[June 1, 26:00 PM Broadcast Full View] Samjeon Surges, Breaks 350,000 Won! KOSPI Makes New History Again. First Break of 8,800 Line…Will Jensen Huang Effect Continue This Week? [Closing Bell Live]

Watch on YouTube ↗  |  June 01, 2026 at 11:03  |  4:35:11  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Kim Jang-yeol — Reporter, The Bell
Lee Han-young — Head of Report Fund Asset Management
Lee Jae-kyu — PB Deputy Manager, SK Securities
Shin Wol — Team Leader, Sangsangin Securities

Summary

The June 1 broadcast covers the KOSPI's surge to 8800, driven primarily by Samsung Electronics and SK Hynix. Panelists discuss the semiconductor valuation re-rating due to long-term supply agreements, the Jensen Huang effect on robotics and AI plays, and sector rotation ideas. The overall tone is bullish on semiconductors and AI infrastructure, with some cautious suggestions on other sectors.

  • KOSPI hit new highs above 8,800 led by Samsung Electronics and SK Hynix.
  • Jensen Huang's visit is a major catalyst for robotics and AI-related stocks.
  • Semiconductor valuation is shifting upward due to long-term contracts and earnings visibility.
  • Naver and LG Electronics are highlighted as hidden robotics beneficiaries.
  • Shipbuilding sector is recommended for June on defense policy catalysts.
  • Macro allocation advice: overweight Korea, hold global equities, reduce energy, hedge with dollar and gold.
  • The market is seeing extreme concentration in a few large-cap stocks.
  • KOSDAQ remains weak, but some see a technical bounce possibility.
Trade Ideas
Lee Kwon-hee CEO, Economist 8:10
LS Electric order trend strong.
LS Electric (LS일렉트릭) suffered a short-term sell-off due to a large order booking issue, but the underlying order trend is strong and continues. The company will recover as the order momentum persists, making it attractive at lower levels.
062040.KS MED
Lee Kwon-hee CEO, Economist 11:36
Samsung catching up, multiple catalysts.
Samsung Electronics is undervalued relative to SK Hynix because the valuation gap has widened too far, and Samsung is now catching up with multiple positive catalysts: fixed DRAM contract pricing negotiations showing upward pressure, robot business reorganization, automotive semiconductor leadership, and HBM4E sample shipment. The stock still has significant upside.
005930.KS HIGH
Lee Kwon-hee CEO, Economist 38:06
LG Electronics core robotics play.
LG Electronics is a core beneficiary of the physical AI (robotics) theme. Along with LG CNS, it is positioned to lead in home and medical robotics. The stock has surged but still has potential if the Jensen meeting leads to concrete collaboration.
066570.KS MED
Lee Han-young Head of Report Fund Asset Management 79:16
Semiconductor valuation framework shifts upward.
Global LTA (long-term supply agreements) now cover ~40% of semiconductor output, making earnings predictable. This changes the valuation framework from P/B to P/E, justifying higher multiples. Samsung and SK Hynix are still cheap at 8-10x P/E vs historical cycles, and earnings continue to grow. The structural growth story is intact.
000660.KS HIGH
Lee Jae-kyu PB Deputy Manager, SK Securities 162:37
Shipbuilding sector undervalued, June catalyst.
Shipbuilding (조선) is undervalued relative to other sectors and could get a boost in June from the defense special law (대미 특별법) which may lead to order catalysts. The sector also offers a low valuation entry point as an AI-adjacent theme through offshore wind and naval contracts.
XLI MED
Lee Kwon-hee CEO, Economist 199:03
Naver key robotics play.
Naver is a hidden robotics play. Its logistics and data capabilities, combined with potential collaboration with NVIDIA for physical AI, make it a strong beneficiary of the robotics theme. The stock broke out after months of weakness and has room to run if the Jensen meeting yields concrete results.
035420.KS HIGH
Shin Wol Team Leader, Sangsangin Securities 268:56
Overweight Korea, hold global, hedge with dollar/gold.
Overweight domestic equities (Korea) is the right macro stance given strong earnings from semiconductors and AI-related industries. Global equities should be held, while bonds and energy should be reduced. Maintain dollar and gold as hedges against volatility. The domestic market has further upside driven by semiconductor leadership and MSCI watchlist inclusion.
EWY GLD DXY HIGH
Up Next
26:57
[#RealMarket] Foreigners Sell KOSPI 3 Trillion, Buy KOSDAQ 870 Billion: The Real Reason / Even Amid KOSDAQ Plunge Fear... Now Is the Time to Hold On | Hwang Yuhyun Team Leader
815 Money Talk (815머니톡) · Jun 01
1:35:52
Trump Says Deal Will ‘Work Out Well’ Even as US, Iran Clash | The Opening Trade 6/1/2026
Bloomberg Markets · Jun 01
46:06
There's not even a 1% sign that semiconductors will decline." Why it's hard to make a profit without Samsung Electronics and SK Hynix | Hong Seon-ae, Lee Han-young, Head of Report Fund Asset Management [Yeouido Insight]
3PRO TV (삼프로TV) · Jun 01
27:03
Naver, LG Electronics Soar… How Long Will Large-Cap Concentration Continue? / June's Leading Stocks Are 'Right Here' | CEO Lee Gwon-hui
815 Money Talk (815머니톡) · Jun 01
1:58
Nvidia to Debut New Chip for Laptops, Desktop Computers
Bloomberg Markets · Jun 01

This 3PRO TV (삼프로TV) video, published June 01, 2026, features Lee Kwon-hee, Lee Han-young, Lee Jae-kyu, Shin Wol discussing 062040.KS, 005930.KS, 066570.KS, 000660.KS, XLI, 035420.KS, EWY, GLD, DXY. 7 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Lee Han-young, Lee Jae-kyu, Shin Wol  · Tickers: 062040.KS, 005930.KS, 066570.KS, 000660.KS, XLI, 035420.KS, EWY, GLD, DXY