Stock Market Insights: Apple's AI Ecosystem and Cosmetics Sector Growth

Experts suggest cutting losses on Naver, monitoring aerospace for a possible rally, and considering additional purchases on Cheondang Pharmaceuticals and TonyMoly.

### Apple's AI Ecosystem Expansion and LG Innotek's Growth Potential
* 🍎  Apple's stock price hit an all-time high after Wall Street predicted that its AI services would lead to **AI iPhone replacements**. Even though Apple didn't showcase anything extraordinary at the World Developers Conference, its performance is still considered the **best among existing AI devices**.
* 📱  The new Apple AI services introduced at the conference can operate smoothly on **more than 15% of iPhones**, and with **over 1.4 billion iPhone users worldwide**, the demand for replacements may increase faster.
* 📅  The next iPhone release is expected around September, and despite the initial forecast of a **20% sales drop** compared to last year, the decrease has been reduced to about **5%**. Therefore, it may be somewhat challenging to expect a **strong upward trend in stock prices** in the short term.
* 💰  Companies like Apple, which can generate over **100 trillion won annually**, have sufficient resources, so Apple's stock price is expected to show a **relatively stable trend**.
* 📸  LG Innotek is expected to benefit from the AI iPhone cycle as the **selling price of its components is expected to rise** due to the increasing specs and functions of AI devices.
* 🇺🇸  LG Innotek recently secured new customers related to GPUs in North America, including NVIDIA and Intel, and the supply is expected to **begin from August 8th**. Despite a somewhat challenging period due to the blank period from Apple's expectations, LG Innotek's performance related to Apple components is expected to **start from this month**.
* 📈  Currently, LG Innotek is expected to have a **relatively stable stock price trend**, with the momentum of **increasing selling prices** and **securing new customers** related to Apple.
* 🔍  When it comes to Apple-related stocks, various component suppliers and OLED manufacturers are classified as **beneficiaries**. It is important to focus on the **technological capabilities that Apple values**.
* 💄  Amazon is planning to hold a large beauty conference in Seoul on the 27th to **attract beauty brands** and **announce global business support**. The cosmetics sector is full of good news, and there is still **clear growth potential** in the future.

### Stock Market Insights: Naver, Aerospace, Samsung SDI, Doosan Robotics, Cheondang Pharmaceuticals, and Market Strategies
* 📉  Naver is lacking leadership in the AI era compared to global tech giants, and it might be appropriate to **cut losses** considering **opportunity costs**.
* 🚀  Aero Space is a promising stock in the defense, space, and business sectors, with **recent active business developments** and a **potential rally expected by the end of the year**.
* 🔋  Samsung SDI's stock price has been fluctuating due to the **strength of the rebound in the electric car sector**, especially with the **success of low-cost electric cars expected in the second half of the year**.
* 🤖  Doosan Robotics is likely to be included in the KOSPI 200 index, and if the robot rally planned for the second half of the year to early next year occurs, it's advisable to **wait for further profitability**.
* 💊  Cheondang Pharmaceuticals is expected to have **significant contracts remaining in Europe and the U.S.**, and with Altogen's leading position in the bio sector, it's considered a **strong candidate for additional purchases**.
* 📈  Director Park Hyun-sang emphasized the need to be **bold at times in investing**, while Director Kim Sung-hoon highlighted the importance of **adjusting weightings and taking prompt actions with stop losses**.
* 📉  Due to the expected negative impact of the webtoon listing issue, it's advisable to **sell Naver around July to August** and consider switching to **Cafe 24**.
* 🏆  The top 5 featured stocks include Solbrain, which is expected to benefit from the **increasing NAND flash memory utilization rate**, and Cafe 24, which is positioned to enter the **YouTube e-commerce market**.
* 📈  Solbrain's performance in the second half of the year looks promising, with a target price of **400,000 KRW** and a stop-loss price of **280,000 KRW**.

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Apple is a beauty engine that doesn't stop, not an Apple engine. Apple unveiled collaborations between Siri and the book GPT at the World Developers Conference, but the market response on the first day was lukewarm. However, when Wall Street predicted that Apple's intelligence would lead to the replacement of AI iPhones, the stock price surpassed $200, hitting an all-time high. On the other hand, Amazon will host a beauty conference in Seoul on the upcoming 27th, holding a large-scale seller briefing to announce global business support. Good news continues to follow in the beauty engine sector. Today, let's discuss in detail with Kim Sung-jun, a Daewoo Securities director. Welcome, hello. Yes, Apple announced its own AI services at the World Developers Conference, but the stock price fell due to lower-than-expected reviews. However, last month, Wall Street had a different view.

In the positive reviews, I wrote a story of a turnaround. It set a new record high by surpassing $200. Therefore, stocks like LG Innotek and BH, which dropped yesterday, showed signs of recovery. Can we say that Apple's AI ecosystem expansion is now officially beginning? Yes, in fact, as you mentioned, if they fail to deliver more than what the market expected at this meeting, they experienced a significant drop yesterday. However, our related stocks, well, today they are showing a sharp rise again. In a way, it can be a bit bittersweet, feeling both happy and sad about Apple. Although Apple didn't show anything particularly strong this time, it remains a fact that among the existing AI devices, its performance is still the best. So, even though Apple didn't demonstrate anything extraordinary this time, the performance is still the best among the current AI devices.

It will definitely be somewhat positive. Especially, in the case of the Apple Inteligence that was introduced this time, it can operate smoothly on more than 15% of iPhones. Currently, there are over 1.4 billion iPhone users worldwide. However, only 70 million iPhones 15 have been sold, so the demand for replacements by people who bought them in the past may increase faster than before. There have been some analyses suggesting that trend. Given that customer loyalty related to iPhones is quite high, there is certainly a high chance of success in the market. I expect that to some extent. However, looking at it from the perspective of stock prices, the iPhone 16 release date is roughly around September.

There has been a gap of about three months. However, in fact, at the beginning of the year, there was an expectation that iPhone sales would drop compared to last year. Initially, it was expected to decrease by about 20%, but recently, the decrease has been reduced to about 5%. Nevertheless, considering the gap over these three months, it may be somewhat difficult to expect a strong upward trend in stock prices. Concerns arise that it might not be easy. However, companies like Apple, with policies that can generate over 100 trillion won annually, have sufficient resources. Therefore, it seems that Apple's stock price has the potential to show a relatively stable trend. This is how it appears. The new products coming out this time also have recording capabilities.

Many acquaintances around me are saying that they will switch from Galaxy when the new iPhone comes out. It is expected to stimulate demand for iPhone replacements. However, since there is still some time left until the release of the new product, it might be a bit difficult to make a strong impact right now. Today, LG Innotek showed a strong performance. Although there was a slight pullback, it closed with nearly a 10% increase in trading. As a result, the target price by securities firms is also being raised. There is an evaluation that it will be the biggest beneficiary of the AI iPhone big cycle. What actual benefits can be expected, and how do you see the future stock price outlook? Well, fundamentally, in AI devices, the camera plays a significant role, and as time goes by, the specs will increase, and various other functions will also expand.

It seems like a natural structure where the selling price can only rise. Currently, when looking at the overall sales proportion of LG Innotek, the optical solution sector accounts for over 80%. Among them, over 85% is for exports. Of course, not all exports are to Apple, but they hold a significant absolute share, so in terms of the overall sales, Apple's share is quite significant. As I mentioned earlier, the expectations from Apple still have some time left, so there is a blank period. Therefore, it may be somewhat challenging to expect a continuous upward trend based solely on this. However, today there was news about securing new customers related to GPUs in North America, like NVIDIA and Intel.

Having received approval for passing the final quality test within the deadline, it is expected that the supply will begin from August 8th. Considering that there were clearly some additional factors, there seems to be a relatively strong sense of expectation. Although the second quarter is originally an off-season, it is anticipated that component sales related to Apple will likely start from this month, possibly from June. Therefore, even though it is the off-season of the second quarter, the performance is expected to be not so bad. It is a situation where there are certainly expectations. With the attractiveness of the valuation, currently, LG Innotek is expected to have a relatively stable stock price trend. There is also an expectation of an increase in selling prices and momentum in securing new customers in North America, especially with Apple.

Similarly, because there is a bit of a blank period, rather than a strong upward trend, a relatively stable and robust flow was forecasted. Regarding Apple-related stocks, various companies such as IT components and OLED are classified as beneficiaries. It would be good to pay attention to what technological capabilities we should focus on. Is it okay to approach Apple-related stocks with a positive stance? For example, first of all, in terms of component-related stocks, there would be LG Innotek mentioned earlier in terms of camera-related components. Also, among camera components, for image stabilization-related components like OIS, Samsung Electronics and LG Innotek are currently supplying them. Additionally, for FPCB supply, and then for items like ITM semiconductors, it is related to battery heating components. For PMP components, they are actually quite expensive and not easy to use.

It used to be such a component, but now, with the activation of the on-device AI, concerns about heating have arisen, making it expensive. However, as adoption begins, recently highlighted companies like itm Semiconductor are emerging. There are also companies like LG Display in relation to OLED, and companies like JMT Camtronics are present. Of course, regarding foldables, nothing has been confirmed yet, so there is still anticipation. Next year, there are plans to release a foldable OLED iPad, and as for foldable iPhones, there are talks of pushing it back to 2026 or 2027. Nevertheless, there is still anticipation in related stocks, so it would be good to study and be aware of it from an educational perspective.

It's the same. Companies like SK Hynix, KH Vatec, and Fine MTech are currently classified as related stocks. Now, let's take a look at the cosmetics sector. Amazon is planning to hold a large conference in Seoul on the 27th to attract beauty brands. They are planning to announce global business support. This could be an opportunity to reaffirm the status of KBT. The cosmetics sector is truly full of good news. Now, some may think it's time to realize profits, or should they enter a bit now? Many investors might be wondering. For those who hold stocks, can they raise their expectations a bit? First of all, to give you the conclusion, of course, as you mentioned, the stock price has indeed risen a lot. However, recently, when looking at the sectors of KOSPI and KOSDAQ combined, the cosmetics sector has shown the best profit growth. Therefore, considering that there is still clear growth potential in the future.

Additionally, the possibility of further increases is currently open. In the past, in order to enter Amazon, we made efforts. Now, the fact that we are coming to Korea and holding such events related to Amazon shows a significant increase in our status. The hottest trend recently is the North American market. As of last year, the market penetration rate of domestic cosmetics in the North American market was 1.9%. In the past, when our cosmetics had a considerable presence in the Chinese market, the penetration rate peaked at 99%. Compared to that, the current rate is relatively low, indicating a clear potential for further expansion. Currently, we mainly focus on Amazon online, but offline stores actually have more room for growth.

If the US and China are high, domestic companies still have many vacancies offline, so growth related to that area is also expected, so you should continue to pay attention. Today, various cosmetics were good, but especially CNC International hit a new high again. The growth trend of lip makeup products with OEM DM is gaining attention. What is the sales proportion by region and can we expect a new high rally in the future? Well, for now, in terms of OEM companies, they have been continuously expanding their factories, and as they expand, sales are increasing, showing a movement like that of Hwarang. You asked about sales proportion, well, domestic sales account for about 50%, North America about 30%, China 8%, Europe 7%, and others.

Asian countries are experiencing a very even 5% increase in gold sales, and they continue to expand. In China, a new factory has been added recently. In the second quarter, another domestic factory has been expanded. Also, in April, there is an expectation of additional capacity expansion through further expansion. Compared to the expected performance this year, the P/E ratio has increased by about 20 times. Therefore, it has indeed increased significantly compared to the past, but from the current perspective, there is clearly at least a 10% to 20% potential for further growth. In this context, I think it would be good for you to consider. Many people are likely to be just watching the cosmetics stock price. If you are considering adding new stocks, what issues should you focus on to assess competitiveness?

The most important point is that now it seems to be the U.S. market. In fact, the competitiveness of the U.S. market is not simply about entering the U.S. market. There are companies that have revenue but are still operating at a loss. So, companies that actually show good performance seem to be better. It seems necessary to select those companies. So, it would be good if you, Mr. Lee, could also look at the valuation. Relatively, there are more than 20 times more stocks on average. There are still stocks that are below that level, and there are many companies that can grow together, so it would be good to look for those. And lastly, in fact, cosmetic stocks have all risen a lot no matter who looks at them. If we look at it technically, well, for example, semiconductors and secondary batteries are taking a break.

These kinds of things are going up again, so if the index is showing signs of rising again, demands for profit-taking on stocks that have risen a lot during that time will surely emerge. There will definitely be desires to buy cheaper stocks that are priced lower. Therefore, it seems that sectors that may be more favorable during the index consolidation period would be good. Yes, regarding the cosmetics sector, you mentioned looking into stocks with attractive valuations, slightly lower than about 20 times the value of their peers in the U.S. market. Then, you suggested taking a look at top stocks in Apple-related and cosmetics sectors. You brought up LG Innotek and Cosmax Korea. Let's talk about LG Innotek first. As I explained earlier, in terms of Apple-related stocks, let's take a look at the short-term momentum first.

It has come out, and because it has come out, you should definitely consider the possibility of experiencing a slight slump. Nevertheless, as I mentioned earlier, now with regard to North American GPU testing passing, with the addition of such news, there is an expectation of a relatively stable flow. Above all, Valuation is cheap. The current stock price is still in the 200,000 won range, but it should reach around 330,000 won for this year's performance PR gain. Therefore, it definitely has attractiveness in that regard, so these are the parts where relatively stable expectations are placed. Also, looking at the valuation aspect in the cosmetics sector, there is a VT stock that is about 15 to 16 times higher than the expected performance. Today, the concept is actually about the competitiveness in the U.S. market, and VT is about to enter the market from the second half of this year.

Given the situation, if we look at competitiveness, wouldn't Cosmecca Korea be the best choice now? The expected sales from the North American subsidiary this year are approximately 2.4 trillion won, with an operating profit of around 34 billion won and a high operating margin of up to 14%. Compared to other five competitors, this is quite a significant figure. Currently, some competitors are still operating at a loss, making this a relatively impressive number. One of the advantages of this company is that they can utilize the factory of Glude Lab, a functional cosmetics manufacturer, in the U.S. market. This makes it relatively easier to respond to customer demands. In fact, they have already won many orders from new companies in the U.S. market. Sales related to this are expected to start from the fourth quarter of this year. Therefore, high growth is also expected for next year.

If roughly more than 50% profit growth continues next year, and if it is expected to grow by over 50% next year, then the current stock price, which is around 18 times the PR, would be considered attractive in terms of valuation. This company is one that is being closely watched. Kim Sung-jun, a director, shared his top picks on Apple and cosmetics, meeting with LG Innotek and Cosmecca Korea. You should keep an eye on the expanding industry of cosmetics stocks moving forward without stopping, along with individual stock growth stories. Stay tuned for C. [music] [music] It's time to create a genuine national wealthy portfolio project. It's Port's advisory time. If you send us your stories and ask for Port's advice, experts will actively provide advice to transform your portfolio into a wealthy one. Please send your inquiries to the email address shown on the screen right now.

Please send us the stocks you own. We are giving gifts to applicants. We are sending out economic and management books and environmental magazines as gifts. Anyone can do it, so don't think it's difficult. Please send us an email right away. Let's meet today's main character of Port's Commentary. Today, our main character is a man in his 60s, Myung-ho. Let's look at his portfolio. His investment assets amount to 100 million won, with stocks accounting for 80% and cash for 20%. He holds a total of eight stocks: Naver, Hanwha Aerospace, Samsung SDI, Doosan Robotics, Dongjin Semichem, POSCO International, Cheondang Pharmaceutical, and TonyMoly. Today, two people will analyze and review Myung-ho's portfolio together. Kim Sung-hoon, Director of MHB Invest, and Park Hyun-sang, Branch Manager of Yuanta Securities Bucheon Branch, will join us. Welcome, welcome. When we look at Myung-ho's portfolio today, the stocks with high weightings are experiencing losses.

The rate of return is not high; on the contrary, stocks with low weightings are showing high returns. Two experts will evaluate this portfolio. First, let's disclose the inspection scores. Manager Park Hyun-sang gave 80 points, and Director Kim Sung-hoon also gave 80 points, evaluating them with the same score. Let's first hear Manager Park Hyun-sang's evaluation. What aspects did he view favorably? Ah, 80 points, the highest score since my appearance. The highest score. And it's the first time I received the same score as the director. Yes, you might get the feeling. When consulting on-site, what do you think of the current stocks? There are no standout stocks here. It seems reasonable to wait and see. At times like this, they conduct a lot of consultations. So, there's nothing particularly bad, and the allocation between large-cap, mid-cap, and small-cap stocks is good.

The situation is divided, so experientially, at times like this, dramatic profits do not come easily. It's a bit disappointing, and in that case, there is about 20% cash left in the portfolio. I think it would be better if the 20% was a bit lower or higher. So, the weight is a bit low for now, and I will explain the details later. The weights of large-cap, mid-cap, and small-cap stocks are well diversified, but the slightly low cash weight is a bit regrettable. I will expect a better evaluation later, and you also gave 80 points. What aspects did you see positively? It seems that you have studied the stocks a bit now, and your ability to lead them well also makes me want to give you a higher score. However, there is one regrettable point. For example, Naver currently has the largest weight.

The return rate is -10%. In my opinion, even though Naver hit a new low today, the talk of -10% seems like it has hit rock bottom. Therefore, the weight increased as the unit price decreased, resulting in that appearance. However, if it becomes the opposite, in other words, now many stocks like 3,000 won and 78% of Tonimori are showing a 71% return rate, but with a small weight, it is necessary to have a habit of not buying at the bottom, but selling at the bottom. However, it is not easy to do when actually trying. It requires some training. So, if you can just fix that part, I think you may achieve a considerably good return rate in the future, so I will give you a score of 80 points. These days, the scores of those who have been applying continuously are good. Today, two people both received 80 points. For example, Mr. Myeonghun,

He mentioned that he seems to be not good at adjusting the weight in the portfolio. He thought he knew a lot as a 4-year stock investor, but he realized that he was arrogant. He said he started investing with 50 million won from a friend's recommendation four years ago, but he had a hard time because he didn't know many stocks well at first. It is said that he studied hard in the second year. So, in the third year, he made a profit and earned 100 million won. You're doing well. He is trying to operate the portfolio with a distribution of 50% large-cap stocks, 30% mid-cap stocks, and 20% small-cap stocks. He is working hard with the caution of not following the trend of rising stocks. The stocks with a high weight now are not performing well, while the ones he invested a little in are doing well. He is concerned about what he is doing wrong in adjusting the weight. Our newly promoted manager, Park Hyun-sang, for now.

Congratulations on your promotion, and now, Mr. Myeongho, what do you think you might have missed in terms of the sector weightings? It seems like the CEO mentioned something. When looking at the current stocks, even the profitable ones were entered when they were relatively suppressed in the past. The characteristic of stocks entered during a slump is that it's exhilarating when successful, but it stays down for a long time if it goes wrong. This is the issue. If you look at the recent market, the stocks that are rising are doing very well. So, you might not have the courage to cut your losses on the stocks that are rising, right? Then, the depreciation will continue. That's probably the main reason why you received an email like this today. The stocks are fine, but if you keep extending your position from here, it's a big risk. Looking at it now, it's only about 5%, so you might hesitate to buy more here.

So, when we experience times like this, with these new market conditions, we are curious and envious of stocks that are hitting new highs. If you look at stocks hitting new highs, you will see that many traders are following the trend of chasing after new highs. Also, from my experience in the field, new highs tend to rise more strongly. From an experiential and conclusive standpoint, buying at the lowest point is good, but since most market movements occur at new highs, it might be more appropriate to follow a pattern like Tony Mori, who is at the last port, and gradually increase the weight of Naver. This is what I am suggesting. Well, most likely, in a market that keeps going, as most new market conditions occur at new highs, rather than dipping your toes, it seems more fitting to jump in. So, I heard some similar opinions. Now, I will address the various questions that Myungho asked one by one. The first question is:

It's about Naver. It has the highest weightage, but it's incurring losses, which is very disappointing. Should I cut my losses now? This question was asked. Also, regarding Hanaro Space, it's currently sluggish. Will it take a long time to go up again? Another curiosity was raised. Furthermore, I was going to sell Samsung SDI, but with the rise of secondary batteries, I decided to hold onto it. Should I just keep it? Another question was asked. And then, about Doosan Robotics' full recovery timing and the target price of Cheondang Pharmaceutical's Tony Moly, questions were raised. Now, let's address your first question about Naver. It currently has the highest weightage of 25%, but it seems like there's nowhere else to go down since you bought it. It seems like it's in the basement now. It's not on a new high as you mentioned; it's a stock that is on a new low. Could you please provide some advice on this?

I think it's expected, but would it be right to cut losses now? Yes, that's correct. It may be a bit late, but cutting losses now might be a quicker and better choice. Let me explain the reasons. Currently, not only Naver but also Kakao are experiencing a similar downward trend in their stock prices. How can we define these two companies? In the case of representative big tech companies like Microsoft and Google, they are leading the way into the era of AI. However, it seems that our country's representative big tech companies, such as Naver and Kakao, are falling behind in this AI era. This feeling of falling behind cannot be erased, even for Kakao. Kakao is also in a similar situation as they are busy with internal inspections, and Naver as well.

If you compare the Naver Clova that was released last year with various products that have been recently released, you may feel that the quality has significantly declined. Especially with the recent LINE incident overlapping, it seems like various negative aspects are piling up. Of course, considering the valuation, it is being traded at a historically low PBR, so you might say something like this. Even if you cut your losses here, you might think it will come back up if you wait. However, we cannot ignore the opportunity cost. In the current situation where the index is rising, it's problematic to take a reverse position. Therefore, it's better to cut your losses quickly and switch to trading in other stocks.

I would like to emphasize that you mentioned that Naver lacks a bit of leadership compared to other global big tech companies in the AI era. You also mentioned that it might be appropriate to cut losses now when considering opportunity costs. Moving on to the second question, you mentioned that one of the best stocks to invest in this year is Aero Space. It is a promising stock in the defense, space, and business sectors, with recent active business developments that make it a hopeful choice for the future. Do you think, like Myeong-hoon expects, there could be another rally moment by the end of the year? What is your opinion, Director? I think it will go up again once. You can wait. If you have been following Aero Space recently, the day it rose the most was a few days ago. Do you remember what happened that day? It was the day when Korean-American semiconductors fell a lot. Do you remember, our viewers, that day?

What happened was Hanwha Precision Machinery, which owns 100% of Hanwha Aerospace, developed equipment related to the HBM 32 next-generation. There is a possibility of delivery. But the thing is, it doesn't make sense that when Hanwha and the U.S. are out, Aero goes up. It's like taking out a certain file. There is no possibility of that happening. Anyway, it's going up in the market. Even if people interpret it that way, then the second thing is, when the performance season comes, the performance is good, so it will rise once more. So, the biggest reason you asked recently is that in June, the defense industry was not moving well. Experientially, defense moves before the performance season, and recently, when Hanwha Aerospace and U.S. semiconductors are pressed, these two events seem likely. Just a while ago, when I asked the CEO, he mentioned that there will be quite a defense event in July.

When it comes to defense events, another important aspect is the clear implementation of financial and tax support. In this situation, several main triggers are needed. However, from what I see, it's just a matter of time. As things are resolved step by step, there is a high probability that the stock price will reflect the outcome. Also, there are plans for corporate division and splitting in the future. Therefore, from the company's perspective, efforts will be made in terms of performance. So, I can provide my current opinion, and if you wait a bit, I can also give you some insights. Yes, in the aerospace sector, I will now provide my perspective on holdings. You mentioned the possibility of a stock split in the near future. Now, let's address the next curiosity. Mr. Kim, let's talk about Samsung SDI right away. It's been a while.

I was thinking about selling because I thought I might have to wait, but recently, with the movement of secondary batteries again, I'm wondering if I should wait a bit. As we enter June, the movement of secondary batteries seems a bit uncertain. When Director Kim Sung-hoon looks at Samsung SDI, what should we do? Mr. Myeong-ho's buying price is around 440,000 won, how do you see it? Ah, about -12%, if you just take the loss, it seems okay. Well, then, can't it recover enough to break even? I'm thinking like that. In the secondary battery sector, there have been many talks about hitting the bottom from last week to this week. I agree as well. However, what's important now is the strength of the rebound. The recent rebound of the previous sector was mainly due to GM, Hyundai, and Kia's electric car sales in May.

Due to performance, it went up, but if we look at it this way, it's not the same for other car companies. Ultimately, due to the exceptional performance of GM's electric cars and Hyundai's trains, these trends emerged. This time, it seems that they led the rebound of the electric car sector. However, as we cannot confidently say that they have perfectly passed through the canyon of the entire electric car sector, it seems that the strength of LG Energy Solution, Samsung SDI, and EcoPro Group's rebound is relatively weak. However, it is ultimately a matter of time. I believe that the success of low-cost electric cars coming out in the second half of this year will be quite an important keyword. BYD has declared its entry into the South Korean electric car market, and even EV3 this time is for low-cost purposes.

I put it out there, and it's strange that it's gaining quite a bit of popularity. Ultimately, if low-cost electric cars cause a global sensation in the second half of the year, it could be seen as a high possibility of a rebound in the stock prices of cell makers that have been suppressed on the ground. However, for now, we should keep this scenario in mind and respond as needed each time. Once again, in conclusion, in the case of Samsung SDI, there is no reason for an 8 at the moment. Samsung SDI, in the end, is a matter of time. Also, you mentioned that you have bought Doosan Robotics while looking promising in the robot business. Rainbow Robotics, like

It seems like the situation has gone up a bit now, and you mentioned that you chose the second-place, Doosan Robotics, but you feel a bit frustrated because the speed is slower than expected. Our manager, Park Hyun-san, what do you think? First of all, I think it was a good choice to pick the second-place, Lain Busan Robotics. Yes, congratulations on the plus. Firstly, in the case of Doosan Robotics, in the past, we remember it as a passive stock, so there was a possibility of MSCI inclusion. The reason for the recent rise since yesterday is probably due to the possibility of being included in the KOSPI 200, which also indicates a high possibility of passing. So, when thinking about what trigger there might be for this stock, excluding passive inflows within robot stocks, I think it's worth considering something like AJ Networks or Samsung Fire & Marine.

I have to ask, but such things don't come out well in large-cap stocks. Then, what you see next will be the demand side. From the demand side, what was listed last? Angel Robotics, a robot called Angel Robotics, was the last to be listed. If, excluding supply issues like KOSPI 200 or MSCI, ETF supply is attached, Angel will be attached first. So, in terms of order, I think Angel will be first. Probably, before Angel was listed, you bought Doosan Robotics, which has been successful so far. In conclusion, let's change it to Angel next. Anyway, if the robot rally is scheduled from the second half of this year to early next year, as planned, you can wait a little longer now for profitability.

I can assure you that we will be able to confirm it. First of all, congratulations to Yeowon for converting today's profits. You mentioned the possibility of inclusion in the KOSPI 200 index and also touched on the possibility of passive buying. We used to call it Fan Na at one point. You suggested that it could become a monster, so let's watch and hold. Lastly, Myungho asked questions about Cheondang Pharmaceuticals and Tonimori, both of which have recorded over 70% high returns. However, the allocation is relatively low at around 5%. You asked exactly what both of you pointed out and questioned whether to buy more or when to sell. Will you provide an answer this time? Yes, in the case of Cheondang Pharmaceuticals, it seems that additional purchases are entirely possible because there are remaining materials with additional contracts in Europe. The largest market is France, and here.

There are still contracts remaining for Eastern Europe. And another important thing is that now there are contracts with the U.S. Isn't the U.S. the largest cosmetics market in the world? Since there are still contracts with the U.S., it seems that significant contracts are still remaining. It doesn't seem that the stock prices have fully reflected this aspect. Regarding this, Altogen has a leading position in the outstanding bio sector. Therefore, instead of only seeing it as the top in the market, since it's difficult to buy the top stock, it is necessary to consider the dual leadership. So, from the perspective of the second-place stock, it seems to have sufficient qualifications. Also, the same goes for cosmetics. Until last week, there were concerns about the cosmetics sector. From May to yesterday, from June 1st to the 10th, checking the data for 11 days, as soon as we confirmed it, today the market is crazy again with cosmetics stocks.

You can check today whether the sweeping statement about cosmetics being down should not be made lightly. It would be best to assume that the cosmetics sector will continue until it is confirmed that the export data is slow. Yes, Cheondang Pharmaceutical mentioned that it is a possible area for increasing weight, and regarding cosmetics, as the export data is showing a strong trend, it seems you advised to hold onto it. Understood. We have addressed all the questions you directly requested to resolve. Moving on, let's hear the active port supervision from both of you. First, let's listen to Manager Park Hyun-sang's supervision. He mentioned the need to be bold at times. This opinion is about investing, so first, let me talk about port. I don't really like to demolish the stock in the port because...

Investors study a lot, and because of that, however, let me briefly mention Naver. There are only negative things about Naver. I acknowledge that too, with the webtoon listing issue. When the webtoon listing issue becomes more visible, it may drop by about 10%. In my opinion, it will probably come out between July and August. At that time, the possibility of rising up to around 10th place is high. So, I am preparing to sell at that time. From the perspective of SDA, you, sir, have given good advice. We are passing through the Cajun section, but there will be something next week. There is a European Inter Battery event. So, there is some upside potential until the Inter Battery event. After that, it becomes bold. When it becomes bold, like I mentioned earlier, like Tony Moe, now if you look today, even the food sector has moved a lot.

Therefore, the market moves so quickly, and sometimes it rewards those who are bold. So, if you intentionally become bold in a somewhat slow portfolio, your behavior may change again from then on. It is necessary to start now, so I can first talk about boldness. Yes, Director Park Hyun-sang summarized that there is a need to be bold at times. Now, let's look at the portfolio with Director Kim Sung-hoon. He emphasized paying more attention to adjusting the weightings. Shall we summarize? As I mentioned earlier, it seems that there is a need to do some contrary actions between buying and selling. If the stocks you have chosen are performing well, it's because you made a good choice, so it might be better to use increments to increase the weight of those stocks. Conversely, if the stocks you have chosen keep dropping and not performing well.

If you want, I would like to emphasize the need for a strategy that responds promptly with a stop loss. Among the stocks you currently have, as I mentioned before, selling Naver and now switching to Cafe 24 as the same stock, I would like to suggest. Both Naver and Cafe 24 are involved in e-commerce. However, Cafe 24, unlike Naver, does not have Google or YouTube as its competitors, so you can see that their stock prices move in opposite directions. Another point is about Doosan Robotics. Today, with passive funds related to the KOSPI 200 flowing in, the stock price has risen. Excluding that, the valuation of Doosan Robotics is quite high. Therefore, taking advantage of such rebounds, it would be advisable to make adjustments. As for Hyundai Motor, from June to July, there are many promising events scheduled, so it might be a good idea to consider Hyundai Motor.

I will tell you about switching. Yes, Mr. Ja provided his opinion on the transfer item Cafe 24 Hyundai. And Mr. Doo, please give your opinion as well. Mr. Myeonghun, are you watching? Yes, please refer to the two of their portfolios and make a successful portfolio. If you want to join us like Mr. Myeonghun, please send us your curious items and holdings to the email address on the screen. We are giving gifts to our users, so feel free to participate, and we look forward to the participation of many people. From 9 a.m. to 6 p.m., the time investment league, where you can meet the time trading cooperative, is happening. It's a single price time at the end of regular trading hours from 4 p.m. every 10 minutes. First, let's take a look at the single price time KOSPI increase rate. At this moment, the KT Group's stock price is showing a red light.

I am currently turning on the claw, and the trading volume of KTCS has exceeded 460,000 shares, entering the upper limit. In the case of KTIS, with a trading volume of over 110,000 shares, it is rising. KTCS has entered the upper limit, while KTIS has surpassed 3,000 won. In addition, looking at Sinseong Holdings, the trading volume is currently over 70,000 shares, showing a 4% increase trend. Let's also take a look at the single price and KOSDAQ's rate of increase. Trent, which showed a surge of over 10% in the regular market today, is currently entering the upper limit, with a trading volume exceeding 650,000 shares. Let's diagnose it as a featured stock. In the case of Future Venture Investment, it is also showing a 4% increase trend with a trading volume close to 50,000 shares. Then, let's check the single price and KOSPI's rate of decrease together. It's a bit difficult to find significant stocks, but let's start with the preferred shares.

In the same case, currently showing a slight difference of around 1% to close to 2%, with a trading volume of about 2,000 shares. The target preferred stock is also slightly lagging by 1%, with a similar trading volume. Although not visible on the screen, Husu Thill is showing a downtrend with a trading volume of about 10,000 shares. Next, let's take a look at the closing price of the KOSDAQ market in the single price period. Currently, in the KOSDAQ market, profit-taking is occurring in remote medical-related stocks. Today, during regular trading hours, there was strength due to the indefinite closure announcement of university hospitals. Hyeonse Injeong Information is lagging by around 4% with a trading volume of 305,000 shares. UbiCare is down by 2.6%, lagging to 5,060 won, and Bit Computer is also lagging by about 2%, trading around 6,350 won.

We have looked at which stocks are moving, and now let's take a closer look at the top 5 featured stocks. Starting from the 5th place, InnoSys was ranked. InnoSys is a subsidiary of Edison Motors, which was accused of stock manipulation during the past Yongcha acquisition process. The trading was suspended as suspicions rose to the former CEO's involvement around 2022, and it was excluded from the list. Today, it showed a decline of around 12% in the regular market, but currently, it is showing a slight upward trend. Moving on to the 4th place, CJ Seafood has made its mark. It showed volatile movements during the day but turned completely bullish in the afternoon, closing with a 4% increase. There seems to be a somewhat strengthening trend in the month, so what points should we pay attention to in adjusting our strategies? For example, today, in the case of CJ Seafood, it can be seen as...

The semiconductor without a tiger is taking a bit of a break in the team that has been a bit strong in cosmetics and food industries through the gap. Today, they are showing an upward trend. Actually, in the case of CJ Shift, it can be said that today, for the first time in a long time, there was some net buying from foreign institutions, which is somewhat characteristic. Especially now, looking at the monthly chart, this company has been showing a steady upward trend once every five years. This time, it is showing a similar trend, currently rising to around 5,000 won. It has always formed a peak around 6,000 won and then went on a break for five years. However, this time, there is one thing that has changed. Performance, the performance is showing a significant increase, which, considering this, is noticeable.

Ah, this time, you can have expectations that you might be able to surpass the price that has been stagnant for a long time. In this situation, you can have a sense of expectation. First and foremost, it seems necessary to consider the market trends and the supply and demand flows. Nevertheless, relatively speaking, if we quietly observe the recent growth trend of the food industry, it seems worth a try this time. I have thoughts on taking a challenge. Now, let's hear comments on the fourth-ranked shift in the market and move on to the third place. In third place, Shinsung Holdings has gained recognition. Today, without significant changes in foreign and institutional investments, it successfully closed with a 10% increase. Currently, it is showing a resilient trend with trading volume exceeding 100,000 shares. Let's now check the second place. In second place is KTCS. As KT Group stocks are on the rise...

In the case of KTCS, which is a contact service specialist company of the KT Group, it is currently entering the limit up. Let's take a look at the long-awaited first place. SV Investment has taken the top spot. Recently, there has been increasing attention due to the emergence of investment company Rebellion issues. It is showing a resilient flow even in a regular market surge, continuing to show some flexibility in time. What kind of strategy would be good for SV Investment? For example, today, after the market closes, the news of the merger of SK Telecom's AI semiconductor company Safiwa and Rebellion has been announced. Previously, KTCS, which was in 2nd place, is now gaining attention as KT Group's investment of around 33 billion won in Rebellion, which was previously overlooked, is now being highlighted, pushing it to the limit up. Especially now, the situation is unfolding where SK Telecom and KT, the two giant groups in the telecommunications industry, are merging.

There seems to be a lot of anticipation that a representative company of AI semiconductors has been born, which is generating synergy. Similarly, SB Investment, which is participating as a financial investor, is currently hitting the upper limit. Also, Amelis Venture Investment is showing a strong trend at the moment. There is a growing expectation in the related areas of these mega-companies' mergers, and particularly in the case of Rebellion, which has attracted a lot of interest even from Singapore funds. As it is highlighted in this way, it is showing a trend of rising to the surface. Therefore, recently, venture capital firms have been paying attention to investment companies following this kind of spotlight.

Stock prices are rising significantly, and we can expect a positive trend in stock prices for some time. This can be considered an event where we can anticipate a positive stock price trend. SV Investment mentioned through the Top 5 Time Characteristics that Daewoo Securities' Director Kim Sung-joon stated [MUSIC] Thank you. Which stocks do you think will be the market leaders? Let's meet the stocks that will emerge as leading stocks in advance. Let's check it on the screen. First, Manager Park Hyun-sang will introduce Solbrain, and Director Kim Sung-hoon will talk about Cafe 24. Now, let's start by looking at Solbrain, which was selected today. They pointed out that the improvement in the profitability of material companies due to the rise in raw material prices is expected. What are some points to consider? It may be a bit difficult, but...

To put it simply, as you may already know, our recent data center issues have increased with the expansion of data centers. As we transition to enterprise-grade SSDs within these data centers, the performance of NAND flash memory improves. Up to this point, you are likely familiar with this information. As the NAND market conditions improve, according to the data from May, the NAND utilization rate has increased by 70%. If we recall the issues from the first half of the year, we saw improvements in RAM, but now even NAND is showing advancements. Recently, with the rise of secondary batteries, all aspects are improving, including food prices. Therefore, in the current situation where traditional semiconductor stocks are taking a bit of a break due to these circumstances, I suggest looking at Solbrain. As the NAND utilization rate increases, the NAND entering the 3D NAND market becomes more sophisticated.

When it becomes complicated, there are many talks about the increase in layers. When it becomes complicated, a lot more types of slurry can be included. In the case of Solbrain, they supply phosphoric acid, nitric acid, and colloidal silica, so as it becomes more complicated, the probability of using materials increases significantly. Recently, there has been a lot of talk about HBM, and as it becomes more complicated, naturally, it will become more complicated. So, when HBM becomes more complicated, of course, HBM will be used. Then, with HBM, you can use CMP, which is Chemical Mechanical Polishing. That means you can do chemical mechanical polishing, in other words, you can talk about using a slurry. In other words, the slurry, which is an abrasive, will be used more. So far, we have been supplying the complicated slurry. Then, as we move on to the next generation HBM, it will be used more. The next-generation HBM will naturally involve more use of slurry.

I understand that the call test is in progress. In the process of the industry changing, this can be seen as a process that becomes more comfortable as it is well understood. Therefore, the upward trend is gradually increasing. From the current perspective, there is no burden, so it seems worth trying. The performance in the second half looks good, and the target price is 400,000 KRW. I will also mention the stop-loss price, which is 280,000 KRW. We have organized the Solbrain, and Director Kim Sung-hoon will take care of Cafe 24 tomorrow. There seem to be various opportunities now to enter the YouTube and e-commerce market. Please summarize. When you shop now, you mostly use Coupang and also use Naver Shopping a lot. However, it seems that the e-commerce market using YouTube is now growing significantly.

There is a TikTok platform called TikTok Shop, and after the launch of TikTok Shop last year, a total of 27 trillion won in transactions were made. This confirms its marketability. As soon as this was confirmed, YouTube immediately announced its entry into the YouTube e-commerce market by acquiring a stake in Cafe 24. Large corporations, small and medium-sized enterprises, and individual YouTubers are all now declaring their entry into online businesses through YouTube. It seems that the era of selling products through YouTube will officially begin. If this trend proves successful in Korea, there is a possibility of expanding to the Southeast Asian market centered around Cafe 24. Recently, there have been sudden purchases by institutions deeply involved in this story. You can also observe this hurried buying behavior. First of all, even the stock prices right now.

Due to the market capitalization of 800 billion, it is not burdensome, so it's not about chasing because it went up a lot, or it rose in the short term. However, if you accumulate every time it dips, there may be good results. Yes, I checked the market until tomorrow. You can also search for Two KOREA Market on YouTube to watch it again. Thank you to everyone who joined us today.

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Apple's Stock Performance and Its Impact on Related Companies

Apple's stock saw a surge after positive Wall Street predictions, despite initially lukewarm market response to its AI services.

The expansion of Apple's AI ecosystem and the anticipation of the iPhone 15's release are driving a potential increase in stock prices.

LG Innotek is expected to be a significant beneficiary of the AI iPhone cycle, with a stable stock price outlook and the momentum of securing new customers in North America.

Potential Growth of Apple-Related Stocks and the Cosmetics Sector

A forecast of stable and robust growth is expected for Apple-related stocks, particularly in the IT components and OLED sectors.

The cosmetics sector, especially in the North American market, shows significant potential for further expansion, with a focus on online and offline growth opportunities.

The sector's clear profit growth and the increasing presence of domestic cosmetics in the global market indicate a promising future, with a 10% to 20% potential for further stock growth.

Stock Recommendations for Apple-Related and Cosmetics Sectors

An analyst suggests considering buying cheaper stocks during the index consolidation period, with a focus on the cosmetics sector and Apple-related stocks.

LG Innotek is highlighted for its stable expectations and cheap valuation in the short term.

Cosmax Korea is recommended for its impressive expected sales, high operating margin, and potential for high growth.

Two experts evaluate a portfolio, giving it 80 points each, and emphasize the need for better cash weight and stock diversification.

Stock Weight Management and Portfolio Adjustment

The speaker advises on the importance of adjusting stock weights and the potential for a good return rate in the future.

Myeonghun's stock investment journey and the challenges he faced in adjusting portfolio weights are discussed.

The speaker also addresses questions about specific stocks, including Naver, Hanaro Space, Samsung SDI, Doosan Robotics, and Cheondang Pharmaceutical's Tony Moly, providing insights and recommendations for each.

Naver's Leadership Challenges and the Future of Aero Space Stock

Naver is struggling in the AI era and may need to cut its losses to thrive.

Aero Space is a top stock pick, expected to rally again by the end of the year due to defense industry movements and potential corporate division.

Samsung SDI's stock recovery is uncertain, depending on the strength of the rebound in the electric car sector, especially with the potential success of low-cost electric cars in the second half of the year.

- Angel Robotics is expected to be the next big player in the stock market, following Doosan Robotics.

- Cheondang Pharmaceuticals shows promise for additional purchases due to remaining contracts in Europe and the U.

- Portfolio managers emphasize the need for boldness at times and the importance of adjusting stock weightings, suggesting a potential switch from Naver to Cafe 24.

The KOSPI shows mixed results, with KT Group stocks rising and Sinseong Holdings showing a 4% increase.

In the KOSDAQ, Trent is surging while Future Venture Investment is also on the rise.

Remote medical-related stocks in the KOSDAQ market are experiencing profit-taking, with Hyeonse Injeong Information and UbiCare showing significant decreases.

In the top 5 featured stocks, InnoSys is recovering from a previous decline, CJ Seafood is displaying a strengthening trend, Shinsung Holdings has achieved a significant 10% increase, KTCS is entering the limit up, and SV Investment is showing resilience and flexibility in the market, especially with the news of a merger with Rebellion and SK Telecom's AI semiconductor company Safiwa.

Anticipated Trends in AI Semiconductor Companies

AI semiconductor representative company is generating synergy and attracting the attention of venture capital firms.

Solbrain is being highlighted as a promising stock due to the increasing NAND utilization rate and its supply of materials for the 3D NAND market.

Cafe 24 is also gaining momentum with its entry into the YouTube e-commerce market, attracting institutions to make hurried purchases and showing potential for expansion into the Southeast Asian market.