Market Analysis: Food Industry and Hydrogen Economy Opportunities

The food industry's market capitalization has recorded the highest growth rate, with export momentum and potential for further growth in certain stocks.

### Stock Market Insights: Orion Undervalued in Food Sector, Samsung Engineering as Humble Target in Hydrogen Economy
* 📉  Due to the New York market closure, the market was strongly focused on issues and events today, causing stock trading to be **cautious**.
* 📈  With the expectation of the SK Innovation merger on June 11th, the stock price broke through the **15% increase target**, and DB HiTek Engineering also showed **breakout bullish candles**, indicating **further growth potential**.
* 🌾  The food industry's market capitalization recorded the **highest growth rate** among all industries in the KOSPI, exceeding **8 trillion won** this year, driven by the **global K-food boom**.
* 🔍  Major food companies are expected to announce **strong results for the second quarter** with **favorable export conditions**.
* 📉  Samyang Food's youngest daughter strategically sold stocks this week, showing a **bearish trend** for a **couple of days**.
* 🎯  Orion, a relatively undervalued stock compared to other leading food companies, is expected to rise due to its **cash reserves, optimized new products, and improving profitability**.
* 🔮  Samsung Engineering, a company involved in hydrogen-related businesses, is considered a **humble target at the grassroots level**, positioned at a **significant undervaluation**.
* 📈  Positive factors such as **new chemical plant orders in Saudi Arabia and Indonesia in the second half of the year** are not reflected in the current stock price, while negative factors reported in the media are considered to be **overly reflected**.

Today's market was strongly focused on issues and events due to a shortage of food during the New York market closure. I will look for stocks to join the recent market caution with Jisoo and stock trading. Hello, Mr. CEO, nice to meet you. The batting average is good this week. Yesterday, it was electronics, and today, with the expectation of the SK Innovation merger on June 11th, it broke through the 15% increase target. Also, on May 20th, DB HiTek Engineering, I will briefly mention the two stocks' future strategies. Yes, both stocks are breakout bullish candles, which have recently occurred, indicating that there is sufficient room for additional upward potential. So, both stocks were clearly indicated as having the potential for further growth. Therefore, let's move on to today's topic, the advance of the food industry's market capitalization this year.

It recorded the highest growth rate among all industries in the KOSPI, exceeding 8 trillion won. With the global K-food boom, the stock prices are also being reevaluated. Will it continue in the second half of the year, sir? Well, major companies in the food sector are outperforming the market perfectly in this situation. I consider the possibility of this trend being suddenly disrupted to be quite limited. For now, export conditions are quite favorable, and I am currently expecting positive export data from major food companies in June. Considering the comprehensive export data of Samyang Food and Nongshim, I expect them to announce strong results for the second quarter. Therefore, it is necessary to pay attention to these food companies that are overflowing with export momentum. Yes, you mentioned looking at it from the perspective of the export momentum being alive, but actually

This week, Samyang Food's youngest daughter, Dari, strategically sold her stocks, showing a bearish trend for a couple of days. Is there any problem with the depth of the water? Well, the biggest obstacle is that the stock price has risen a lot. Therefore, there may be a stronger desire for profit-taking. You should also consider that. When a humble position is established over time, there may be a moment of being squeezed. At that time, if you pay attention, you may be able to pursue profits. Therefore, I am keeping an eye on a humble child who has not yet received much attention. Among food industry representatives, there was a very humble friend whose stock price did not rise. So, I will introduce a stock that can be strategically targeted from the bottom range. The name of this stock is Orion. Now, compared to Orion, the stock prices of other food industry leading companies have risen significantly, and their valuations have also increased a lot.

So, I believe there is a high possibility that the relative undervaluation charm of Orion will be highlighted. If the current channel structure of Russia House ends, there is a high chance that the performance will improve again, leading to the possibility of the stock price rising from its low point to its high point. You can consider it as a company that is quite likely to perform well. I believe that it is a company that can actively invest in facilities because it has a lot of cash. Also, it is a company that can release optimized new products and carry out marketing activities tailored to each country's market environment. Therefore, it seems likely that the role of Orion will be highlighted with a time lag, and there are news reports that profitability is improving as a result of effects such as cost reduction in raw materials and efficiency improvement in production costs.

I believe there is a high possibility of being highlighted. Yes, although it has been relatively suppressed compared to Russia and China, it is a company that is expected to rise naturally over time. Where do you see the target price and stop-loss point? First of all, I will set a target price based on technical analysis. It seems good to set the initial target price at 105,000 KRW. For those who want to manage the risk of stock fishing now, you can set the stop-loss point at around 91,000 KRW. These target prices and stop-loss points are just trading strategies, so for those who prefer trading, please take note. For those approaching from an investment perspective, these target prices and stop-loss points do not seem to have much significance. Yes, for Orion, a less volatile stock, the target price is 105,000 KRW, and the stop-loss point is 91,000 KRW.

Shall we move on? President Yoon Seong-yeol announced at today's livelihood forum that he will create a hydrogen economy industrial belt connecting Pohang and Uljin. Will hydrogen come? Yes, sir. I see hydrogen economy as a field that must grow structurally now. It hasn't even started yet. Therefore, there seems to be a need to continuously monitor companies that are involved in hydrogen-related businesses. Among these, green hydrogen is very important. Green hydrogen is a clean energy without carbon and greenhouse gas emissions, and it is highly likely to receive attention in the long run. So, it seems necessary to keep an eye on some companies that will benefit when projects to produce green hydrogen using renewable energy are fully operational. Also, to popularize hydrogen cars, we need to increase clean hydrogen production facilities. Therefore, when facilities related to clean hydrogen increase,

At that time, there will naturally be companies looking at demand. By the way, recently Hyundai has announced through the media that they will cooperate with an Indonesian state-owned company on a hydrogen production project. So, regarding the activation of the hydrogen industry, could you mention a notable company? Yes, among the hydrogen economy-related companies, this company is one that can be targeted at the grassroots level. Samsung Engineering. Yes, I introduced it on a broadcast before. Its stock price has dropped more since then, becoming more humble. The fundamentals are quite solid, but the stock price is too humble, so I believe it's right to pay attention to it. Globally, major countries are actively pursuing energy transition projects, and in that context, this company can benefit. For example, in designing and constructing production facilities for producing green hydrogen.

You could consider it as a company that can continuously enhance and strengthen its capabilities. Currently, the stock price is at a level where overseas order momentum has not been highlighted at all. Based on this, it can be seen that the stock price has fallen to a level of undervaluation. This year, based on BPS, the PBR is around 1x, which is significantly undervalued, positioned to be targeted at the historical PBR bottom band. Moreover, if we calculate the PER based on next year's earnings per share, it is less than seven times, indicating that it is a company with a very attractive undervaluation at the moment. Also, in the second half of this year, there is a high possibility that the issue of chemical plant orders in Saudi Arabia and Indonesia will be highlighted. Considering Samsung Electronics' advanced semiconductor investments comprehensively, it is likely that the company's revenue from the semiconductor business segment in 2025 could increase significantly.

The positive factors I explained are not reflected in the current stock price at all. On the other hand, negative factors reported in the media seem to be overly reflected in the stock price. Therefore, I consider the current position to be clearly humble. Yes, there are expectations for new orders in the second half of the year, and you mentioned that the current stock price has already taken into account the negative factors. It's truly a humble position. The target price, which was recently set as a stop-loss price after achieving a new high, is now at a bottom. I am currently positioned in this stock from a bottom perspective, and I believe that the future support line will be confirmed soon. In my view, there is a high possibility that a turning point in the upward trend will be completed within a month. The humble first target price for this company is 2,000 KRW, and for those who want to manage the risk of price fluctuations, setting the stop-loss line at 2,500 KRW seems appropriate. From a trading perspective, there may be a new approach in the medium to long term.

It seems necessary to find a way. Samsung Engineering's current Samsung ENA target price is 25,000 won, and the stop-loss price is 2,500 won. If you want to continue to know various economic issues, please subscribe, like, and turn on notifications. This was AI caster Kwon Mi-jung.

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The Surge in Food Industry Market Capitalization

The food industry's market capitalization has experienced significant growth, surpassing 8 trillion won in the KOSPI.

Major food companies are outperforming the market and are expected to announce strong results for the second quarter, driven by favorable export conditions.

The global K-food boom is reevaluating stock prices and the industry is poised for continued growth in the second half of the year.

Strategic Stock Selling and Targeting Orion in the Food Industry

Samyang Food's youngest daughter, Dari, strategically sold her stocks during a bearish trend, possibly indicating a desire for profit-taking due to the significant rise in stock price.

Orion, a humble and relatively undervalued stock in the food industry, is being targeted for strategic investment, with the potential for improved performance and stock price growth in the future.

The company is expected to perform well, with a strong cash position, optimized new products, and improved profitability through cost reduction and production efficiency.

Setting Target Prices and Stop-Loss Points for Orion Stock and the Future of the Hydrogen Economy

Orion stock's target price is set at 105,000 KRW with a stop-loss point at 91,000 KRW, providing a trading strategy for managing stock risk.

President Yoon Seong-yeol's announcement of creating a hydrogen economy industrial belt highlights the growing importance of hydrogen-related businesses.

The focus on green hydrogen production and its role in clean energy emphasizes the need to monitor companies involved in this sector for future investment opportunities.

Samsung Engineering's Potential in the Hydrogen Industry

Samsung Engineering is experiencing a drop in stock price despite having solid fundamentals, making it a company worth paying attention to.

The global pursuit of energy transition projects positions the company to benefit from its involvement in green hydrogen production facilities.

With a significantly undervalued stock and the potential for highlighted chemical plant orders in Saudi Arabia and Indonesia, Samsung Engineering presents an attractive investment opportunity.

Positive factors are not influencing the current stock price, while negative factors are having an exaggerated impact.

The stock is seen as being in a humble position, with expectations for new orders to improve in the second half of the year.

The target price is set low with a belief in a forthcoming upward trend, suggesting a need for a new approach in trading perspective.