June 15 Afternoon Broadcast Full View: Trump's Birthday Scenario, Is This Time Really the End of the War? The Market Also Activated a Buy Sidecar Today! | Hong Seonae, Lee Kwon-hee, Kim Jang-yeol [Closing Bell Live]

[24.06.15 Afternoon Broadcast Full View] Trump's Birthday Scenario, Is This Time Really the End of the War? The Market Also Activated a Buy Sidecar Today! | Hong Seonae, Lee Gwonhui, Kim Jangyeol [Closing Bell Live]
Watch on YouTube ↗  |  June 15, 2026 at 10:59  |  4:32:51  |  3PRO TV (삼프로TV)
Speakers
Lee Kwon-hee — CEO, Economist
Kim Jang-yeol — Reporter, The Bell
Kim Han-jin — Economist
Choi Chang-gyu — Director, NH Investment & Securities

Summary

The June 15 broadcast covers a massive 5.2% KOSPI surge driven by US-Iran ceasefire hopes and plunging oil prices. Lee Kwon-hee (CEO) and Kim Jang-yeol (Center Head) detail a strong semiconductor-led rally, highlighting Samsung and SK hynix as core longs, while urging rotation into shipbuilding, defense, nuclear, power equipment, and secondary batteries. Kim Han-jin (Economist) projects KOSPI could reach 12,000 based on earnings re-rating, and Choi Chang-gyu (ETF Research Head) recommends all-weather semiconductor ETF allocation tilted toward equipment names.

  • KOSPI jumps 5.2% on US-Iran ceasefire deal and falling oil; KOSDAQ lags with 0.5% gain.
  • Semiconductor memory stocks (Samsung Electronics, SK hynix) remain top picks; Nomura sees further upside.
  • HPSP surges on NAND flash demand and potential DRAM expansion; semiconductor equipment cycle rotation underway.
  • Samsung Electro-Mechanics and LG Innotek rally on AI-driven component demand (MLCC, FCBGA).
  • Shipbuilding and nuclear sectors sparked by Korea-US investment law effective June 18; defense stocks recover from ETF sell-off.
  • Power equipment and secondary batteries viewed as oversold and ripe for entry after deep corrections.
  • Economist Kim Han-jin argues KOSPI can hit 12,000 as semiconductor earnings weight re-rates the index.
  • ETF strategist recommends splitting semiconductor exposure between domestic, global, and equipment ETFs with 10% cash.
Ideas
Lee Kwon-hee CEO, Economist 10:14
Oversold secondary battery sector poised to bounce
Secondary battery stocks have corrected deeply, now at a compelling technical and valuation level. Samsung SDI has filled the gap from the prior rally and is positioned to rebound toward 650,000 won. Stabilizing oil prices and improving EV sales data add fundamental support for a sector rotation back into batteries.
006400.KS MED
Kim Jang-yeol Reporter, The Bell 12:11
Defense oversold after ETF flush, orders strong
Defense stocks were unjustly sold off when an ETF liquidation cascade followed an accident at Hanwha Aerospace. That pressure has passed, leaving valuations attractive at a PER around 17-18x. Strong order momentum continues, including a potential 300-unit K9 howitzer order from India, setting the stage for a recovery rally.
012450.KS HIGH
Kim Jang-yeol Reporter, The Bell 13:30
Shipbuilding boost from US investment law
The shipbuilding sector rallied on news that the Korea-US investment cooperation special law will take effect on June 18. This legislation is expected to accelerate order flows for Korean shipyards, especially HD Hyundai Heavy Industries and Hanwha Ocean. The sector had already corrected and now has a clear policy catalyst to resume its uptrend.
329180.KS 042660.KS HIGH
Lee Kwon-hee CEO, Economist 23:11
NAND annealing monopolist with DRAM optionality
HPSP holds a monopoly on high-pressure annealing equipment essential for NAND flash production. Demand is surging as SSD deployment accelerates, and the technology is likely to expand into DRAM 1D processes, opening a massive new revenue stream. Despite a high multiple, the unique market position and earnings growth trajectory justify buying on pullbacks.
403870.KQ HIGH
Lee Kwon-hee CEO, Economist 45:22
AI component demand lifts Samsung Electro-Mechanics LG Innotek
Samsung Electro-Mechanics and LG Innotek are riding the AI hardware wave. Demand for MLCC, FCBGA substrates, and silicon capacitors used in AI servers is driving a structural earnings upgrade. Samsung Electro-Mechanics has already broken out and has analyst targets as high as 300,000 won; LG Innotek trades at a valuation discount and should catch up strongly.
009150.KS 011070.KS HIGH
Lee Kwon-hee CEO, Economist 55:18
AI memory supercycle keeps Samsung Hynix cheap
AI-driven memory demand supercycle is still unfolding, Samsung Electronics and SK hynix remain deeply undervalued despite recent gains. Nomura targets 590,000 won for Samsung and 500,000 won for SK hynix, implying significant upside as the DRAM/NAND price boom continues and AI capex drives structural growth. The ADR listing for SK hynix and Samsung's potential re-rating provide additional catalysts.
005930.KS 000660.KS HIGH
Kim Han-jin Economist 114:43
KOSPI could reach 12,000 on valuation catch-up
KOSPI at 8,500 trades at only 7.5x PER. If Samsung Electronics and SK hynix see their market cap weight converge toward their 66% earnings share of the index, the KOSPI could rise 40% to around 12,000. That would imply a PBR near 2.4x, still below Taiwan's 4x, making the re-rating plausible and fundamental, not a bubble.
EWY HIGH
Lee Kwon-hee CEO, Economist 203:43
Power equipment correction creates buying opportunity
Power equipment stocks like Hyosung Heavy Industries and LS Electric corrected as much as 40% from their highs, yet the underlying power infrastructure demand driven by AI data centers and grid investment remains intact. The sell-off has created a clear buying opportunity, and the sector is starting to recover.
298040.KS 010120.KS HIGH
Lee Kwon-hee CEO, Economist 214:35
Doosan Enerbility nuclear leader ready to rebound
Doosan Enerbility, the leading nuclear power play, has fallen sharply from 113,000 won to near 90,000 won and is now reclaiming the 120-day moving average. With the Korea-US investment law providing a catalyst and the war ending, the stock is at a buyable level. A break above 110,000 won would confirm a new uptrend.
034020.KS HIGH
Choi Chang-gyu Director, NH Investment & Securities 268:05
Allocate 30% to semiconductor equipment ETF now
As the semiconductor cycle shifts from price-driven to volume-driven (Q expansion), equipment and materials companies become the next beneficiaries. An effective strategy is to split semiconductor exposure 30% into a domestic semiconductor ETF, 30% into a global semiconductor ETF, and 30% into a Korean semiconductor equipment/materials ETF, keeping 10% cash for volatility.
UNR MED
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3PRO TV (삼프로TV) · Jun 15

This 3PRO TV (삼프로TV) video, published June 15, 2026, features Lee Kwon-hee, Kim Jang-yeol, Kim Han-jin, Choi Chang-gyu discussing 006400.KS, 012450.KS, 329180.KS, 042660.KS, 403870.KQ, 009150.KS, 011070.KS, 005930.KS, 000660.KS, EWY, 298040.KS, 010120.KS, 034020.KS, UNR. 10 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee, Kim Jang-yeol, Kim Han-jin, Choi Chang-gyu  · Tickers: 006400.KS, 012450.KS, 329180.KS, 042660.KS, 403870.KQ, 009150.KS, 011070.KS, 005930.KS, 000660.KS, EWY, 298040.KS, 010120.KS, 034020.KS, UNR