🧅 [Yangpa] First Change in Top Stock in 25 Years! SK Hynix Breaks 2.9M Won & KOSPI 9100 Era 🔥 - 2026.06.22

🔥 Oho, the market is alive! KOSPI breaks 9100!

Hello everyone! I haven't been watching the market for 30 years for nothing. Didn't I say the bell of opportunity is ringing? The KOSPI closed above the 9,100 mark, hitting an all-time high! ^[3]. With news of progress in the US-Iran end-of-war negotiations, the market is applauding! ^[10].

📈 Well, well~ Changing the top stock after 25 years, this is it!

The real news today is this. SK Hynix surpassed Samsung Electronics' common stock market cap to become No. 1 on the KOSPI for the first time in 25 years! ^[1]. As of the 22nd, it closed at a whopping 2,918,000 won (+5.57%). The common stock market cap alone is around 2,080 trillion won ^[2]. Institutions net bought 1.2146 trillion won, grabbing the index by the collar and pulling it up. Did you hear the top stock (Daejang-ju) changed? If your large intestine (Daejang) gets sick, you're in big trouble, but our stock market's Daejang is very healthy! Hahaha!

🚀 US ADR Listing Imminent, a 40 Trillion Jackpot?

Why all the fuss? The SEC's review results for the US American Depositary Receipt (ADR) listing are imminent ^[7]. If listed, up to 40 trillion won in global funds could flow in ^[4]. They plan to pour this money into HBM and advanced packaging. Plus, the market cap of Japan's Kioxia, where they invested 4 trillion won back in the day, surpassed 570 trillion won, making their stake worth tens of trillions ^[8]. Good news is just piling up!

☕ Name Your Price? HBM Super Cycle Bullish Scenario!

Right now, Big Tech companies are forming Long-Term Agreements (LTA), offering advance payments and premiums just to get their hands on HBM ^[5]. Nomura Securities even called a target price of 5 million won! ^[6]. Did interest rates drop? When rates drop, stocks should go up, dropped rates don't just climb right back up~ I'm not joking. The exchange rate variable in the second half of the year is also likely to be defended by the dollar inflow from the ADR listing ^[9].

Yangpa believes that the influx of global passive funds combined with long-term HBM contracts will unfold a solid bullish scenario in the second half of the year. Don't miss the signals the market is giving you and hold on tight!

📰 Reference News (10)

1

SK Hynix: 'Coronation' of the Stock Market's New Emperor - Korea Economic Daily

한국경제 · 2026.06.22

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2

[Seoul Times News] [Issue] Top Market Cap Flipped in 25 Years... SK Hynix Ranks 1st, Samsung Maintains "Total Market Cap Lead"

네이버뉴스 · 2026.06.22

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3

KOSPI Closes at 9,100 Level... Hits All-Time High

네이버뉴스 · 2026.06.22

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4

'Up to 40T Won' SK Hynix US ADR Approval Imminent... Anticipates August Nasdaq Listing - Financial News

파이낸셜뉴스 · 2026.06.21

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5

Samsung & SK Hynix Earnings Forecasts Double Every Quarter... Q2 Operating Profit 'Unpredictable'

네이버뉴스 · 2026.06.22

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6

'610K Samsung, 5M Hynix'... Will Samsung & SK Hynix Reach Their Target Prices? - v.daum.net

v.daum.net · 2026.06.21

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7

SK Hynix Nasdaq Listing Imminent... To Raise 40T Won & Expand HBM/Advanced Packaging Investments

네이버뉴스 · 2026.06.22

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8

Japan's Kioxia Market Cap Tops 570T Won. SK Hynix's 4T Won Investment...

네이버뉴스 · 2026.06.22

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9

Middle East, Fed, AI, Supply & Demand... 4 Major Variables Shaking the USD/KRW Exchange Rate in H2

네이버뉴스 · 2026.06.22

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10

KOSPI Reclaims 9,200 Mark Intraday...

네이버뉴스 · 2026.06.22

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