June 17th Closing Market Conditions: A market where 'only the ones going' keep going? But if you chase them incorrectly, you'll get properly bitten | Hong Seon-ae, Lee Kwon-hee, Jang Woo-jin

[June 17th Closing Market Conditions] A market where "only the ones going" keep going? But if you chase them incorrectly, you'll get properly bitten | Hong Seon-ae, Lee Gwon-hee, Jang Woo-jin [Closing Bell Live]

Watch on YouTube ↗ | June 17, 2026 at 08:24 | 1:13:48 | 3PRO TV (삼프로TV)

Speakers

Lee Kwon-hee — CEO, Economist

Jang Woo-jin — Writer

Summary

The market rebounded strongly led by SK Hynix on ADR and earnings news, with KOSDAQ biotech and select oversold sectors rallying. Jang Woo-jin highlighted buying opportunities in defense and shipbuilding while warning against chasing non-core stocks. Lee Kwon-hee favored AI component plays Samsung Electro-Mechanics and LG Innotek, and suggested accumulating Hyundai Motor and Kia on dips. Both guests urged caution ahead of the FOMC meeting but saw attractive individual stock setups.

SK Hynix surges to new highs on ADR listing plans and stronger earnings outlook vs Samsung.
KOSDAQ biotech rebounds sharply as margin debt is cleaned out; DND Pharmatech leads on tech export hopes.
Defense stocks like Hanwha Aerospace, LIG Nex1, Hyundai Rotem seen as oversold with fresh order catalysts from Europe/Middle East.
Shipbuilding names (Samsung Heavy, Hanwha Ocean, HD Hyundai Heavy) are buy candidates ahead of FLNG and submarine order news.
AI component plays Samsung Electro-Mechanics and LG Innotek remain core leaders with intact uptrends.
Doosan Enerbility rebounded on oversold conditions and gas turbine/SMR strengths, targeting 120-130k won.
Jeju Semiconductor rallied on a massive sales target announcement that could lead to explosive profit growth.
Entertainment stocks and Hyundai Motor Group are considered 'empty house' rebound plays with caution on earnings peaks.

Ideas

Lee Kwon-hee CEO, Economist 5:14

SK Hynix leads on ADR, earnings growth

SK Hynix is benefiting from multiple positive catalysts: the Nasdaq ADR listing and expected large shareholder return plan signal strong commitment, while Q2/Q3 earnings growth is projected to be much larger than Samsung's. The previous US semiconductor sell-off was a transient event driven by SpaceX buying, not fundamentals. The stock broke out to new highs and he bought the premarket dip.

Lee Kwon-hee CEO, Economist 6:03

Biotech rebounding on cleaned credit

KOSDAQ biotech stocks have been heavily depressed with margin debt cleaned out ('empty house'), and are now rebounding. The move is led by DND Pharmatech on technology export expectations and other names like ABL Bio, Olix, and Kolon TissueGene are following. The chart setups suggest a significant bounce can occur once a catalyst lands.

Jang Woo-jin Writer 10:38

Oversold defense stocks poised to rebound

Defense stocks have been sold off on war-ending noise, but order backlogs remain strong with fresh contracts emerging from the Middle East and Europe. LIG Nex1's JV with Rheinmetall opens European market access. The sector is oversold and now offers a favorable entry for a rebound before further catalysts.

Jang Woo-jin Writer 11:08

Shipbuilding rebounding on order catalysts

Korean shipbuilding stocks are attractive after recent pullback, with upcoming order announcements (FLNG, submarines) and a supportive geopolitical backdrop from the Korea-Canada summit. The global ship shortage and rising ship prices underpin earnings. Preferred names include Samsung Heavy for FLNG, Hanwha Ocean for FLNG/submarines, and HD Hyundai Heavy for engines.

Jang Woo-jin Writer 28:55

Jeju Semiconductor on massive sales target

Jeju Semiconductor, a memory play, announced a sales target of 1 trillion won (up from 3 billion last year), which is feasible given the memory market. This would generate huge operating profits and the current market cap of about 3 trillion won appears cheap. He considered it a good early entry this morning.

Lee Kwon-hee CEO, Economist 47:56

Oversold Doosan Enerbility to rebound

Doosan Enerbility has been oversold and is now at a support level. The nuclear power theme remains intact with SMR development and gas turbine strength. While US nuclear projects face cost hurdles, Doosan's valuation has become cheaper and it is likely to rebound toward the 120,000–130,000 won range.

Jang Woo-jin Writer 51:33

AI component leader with strong earnings

Samsung Electro-Mechanics is a top AI-driven component play (MLCC, FC-BGA, silicon capacitor) that will benefit from strong earnings growth. Although current valuations appear high, earnings upgrades will make it look cheap in the future. It will remain a core leader with its uptrend intact.

Jang Woo-jin Writer 53:23

AI substrate play holding key support

LG Innotek, an AI substrate play, has corrected but held the key 20-day moving average, showing resilience. It is a good stock to accumulate small positions while waiting for trend resumption, with explosive earnings potential in the data-center substrate business.

Lee Kwon-hee CEO, Economist 55:16

K-pop stocks oversold, strong Q2 ahead

K-pop entertainment stocks like HYBE, JYP, and YG have been heavily sold off after the BTS event disappointment, but Q2 earnings will be very strong due to ongoing world tours. It is now an 'empty house' trade with valuations having corrected to comfortable levels, setting up for a rebound.

Lee Kwon-hee CEO, Economist 66:22

Hyundai Group trend intact, buy dips

Hyundai Motor and Kia are in a solid uptrend and today's decline is a normal rest. An upcoming World Cup marketing event could act as a catalyst. Long-term investors can use dips to accumulate, but they should be aware that earnings may peak in Q3 and patience will be required.

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Speakers: Lee Kwon-hee, Jang Woo-jin · Tickers: 000660.KS, 347850.KQ, 298380.KQ, 226950.KQ, 950160.KQ, 012450.KS, 079550.KS, 064350.KS, 047810.KS, 010140.KS, 329180.KS, 042660.KS, 155660.KQ, 034020.KS, 009150.KS, 011070.KS, 352820.KS, 035900.KQ, 122870.KQ, 000270.KS, 005380.KS