June 15 AM Broadcast Full View: US-Iran Peace Talks Conclude, Bitcoin Surges, SpaceX 'Market Cap 2 Trillion'

[June 15 AM Broadcast Full View] US-Iran Peace Talks Conclude, Bitcoin Surges, SpaceX 'Market Cap 2 Trillion
Watch on YouTube ↗  |  June 15, 2026 at 03:18  |  6:06:31  |  3PRO TV (삼프로TV)
Speakers
Kim Jang-yeol — Reporter, The Bell
Son Soo-hyun — Private Banker, Hana Securities Yongsan WM Center
Lee Young-soo — CEO, Aisin Higen
Yoo Yeok-jin — Deputy General Manager, NH Investment & Securities
Park Byeong-chang — Director, MP Partners
Park Myung-seok — Curator
Jang Ho-jin — CEO, Geumsigong

Summary

The June 15 broadcast covers the US-Iran peace deal breakthrough, SpaceX's blockbuster IPO, and the implications for Korean and global markets. Panelists are broadly bullish on semiconductors, especially memory and front-end equipment, see a rotation from crowded chip trades into biotech and Japanese equipment, and expect KOSPI to benefit from MSCI reclassification catalyst and falling oil prices. Crypto segments discuss Bitcoin's response to macro relief and tax policy changes.

  • Trump announces US-Iran peace deal on his birthday, promising re-opening of Hormuz Strait and immediate ceasefire, lifting oil and macro uncertainty.
  • SpaceX debuts with $2 trillion market cap, sucking in massive volume and triggering short-term rotation before money returns to semiconductors.
  • Kim Jang-yeol argues Alphabet's capital raise is a confidence signal, SanDisk is a storage-squeeze winner, and Samsung/SK Hynix have 30%+ upside with MSCI catalyst.
  • Son Su-hyun picks Samsung Electro-Mechanics for MLCC and substrate super-cycle, and Korean front-end equipment stocks (VM, Wonik IPS) as capex beneficiaries.
  • Lee Young-soo sees Q3 memory volatility as a last buying opportunity before structural re-rating driven by AI infrastructure demand.
  • Yoo Yeok-jin expects oil sub-$80 to trigger rotation into US/Korean biotech and recommends Japanese semiconductor equipment ETF amid 1998-like capex cycle.
  • Park Byung-chang highlights long-term US-Korea manufacturing cooperation (shipbuilding, defense, nuclear) as a non-semiconductor allocation anchor.
  • Crypto segment notes Bitcoin rallies to $65k on peace news, but clarity bill faces delays; tax accountant warns of upcoming 2027 crypto tax and overseas account reporting.
Ideas
Kim Jang-yeol Reporter, The Bell 53:56
MSCI watch list inclusion to lift KOSPI
KOSPI is poised to benefit from MSCI developed-market watch list inclusion on June 18-19, which will narrow Korea's discount, attract active foreign investors, and improve sentiment. While passive inflows are not immediate, smart money will front-run the reclassification.
EWY HIGH
Kim Jang-yeol Reporter, The Bell 61:17
Alphabet rights offering signals AI confidence
Alphabet's rights offering is positive because it shows management's confidence in AI investment and the necessity of funding for massive capex, while its strong RPO growth supports future revenue. Alphabet is a bellwether for AI; if it stumbles, the whole AI thesis breaks, but it holds keys to AI across cloud, TPU, search and cash flow, making its capital raise a sign of strength not weakness.
GOOGL HIGH
Kim Jang-yeol Reporter, The Bell 64:26
SanDisk benefits from NAND storage shortage
SanDisk is a top pick for AI storage demand: NAND flash shortages are severe, driving prices; the stock is a momentum play to capture explosive upside in the current storage-led memory cycle, alongside Alphabet for stability.
SNDK MED
Kim Jang-yeol Reporter, The Bell 73:00
Peace deal unlocks Nasdaq 4% upside
The US-Iran peace deal removes a macro drag: oil will fall below $80, the 10-year yield will drop under 4.4%, and indices like Nasdaq should see about 4% additional short-term upside, making equities broadly attractive.
QQQ HIGH
Kim Jang-yeol Reporter, The Bell 73:17
Samsung and SK Hynix still cheap, re-rating ahead
Samsung Electronics and SK Hynix will likely enter a volatile period in Q3 as export growth rates decelerate and the cycle transitions from price to volume, but any sharp pullback should be bought aggressively because the memory industry is undergoing a structural re-rating, the cycle is elongated by AI infrastructure demand, and current valuations still offer 30%+ upside even on current earnings.
000660.KS 005930.KS HIGH
Park Byeong-chang Director, MP Partners 139:10
US-Korea defense and nuclear cooperation play
The US-Korea manufacturing cooperation theme (조방원: shipbuilding, defense, nuclear power) is a multi-year structural play driven by America's manufacturing renaissance policy. Even when semiconductor stocks absorb massive flows, these sectors will eventually run because they are strategically essential and order backlogs are growing. Key representative stocks in these sectors should not be sold; they are a core portfolio allocation.
Korean Defense, Shipbuilding, Nuclear Stocks HIGH
Son Soo-hyun Private Banker, Hana Securities Yongsan WM Center 206:35
KOSDAQ semiconductor equipment stocks attract policy flows
Within KOSDAQ, semiconductor equipment and materials stocks (소부장) are the segment with real earnings growth and are likely to be included in the new KOSDAQ Prime index, attracting institutional and pension money. The upcoming KOSDAQ 30th anniversary on July 1st and policy changes (승강제) will further direct flows toward these names.
KOSDAQ MED
Son Soo-hyun Private Banker, Hana Securities Yongsan WM Center 209:00
Front-end equipment stocks benefit from memory capex
Front-end semiconductor equipment stocks, especially VM, and also Wonik IPS, PSK, and Tes, are in a strong position as memory makers shift from price-led (P-cycle) to volume-driven (Q-cycle) growth, triggering massive capacity expansion (e.g., SK Hynix Yongin cluster). Equipment vendors will see order growth, improving margins through operating leverage. She prefers front-end over back-end for the near-to-medium term because DRAM is currently the focal point.
VM WONIK IPS PSK 095610.KQ HIGH
Son Soo-hyun Private Banker, Hana Securities Yongsan WM Center 215:57
Samsung Electro-Mechanics MLCC and substrate super-cycle
Samsung Electro-Mechanics is her top pick: it enjoys a dual tailwind from MLCC super-cycle and flip-chip BGA substrate demand for AI servers. The company guided that silicon capacitor revenue alone could add 1.5 trillion won next year to the 13 trillion won base, driving further re-rating. Analyst targets range from 210,000 to 300,000 won, and the stock remains attractive even after a strong run.
009150.KS HIGH
Yoo Yeok-jin Deputy General Manager, NH Investment & Securities 295:48
Japanese semiconductor equipment ETF capex cycle
Japanese semiconductor equipment stocks are in a powerful capex cycle mirroring 1998-99; companies like Tokyo Electron and others will benefit as Korean and global chipmakers ramp capacity through 2028. The recent surge of Kioxia to Japan's top market cap signals the sector's momentum, and a dedicated Japanese equipment ETF provides a concentrated way to play it.
DXJ MED
Yoo Yeok-jin Deputy General Manager, NH Investment & Securities 296:55
Oil drop triggers biotech rotation
With oil prices likely to break below $80 within 2-3 months and the peace deal easing inflation fears, biotech and healthcare will see a return of buying interest. The pattern resembles mid-2022 when falling oil triggered an IBB (US biotech ETF) rally, and Korean biotech stocks will similarly benefit from lower rates and flows rotating out of crowded semiconductor positions.
Korean biotech sector IBB MED
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This 3PRO TV (삼프로TV) video, published June 15, 2026, features Kim Jang-yeol, Park Byeong-chang, Son Soo-hyun, Yoo Yeok-jin discussing EWY, GOOGL, SNDK, QQQ, 000660.KS, 005930.KS, Korean Defense, Shipbuilding, Nuclear Stocks, KOSDAQ, VM, WONIK IPS, PSK, 095610.KQ, 009150.KS, DXJ, Korean biotech sector, IBB. 11 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Kim Jang-yeol, Park Byeong-chang, Son Soo-hyun, Yoo Yeok-jin  · Tickers: EWY, GOOGL, SNDK, QQQ, 000660.KS, 005930.KS, Korean Defense, Shipbuilding, Nuclear Stocks, KOSDAQ, VM, WONIK IPS, PSK, 095610.KQ, 009150.KS, DXJ, Korean biotech sector, IBB