June 12, 2026 Afternoon Broadcast: KOSPI Recovers 8000, KOSDAQ Recovers 1000 Instantly... Today's Final Focus on SpaceX! [Closing Bell Live]

[26.06.12 Afternoon Broadcast Full View] 8000-point KOSPI, 1000-point KOSDAQ recovered in an instant...Today's final focus is on SpaceX! [Closing Bell Live]
Watch on YouTube ↗  |  June 12, 2026 at 11:01  |  4:34:21  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell
Lee Kwon-hee — CEO, Economist
Jeong Eui-hoon — Researcher, Eugene Investment & Securities
Lee Jae-kyu — PB Deputy Manager, SK Securities
Cha Young-joo — Director, Wise Economic Research Institute

Summary

The video features multiple market experts discussing the strong rebound in KOSPI and KOSDAQ, driven by semiconductor and AI themes. Kim Jang-yeol and Lee Kwon-hee analyze the day's price action, while Jung Eui-hoon provides a deep dive into SpaceX's IPO and its impact on Korean space stocks. Later, Lee Jae-gyu and Cha Young-joo review sector trends, offering stock-specific picks in shipbuilding, AI, and tech hardware, along with technical trading advice.

  • KOSPI recovers 8,000 and KOSDAQ reclaims 1,000 on foreign buying and semiconductor strength.
  • Kim Jang-yeol recommends buying Samsung Electronics and SK hynix on dips, and likes Google and SanDisk as AI proxies.
  • Jung Eui-hoon breaks down SpaceX business, revealing Starlink's profitability and upcoming AI data center revenue, and recommends accumulating the stock.
  • Lee Jae-gyu sees shipbuilding as the next leading sector, with HD Hyundai Heavy Industries and Samsung Heavy Industries as top picks.
  • Several experts caution against chasing overheated stocks like Samsung Electro-Mechanics and emphasize risk control via moving averages and position sizing.
  • The domestic space theme may face profit-taking as SpaceX directly lists, reducing the appeal of proxy plays.
Ideas
Kim Jang-yeol Reporter, The Bell 24:02
Equipment stocks have 5–10% more upside.
Semiconductor equipment stocks such as Wonik IPS and Eugene Tech have an additional 5–10% upside beyond current analyst target prices. This is because the massive new memory capacity expansion cycle announced by SK hynix is not yet fully reflected in consensus estimates, creating a short-term trading opportunity.
084370.KS 240810.KQ MED
Lee Kwon-hee CEO, Economist 41:35
Wait for KOSDAQ breakout above 1080.
The KOSDAQ index is facing strong resistance at 1,050 points. It is premature and risky to buy leveraged KOSDAQ ETFs now. Wait for a confirmed breakout above the 1,080–1,100 level before committing capital, otherwise the vehicle will underperform.
KOSDAQ MED
Lee Kwon-hee CEO, Economist 52:20
Hold Hyundai Motor for long-term gains.
Hyundai Motor is a long-term holding that moves slowly but will eventually grind higher. Catalysts such as robotaxi developments and major global events will drive the stock. Daily fluctuations should not distract from the big-picture uptrend.
005380.KS MED
Jeong Eui-hoon Researcher, Eugene Investment & Securities 117:48
SpaceX is a strong long-term investment. Starlink generates high-margin revenue, and the AI segment is set for a dramatic revenue boost from compute rental deals with Anthropic and Google. Forward revenue growth will compress the PSR from 90x to about 30x, justifying accumulation despite short-term volatility.
SPCX HIGH
Jeong Eui-hoon Researcher, Eugene Investment & Securities 124:44
NAVER's AI pivot makes it attractive.
NAVER is structurally transforming into an AI data center rental business. The recent sharp correction is overdone and creates an attractive entry point for a company that is pivoting toward a high-growth infrastructure revenue model, though funding details still need to emerge.
035420.KS MED
Kim Jang-yeol Reporter, The Bell 149:38
Google and SanDisk are top AI plays.
Google is a full-stack AI investment that serves as a barometer: if the AI bubble bursts, Google will fall, making it a clear indicator. It owns TPU, AI models, and data centers. SanDisk is a pure-play NAND memory name that moves closely with AI-driven memory demand; both are preferred ways to play the AI theme.
GOOGL SNDK MED
Kim Jang-yeol Reporter, The Bell 155:53
Buy Samsung Elec, SK hynix on dips.
The AI semiconductor supercycle remains strong and fundamentals for Samsung Electronics and SK hynix are intact. Investors should accumulate on pullbacks during bouts of fear, but avoid chasing rallies when euphoria is high. Leverage restrictions may moderate the pace but do not change the upward trend.
005930.KS 000660.KS HIGH
Kim Jang-yeol Reporter, The Bell 160:50
HL Mando poised on robot demand.
HL Mando is a beneficiary of the humanoid robot actuator theme. The stock has been range-bound for six months, its valuation is reasonable, and Goldman Sachs has issued a target price of 109,000 won based on robot-related demand. This provides a catalyst for a catch-up rally.
204320.KS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 200:53
Avoid Samsung Elec-Mech, LG Innotek now.
Samsung Electro-Mechanics and LG Innotek have surged too rapidly and their valuations now look stretched. They require strong earnings delivery to justify further upside. It is better to focus on the underlying semiconductor stocks that offer more favorable risk/reward.
009150.KS 011070.KS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 219:20
NAVER, Samsung SDS are attractive buys.
NAVER and Samsung SDS are undergoing structural shifts toward AI data center businesses. After sharp corrective drops, their valuations have become attractive, offering a good entry point for investors who believe in the AI infrastructure theme.
018260.KS MED
Lee Jae-kyu PB Deputy Manager, SK Securities 225:30
Shipbuilding sector set to lead next.
The shipbuilding sector is set to lead the next phase of the market. Valuations remain attractive at ~4x PBR, earnings are improving, and an upcoming US cooperation agreement on June 18 provides a concrete near-term catalyst. HD Hyundai Heavy Industries and Samsung Heavy Industries are the preferred names.
010140.KS 329180.KS MED
Up Next
25:15
[#RealMarket] Why Foreigners Urgently Swept Up 2.7 Trillion Won "Korean Stock Market Will Flow Like This From Now On" / The Leader of the KOSDAQ Surge is 'Right Here' | CEO Kim Dong-yeop
815 Money Talk (815머니톡) · Jun 12
1:11:42
Musk On Verge of Trillionaire Status With SpaceX IPO | The Opening Trade 6/12/2026
Bloomberg Markets · Jun 12
0:37
Live from BTC Prague - Day 1
The Block · Jun 12
9:57
Air India Crash Investigation Report: What Went Wrong?
Bloomberg Markets · Jun 12
0:47
SpaceX President Gwynne Shotwell details Starbase's growth: 'It's expanding'
CNBC · Jun 12

This 3PRO TV (삼프로TV) video, published June 12, 2026, features Kim Jang-yeol, Lee Kwon-hee, Jeong Eui-hoon, Lee Jae-kyu discussing 084370.KS, 240810.KQ, KOSDAQ, 005380.KS, SPCX, 035420.KS, GOOGL, SNDK, 005930.KS, 000660.KS, 204320.KS, 009150.KS, 011070.KS, 018260.KS, 010140.KS, 329180.KS. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Lee Kwon-hee, Jeong Eui-hoon, Lee Jae-kyu  · Tickers: 084370.KS, 240810.KQ, KOSDAQ, 005380.KS, SPCX, 035420.KS, GOOGL, SNDK, 005930.KS, 000660.KS, 204320.KS, 009150.KS, 011070.KS, 018260.KS, 010140.KS, 329180.KS