Has the leading stock not broken yet? The moment to sell in a semiconductor-focused market

Has the leading stock not broken yet? The moment to sell in a semiconductor-focused market | Myeong Min-jun, Kang A-rang, Hwang Yu-hyeon [Stock Beginner Rescue Team]

Watch on YouTube ↗ | June 30, 2026 at 12:30 | 1:01:24 | 3PRO TV (삼프로TV)

Speakers

Hwang Yoo-hyun — Private Banker Team Lead, NH Investment & Securities

Summary

Hwang Yu-hyeon, Team Lead at Shinhan Investment Corp, reviews the Korean market after a volatile June, focusing on the negative impact of EcoPro’s rights issue on secondary-battery stocks and KOSDAQ. He argues that semiconductor large-caps remain the core of the market, while Samsung Electro-Mechanics and semiconductor equipment (소부장) offer the best opportunities for the second half. Bio stocks are bottoming and worth watching, and global chip equipment earnings from ASML and TSMC are expected to provide positive momentum.

EcoPro BM’s 1.2 trillion won rights issue hurts the entire 2차전지 sector and makes KOSDAQ index investment difficult
KOSDAQ will likely underperform; avoid index exposure
Samsung Electronics and SK Hynix show healthy corrections and remain must-own core holdings
Samsung Electro-Mechanics is explicitly expected to perform well in H2 after a modest correction
Korean semiconductor equipment and front-end process stocks are breaking out to new highs and are the top KOSDAQ sector
Bio sector is bottoming with resilience in names like Altteogen, LigaChemBio, HanAll Biopharma, Peptron
Global chip equipment earnings (ASML, TSMC) in July are set to act as positive momentum after recent pullbacks
Market concentration in large-cap semis may ease, allowing other sectors to participate in July

Ideas

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 4:12

EcoPro rights issue drags 2차전지 lower

EcoPro BM’s 1.2 trillion won rights offering to secure nickel supply is a negative catalyst in a weak secondary-battery environment. It gives investors a clear excuse to sell, creating an overhang that will pressure the entire 2차전지 sector and related ETFs, making any exposure unattractive.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 16:08

Bio sector bottoming, second-best H2 pick

The bio sector is bottoming; despite a mild pullback, stocks like Altteogen, LigaChemBio, HanAll Biopharma, and Peptron held yesterday’s lows and show relative resilience. It is the second-best KOSDAQ sector after semiconductor equipment for the second half, meriting a watch for recovery.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 21:22

KOSDAQ index investment is too difficult

The heavy weight of 2차전지 stocks and the negative news flow from EcoPro’s rights issue will make KOSDAQ index investment very difficult; the index is likely to underperform and should be avoided.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 22:23

Core large-cap semis hold, July upside

Samsung Electronics and SK Hynix underwent healthy 18-21% corrections without violating key supports. The adjustments were driven by temporary supply/demand rebalancing, while memory fundamentals remain strong. July earnings and expansion catalysts will support further upside; both stocks remain must-own core holdings.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 26:16

Samsung Electro-Mechanics set for H2 gains

Samsung Electro-Mechanics corrected only 23% from its high, held above the critical 30% drawdown level, and carved a constructive chart with higher lows. It is a key semiconductor materials/equipment name that the speaker explicitly expects to perform well in the second half.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 30:33

Semiconductor equipment stocks lead second half

New highs are being made by Korean semiconductor equipment and front-end process stocks (소부장, 전공정), signaling a bottom-building phase. Expansion-driven demand and supply-chain improvement make this the top KOSDAQ sector for the second half, with strong momentum in names like Doosan Tesna.

Hwang Yoo-hyun Private Banker Team Lead, NH Investment & Securities 56:39

ASML/TSMC earnings momentum after pullback

Global semiconductor equipment and foundry earnings (ASML, TSMC) in July are more likely to act as positive momentum rather than a sell-the-news event, because the stocks have already pulled back significantly. This supports a bullish stance heading into the results.

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This 3PRO TV (삼프로TV) video, published June 30, 2026, features Hwang Yoo-hyun discussing 086520.KQ, 247540.KQ, BATT, 196170.KQ, 009420.KQ, 141080.KQ, 087010.KQ, KOSDAQ Index, 005930.KS, 000660.KS, 009150.KS, KOSDAQ Semiconductor Equipment (소부장), ASML, TSM. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Hwang Yoo-hyun · Tickers: 086520.KQ, 247540.KQ, BATT, 196170.KQ, 009420.KQ, 141080.KQ, 087010.KQ, KOSDAQ Index, 005930.KS, 000660.KS, 009150.KS, KOSDAQ Semiconductor Equipment (소부장), ASML, TSM