We are witnessing a warning of the upcoming FMC known lines this week. We need to choose sectors and stocks with a good rhythm. Let's select humble stocks from the breakthrough trigger of Im Jong-eui, who lives for this taste. Hello, CEO. Nice to meet you. Yes, CEO. Today, our market is showing strong performance of export stocks. From automobiles, cosmetics, instant noodles, to even alcohol, various industries are in motion. Moreover, with the rebound of secondary batteries gaining strength, how do you see this market? Ah, I think the secondary battery sector will perform much better in the second half of the year than in the first half. It is expected that a much more exciting story will unfold next year than this year. There is a high possibility that good results will be achieved through a strategy of selectively purchasing companies that have not risen much among secondary battery stocks by around June. Therefore, interest in secondary batteries should continue at least until June.

I am watching. Since it is said that the company with less exposure to secondary batteries did not drop much, is it because of that? Still, I will continue to keep a steady interest in secondary batteries. So, I chose the first topic within the secondary battery today. The European Union is expected to decide on the provisional imposition of countervailing duties on Chinese electric vehicles within this week, as early as the 12th. Due to the high proportion of exports to Europe, expectations are rising. CEO, the situation with secondary batteries is really remarkable. Could you please delve into it a bit more? Positive news related to secondary batteries is highly likely to continue to come out in the future, in my opinion at this point in time. The Chinese government is now providing tremendous national subsidies for their domestic electric vehicles. Therefore, artificially, the prices of Chinese electric vehicles are being kept low.

It's sharp. So, concluding that these things are distorting the global electric vehicle market, it seems like you can now draw a conclusion. Due to these reasons, in the near future, the European Union is expected to notify in advance whether the Chinese government will impose additional tariffs on Chinese electric vehicles, with tariff rates expected to be above 25% or above 25% but below 30%. Also, it is anticipated that the Chinese government will likely respond with retaliatory measures that could impact European Union exports to China. Therefore, in the midst of trade disputes between the United States and the European Union, the United States and China, and the European Union and China, as major battery companies are likely to benefit from the conflict, attention should be paid to the secondary battery sector. Yes, so we should be humble on the spot, as PNT pun, no, it's POSCO E&C's CEO who pointed this out, and still a little.

It is showing an upward trend. Please point out one promising company in the secondary battery sector for us today. Among the companies leading the core materials business for secondary batteries at the moment, there is a company that is catching our attention from the bottom tier. The name of that company is the well-known LG Chem. LG Chem's secondary battery material business is the growth engine. Although the petroleum business sector is not doing well at the moment, there is an expectation that it will improve in the second half of the year. Although the operating profit in the first quarter of this year decreased by 67% compared to the same period last year, if you consider the first quarter performance as the bottom, there is a high possibility that the performance will improve each quarter. LG Chem is a company that is expected to stand out. Currently, they are securing growth through continuous investment in battery material-related R&D. They also have a cathode factory in Tennessee, USA.

They are currently building a plant in the United States, and it is expected to have the production capacity to produce cathode materials for about 600,000 high-performance pure electric vehicles per year in an associated unit. The full-scale production is expected to start in 2026. In February, they signed a long-term cathode material supply contract with General Motors worth about 25 trillion won, and it is expected that they will supply cathode materials to General Motors through the Tennessee plant in 2026. There could be continuous stories related to fundamental improvements, not only in cathode materials but also in separators, silicon anode materials, and solid-state battery electrolytes. As a comprehensive secondary battery material company that can cover up to electrolyte materials, it is considered a company with a very high potential for growth. Yes, despite the tough market conditions, they have been consistently investing with determination.

When looking at the LG Chem chart, most battery stocks seem to have hit a slight bottom at the end of May and are showing a significant rebound. It is desirable to approach from a long-term perspective as trading is essentially taking place in the bottom area now. However, for those who want to approach from a trading perspective, I will now provide the target price and stop-loss price. The first target price is KRW 415,000, and if a large positive candle breaking through KRW 415,000 occurs, it is natural to adjust the target stock price upwards. For those who want to manage the risk in case of a price drop, you can set the stop-loss price at around KRW 357,000. Remember the target price for LG Chem, a large-cap battery stock, is KRW 415,000, and the stop-loss price is KRW 357,000. Now let's move on to the second issue. This year, Hyundai Motor Company

Kia's market share in the U.S. electric car market reached a record high from January to May. The most vehicles were sold and the highest market share was achieved. In the past, Japanese cars dominated that market, but now it seems that Korean cars are gaining control. For example, Kia has been continuously increasing its market penetration in the U.S. by launching electric cars. Despite concerns about a slowdown in the electric car market in the U.S., Hyundai's hybrid cars are selling well, and their electric locomotives are also performing well. Therefore, the fundamentals of Hyundai and Kia seem to be quite robust and likely to be maintained. Currently, Tesla remains the overwhelming leader in market share for electric car manufacturers in the U.S.

Yes, but Tesla's market share has now dropped to the early 50% range. The fact that Tesla's market share is decreasing means that companies like Hyundai, Kia, and others are increasing their penetration in the U.S. electric vehicle market. It would be good to remember that. Also, Hyundai is currently building an electric vehicle-dedicated factory in the state of Georgia, USA, which will be fully operational next year. Therefore, it seems that the outlook for next year is even brighter. Regarding the increase in the proportion of electric vehicles, which stocks are you looking at? Well, in the growing U.S. electric vehicle market, a company that can greatly benefit is SK Innovation. SK Innovation is currently trading at a low price, making it a stock that can be approached from a long-term investment perspective.

The key subsidiary is SK 5, which has been in deficit since its establishment, but with some time lag, it can turn to profit. If things go well, there is a possibility of turning a profit in the latter half of this year on a quarterly basis, and the scenario of annual profit conversion next year could be feasible. Moreover, when the fish tank is at its peak, probably at a very romantic moment, they might consider going public. Therefore, the timing for actively promoting Oni A is likely to be around the year after next. As for SK1, the roof value, if the value of SK1 shares held by SK Innovation is highlighted next year, I believe it could be a company that the stock price could rise more than expected in the next year and the next five years. Currently, the refining sector is not doing well. The refining margin is weak now. When the refining margin is not good, it is advisable to buy at the lowest point. Also, when the refining margin is good, the strategy of selling in parts at the peak is desirable.

Yes, please keep the target and stop-loss prices. For example, in terms of technical analysis, the first target price is a very modest goal. The first target price is 115,000 Korean Won. Setting a much higher long-term target is desirable. From a trading perspective, the first target price is 115,000 Korean Won, and similarly, the stop-loss price from a trading perspective is 99,000 Korean Won. You mentioned SK Innovation with a target price of 115,000 Korean Won and a stop-loss price of 99,000 Korean Won. If you want to continue to learn about various economic issues, please like and set up notifications. This was AI caster Kwon Mi-jeong.

2차전지, 포트폴리오 비중확대 할 시점! 밑빠진 독에 물붓기 '투자' 곧 실적으로 부활ㅣ캐즘 탈출 '초읽기' 배터리 탑픽 'LG화학' & 'SK이노베이션'｜6월 11일 돌파트리거

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2차전지, 포트폴리오 비중확대 할 시점! 밑빠진 독에 물붓기 '투자' 곧 실적으로 부활ㅣ캐즘 탈출 '초읽기' 배터리 탑픽 'LG화학' & 'SK이노베이션'｜6월 11일 돌파트리거

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