wonik IPS on market stabilization is a prudent strategy.
042700.KS 403870.KQ PSK WONIK IPS MED
Kim Seung-jun Research Fellow 244:53
Samsung C&T for reconstruction and semiconductor
Samsung C&T is a top pick for the post-ceasefire reconstruction theme in Iran and the broader nuclear power cycle. It also holds a large stake in Samsung Electronics, providing both solid fundamental value and a direct semiconductor proxy. The stock has a 650,000 won price target.
028260.KS HIGH
Park Sang-hyuk Editor 314:10
Strategy forced selling to crash Bitcoin
Strategy (MicroStrategy) is trapped in a trilemma; its perpetual preferred STRK is trading well below par, and it may be forced to sell Bitcoin to defend the structure. A forced liquidation could trigger a cascade, potentially pushing Bitcoin down to the $50,000 or even $20,000 range.
BTC MED
Up Next
31:04
Sailor in Crisis' Bitcoin, STRC. MSTR - Must Give Up One of the Three to Survive | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk Digital Asset Editor-in-Chief [Crypto PLUS]
3PRO TV (삼프로TV) · Jun 19
52:03
Japanese Stock Market Upheaval! Market Cap #1 Changed, What Kioxia's Rapid Rise Tells Us_26.06.19. | So Jin-woong, Yeo Do-eun, Heo Jae-mu [Morning N Investment]
3PRO TV (삼프로TV) · Jun 19
21:33
Reconstruction Theme Over? It's Just Starting | Kim Seung-jun, Hana Securities Research Center Research Fellow [Double Up]
3PRO TV (삼프로TV) · Jun 19
7:22
Why Pandl Calls Gold and Bitcoin Buys Here
Unchained (Chopping Block) · Jun 19
16:52
Oh! SK Hynix is cheaper than Micron! The real deal starts in July | Kwon Taek-jung, Hana Securities The Centerfield W Manager [Double Crew]
3PRO TV (삼프로TV) · Jun 19

This 3PRO TV (삼프로TV) video, published June 19, 2026, features Park Myung-seok, Kwon Soon-ho, Park Byeong-chang, Vincent, Jung Young-jin, Geon Taek-joong, Kim Seung-jun, Park Sang-hyuk discussing SMH, INTC, 000660.KS, 005930.KS, MU, 402340.KS, 034020.KS, 032830.KS, 005380.KS, 267260.KS, 010120.KS, 042700.KS, 403870.KQ, PSK, WONIK IPS, 028260.KS, BTC. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Myung-seok, Kwon Soon-ho, Park Byeong-chang, Vincent, Jung Young-jin, Geon Taek-joong, Kim Seung-jun, Park Sang-hyuk  · Tickers: SMH, INTC, 000660.KS, 005930.KS, MU, 402340.KS, 034020.KS, 032830.KS, 005380.KS, 267260.KS, 010120.KS, 042700.KS, 403870.KQ, PSK, WONIK IPS, 028260.KS, BTC