🚀 [Director Yangpa's View] Foreigners Sweep Up LG Innotek Amid KOSPI Crash! The Bull Scenario is Alive - 2026.06.27

Hey, hey~ Hello there! This is Director Yangpa, the macro bull who has weathered 30 years of market ups and downs.

Our market volatility has been no joke lately, right? The KOSPI was pushed down to the 8400s, and we saw the unprecedented event of circuit breakers triggering twice ^[1]. Following news that Apple is raising product prices due to memory cost burdens, Apple-related stocks also turned pale blue ^[4], and our LG Innotek plummeted 18.69% over the week, closing at 931,000 KRW (-2.31%) on June 26 ^[7] ^[5].

But listen here! I haven't watched this market for 30 years for nothing~ Aha, can't you hear the market applauding even amidst this crash?

🔥 Foreigner Buying Amidst the Crash! I Smell an Opportunity

While retail investors stepped up to defend the index, foreigners packed their bags and sold nearly 15 trillion KRW. But right in the middle of this, there was one stock that foreigners specifically picked and aggressively net bought to the tune of 168.3 billion KRW, and that is LG Innotek ^[1] ^[8].

Foreigners bought it? If they come from a foreign country, they are foreigners, and if it's a buy, it's a buy! I'm not joking, haha! The fact that foreigners placed LG Innotek at the top of the market's net buying list on the day semiconductors collapsed is proof that they are looking at a much bigger picture than the short-term Apple shock.

🚀 From Humanoids to 6G, the Fundamentals are Spot On!

So what exactly are the foreigners seeing? It's the 'structural transformation.' They are taking off the simple 'iPhone parts supplier' tag and expanding into a massive value chain ^[8].

First, entering the Tesla ecosystem. LG Innotek has developed a complex sensing module integrating cameras, LiDAR, and radar, and is preparing to supply parts for Tesla's humanoid robot 'Optimus' with a mass production target for next year (2027) ^[2].

Second, 6G and AI semiconductor substrates. As the global #1 in RF-SiP, LG Innotek is investing 1 trillion KRW in its Vietnam plant to expand production capacity and is accelerating the construction of FC-BGA lines for AI servers ^[3].

On top of this, Gumi City threw a bold pitch of '1,000 KRW per pyeong' land prices to attract semiconductor fabs. For LG Innotek, which is already nested in Gumi, this creates an environment where supply chain synergies with 309 materials and equipment companies can become even stronger ^[6].

📈 Yangpa's View: The Bell of Opportunity is Ringing

In the short term, institutional selling and Apple-induced noise are shaking the charts, but expectations for a Q2 earnings surprise and the prospect of recovering 1 trillion KRW in operating profit are providing solid support ^[8].

YouTube

The Day Chips Crashed, Foreigners Only Bought 'This Stock' | The Real Reason Behind the 77.2B Won Buying Spree

▶경제명탐정·2026.06.26

🚀 [Director Yangpa's View] Foreigners Sweep Up LG Innotek Amid KOSPI Crash! The Bull Scenario is Alive - 2026.06.27

🔥 Foreigner Buying Amidst the Crash! I Smell an Opportunity

🚀 From Humanoids to 6G, the Fundamentals are Spot On!

📈 Yangpa's View: The Bell of Opportunity is Ringing

📰 Reference News (7)

Retail Investors Pour 25 Trillion Won in a Week

LG Energy Solution & Samsung Electro-Mechanics Emerge as Core Partners in Tesla's Ecosystem

[6G: The Arteries of the AI Era ③] All-Out War in AI, Satellites & Chips... The 2030 Battle for 6G Supremacy Begins

Apple Equipment Suppliers Take a Hit Over 'Memory Cost Burden' Concerns [Kojubu]

KOSPI Tumbles as Investors 'Dump Samsung & SK Hynix'... Which Stocks Rose? [Kim Geun-hee's Market Wrap-up]

Gumi City Bets on '1,000 Won Land' to Attract Semiconductor Fabs

LG Innotek Closes Below 1 Million Won in the 4th Week of June

📺 Reference Videos (1)

The Day Chips Crashed, Foreigners Only Bought 'This Stock' | The Real Reason Behind the 77.2B Won Buying Spree

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