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4700 Trillion Won Mega Project…Semiconductor Supercycle Continues | Kim Moon-jung, Hana Securities Daegu Beomeo-dong Branch PB

4700 Trillion Won Mega Project…Semiconductor Supercycle Continues | Kim Moon-jung, Hana Securities Daegu Beomeo-dong Branch PB [Double Check]
Watch on YouTube ↗  |  July 03, 2026 at 01:27  |  22:21  |  3PRO TV (삼프로TV)
Speakers
Kim Moon-jung — PB, Hana Securities Daegu Central WM Center

Summary

Kim Moon-jung, a PB at Hana Securities in Daegu, explains why the 4,700 trillion won semiconductor mega project confirms the AI-driven supercycle is still early. She recommends buying semiconductor equipment and materials stocks like Wonik IPS, PSK, and Soulbrain. She highlights SK Hynix as the top ETF holding and sees the 60-day moving average dip for Samsung Electronics and SK Hynix as a buying opportunity.

  • Mega project of 4,700 trillion won signals AI capex expansion is intact, favoring equipment and materials.
  • Specific picks: Wonik IPS and PSK in equipment; Soulbrain in materials.
  • Semiconductor ETF inflows concentrated in SK Hynix underscore institutional conviction in HBM.
  • Samsung Electronics and SK Hynix near 60-day moving average offer attractive entry points.
  • Market correction viewed as a buying opportunity, not a peak, as fear still lingers.
  • Wave pattern chart technique mentioned as supplementary selection tool.
  • Upcoming catalysts: Samsung pre-earnings on July 7, SK Hynix ADR listing on July 10.
Ideas
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 5:26
Mega project benefits equipment and materials stocks.
The 4,700 trillion won semiconductor mega project indicates that the AI-driven capex cycle is still in its early stages, driving continued capacity expansion. Equipment (front-end and back-end) and materials companies will benefit directly, especially as US-China trade tensions ease, improving the outlook for Korean suppliers. Key names she is closely watching include equipment makers Wonik IPS and PSK, and materials firm Soulbrain.
WONIK IPS PSK 357780.KQ HIGH
Kim Moon-jung PB, Hana Securities Daegu Central WM Center 11:01
SK Hynix leads ETF inflows for HBM.
Samsung Electronics has touched its 60-day moving average, a critical technical support, creating an important buying opportunity. SK Hynix is also near its 60-day line or previous peak, and incremental buying is advisable. The correction offers a favorable entry for the next upward move in the semiconductor cycle.
000660.KS 005930.KS MED
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This 3PRO TV (삼프로TV) video, published July 03, 2026, features Kim Moon-jung discussing WONIK IPS, PSK, 357780.KQ, 000660.KS, 005930.KS. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Moon-jung  · Tickers: WONIK IPS, PSK, 357780.KQ, 000660.KS, 005930.KS