Weekly Market Leaders and Top 10 Stocks — 2026년 6월 22일

---

Key Weekly Sectors

• Semiconductors and AI Infrastructure: The Daishin Securities Research Center has raised its KOSPI target to 11,500 points, maintaining a "buy" stance on semiconductors and AI infrastructure. They suggest an asset allocation strategy involving high-credit bonds and data center REITs, emphasizing the critical role of AI power infrastructure.

• IPO Market: In the final week of June, three companies—Korea No. 16 SPAC, MadUp, and Lemon Healthcare—are holding public offerings for their KOSDAQ listings. These companies represent diverse industries, ranging from financial support services to digital marketing and software development.

---

Market Macro Environment and Strategy Analysis

According to a "2026 Second-Half Stock Market Outlook" survey conducted by Shinhan Securities from June 8 to 15 among Shinhan SOL Securities MTS users, half of the investors believe the KOSPI will reach the 10,000 mark this year.

This week (June 22–26), the domestic market is expected to gauge its ability to establish the 9,000 level as a firm support. While the expansion of AI investment and improved semiconductor industry conditions have led the index higher, Micron's earnings announcement and the U.S. inflation data (May PCE) remain key variables to watch.

The trend of upward adjustments for target prices by brokerage firms continues as well. As the KOSPI hits record highs this year, 8 out of every 10 domestic listed companies have seen their target prices raised by analysts.