June 5 Closing Market Review: If you throw now, it might be too late. Why you should prepare for a rebound after a market crash | Hong Seonae, Lee Gwonhui, Kim Jangyeol [Closing Bell Live]

Watch on YouTube ↗  |  June 05, 2026 at 08:22  |  1:14:01  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell
Lee Kwon-hee — CEO, Economist

Summary

The video covers the June 5 Korean market crash, attributing it to foreign selling, won weakness, and overblown fears about semiconductor socket specs. Both guests advise against panic selling and suggest buying SK Hynix and other semiconductor stocks on dips, while waiting for volatility to subside after June 15. Specific value picks include PSK Holdings and Samsung Electro-Mechanics.

  • KOSPI fell 5.54%, KOSDAQ fell 4.5% on June 5.
  • Foreigners sold heavily, partly for Space X IPO liquidity.
  • A misinterpreted socket spec downgrade caused panic in semiconductor stocks.
  • Guests Kim Jang-yeol and Lee Kwon-hee view the selloff as a technical correction.
  • They recommend buying SK Hynix and Samsung Electronics on the dip.
  • PSK Holdings and Samsung Electro-Mechanics are highlighted as value picks.
  • Investors are advised to wait until after June 15 for more stability.
  • Jensen Huang's visit to Korea may bring positive news for AI/semiconductor stocks.
Trade Ideas
Kim Jang-yeol Reporter, The Bell 16:45
Buy SK Hynix on fear
Investors should wait until after June 15 to add positions in Samsung Electronics and SK Hynix, as volatility from options expiration, Space X listing, and the FOMC meeting should subside by then. Buying gradually after that date is safer.
Kim Jang-yeol Reporter, The Bell 27:58
PSK Holdings is cheap and growing
PSK Holdings is undervalued with a forward PER of 16x, earnings estimates are being raised, and the company benefits from semiconductor equipment demand and competitive advantages over Chinese rivals. The stock has upside to the raised target price.
Kim Jang-yeol Reporter, The Bell 46:15
Samsung Electro-Mechanics is a value play
Samsung Electro-Mechanics has become attractive after the recent decline, with PBR dropping to around 18x. The company has a structural story linked to EV and battery (via MLCC), and valuation is compelling for a rebound.
Lee Kwon-hee CEO, Economist 62:27
Wait until June 15 to buy
Investors should wait until after June 15 to add positions in Samsung Electronics and SK Hynix, as volatility from options expiration, Space X listing, and the FOMC meeting should subside by then. Buying gradually after that date is safer.
Up Next

This 3PRO TV (삼프로TV) video, published June 05, 2026, features Kim Jang-yeol, Lee Kwon-hee discussing 000660.KS, 031980.KQ, 009150.KS, 005930.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee  · Tickers: 000660.KS, 031980.KQ, 009150.KS, 005930.KS