Onion
June 20, 2026
🧅 Onion's Market View: Kospi 9000 Era, 'God-sung' Electro-Mechanics Ranks 3rd in Market Cap! 🔥 - 2026.06.20
Hey, hey~ Can't you hear the market applauding! Hello everyone, it's Onion, the macro bull who's rolled around the market floor for 30 years! 🧅
With Kospi breaking through the 9000 line these days, the market heat is no joke, right? What did I tell you~ I said when the macro environment eases, foreign investors will sweep in! Especially our Samsung Electro-Mechanics, it's just riding a rocket to space right now!
🔥 Riding the AI Super Cycle, Target Price 3 Million Call?
Everyone knows AI server demand is exploding right now, right? Because of Nvidia's platform spec upgrades and ASIC expansion, the demand for MLCCs and packaging substrates is increasing like crazy [8]. KB Securities raised their target price to a whopping 3 million KRW, saying supply won't be able to keep up with demand for more than 2 years! [1].
The earnings are also spot on! The Q2 operating profit is expected to hit the mid-200 billion KRW range thanks to new demand for AI servers, automotive MLCCs, and FC-BGAs [5]. No wonder it's proudly included as a core component in AI semiconductor ETFs [7]. As the market started to properly recognize this value, it even broke its 52-week high.
🚀 Windfalls from Sino-Japanese Conflict & Glass Substrates! Full of Good News
It doesn't end here. China and Japan are bickering over rare earth export controls, and an analysis came out that if Japanese companies face production disruptions, our Samsung Electro-Mechanics could enjoy significant indirect benefits [1].
Plus, the next-generation dream substrate, 'glass substrate'! Running a pilot line at the Sejong plant, it's considered a market leader alongside Intel and SKC [6]. Glass substrate is showing off its form? If glass shows off its form, it's a mirror, not a substrate! Hahaha! Just kidding, it just means their technological prowess is that outstanding!
📈 Kospi 9000 Era, The Dignity of Market Cap Rank 3
When IT component stocks went wild over Apple's supply shortage warning, Samsung Electro-Mechanics jumped 32.44% weekly, dragging the Kospi up by the collar [3]. Based on the closing price on the 18th, it closed at 2,200,000 KRW, up a whopping 8.27%, leading the expansion of the group's market cap [4].
Now it's 3rd in the domestic stock market capitalization! [2]. It's so hot that securities firms stepped in to control the speed of margin loans to prevent overheating. Mirae Asset Securities locked the doors by changing Samsung Electro-Mechanics' stock group from 'E' to 'F' [2],.
Onion sees a clear bullish scenario for Samsung Electro-Mechanics in this macro tailwind and AI infrastructure expansion phase. The fundamentals are solid and supply and demand are sticking tightly, so let's keep our eyes wide open and see how far this momentum goes!
📰 Reference News (7)
Jumped 700% This Year But 'Still Cheap'... What's This Stock Expected to Hit '3 Million Won'?
네이버뉴스 · 2026.06.19
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'Only I Don't Own Samsung & Hynix': Retail FOMO Pushes Margin Debt Near 38T Won... Overheating Warning
네이버뉴스 · 2026.06.20
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[Weekly Stock Market Hot Review] KOSPI
네이버뉴스 · 2026.06.20
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'Nothing Left Without Samsung & Hynix?' A Whopping '70%'... Surpasses 5,000T Won for the First Time [Invest360]
네이버뉴스 · 2026.06.19
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[NewsLock Special∣K-Industry Earnings Weather Map Part 1] Thriving, Surviving, Collapsing... The Industry Forecast
네이버뉴스 · 2026.06.20
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TSMC Shaking Up the Glass Substrate Market
네이버뉴스 · 2026.06.20
📰 View original
Semiconductor ETFs Rally on AI Frenzy... Korea Investment Management
네이버뉴스 · 2026.06.20
📰 View original
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