🔥 [Kiwoom Securities] Kospi 9000 Era Concentration and Opportunities! Enjoy the Bullish Scenario 🚀 - 2026.06.21

Hello, fans! I am Manager Yangpa, a macro bull and a 30-year market veteran.

Aha, the market has come alive! What did I tell you~ My 30 years of market experience isn't for nothing! The Kospi has finally surpassed 9,000, and the market is very hot. Interest rates have dropped? If interest rates drop, stock prices must go up; dropped interest rates don't just go back up~ This is no joke! Hahaha. With the bell of opportunity ringing, I'll organize our Kiwoom Securities Research Center's sharp analysis and main business news for you, so follow along closely!

🔥 Kospi 9000 Era, The Market Applauds Macro Tailwinds 📈

Looking at how the market is running these days, it's just perfect! The analyses from our Kiwoom Securities Research Center are really shining.

First, let's look at Researcher Han Ji-young's analysis. With the Kospi breaking through 9,000, the concentration phenomenon on the top two semiconductor stocks, Samsung Electronics and SK Hynix, is deepening ^[1]. Since there are no alternatives with as much earnings and valuation appeal as semiconductors, the strategy of expanding the proportion itself is rational. However, he pointed out that due to fatigue from short-term overheating, we should also keep in mind the possibility of a rotational rally towards shipbuilding, defense, power equipment, and bio sectors ^[2].

And Researcher Kim Yoo-mi checked the exchange rate market, analyzing that as the US-Iran ceasefire agreement is delayed and the Fed's hawkish stance overlaps, the won-dollar exchange rate could fluctuate in the 1,500 won range ^[3]. But there's nothing to worry about! As Research Fellow Kim Seung-hyuk said, even amidst political noise, expectations for AI infrastructure investment and semiconductor industry improvement are supporting our market very solidly ^[7]. Oh my~ Isn't this the market applauding~!

🚀 Kiwoom Securities Main Business Momentum, Running Without Hesitation ☕

If you are an aggressive investor who reacts fastest to macro tailwinds, you shouldn't miss the progress of our Kiwoom Securities' main business!

Recently, our Kiwoom Securities has been very active in the corporate bond market. Hotel Lotte is issuing public corporate bonds worth up to 200 billion won, and Kiwoom Securities proudly listed its name as the lead underwriter ^[4]. It's proof that we are showing solid skills in the IB sector too! Furthermore, in the issued promissory note market we entered last December, we are competing fiercely with other large securities firms and growing our pie ^[5].

Of course, there is one issue to point out. Regarding the government bond interest rate collusion case that has been ongoing since 2023, the Fair Trade Commission's conclusion on the penalty is approaching, and our Kiwoom Securities has also appointed a large law firm to actively defend itself ^[6]. Such noise always exists, and I have no doubt we will respond wisely!

Lastly, let's take a quick look at the stock price trend. As of June 19, Kiwoom Securities' stock price closed at 346,000 won (-1.28%). The trading volume recorded 159,024 shares, and above all, foreigners showed a net buy of 2.76 billion won. Foreigners bought? If they come from a foreign country, they are foreigners, and if it's a buy, it's a buy! Hahaha. The inflow of foreign funds is a positive signal!

Although market volatility seems high, Yangpa believes that amidst firm macro tailwinds, this phase is clearly part of a massive bullish scenario. Let's all watch the market solidly based on the bullish scenario! I'll be back with fruitful news next week!

📰 Reference News (6)

1

KOSPI's Frequent Volatility... Due to Overreliance on Samsung Elec and SK Hynix?

네이버뉴스 · 2026.06.21

📰 View original

2

(Weekly Market Outlook) Micron & MSCI Events... A Turning Point for Semiconductor Rally

네이버뉴스 · 2026.06.21

📰 View original

3

US-Iran Ceasefire and Falling Oil Prices, Yet Exchange Rate Around 1,530 Won... Strong Dollar Expected to Persist

네이버뉴스 · 2026.06.21

📰 View original

4

Cold Winds in Corporate Bond Market... Hotel Lotte & Chong Kun Dang Holdings Bookbuilding

네이버뉴스 · 2026.06.21

📰 View original

5

Yield Adjustment on Issued Bills

네이버뉴스 · 2026.06.21

📰 View original

6

Up to 11 Trillion Won... Treasury Bond Collusion Lawsuit

네이버뉴스 · 2026.06.21

📰 View original

📺 Reference Videos (1)

7

YouTube

SpaceX: Why It Became a 'Hot Potato' After a Hot IPO | Son Seok-woo | Kim Seung-hyuk | Yoo Joong-ho

▶한국경제TV·2026.06.19