Samsung and SK hynix Collide Fiercely...! What's the Outcome of the Market's Hesitation? | Lee Ji-eun, Aegis Stock CEO [Double Check]

Samjeon-Nix Collide Like Crazy...! What's the Result of Watching Others? | Lee Ji-eun, Aegis Stock CEO [Double Check]

Watch on YouTube ↗ | July 06, 2026 at 01:37 | 37:55 | 3PRO TV (삼프로TV)

Speakers

Lee Ji-eun — Representative of EasyStock

Summary

Aegis Stock CEO Lee Ji-eun joins the Double Check show to analyze a cautious Korean market where Samsung Electronics and SK hynix lead on strong earnings expectations while the broader market consolidates. She outlines several investment themes, including semiconductor memory leaders, Samsung foundry ecosystem stocks, defense and submarine plays, nuclear construction on Vietnam orders, and cosmetics momentum. She also provides technical analysis on individual names like Silicon2, Yuhan Corporation, and TLB.

Samsung Electronics and SK hynix surge on exceptional Q2 earnings forecasts and DRAM price hikes
Samsung foundry supply chain stocks (Gaonchips, Open Edge, AD Technology) rally on massive order wins from Meta/Anthropic
Hanwha Ocean positioned for upside on Canadian submarine contract decision expected this week
Hanwha Aerospace benefits from record profits, NATO defense sales push, and US howitzer competition
Doosan Enerbility, KEPCO E&C, and Hyundai E&C get buy calls on expedited Vietnam nuclear orders
Cosmetics sector (Cosmax, Korea Kolmar, Dalba Global) shows strength on positive reports
Wemade recovers sharply after stake sale to a Chinese platform
Technical outlooks: Silicon2 shows reversal potential, Yuhan Corporation is a bearish avoid, TLB needs time

Ideas

Lee Ji-eun Representative of EasyStock 1:55

Samsung foundry wins boost ecosystem stocks

Samsung's foundry business is seeing a massive order backlog approaching 50 trillion won, with new AI chip collaborations from Meta and Anthropic. This is driving sharp rallies in Samsung foundry ecosystem stocks like Gaonchips, Open Edge Technology, and AD Technology, which are likely to continue benefiting from this trend.

Lee Ji-eun Representative of EasyStock 2:17

Stake sale triggers Wemade recovery rally

Wemade's sale of a 33% stake to a Chinese platform for 920 billion won is being viewed very positively by the market, and the stock, which is still near its bottom, has been showing strong rally momentum that is expected to continue through this week.

Lee Ji-eun Representative of EasyStock 3:21

Vietnam nuclear orders lift domestic builders

A positive analyst report highlights that Vietnam nuclear orders are progressing faster than expected, making Doosan Enerbility, KEPCO E&C, and Hyundai E&C attractive buys at current levels, even though North American projects face delays.

Lee Ji-eun Representative of EasyStock 4:04

Cosmetics stocks strong on positive reports

Korean cosmetics stocks are gaining momentum with strong price action and positive research reports. Cosmax and Korea Kolmar rallied sharply last week, and Dalba Global received a favorable report, suggesting the sector is worth looking into for opportunities.

Lee Ji-eun Representative of EasyStock 5:23

Memory upcycle lifts Samsung and SK hynix

Samsung Electronics' upcoming earnings are expected to drastically exceed consensus, with one securities firm forecasting 90 trillion won operating profit (110 trillion including performance bonuses). Combined with Samsung's Q3 DRAM price hike of 20% and positive foundry order news from Meta and Anthropic, the semiconductor memory upcycle is accelerating, benefiting both Samsung Electronics and SK hynix.

Lee Ji-eun Representative of EasyStock 7:02

Submarine deal catalyst for Hanwha Ocean

Hanwha Ocean is poised to benefit from the Canadian submarine procurement project, with a possible 50:50 split between Korea and Germany eventually awarding 6 submarines each. Once the final decision is confirmed, the stock could break through the 20-day moving average resistance and resume a steady upward trend.

Lee Ji-eun Representative of EasyStock 8:56

Defense sector rallies on earnings, NATO

Hanwha Aerospace is set to report its highest quarterly operating profit ever, while the NATO summit provides a platform for defense sales diplomacy. The company is also competing for the US howitzer program, and robust defense sector momentum makes it worth watching this week.

Lee Ji-eun Representative of EasyStock 29:12

Silicon2 chart shows potential reversal setup

Silicon2 is in a technical bottoming pattern with the 5-day moving average steeply rising, suggesting short-term momentum. However, there is strong resistance in the 39,000-40,000 won zone. A clean break above the 120-day moving average around 41,000 won would open significant further upside, making it a monitored setup.

Lee Ji-eun Representative of EasyStock 31:15

Yuhan Corporation stuck in bearish technical setup

Yuhan Corporation is completely in a reverse array across daily, weekly, and monthly charts with heavy overhead moving average resistance. Unless a massive company-specific catalyst emerges, any recovery will take a very long time, making the stock unattractive for now.

Lee Ji-eun Representative of EasyStock 32:59

TLB weak; needs sector leadership to recover

TLB, a PCB substrate company, is currently showing relative weakness within its peer group. For TLB to break out, other substrate names like Daeduck Electronics, Korea Circuit, and Simmtech need to lead first. Therefore, TLB is likely to take a long time to recover and requires patience and monitoring.

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3PRO TV (삼프로TV) · Jul 05

This 3PRO TV (삼프로TV) video, published July 06, 2026, features Lee Ji-eun discussing Open Edge Technology, Gaonchips, AD Technology, 112040.KQ, 052690.KS, 034020.KS, 000720.KS, 192820.KS, AP, 161890.KS, 005930.KS, 000660.KS, 042660.KS, 012450.KS, Silicon2, 000100.KS, TLB. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Ji-eun · Tickers: Open Edge Technology, Gaonchips, AD Technology, 112040.KQ, 052690.KS, 034020.KS, 000720.KS, 192820.KS, AP, 161890.KS, 005930.KS, 000660.KS, 042660.KS, 012450.KS, Silicon2, 000100.KS, TLB