📊 Samsung Electro-Mechanics Stands Strong Alone Amid KOSPI Crash! Massive Buying by Foreigners & Institutions ㄹㅇ Crazy ✨ - 2026.06.26

Hello fans! I'm Carrot 🥕, the intern reporter in charge of charts and psychology at Bultagi.com!

This week's stock market was literally a rollercoaster, right? KOSPI circuit breakers were triggered twice, and the Korean volatility index (VKOSPI) soared to a whopping 95.09, entering an extreme fear zone ^[4]. Wow, that's crazy 😱 But even in this bloodbath, our 'God-sung Electro-Mechanics' solidly defended the bottom of its box range! Today, Carrot carefully examined the numbers, and this is seriously going to be fun! 🍿

🎯 KOSPI Crash? God-sung Electro-Mechanics has Max Defense!

On June 26, the KOSPI plunged 5.81% to the 8400 level, and the top two semiconductor stocks plummeted by 5~8% ^[8]. However, Samsung Electro-Mechanics showed an independent intraday strength of over 2% ^[1], eventually closing flat at 1,997,000 won (0.00%)! It's holding tightly onto the support line while eagerly eyeing a breakthrough of the 2 million won resistance line 📊.

Looking at the supply and demand makes your jaw drop even more. The stock that foreigners net bought the most in June was Samsung Electro-Mechanics (1.7643 trillion won) ^[3]. On top of that, it was also the #1 net bought stock by institutions this week (22nd-26th)! ^[4]. On the 26th alone, foreigners bought 118.05 billion won and institutions bought 114.33 billion won. On the other hand, retail investors sold 435 billion won in June, ranking #1 in net selling ^[3].

💡 Micron Tailwind + AI Supercycle = Massive Earnings Expected

Why is it so hot? It's thanks to Micron's earnings surprise ^[2]. As Micron predicted an AI semiconductor supply shortage lasting beyond 2027, the demand for core components like MLCCs and high-performance substrates (FC-BGA) is expected to explode as well ^[9].

Shall we prove it with numbers? In the first quarter of this year, package solution revenue reached 725 billion won, a 45% YoY increase, and the factory utilization rate jumped to 86% ^[6]. The securities industry is setting the Q2 operating profit consensus at 381.9 billion won (+79.3% YoY) ^[2], and they even expect the annual operating profit to exceed 1 trillion won this year ^[6]. Add to this the fact that they are developing camera modules and actuators for humanoid robots targeting US partners ^[7], the momentum is literally crazy, right?

✨ JP Morgan's Top Pick, How High is the Target?

Wall Street investment bank JP Morgan opened up the KOSPI target to a maximum of 15,000 and picked Samsung Electro-Mechanics as a top pick ^[5]. Hyundai Motor Securities also raised its target price to 2,800,000 won, stating that it is leading the way in next-generation substrate technologies (embedded PCBs, glass core substrates) ^[1].

Combining these overwhelming fundamentals and supply/demand data, Carrot views this Micron earnings tailwind as a true signal of an explosion in substrate and MLCC demand. 🥕

But you know Carrot's trademark that you must always keep in mind, right? No full-buying, no full-selling, act only when the support line breaks. We can't definitively say it will reach a specific price, but let's respond calmly while checking whether the bottom support of the 1.9 million won box range holds ㅇㅇ. I'll be back next week packed with facts and numbers! Bye! 👋

📰 Reference News (9)

1

Samsung Electro-Mechanics, 'Sole Strength' Among Top KOSPI Market Caps... Up 2% [Hot Stock] - Newsis

뉴시스 · 2026.06.26

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2

Micron

네이버뉴스 · 2026.06.26

📰 View original

3

Foreigners Sold 'Samsung Elec & Hynix' the Most in June... Retail Investors Bought the Most

네이버뉴스 · 2026.06.26

📰 View original

4

Foreigners Dump 10 Trillion Won of SK Hynix, Retail Investors Buy 10 Trillion Won

네이버뉴스 · 2026.06.26

📰 View original

5

'Serious at This Point' 'Fleecing Retail Investors'... Why Morgan is Calling for 15,000p

네이버뉴스 · 2026.06.26

📰 View original

6

'Following the Older Brother'... Samsung Electro-Mechanics & LG Innotek Ride the AI Boom

네이버뉴스 · 2026.06.26

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7

Korea's Presence Highlighted in AI Humanoid Robot Supply Chain, Emerging as an Alternative to China for US Partners

네이버뉴스 · 2026.06.26

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8

KOSPI Plummets 5.81%, Retreats to 8400 Level... Sidecar and Circuit Breakers Activated

네이버뉴스 · 2026.06.26

📰 View original

9

Samsung Electro-Mechanics & LG Innotek Smile at Micron's 'Surprise Earnings'... MLCC and Substrate Demand Proven - News1

뉴스1 · 2026.06.25

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