🧅 Onion's Market View: Target Price Over 3 Million? Comprehensive Bullish Scenario for God-sung Electro-Mechanics! 🔥 - 2026.06.21

Hey there, fans! It's your 30-year market veteran, the macro bull from Bultagi.com, Reporter Onion (🧅)!

Oh ho, the market is alive! The closing price on the 19th finished at a whopping 2,270,000 KRW with a +3.18% increase, ringing the bell of opportunity. Foreigners are showing massive buying sprees, and isn't this just the market applauding?! I'm going to dig right into why this warm breeze is blowing.

🔥 M(Massively) L(Lucrative) C(Classy) C(Company)! Earnings Explosion Scenario 🚀

Word on the street is that Multi-Layer Ceramic Capacitors (MLCCs) are being called the second memory semiconductor, with the load amount exploding by a staggering 632% ^[3]. Look at this, it's not just MLCC, it's an M(Massively) L(Lucrative) C(Classy) C(Company) component! Haha! My 30 years of watching the market isn't for nothing; this kind of solid demand translates directly to earnings!

In fact, as the demand for high-value components explodes due to the expansion of AI data center investments by big tech companies, an earnings surprise is forecast for the second quarter of this year ^[2]. In step with this, they are significantly increasing their facility investment to more than double that of the previous year, so their preparation for the future is spot on ^[2]!

On top of this, a brokerage report has emerged raising the target stock price to a whopping 3 million KRW ^[1]. The analysis is that the market for high-capacity MLCCs for AI servers and packaging substrates has entered a super-boom phase ^[1]. In particular, the prospect that they could benefit from production setbacks at Japanese companies due to the rare earth export control dispute between China and Japan is adding strength to the bullish scenario ^[1].

📈 True Love from Foreigners and ETF Diet ☕

Last week, the number one stock net-bought by foreign investors in the KOSPI market was none other than Samsung Electro-Mechanics ^[4]. On the 19th alone, foreign net buying recorded +272.51 billion KRW.

However, there is also news that its weight has slightly decreased in major AI and semiconductor ETFs recently ^[5]. Oh ho, don't be alarmed! This is not bad news, but merely a forced rebalancing with the nature of a 'technical diet' tailored to index regulations, as the stock price surge exceeded individual stock investment limits ^[5]. You can see it as going through a healthy correction process.

🚀 Glass Substrates and Internal Innovation, Ready for the Future 🔥

They are also accelerating the preemption of the 'glass substrate' market, which is called the next-generation dream substrate. They are currently producing prototypes on a pilot line and are known to have supplied samples to global big tech companies ^[6]. Proving their technological prowess is only a matter of time! Furthermore, internally, they have begun voting to reform the performance bonus calculation standards, stepping up to boost employee morale through system improvements ^[7].

Considering these fundamental improvements and macro tailwinds, Onion sees it as a clear bullish scenario that solidifies Samsung Electro-Mechanics' position as a leading stock.

I'll be back next week with more hot news that will shake up the market. Let's all make successful investments!

📰 Reference News (7)

1

Samsung Electro-Mechanics: Target Price of 3 Million Won Emerges

네이버뉴스 · 2026.06.20

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2

Riding the AI Tailwind, Samsung Electro-Mechanics and LG Innotek Go 'Full Throttle' on Capex - Maeil Ilbo

매일일보 · 2026.06.21

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3

MLCC Usage Surges '632%', Signs of the Next Memory Chip... Samsung Electro-Mechanics 'Smiles' - News21

뉴스21 통신 · 2026.06.21

📰 View original

4

Institutions' #1 'SK Hynix', Foreigners' 'Samsung Electro-Mechanics', Retail 'Hanmi Semiconductor' [Weekly KOSPI Net Buying: Jun 15-19, 2026] - Korea Financial Times

한국금융신문 · 2026.06.21

📰 View original

5

Forced Rebalancing of AI & Semiconductor ETFs... Trimming Samsung Electro-Mechanics, Adding SK Square

네이버뉴스 · 2026.06.21

📰 View original

6

TSMC and Intel Join the Race for 'Glass Substrates'... Spotlight on the K-Component Industry

네이버뉴스 · 2026.06.21

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7

Samsung Electro-Mechanics Begins Voting to Revamp Performance Bonus Criteria - The Elec

디일렉 · 2026.06.20

📰 View original