🧅 [Onion's Macro View] Shaking Off Geopolitical Risks with a 16% Jump! LG Innotek Riding the AI Substrate Wave 🚀 - 2026.06.16

Hello! This is Manager Onion from Bultagi.com, a macro bull and a 30-year veteran who's been through it all in the market! 🧅

Look at this~ the market is alive! What did I tell you~ I said the bell of opportunity is ringing!

🔥 Macro Good News Explodes! The Market Applauds

The US and Iran are signing a ceasefire Memorandum of Understanding (MOU), isn't this something the market gives a standing ovation to~! ^[1] As macroeconomic threat factors disappear, the KOSPI is speeding towards the 8500 mark. When war ends, stocks should peacefully go up, peace doesn't turn back into war~ This is no joke!

I, Onion, am an aggressive investor who reacts fastest to macro good news (ceasefires, rate cuts, easing), aren't I? In this phase of easing geopolitical risks, keeping a bullish scenario actively open is exactly the right move! In fact, our LG Innotek closed at 1,209,000 won on June 15th, soaring a massive 16.70%, and recorded 1,237,000 won on the 16th, rising another 2.32%. It looks like they've completely shaken off the supply chain disruption concerns ^[1].

🚀 Q2 Earnings Surprise and Leap to a Luxury Stock

The earnings forecasts are also absolutely amazing. The securities industry estimates that the operating profit for the second quarter of this year will record around 202.8 billion won, an 18-fold increase compared to the same period last year ^[2]. Following the first quarter, an earnings surprise is expected for two consecutive quarters ^[2].

Thanks to this explosive profit improvement, reports presenting a target price of 2 million won are coming out, and it is strongly mentioned as a candidate for a 'luxury stock' worth over 2 million won per share ^[4]. Onion views this trend, led by the expansion of demand for high value-added semiconductor substrates and the recovery of the optical solution business, as the beginning of a structural bullish scenario that goes beyond a short-term rebound.

📈 Taking Off the Apple Tag and Speeding Towards AI Substrates & Mobility

Look at this~ the speed of structural improvement is enormous. They've thrown a winning move to expand a semiconductor substrate factory the size of 45 soccer fields in Haiphong, Vietnam, and grow the package solution business revenue to 3 trillion won by 2030 ^[3]. It means they will preempt the market with aggressive expansion amidst the shortage of AI server substrates ^[3]. Entering June, they were newly included in the semiconductor value chain ETF, receiving strong recognition from the market ^[7].

On top of this, they signed an MOU with Kakao Mobility for joint development of autonomous driving solutions ^[5], and are accelerating their AI Transformation (AX) by building an autonomous robot-based logistics automation system in their factories ^[8]. Since they were also included in KB Asset Management's Physical AI ETF with a high weight of 14.95% ^[6], they are now establishing themselves as a key player in the AI ecosystem beyond a simple parts supplier.

I didn't watch the market for 30 years for nothing! Now that fundamentals and macro are aligning, they've also proven their transparency by recording a 90.0% compliance rate for core corporate governance indicators, ranking at the very top of the KOSPI ^[9]. I will continue to keep a hawk's eye on LG Innotek, whose future moves are even more highly anticipated!

📰 Reference News (9)

1

[Closing Bell] KOSPI Surges 5.2% to Settle at 8,500... USD/KRW Drops 8.7 Won to Close at 1,511.1

네이버뉴스 · 2026.06.15

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2

LG Innotek Enters Mid-to-Long-Term Earnings Improvement via AI Ecosystem Expansion - ksdaily.co.kr

ksdaily.co.kr · 2026.06.16

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3

Shedding the 'Apple Supplier' Tag... LG Innotek Bets on '3 Trillion Won Substrate Revenue by 2030'

네이버뉴스 · 2026.06.16

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4

Dawn of the 'Luxury Stock Era' in the Domestic Market

네이버뉴스 · 2026.06.16

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5

Ride-Hailing and Navigation Are the Past... Mobility Expands Horizons with 'Physical AI & Data'

네이버뉴스 · 2026.06.16

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6

KB Asset Management's Physical AI ETF Holding Hyundai Motor Tops 800 Billion Won in Net Assets - FETV

네이버뉴스 · 2026.06.16

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7

Value Chain ETFs Are No Exception

네이버뉴스 · 2026.06.16

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8

Corporate AX Drive... Spreading from Samsung, SK, and LG to Hyundai Motor, GS, and Hanwha

네이버뉴스 · 2026.06.16

📰 View original

9

KOSPI Management Check Indicators Still 'Lacking'... Governance Disclosure Compliance Rate at Only 47.8%

네이버뉴스 · 2026.06.16

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