SK Hynix Hits All-Time High, KOSPI and KOSDAQ Both Up Ahead of FOMC: June 17 Afternoon Broadcast

[24.06.17 Afternoon Broadcast Full View] SK Hynix Breaks New High! Today, Kospi and Kosdaq are Getting Along... What About FOMC? This Week is Interest Rate Week! What About Tomorrow's Market? [Closing Bell Live]

Watch on YouTube ↗ | June 17, 2026 at 11:04 | 4:36:31 | 3PRO TV (삼프로TV)

Speakers

Lee Kwon-hee — CEO, Economist

Park Byeong-chang — Director, MP Partners

Song Jaekyung — CEO

Summary

The broadcast covers a strong session for Korean markets with SK Hynix hitting a record high on ADR and AI memory hopes. Analysts Lee Kwon-hee and Park Byung-chang discuss semiconductor leaders, shipbuilding, defense, biotech, and securities sectors, while Song Jae-kyung forecasts won appreciation and further KOSPI upside.

SK Hynix surges 5.8% to new high on ADR and earnings outlook.
Lee Kwon-hee highlights buying SK Hynix, LIG Nex1, and shipbuilding picks like Hanwha Ocean.
Park Byung-chang bullish on Korean securities stocks led by Kiwoom, and power/infrastructure plays.
Biotech stocks DND Pharmatech and ABL Bio rally on tech export and oversold rebound.
Entertainment sector seen as deeply oversold with BTS comeback catalyst.
Song Jae-kyung sees USD peak, Korean won to strengthen, driving KOSPI to 10,000.
Cautious on chasing semiconductor equipment, secondary battery without specific names.

Ideas

Lee Kwon-hee CEO, Economist 6:03

Hynix leads on ADR and earnings

SK Hynix is hitting a record high driven by expected ADR listing and superior earnings growth from HBM; the company's profit margins will leap versus Samsung, and potential shareholder return measures add value.

Lee Kwon-hee CEO, Economist 25:09

LIG Nex1 JV opens European defense market

LIG Nex1's joint venture with Germany's Rheinmetall opens European defense market for Korean firms, marking a breakthrough export strategy and re-rating catalyst.

Lee Kwon-hee CEO, Economist 31:03

DND Pharmatech on tech export catalyst

DND Pharmatech's CEO publicly committed to a major technology export deal within this year; the stock has broken out strongly on these expectations, with further upside as details emerge.

Lee Kwon-hee CEO, Economist 42:16

Hanwha Ocean catalyst from sub and LNG

Hanwha Ocean is a prime beneficiary of defense submarine orders and Canadian FLNG project; recent Korea-Canada summit adds diplomatic tailwind for contract wins.

Lee Kwon-hee CEO, Economist 43:36

Samsung Heavy a direct FLNG beneficiary

Samsung Heavy Industries is the purest play on FLNG orders; the company recently secured FLNG deal and has further project visibility.

Lee Kwon-hee CEO, Economist 44:46

Hyundai Heavy engine play holds support

HD Hyundai Heavy is a sound pick for engine play in shipbuilding; stock holding key support around 630k won, with upside as orders increase.

Park Byeong-chang Director, MP Partners 55:01

Doosan Enerbility oversold, gas turbine play

Doosan Enerbility oversold after recent drop; strong order backlog in gas turbines and potential SMR projects, valuation attractive, likely to rebound to 12-13k won.

Lee Kwon-hee CEO, Economist 59:41

Entertainment stocks rebound on BTS comeback

Entertainment stocks dropped excessively on governance and BTS concerns, but upcoming Q2 earnings from BTS comeback and concerts will be strong, driving a snapback rally.

Park Byeong-chang Director, MP Partners 88:26

Samsung undervalued, set to rise further

Samsung Electronics remains undervalued with improving foundry and memory outlook; along with SK Hynix it will drive KOSPI to 10,000; market expects further upside.

Park Byeong-chang Director, MP Partners 150:24

Defense stocks benefit from global rearmament

Defense stocks have strong order momentum and undemanding valuations after recent pullback; global rearmament, European export expansion, and domestic demand support sustained growth.

Park Byeong-chang Director, MP Partners 153:00

Securities stocks on record deposit and ETF boom

Securities stocks will benefit from surging customer deposits (120 trillion won) and booming ETF trading, generating strong interest and commission income; Kiwoom Securities is the sector leader.

Lee Kwon-hee CEO, Economist 220:24

ABL Bio oversold rebound after licensing deals

ABL Bio has collapsed over 50% from highs despite multiple platform licensing deals; the stock is deeply oversold, forming a double bottom, and poised for a strong rebound.

Song Jaekyung CEO 269:19

KOSPI to rise on won strength and flows

Korean won will strengthen as the US dollar cycle turns, leading to foreign inflows; KOSPI is set to rise to 10,000 and beyond, making Korean equities attractive.

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This 3PRO TV (삼프로TV) video, published June 17, 2026, features Lee Kwon-hee, Park Byeong-chang, Song Jaekyung discussing 000660.KS, 079550.KS, 092200.KS, 042660.KS, 010140.KS, 329180.KS, 034020.KS, 352820.KS, 035900.KS, 122870.KQ, 005930.KS, 064350.KS, 012450.KS, 047810.KS, 039490.KS, 298380.KQ, EWY. 13 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Park Byeong-chang, Song Jaekyung · Tickers: 000660.KS, 079550.KS, 092200.KS, 042660.KS, 010140.KS, 329180.KS, 034020.KS, 352820.KS, 035900.KS, 122870.KQ, 005930.KS, 064350.KS, 012450.KS, 047810.KS, 039490.KS, 298380.KQ, EWY