🔥 [Onion's Pick] US-Iran Ceasefire Tailwind! Samsung's Bull Scenario is Spot On! 🚀 - 2026.06.15

Aha, the market is alive! Hello everyone, this is Onion, the macro bull from Bultagi.com! 🧅

What did I tell you~ I said the market would react immediately once macro uncertainties clear up! Foreigners are buying? Well, if they come from foreign lands, they're foreigners, and if they buy, it's buying! With interest rates dropping and the war ending, how can stock prices not go up~ Dropped rates must bounce back up~ This is no joke! Haha! I haven't watched this market for 30 years for nothing. The bell of opportunity is ringing right now! 🚀

🔥 Macro Tailwinds Explode! The Market Applauds 📈

Look at this~ Massive news just broke! US President Trump announced on social media that the US-Iran ceasefire MOU has been finalized. With the news that the Strait of Hormuz will be fully opened 106 days after the war started, international oil prices plummeted, and the appetite for risk assets strongly revived ^[2]. Isn't the market just applauding this~!

Riding this tailwind, the KOSPI triggered a buy sidecar during the session and coolly recovered the 8500 level, reaching 8545.98 ^[1]. The exchange rate also dropped nicely to 1504 won during the day ^[1]. Foreigners, who had sold over 120 trillion won, turned to net buyers for two consecutive trading days. When macroeconomic uncertainty is resolved, supply and demand change drastically ^[1].

Our bellwether, Samsung Electronics, also grabbed the market by the collar, closing at 336,500 won on the 15th, up 4.34% from the previous trading day. Don't forget that while foreigners are selling spot stocks, they are playing 'ping-pong trading' behind the scenes with single-stock leverage ETFs, making sweet short-term profits in every upward phase ^[5].

🚀 Fundamental Beast! The Majesty of Full-Stack Internalization ☕

It's not just the macro that's good. Look at Samsung Electronics' fundamentals! The securities industry is highly praising Samsung for having 'Full Stack' manufacturing capabilities, producing all areas of memory semiconductors in-house ^[3]. From HBM4 onwards, the application of foundry processes is essential, and Samsung has already completed base die internalization with its 4nm FinFET process ^[3]. There's even a massive forecast that operating profit for the first quarter of next year will reach a staggering 529 trillion won ^[3].

Furthermore, the Foundry division has embarked on a profitability-focused restructuring aiming for a turnaround by 2028 ^[6], and the VD (Visual Display) division, under new head President Lee Won-jin, is preparing to overhaul its portfolio beyond hardware, centering on AI and service platforms ^[7]. In product development, they've drastically reduced the smartphone drop test verification period from 15 days to just two days using 'Digital Twin' technology utilizing high-performance computing servers. Technology, productivity, and macro—a perfect trio!

Onion believes that Samsung Electronics' bull scenario, combining this macro tailwind (ceasefire/easing) with full-stack internalization capabilities, is clear.

Now is not the time to get scared by market volatility and run away. Let's clearly watch the real sword fight in the semiconductor market that will unfold from July. I'm telling you with my 30-year market veteran vibe: hold on tight and don't be shaken! I'll be back with more hot news next time! 🧅

📰 Reference News (8)

1

KOSPI Recovers 8,500 on 'End of War Tailwind'... Exchange Rate Touches 1,504 Won [US-Iran End of War]

네이버뉴스 · 2026.06.15

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2

Semiconductors Surge on End of War News... KOSPI Hits 8,500 Level

네이버뉴스 · 2026.06.15

📰 View original

3

"Samsung Electronics' Q1 Operating Profit Forecasted at 529 Trillion Won Next Year" - v.daum.net

v.daum.net · 2026.06.15

📰 View original

4

KOSPI Recovers 8,500 on End of War Agreement... Market Cap Back to 7,000 Trillion

네이버뉴스 · 2026.06.15

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5

"Only Retail Investors Were in the Dark"... Foreigners Dump 20T in Samsung & Hynix, Secretly 'Ping-Pong Trading' ETFs - v.daum.net

v.daum.net · 2026.06.14

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6

Metro Newspaper June 15th One-Line News

네이버뉴스 · 2026.06.15

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7

Samsung Electronics VD Division's First Strategy Meeting Under New Head... Will They Find a TV Business Breakthrough? - Newsis

뉴시스 · 2026.06.15

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8

Samsung Electronics Fully Operates 'Digital Twin'... Verification Time Cut from 15 Days to 2 - Dong-A Ilbo

동아일보 · 2026.06.15

📰 View original

📺 Reference Videos (2)

9

YouTube

Unusual Vibe at Samsung Electronics? July Will Be Terrifying! A Rare Historic Situation... It Will Soar 20x From Here!

▶집구석 경제학·2026.06.13

10

YouTube

"Buy or Sell Samsung Electronics and SK Hynix?" If You Own Even One Share, Do 'This'. July Will Be Terrifying | CEO Ha Chang-bong Part 2

▶떠먹여주는TV·2026.06.14