🔥 [Kiwoom Securities] Foreigners Return on US-Iran Ceasefire! KOSPI Breaks 8500! Manager Yangpa's Market Briefing ☕ - 2026.06.15

Hello, fans! This is Manager Yangpa, a 30-year market veteran and macro bull, greeting you 🧅

🔥 US-Iran Ceasefire Agreement! The Bell of Opportunity is Ringing!

Oh boy~ The market has come alive! With the news that the US and Iran have ended their 107-day conflict, agreed on a ceasefire MOU, and agreed to reopen the Strait of Hormuz, the KOSPI refreshingly broke through the 8500 mark ^[1]. Isn't this something the market is applauding~! Foreigners have returned to our market in a spectacular fashion, net buying for two consecutive days ^[2]. Foreigners bought? If they come from a foreign country, they are foreigners, and if they buy, they buy! Haha, this is no joke! Interest rates dropped? If rates drop, stock prices should go up, dropped rates don't just go back up~

Kiwoom Securities Research Center analyst Han Ji-young also astutely analyzed that if the market smoothly digests the upcoming US FOMC and the final US-Iran negotiation process this week, there is a possibility that continuity will be given to foreign net buying ^[1]. You all know that I, Manager Yangpa, as an aggressive investor, react the fastest to macro favorable factors (ceasefire, cuts, easing) and actively support the bullish scenario, right? Yangpa believes that if these external variables are well resolved, the bullish scenario for the second half of the year could become even clearer.

📈 Core Business Momentum and Issue Fact Check 🚀

Today, Kiwoom Securities' stock price closed solidly at 367,500 won, up +1.10% from the previous day.

Let's coolly check the news on the core business side. The news is that the interest income from securities-backed loans for sales proceeds from January to April this year reached a whopping 31.3 billion won, sweeping more than half of the major securities firms ^[3]. As trading volume surged, profits increased significantly. However, some point out that the annual interest rate of 9.5% is high, so let's keep the market's voice in mind ^[3].

Also, regarding the recent controversy over the incomplete sale related to the JTBC securitized short-term bond default, Kiwoom Securities firmly drew a line, stating that it was a product that customers invested in directly through the online platform without investment recommendations ^[4]. Their position is that customers directly checked and agreed to the risk notification before buying, and even went through a happy call process ^[4].

Preparations for future growth engines are also steady. They are accelerating digital innovation by signing a three-party MOU with LG AI Research and LSEG to launch a financial AI agent service ^[8].

📊 Keen Insights from the Research Center

The analytical power of the Kiwoom Securities Research Center still shines. Analyst Kim Jin-young recently shared the news of ETF net assets surpassing 500 trillion won, pointing out that an environment has been created where individual investors can enjoy long-term compound interest effects by moving funds mainly to ETFs that allow stable diversified investments ^[6]. Furthermore, regarding the concentration of funds in the artificial intelligence (AI) semiconductor value chain, analyst Han Ji-young suggested that a strategy of holding leading stocks with solid profit momentum is valid even in the face of external uncertainties ^[7].

🎁 Equity Fund Event & Zanmang Loopy Collaboration ☕

Attention those interested in asset growth! Kiwoom Securities is running a massive 'Equity Fund Cheer Event' for individual customers until August 31st ^[5]. If you buy 100,000 won or more of representative domestic equity funds, the first 3,000 people will get a 5,000 won coupon, and if you net buy 5 million won or more, you get a chance to enter a draw for awesome prizes like tablets or smartwatches ^[5]. It's just perfect!

Lastly, a heartwarming and cute piece of news! Kiwoom Securities is collaborating with the popular character Zanmang Loopy, giving out free emoticons on a first-come, first-served basis if you add them as a Kakao Plus Friend ^[9]. They say stocks are best done with Loopy~ There's no time, loop! Don't miss out and get yours ^[9].

Well, that's all for today's briefing! I wish you all success while catching opportunities in the macroscopic flow!

📰 Reference News (8)

1

Foreigners Halt 'Sell Korea'... KOSPI Rises 5% to Reclaim 8500 Level [Intraday Market]

네이버뉴스 · 2026.06.15

📰 View original

2

"Welcome Foreigners" Samsung & Hynix Stocks Soar... Sweeping Up 3 Trillion Won in Two Days [Invest 360]

네이버뉴스 · 2026.06.15

📰 View original

3

9.5% Annual Rate for 2-Day Advance... Kiwoom Securities Criticized for Tens of Billions in 'Interest Profiteering' (Comprehensive)

네이버뉴스 · 2026.06.14

📰 View original

4

Kiwoom Securities Sells JTBC Short-Term Bonds to Retail Investors... "Not Mis-Selling" - v.daum.net

v.daum.net · 2026.06.15

📰 View original

5

Kiwoom Securities Launches Support Event for Domestic Equity Fund Investors - Korea Economic Daily

한국경제 · 2026.06.14

📰 View original

6

Withdrawing Savings for Investment... Riding the 'Money Move' to Become 'National Wealth Management' [In-Depth: ETF 500 Trillion Era]

네이버뉴스 · 2026.06.15

📰 View original

7

Funds Concentrate on AI Semiconductors... Sweeping 9 of Top 10 in Returns [ETF Square]

네이버뉴스 · 2026.06.14

📰 View original

8

MSIT to Expand Use of Domestic AI in Specialized Fields

네이버뉴스 · 2026.06.15

📰 View original

📺 Reference Videos (1)

9

YouTube

Zanmang Loopy Grows Well with Kiwoom↗ No Time to Lose! Ride to 1st Place with Loopy | #KiwoomSecurities X Zanmang Loopy

▶잔망루피 ZANMANG LOOPY·2026.06.14