[26.06.10 Afternoon Broadcast Full View] Historic Rebound Plunges in One Day... 'Volatile' Domestic Stock Market, Margin Calls Pour In [Closing Bell Live]

Watch on YouTube ↗ | June 10, 2026 at 11:08 | 4:41:21 | 3PRO TV (삼프로TV)

Speakers

Lee Kwon-hee — CEO, Economist

Jang Woo-jin — Writer

Park Byeong-chang — Director, MP Partners

Cha Young-joo — Director, Wise Economic Research Institute

Jeong Tae-geun — Director, Mire Economic Research Institute

Summary

The video discusses the extreme volatility in the Korean stock market, with significant drops followed by sharp rebounds. Experts analyze the causes, attributing the fluctuations to supply and demand issues, such as the upcoming options expiry and liquidity drains from major US IPOs like SpaceX, rather than fundamental macroeconomic deterioration. They advise investors to maintain cash, avoid panic selling, and look for buying opportunities in leading sectors like semiconductors, power infrastructure, and inbound tourism beneficiaries.

The Korean market experienced severe volatility, triggering both buy and sell sidecars within days.
Experts believe the volatility is driven by liquidity factors, including the SpaceX IPO and options expiry, rather than fundamental economic issues.
The US CPI release and the upcoming FOMC meeting are key events, but Fed Chair Kevin Warsh's stance suggests rate hikes are unlikely.
Semiconductor and equipment stocks remain the primary market leaders, with their recent dip viewed as a healthy correction.
Department stores and hotels are highlighted as strong secondary plays, benefiting from the semiconductor wealth effect and inbound tourists.
Investors are advised to avoid margin trading, manage risk, and accumulate leading stocks during dips.

Ideas

Lee Kwon-hee CEO, Economist 47:11

SK Ocean Plant leads offshore wind substructures.

SK Ocean Plant is the biggest beneficiary of the offshore wind power expansion, as it manufactures the essential substructures for wind turbines and is already supplying projects like the Taiwan offshore wind farm.

Jang Woo-jin Writer 48:48

Department stores benefit from wealth and tourists.

Department stores are hitting 52-week highs, benefiting from the wealth effect generated by semiconductor industry bonuses and a surge in inbound tourists taking advantage of favorable exchange rates.

Lee Kwon-hee CEO, Economist 50:51

Hanwha Ocean benefits from US shipbuilding projects.

Hanwha Ocean is well-positioned to benefit from the execution of US shipbuilding projects, as it holds the largest position in the US market among domestic shipbuilders.

Lee Kwon-hee CEO, Economist 53:35

Hanwha Aerospace is undervalued after excessive drop.

Hanwha Aerospace has fallen excessively due to technical factors and ETF rebalancing, making its valuation look cheap despite solid earnings fundamentals.

Jang Woo-jin Writer 56:39

Semi equipment stocks rally on capex cycle.

Semiconductor front-end equipment stocks are rallying as reports highlight a severe equipment shortage and the onset of a massive capex cycle driven by AI demand.

Jang Woo-jin Writer 56:39

Semi equipment stocks rally on capex cycle.

If KOSDAQ revitalization policies are implemented, institutional funds will flow into top market-cap semiconductor equipment stocks rather than lower-tier companies, driving their prices higher despite current high valuations.

Lee Kwon-hee CEO, Economist 68:15

Buy Samsung and SK hynix on dips.

The recent steep drop in Samsung Electronics and SK hynix is a healthy correction after a massive rally. If they fall below key psychological support levels, their valuations become highly attractive, presenting strong buying opportunities.

Jang Woo-jin Writer 71:01

Watch Samsung Electro-Mechanics for MLCC shortage rebound.

Samsung Electro-Mechanics should benefit from an MLCC shortage caused by an earthquake in the Philippines that damaged Murata's factories. The stock's recent drop is an anomaly, and a rebound should be closely monitored.

Park Byeong-chang Director, MP Partners 114:43

Top KOSDAQ semi equipment stocks will rally.

If KOSDAQ revitalization policies are implemented, institutional funds will flow into top market-cap semiconductor equipment stocks rather than lower-tier companies, driving their prices higher despite current high valuations.

Cha Young-joo Director, Wise Economic Research Institute 143:35

Avoid secondary batteries due to weak sentiment.

Secondary battery stocks are struggling with broken charts and a rapid loss of investor sentiment. Without a clear catalyst or bottoming signal, they should be avoided for now.

Lee Kwon-hee CEO, Economist 217:28

Buy Foosung on strong Q2 earnings expectations.

Foosung, a supplier of semiconductor and secondary battery materials, is seeing strong institutional buying ahead of expected significant Q2 earnings improvements. Investors should look for an entry point if it holds support around 14,000 won.

Jeong Tae-geun Director, Mire Economic Research Institute 269:10

Hotels profit from inbound tourists and exchange rates.

Hotels are highly profitable right now due to a surge in inbound tourists taking advantage of favorable exchange rates, leading to near-full occupancy even at luxury rates. Companies operating hotels in prime Seoul locations like Jung-gu, Jongno, and Yongsan are prime beneficiaries.

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This 3PRO TV (삼프로TV) video, published June 10, 2026, features Lee Kwon-hee, Jang Woo-jin, Park Byeong-chang, Cha Young-joo, Jeong Tae-geun discussing 100090.KS, 004170.KS, 023530.KS, 069960.KS, 042660.KS, 012450.KS, 095610.KQ, 084370.KQ, 240810.KQ, 005930.KS, 000660.KS, 009150.KS, 058470.KQ, 440110.KQ, 036930.KQ, 039030.KQ, 319660.KQ, 403870.KQ, 222800.KQ, 005490.KS, 006400.KS, 093370.KS, 007070.KS, 006390.KQ, 008770.KS. 12 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Jang Woo-jin, Park Byeong-chang, Cha Young-joo, Jeong Tae-geun · Tickers: 100090.KS, 004170.KS, 023530.KS, 069960.KS, 042660.KS, 012450.KS, 095610.KQ, 084370.KQ, 240810.KQ, 005930.KS, 000660.KS, 009150.KS, 058470.KQ, 440110.KQ, 036930.KQ, 039030.KQ, 319660.KQ, 403870.KQ, 222800.KQ, 005490.KS, 006400.KS, 093370.KS, 007070.KS, 006390.KQ, 008770.KS