Trump 'Agreement with Iran', New York Stock Market Rebounds Sharply...KOSPI Night Futures 'Surge'

[26.06.12 Morning Broadcast Full View] Trump "Agreement with Iran", New York Stock Market Rebounds Sharply...KOSPI Night Futures 'Surge
Watch on YouTube ↗  |  June 12, 2026 at 03:15  |  6:08:21  |  3PRO TV (삼프로TV)
Speakers
Lee Seon-yeop — CEO, AFW Partners
Park Byeong-chang — Director, MP Partners
Vincent — Investment Pro
Gu Yang — Deputy Manager
Cathie Wood — Founder/CEO/CIO, ARK Invest
Frank Downing — Director of Research, ARK Invest
Park Myung-seok — Curator
Jang Woo-jin — Writer

Summary

The morning broadcast analyzes the sharp market rebound triggered by Trump's announcement of a potential Iran peace agreement. Korean and U.S. stocks surge, led by semiconductors. Guests provide strong bullish calls on Korean equities, especially memory chips and semiconductor equipment, while cautioning on certain themes. ARK Invest executives share high-conviction views on Bitcoin, Tesla, and blockchain platforms. Bond strategists advocate carry strategies in Brazilian and Korean bonds amid a prolonged mid-interest-rate environment.

  • Trump tweets peace deal with Iran, cancels planned strike; global risk assets rally sharply.
  • KOSPI night futures surge 7.5%, KOSPI opens above 8,400; Samsung Electronics and SK hynix jump double digits.
  • Korean semiconductor equipment stocks on KOSDAQ rally on capex expansion and ETF rebalancing opportunities.
  • ARK Invest CEO Cathie Wood reiterates $710K Bitcoin target and sees Tesla as AI-robot convergence play.
  • ARK's Frank Downing highlights Ethereum and Solana as key smart contract platforms for on-chain finance.
  • Bond strategist recommends Brazilian local bonds for high tax-free carry yield and Korean treasuries for income.
  • Caution on reconstruction stocks and Hyundai Motor; focus on semiconductor leaders advised.
  • ECB raises rates but Fed fear limited; mid-rate era supports carry strategies, not capital-gain chasing.
Ideas
Lee Seon-yeop CEO, AFW Partners 62:09
Buy Korea on AI super-cycle.
U.S.-Iran peace deal removes geopolitical risk; AI and semiconductor super-cycle drive Korean stocks higher. KOSPI can rise to 10,000. MSCI reclassification possible, foreign buying to resume. Strong exports and earnings make Korean market attractive.
EWY HIGH
Lee Seon-yeop CEO, AFW Partners 63:57
Buy Samsung and SK hynix.
Samsung Electronics and SK hynix dominate AI memory market. Shift from price to volume (Q policy) drives production; strong earnings growth still undervalued. Must hold and buy on dips.
000660.KS 005930.KS HIGH
Lee Seon-yeop CEO, AFW Partners 68:26
Buy KOSDAQ equipment on catch-up.
Big memory makers shifting from price to volume (Q policy) will boost equipment orders. KOSDAQ semiconductor equipment stocks were unduly sold due to ETF dynamics, creating catch-up opportunity.
KOSDAQ semiconductor equipment sector HIGH
Park Byeong-chang Director, MP Partners 133:15
Buy equipment names, strong earnings.
KOSDAQ semiconductor equipment companies are rising to top market-cap ranks on strong earnings, benefiting from AI capex cycle. ETF rebalancing and potential KOSDAQ premier league will attract institutional flows, making many names still undervalued.
주성엔지니어링 293490.KQ 리노공업 이오테크닉스 403870.KQ PSK HIGH
Park Byeong-chang Director, MP Partners 180:38
Avoid reconstruction stocks.
Reconstruction stocks rally on peace hopes but theme is not sustainable; such event-driven moves tend to reverse. Better to stay with semiconductor leadership.
Korean reconstruction stocks MED
Vincent Investment Pro 197:03
Avoid Hyundai Motor, stretched valuation.
Hyundai Motor's PER/PBR have surged far above historical bands due to AI-robot hype. Elevated rates may compress valuation multiple; no entry case for new money. Semiconductors offer better risk-reward.
005380.KS MED
Gu Yang Deputy Manager 258:43
Buy Korea bonds for income.
Korean 10-year government bond coupon at 4.25% is historically high, providing stable cash flow. Suitable for income-oriented portfolios in a prolonged mid-rate era without chasing risky capital gains.
Korea 10Y Government Bond MED
Gu Yang Deputy Manager 289:23
Buy Brazilian bonds for yield.
Mid-rate environment supports carry trades. Brazilian local government bonds offer ~13.5% annualized return, tax-free interest, and small investment entry. Windfall strategy allows reinvestment of principal every two years.
Brazilian Government Bonds 10Y HIGH
Cathie Wood Founder/CEO/CIO, ARK Invest 333:46
Buy Tesla, AI-robot convergence.
Tesla is a convergence play of robotics, energy storage, and AI. Autonomous taxi network, Optimus humanoid robot, and potential Space X merger create multiple S-curves of exponential growth. Not just an automaker; vertical integration drives disruptive innovation.
TSLA HIGH
Frank Downing Director of Research, ARK Invest 337:01
Buy Ethereum and Solana.
Smart contract platforms Ethereum and Solana are the foundation for on-chain finance, tokenized real-world assets, and stablecoin ecosystems. Major institutions like BlackRock are building on them. Solana gaining traction as alternative.
ETH SOL MED
Cathie Wood Founder/CEO/CIO, ARK Invest 361:20
Buy Bitcoin, $710K target.
Bitcoin base case $710K by 2030 on digital gold, institutional adoption, and scarcity. Currently consolidating near support; institutional flows early, regulatory clarity coming. Undervalued relative to long-term outlook. Diversification benefit against AI stocks.
BTC HIGH
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This 3PRO TV (삼프로TV) video, published June 12, 2026, features Lee Seon-yeop, Park Byeong-chang, Vincent, Gu Yang, Cathie Wood, Frank Downing discussing EWY, 000660.KS, 005930.KS, KOSDAQ semiconductor equipment sector, 주성엔지니어링, 293490.KQ, 리노공업, 이오테크닉스, 403870.KQ, PSK, Korean reconstruction stocks, 005380.KS, Korea 10Y Government Bond, Brazilian Government Bonds 10Y, TSLA, ETH, SOL, BTC. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Seon-yeop, Park Byeong-chang, Vincent, Gu Yang, Cathie Wood, Frank Downing  · Tickers: EWY, 000660.KS, 005930.KS, KOSDAQ semiconductor equipment sector, 주성엔지니어링, 293490.KQ, 리노공업, 이오테크닉스, 403870.KQ, PSK, Korean reconstruction stocks, 005380.KS, Korea 10Y Government Bond, Brazilian Government Bonds 10Y, TSLA, ETH, SOL, BTC