Korean Stock Market's Big Turnaround Begins... Next Week's Leading Sectors and Investment Opportunities Summary / SpaceX Stock Surge... 'This Stock' to Benefit

[#RealMarket] Korean Stock Market's Big Turnaround Begins... Next Week's Leading Sectors and Investment Opportunities Summary / SpaceX Stock Surge... 'This Stock' to Benefit | Director Lee Ju-yeon
Watch on YouTube ↗  |  June 13, 2026 at 11:00  |  36:15  |  815 Money Talk (815머니톡)
Speakers
Lee Ju-hyeon — Director, Xangle

Summary

Director Lee Ju-yeon reviews market conditions and presents investment ideas for the coming week, centering on US-Iran ceasefire expectations that support Korean equities. He highlights semiconductor equipment strength, SpaceX IPO momentum, SK Hynix ADR rerating, and sector rotations into construction, chemicals, cosmetics, secondary batteries, robotics, and shipbuilding. Key macro events like FOMC, BOJ, and MSCI Korea evaluation are flagged as potential catalysts.

  • US-Iran peace MOU likely, reducing geopolitical risk and oil prices, boosting Korean market.
  • Semiconductor equipment/materials stocks (Hanmi, KoMiCo, TES) remain the top sector, with pullbacks offering entry.
  • Micron's supply constraint supports long-term earnings despite near-term concerns; pullback seen as a buy.
  • SpaceX surges 19% on IPO; Nasdaq 100 inclusion could sustain momentum for about a month.
  • SK Hynix NASDAQ ADR listing could trigger a 50% valuation rerating; SK Square is the main beneficiary.
  • Reconstruction, chemical, and airline stocks emerge as direct peace beneficiaries.
  • Cosmetics, leisure, and entertainment stocks are bottoming for rotational plays; secondary batteries set for H2 rebound.
  • Robotics and shipbuilding sectors have strong event catalysts (Boston Dynamics investment, Canada submarine deal).
  • FOMC with new Chair's first presser, BOJ rate decision, and MSCI Korea evaluation are key upcoming events.
Ideas
Lee Ju-hyeon Director, Xangle 0:44
Peace expectations drive Korean market recovery.
The Korean stock market is expected to rebound next week as a US-Iran peace MOU likely concludes, easing geopolitical risk, lowering oil prices, and reducing volatility. Improving market breadth (ADR ratio above 60%) and US small-cap strength signal a healthier diffusion that will support a positive open and a more constructive week.
EWY MED
Lee Ju-hyeon Director, Xangle 3:55
Korean semicon equipment stocks keep rising.
Global semiconductor equipment demand is exceptionally strong, with US peers (Lam Research, Applied Materials, KLA) hitting new highs. Korean semiconductor equipment, materials, substrate, and MLCC stocks (KoMiCo, Hanmi Semiconductor, TES, Samsung Electro-Mechanics) are the leading sector and will continue to rally, supported by supply-demand tightness extending to 2028 and the KOSDAQ activation policy from July. Pullbacks are buying opportunities.
SOL AI Semiconductor Equipment ETF KS KQ HIGH
Lee Ju-hyeon Director, Xangle 5:03
Micron supply tightness supports strong earnings.
Despite Goldman Sachs maintaining a neutral rating due to peak earnings next year, Micron's DRAM supply addition will not be meaningful until 2028, keeping the market tight. Earnings strength should therefore persist through at least 2027, making the current pullback a buying opportunity.
MU HIGH
Lee Ju-hyeon Director, Xangle 8:47
SpaceX surged 19% on its IPO. With Nasdaq 100 inclusion on July 6, massive passive fund inflows will provide support, and recent data shows large IPOs maintain momentum for about one month. This setup points to continued strength.
SPCX HIGH
Lee Ju-hyeon Director, Xangle 25:07
Rotate into cosmetics and leisure stocks.
Department stores have surged too quickly, so a rotation into lagging consumer-related names is likely. Cosmetics (APR, Dalba Global), leisure/casino (Lotte Tour Development), and hotels (GSPNL) are well-placed for a catch-up trade.
AP GSPNL MED
Lee Ju-hyeon Director, Xangle 34:08
Watch MSCI Korea developed market evaluation.
The MSCI Korea developed market inclusion evaluation will be released next Thursday (local time). A positive assessment could serve as a massive catalyst for Korean equities; worth monitoring closely for a potential market-moving event.
MSCI Korea Index MED
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815 Money Talk (815머니톡) · Jun 13

This 815 Money Talk (815머니톡) video, published June 13, 2026, features Lee Ju-hyeon discussing EWY, SOL AI Semiconductor Equipment ETF, KS, KQ, MU, SPCX, AP, GSPNL, MSCI Korea Index. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ju-hyeon  · Tickers: EWY, SOL AI Semiconductor Equipment ETF, KS, KQ, MU, SPCX, AP, GSPNL, MSCI Korea Index