[June 18, 26 Afternoon Broadcast Full View] SK Hynix Soars Towards 3 Million Won Today! Finally Achieved 9,000 Points… Korean Stock Market Wrote New History!

[June 18, 26 Afternoon Broadcast Full View] SK Hynix soars towards 3 million won today! Finally achieved 9,000 points...Korean stock market wrote new history!
Watch on YouTube ↗  |  June 18, 2026 at 11:13  |  4:48:01  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell
Lee Kwon-hee — CEO, Economist
Jang Woo-jin — Writer
Yoo Chang-hee — CEO
Park Ji-eun — Director

Summary

KOSPI hits 9,000 for the first time, led by extreme concentration in SK Hynix and Samsung Electro-Mechanics, while KOSDAQ falls 3%. Experts debate whether the semiconductor rally will persist, highlight an MLCC super cycle from AI servers, and identify secondary plays in shipbuilding, robots, and tourism. Caution is expressed about power grid constraints and AI CapEx cuts as potential triggers that could end the semiconductor dominance.

  • KOSPI rallies to 9,000 on the back of SK Hynix (+7%) and Samsung Electro-Mechanics (+8%), while KOSDAQ drops to 1,000.
  • Samsung Electro-Mechanics surges after Trendforce reports a 7x increase in MLCC per board in AMD's new AI accelerator.
  • Kim Jang-yeol states the semiconductor concentration will continue until market consensus turns overbought; SK Hynix ADR listing is a near-term catalyst.
  • Jang Woo-jin warns the market ex-semiconductors is entering a bear phase and only four names (Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, LG Innotek) are safe.
  • Power grid constraints and AI CapEx cuts are flagged as watch triggers that could derail the semiconductor rally.
  • Yoo Chang-hee recommends dip-buying in nuclear (Doosan Enerbility), transformers (Hyundai Electric), and shipbuilding (HD Hyundai Heavy) as they hold above 20-day MAs.
  • Park Ji-eun highlights PSK (12x forward P/E), Wonik IPS and Iotech as overlooked semi equipment names, and picks HL Mando and Hyundai Mobis for the robot supply chain.
  • Park Ji-eun also suggests Hotel Shilla as a tourism/weaker won play with surging hotel room rates.
Ideas
Kim Jang-yeol Reporter, The Bell 19:16
SK Hynix leads AI memory super cycle.
The market outside semiconductors is entering a bearish phase. Only the top semiconductor-related names—Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, and LG Innotek—are structurally safe. All other sectors, including KOSDAQ, will continue to lose money and suffer severe polarization. Investors should concentrate long positions in these four and avoid or reduce everything else.
000660.KS 009150.KS HIGH
Lee Kwon-hee CEO, Economist 31:57
SK Square is forced proxy for SK Hynix.
SK Square is the cleanest proxy for SK Hynix. As institutional investors hit concentration limits on SK Hynix (30% cap), they are forced to buy SK Square to maintain exposure. The holding company discount and the SK Hynix stake value alone justify current prices, and the stock is lifting in tandem with SK Hynix.
402340.KS MED
Jang Woo-jin Writer 84:31
Only four semi stocks survive the bear phase.
The market outside semiconductors is entering a bearish phase. Only the top semiconductor-related names—Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, and LG Innotek—are structurally safe. All other sectors, including KOSDAQ, will continue to lose money and suffer severe polarization. Investors should concentrate long positions in these four and avoid or reduce everything else.
005930.KS 011070.KS HIGH
Jang Woo-jin Writer 84:31
Only four semi stocks survive the bear phase.
The market outside semiconductors is entering a bearish phase. Only the top semiconductor-related names—Samsung Electronics, SK Hynix, Samsung Electro-Mechanics, and LG Innotek—are structurally safe. All other sectors, including KOSDAQ, will continue to lose money and suffer severe polarization. Investors should concentrate long positions in these four and avoid or reduce everything else.
KOSDAQ Index HIGH
Yoo Chang-hee CEO 216:00
Buy nuclear, ship, transformer dips on 20-day.
Nuclear, shipbuilding, and transformer stocks that maintain their 20-day moving averages are the best dip-buying candidates. Doosan Enerbility (nuclear), Hyundai Electric (transformers), and HD Hyundai Heavy Industries (shipbuilding) have strong trends and were sold off today purely due to rotational flows into semiconductors. This pullback is a buy opportunity as underlying themes remain intact.
267260.KS 034020.KS 329180.KS MED
Yoo Chang-hee CEO 244:51
PSK trades at 12x forward earnings, cheap.
PSK (the operating company) is a semiconductor equipment stock trading at only 12x forward earnings based on next year's estimates, despite strong exposure to Intel, Samsung, SK Hynix, and Micron. The stock is significantly undervalued relative to the broader equipment sector and should re-rate as the Intel recovery and device demand materialize.
005510.KS MED
Park Ji-eun Director 258:00
Goldman picks HL Mando as robot actuator play.
HL Mando was singled out by Goldman Sachs as a top pick for the Korean robot theme because of its advanced actuator technology required for humanoid robots. The stock surged on the report and still has room as robot supply chains develop, particularly in Boston Dynamics and Tesla-related ecosystems.
204320.KS MED
Park Ji-eun Director 263:00
Hyundai Mobis wins robot aftermarket AS revenue.
Hyundai Mobis will capture the long-duration aftermarket and service revenue from robots. Just as car dealers earn most of their profit from after-sales service, robots will generate a massive AS parts and maintenance stream. Hyundai Mobis, as the key parts/AS arm within the Hyundai Motor Group, is structurally positioned to benefit from the robot installed base growth.
012330.KS MED
Park Ji-eun Director 269:00
Weaker won and tourism boom lift Hotel Shilla.
Hotel Shilla is a direct beneficiary of the weak Korean won and surging inbound tourism. Hotel room rates have skyrocketed to 1 million KRW per night even on weekdays, and foreign tourists, especially from the US and Europe, find these rates relatively cheap due to FX effects. The company's hotel segment is booming, providing a niche investment angle outside semiconductors.
008770.KS MED
Park Ji-eun Director 271:00
Buy resilient KoSDAQ semi equipment small-caps.
Small-cap semiconductor equipment stocks like Wonik IPS and Iotech were resilient during the extreme semiconductor rally, and foreign investors were net buyers of these names. These stocks are displaying relative strength and could outperform when the concentration in memory chips eventually broadens into the equipment space.
039030.KQ 030530.KQ MED
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This 3PRO TV (삼프로TV) video, published June 18, 2026, features Kim Jang-yeol, Lee Kwon-hee, Jang Woo-jin, Yoo Chang-hee, Park Ji-eun discussing 000660.KS, 009150.KS, 402340.KS, 005930.KS, 011070.KS, KOSDAQ Index, 267260.KS, 034020.KS, 329180.KS, 005510.KS, 204320.KS, 012330.KS, 008770.KS, 039030.KQ, 030530.KQ. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee, Jang Woo-jin, Yoo Chang-hee, Park Ji-eun  · Tickers: 000660.KS, 009150.KS, 402340.KS, 005930.KS, 011070.KS, KOSDAQ Index, 267260.KS, 034020.KS, 329180.KS, 005510.KS, 204320.KS, 012330.KS, 008770.KS, 039030.KQ, 030530.KQ