How did you see the market today? First, let's hear from Director Park Hyun-sang. It seems like the CEO gave a good speech. Firstly, this week is the FMC week. Yesterday, we were concerned about F WWDC and the NVIDIA split. How did it turn out? It was just okay. There have been many times when things we hyped up in advance turned out to be just okay. So, I think the market will move to some extent. But when I looked at the U.S. 10-year Treasury bond yields, they have risen a bit. So, it might be a bit difficult for the index to rise sharply until the FMC. Personally, I thought it would be challenging for the index to rise sharply until the FMC. Therefore, today's play will probably be individual stocks, and if foreigners see that interest rates have dropped a bit, they will probably...

I was thinking that I would buy some of our stocks, but the situation is not like that. Something that individual investors like us might like, some thematic or some sector-specific themes, I thought this kind of play would continue. However, I thought it would be tough, rough, and tough like this. Director Jeong also had thoughts like this. If we briefly look at the supply, today foreigners sold about 200 million, but if you look at the supply today, they bought about 1.1 trillion worth of Hynix. So, for stocks like Hynix, most of the large-cap stocks are not very interesting to those who hold large-cap stocks, but ultimately, from the perspective of large-cap stocks, there is no stock like Hynix. It hit a new high today, so it's a bit in favor of foreigners. So, today, actually, like Samsung Electronics.

I sold 1.8 billion won in the case, right? So, in my opinion, last week, before the visibility related to hbm came out, it was a bit excessive, so I uploaded it. This week, I've put it up reasonably, so do we really need to trade with this? Actually, we talk about Samsung Electronics' semiconductor sector based on hbm, but in reality, Samsung Electronics' stock has been fluctuating for the past two weeks due to foreign futures. So, is that semiconductor sector really important? In my view, I believe that macro factors are more important. That's why the decision will not be made until Thursday this week. So, on Wednesday night, we will confirm it. Until Wednesday night, whether it's CPI or the FMC in the early morning, until then, there is one trading day left, sir. So, probably until tomorrow.

I wonder if these kinds of sector biases or if we can go in this direction, these kinds of sectors, anyway, I think these plays will continue, right? Today, let me tell you what was discussed. The most frequently asked question on-site was from CEO Lee Ju-won. Would you like to guess once? The most frequently asked question, I heard it five times today. When are you going? Oh, that's a question we always hear, except for that, except for that, something new, right? Buying secondary batteries, right? That's right. Are you going to buy secondary batteries now? Our families in the market will all nod. Will the stocks rise like BHC did yesterday? I really didn't expect the stock price to go up like that. That's how the market is. I will talk about the sector today, but I think it's most important to talk about the characteristics of the market. I believe that it is the most important in making trading decisions. But...

When a strong concentration ends today, if you ask if it will be the same tomorrow, I don't know about tomorrow. I don't know about tomorrow, but today is good, it's good. So, I will think about stocks like Binggrae that I did yesterday. What was the same conclusion today? There were secondary batteries. So, for investors who participated in the market until yesterday, what would they have thought? Well, today, tomorrow, and the day after tomorrow, the momentum did not go down. It was like flying in the sky until yesterday, so nowadays there are too many fakes, false rises. So, those who bet could have not participated the next day, so they might have fallen again. But I think I'm the latter. Even if you bet and don't go the next day, you just throw it at the market price.

Because it's the nature of traders, so if we look at it from the perspective of individual investors, or our employees, there were a few employees who were smoking cigarettes vaguely in the afternoon with our second employees. I asked them why they were doing that. The question was, I can't see the end of it. This is the sound. Anyway, from our perspective, when customers look at us and say we are experts, there are days when we can see tomorrow if we look at which sector is trading. Yes, but these days it's not easy to see. But I could see a little this afternoon. Let me tell you a little about that. However, in a market where this tough and strong trend continues like these days, in this market, individual investors like us start, and if it's my money, I can do it, but if it's not my money, or

Once you receive entrusted funds or if you are the responsible party, you have no choice but to make decisions. This market structure where you have to make such decisions, whether to go for it or not, is very challenging for securities company employees or individual investors who swing trade. I would like to emphasize once again that it is a difficult market from their perspective. Anyway, I will now talk about the second battery sector. Many seniors have been talking a lot about it. In my opinion, the fundamental aspect of a recently surging sector is that institutions need to enter. Institutions need to enter, but the logic behind their entry is a bit different. For example, the battery sector is coming in next week on the 19th, right? So, they have been entering since last week. However, have you seen CATL? CATL dropped for two days in a row. They announced a 25% tariff in Europe.

The fact is that we are doing that, so there are no dramatic changes in the macro side of the industry yet. However, the fact that CATL is breaking is actually when we recommended the second round in February of this year. CATL started to rise from then on, so we recommended the second round. Now that the second round is breaking, recommendations are coming out. It's a very interesting phenomenon. So, what is underlying this? When you look at the period, before the next week's inter-battery event, there are advance purchases coming in from individual investors who like the current fish tanks. As they gather, a surge occurs. This is what I think. It's probably correct. In a case like today, what would be the opposite scenario? The opposite is that in order to invest there, you have to sell stocks of other sectors and companies. Exactly. You have to make money, so there are institutions as well. When I look at Apple-related stocks today, I also.

We did a lot of live streaming today. BH dropped by 14% today. BH was very strong until yesterday in terms of stock performance. About 1 to 2 weeks ago, if you look at reports, they were very positive. The performance and upside were all good. FineMTech and Foldable were really good. LG Innotek all dropped today. However, if you look at the analysis, institutions sold a lot today, while foreigners bought. This kind of trading pattern is somewhat unfortunate in a way. Personally, it's a bit disappointing because if it had gone up, I would understand. Actually, BH has been stagnant for the past two weeks. It was stagnant, almost shot up three weeks ago. It has been in the same position for two weeks. But when you learn about stocks, you should know that if the momentum remains and the chart position doesn't break, you should hold. But sometimes, it's difficult.

I'm lying down, did you feel disappointed by Apple yesterday? You said you were disappointed, but personally, even though I wasn't disappointed, it dropped today. Because, you know, Saeini is a material retailer. So, today, there is a rapid increase in secondary batteries, and there will be some detailed discussions. I will talk about the rapid increase and the decline of Apple-related stocks, and some related stocks that are appearing today. Oh, there was one more today, right? What was it? Ah, Makgeolli, Makgeolli, Makgeolli. Ah, Makgeolli. I was going to mention it lastly, but you brought it up right away. But let me talk about Makgeolli too. Actually, yesterday, Bingley went up, and yesterday, Nongshim did too. Yes, Bingley, which was heavy, has been lightened since a month ago in my opinion, becoming a stock worth trying. But Nongshim is still.

It wasn't a stock worth trying until yesterday, right? That's right. So, in terms of volatility, Binggrae, Nongshim, and Orion are the top three. What's in the front? It's because the effect of Sanyang Food is decreasing. But, think about this. Yesterday, Crown's Tteokbokki was 70,000 won, and the snack was 70,000 won, right? That was yesterday's standard. But today, the idea is a bit different. Between 9:30 and 10 in the morning, if you have KeFood, isn't it going to be Makgeolli? This is really happening. I think of Matdongsan. Oh, it's healthy. CEO, Matdongsan. But that's a trend, right? I'm involved in many places now, right? Makgeolli. Initially, it didn't stick well, but as the market price sticks, we get involved. So, take a look at the chart from the past, family members.

Once you go up to Guksoondang, it's spicy, right? So, people who say, Oh, it seems like volatile plays are possible, are attached to makgeolli. If you think about it, it's like saying something came up. Now, let me briefly explain. Now, Uyang has risen. Samyang Food initiated it, but Uyang is the one who actually delivered it. The reason why Uyang is drawing attention in the securities market is for one reason. It's because a place that covers value has emerged. Our company's analysts felt the atmosphere. Anyway, what I mean now is, from a stock perspective, when I recently saw semiconductor or any stock suddenly surge, there is only one thing, numbers. Numbers, numbers. So, analysts, who are verified individuals, cover small stocks in a way that is somewhat validated.

The moment you see the number, you try to guess that value, right? So, Wooyang started, and then, since seaweed is included in kimbap, a narrative like CJ Shift was being formed, and it was going like this. However, today, even the makgeolli was a bit strong personally. Frankly, I understand up to the seaweed. So, if you look at today's market conditions, foreigners sold, not a lot, and institutions aggressively sold. This is a common characteristic that appears subjectively. If there was some abrupt change, like a sudden drop in gold, there would have been some directionality, but that's not the case. It's ambiguous. Is it the second time or the first time? Won't this be the case? If so, various logics will be formed. But for today and tomorrow, personally, maybe today...

Some slightly strong stocks are getting even stronger, and it seems like the market will be like that until tomorrow. Okay, and today, we talked about fires again. Although we talked about secondary batteries, among them, our traditional strong players had some difficulties. EcoPro was struggling, and cathode materials like POSCO Futures surged by around 4%. But now, silicon anode materials seem to be in the spotlight. In addition, lithium is another topic. It's been a while since we've seen major electronic materials. Our viewers don't need to watch this closely. If the major players have led the way so far, from today, it feels like the atmosphere is shifting to nanotechnology materials. Oh, it feels like passing on the baton and spreading through the sector, right? Since I feel like passing on the baton, when I go, the followers stick to me. If I hold nanotechnology materials, I hit one. But it's not a bad thing.

Encore, what should I do, should I go right or left or up, it doesn't matter because it will make you feel good. So, for the 2D holders, who have been through a lot, I hope you will feel the benefits of today. Let's take a look at the chart for a moment. It's a recent market trend. When we looked at the chart until yesterday, it wasn't a chart that we wanted to buy slowly, right? However, this morning, some news came out that Kia Motors will participate in the 2v3 silicon carbide consortium. This is a trigger. Of course, because Tesla's 270 battery naturally goes in, the stock price went up. It went up, but if it's going to go up a little more, something substantial should come out, right? But this is at 23 to 30 million won, which is very cheap. In the second half of the year, what we are looking forward to in the electric vehicle market is a new lineup. GM's key is Kia's.

I am expecting things like this, and one of them is using a silicon economy right now, so if that's the case, it will increase by about 5%, and it hit the daily limit up during trading hours today. This is what the market is about. When I look at stocks, in the morning, there is a trend of slightly cutting the opening price. During that trend, if there are rapid transactions in the 1-minute candlestick chart, you can search for that. If you follow that, you will always make a profit. Nowadays, you have to kind of do that, but the real issue is the supply and demand in the morning. If there is a specific issue, the demand will go there, and if you follow that, you will just make a profit by buying when the price goes up. But the problem is when to buy. The moment it is confirmed after peeling off is crucial. But what is a bit regrettable from my perspective on-site is that it's not just one customer, right? It takes about 3 to 5 minutes to peel this off, right?

So, if you receive 6% and are in a call, but there is 13%, you can't buy it. Oh, you need to get permission. Of course. And that's my standard. If someone, who is it, an individual investor, is a bit slow, yes, I'm on the call, I saw that, then I came back, it's 13%. Well, then I can't go. This is the current situation. So, of course, from the perspective of us looking at stocks, if you write it like this, it looks like this is how it is, but in reality, there are many issues that people actually face on the scene. Because the explosion is so fast. Actually, in a few minutes, yes, if you say do it like this, it goes up, so they do it automatically. Otherwise, because this is the current characteristic of the market.

Because it's a characteristic, of course, the index went up today, but Hynix is good. Among the stocks that seemed worth buying and trying, Hynix is the only one that went up. Actually, that's why. However, today, the characteristic was hit by the main player. It's like CEO Lee Ju-hyun's thoughts. It's about going to Nina Nano. Nano, that's what I'm talking about. Not the tradition. But in the afternoon, Posco Inter shot. Yes, Posco. Posco Inter didn't shoot in the morning. It's not the giant whale. That's right. This, in a way, in the morning, Posco Inter, similar to Inter, is a stock that could attract some attention when going to the second round. From my perspective, it was a stock where trading was not possible until around 2:30 p.m. That stock that trading was not possible until 2:30 p.m.

Between the half, the bread explodes, the whale exploded, things like that. So, if that's the case, then today, what's moving with gas operations little by little, right? Of course, the gas company will be there for 30 minutes, but in the afternoon, it will go up. So, as I mentioned earlier, it seems like tomorrow is slightly visible. Is that tomorrow? This side here, the whale, the whale. So, but actually, tomorrow, after the interview with the representative of the United States, they think the materials are now finished. Due to this theme, many people who sold futures of large-cap stocks that surged in the short term are quite a lot. So, those who easily bet on the downside. Oh, but that's the first time I've heard of it. If what the representative said is correct, it's very risky. That means those who are betting on the downside, they've shown their addresses. In a way, it's like short is faster than long and credit.

In my experience, the reason for this is that shorts typically enter with leverage of six to seven times, so people cannot control it well. Therefore, I don't know what this is. I'm not in a position to support either the upside or the downside, so I'm speaking from a neutral standpoint. However, when I looked at the events that occurred until this afternoon, I saw a sudden surge in Posco Inter and movements towards the buy side. When I looked at whether there would be momentum the next day, there is nothing bad because the government is giving incentives until yesterday. Also, the timing is set. Therefore, it seems that the market is leaning towards large secondary batteries, themes like this, and fluctuating back and forth. Eventually, after FMC, the large-cap stocks will move, right?

Personally, for now, the scenario for this week is being written like that. Within two years, there will be some consideration on what to focus on. But today, there is lithium, right? Lithium-related stocks have slightly moved due to an issue arising. The issue, personally, was about where was it... oh, Hungary, Bolivia, Bolivia's lithium development in the fourth phase. Several companies have entered into this. When looking at lithium development, one of the reasons why Posco Holdings surged in the past was due to expectations regarding lithium. So, today, but now, back then, lithium was like white oil, not really valuable at the time, but still, compared to back then, lithium, like hydro lithium, and such, exists. Oh, but still, I'm worried. Because of this, there is a concern about mistakenly entering when it surges like this again.

Let's take a look at the physics room. I will take a technical look at this. Based on today's hydrolifting standard, it exploded to 3170 points or based on the most recent explosion, looking back to my past, it probably exploded to the highest level. So when the historical high trading volume was reached, it doesn't drop easily. It's not like it will definitely go up tomorrow from here. Tomorrow, it could be slightly pushed down. If there are no issues, however, but the logic of stopping around this point makes sense. When it stops falling around this point, many stocks are witnessing a phenomenon where they stop one by one as they break below the historical maximum trading volume. So, I hope for a return-related stock to do well. However, most investors are holding more eco-related stocks than lithium-related stocks with thematic characteristics, right? So, it would be more appropriate to focus a little on that direction.

What's the most comfortable thing for me is to come out a little bit then what would be more comfortable if a little bit comes out so I talked to you about Samsung SDI today, how did I do, you all refused, but actually I was deceived, not me, but I feel like what everyone is looking forward to this time is the Euro, what was it, the Inter Interbattery event, which caused a sensation in Korea last April, talking about solid-state and Sunseong SBI, isn't it the same thing happening again? It seems possible, right? Well, but the profitability looks the best, but why do investors think it will be slow? Well, then there's also solid-state Hanlong Hwasung Hightech, if you're going to do it, it's a lighter one, so if you're going to do lithium within 2,000 years, it's better to trade today's lithium than solid-state.

The SDI has risen, and its nature is clear, like a captain, right? You can see that clearly, but there's a bit of interference. The problem with interference is that you can't cut losses when you need to. When it's vague, here, the lithium side clearly shows the stop-loss line. You need to cut losses when the lowest point is broken. Oh, it's like hitting the bottom, but if you keep doing this, you can't even play for a profit here, and you can't add anything there. How can you manage while adding to the overall position there? If you fall behind in the middle, you just eat when it goes up and cut losses when it goes down, right? But the problem is not being able to adjust the weight. So, the essence of the stock is important, even if it's slow, it's clear, or if it's going to be fast, it's really in the bottom area, or if I can clearly see the stop-loss.

It is important to establish my own standards in this way. Oh, right. But the problem is that capturing the big picture is a good thing, but due to the development of the lithium issue, how much the lithium stocks will rise ultimately depends on that. As I mentioned earlier, the value of lithium has changed completely from a year to a year and a half ago, and it doesn't look as good in the future. So far, the valuation attractiveness of return-related stocks is not there. If you look at individual stocks, there is none. However, investors' mindset towards related stocks, like Hydorit, even though it has dropped from 60,000 to 6,000 won now, is important. It's a 10-minute toy, but there are a lot of debates. There are many debates about these stocks, not only about Hydorit but also about return-related stocks.

It's divided into 5-minute segments and 10-minute segments. However, from the perspective of those entering here, if I decide to go in for short-term training, it's worth going in. Because there are many fluctuations here. But the key to returns here lies in the spread of secondary batteries. Stocks are looking for 2,000 won, and when they go up, they go up more. Here, it's about whether to consider entering. So, do you think silicon-based drugs will continue to rise? No, I simply need to engage in a lot of dropped narrative trading. I should focus on related things. This is a matter of personal choice. Personally, I declare the former rather than the latter in terms of performance or substantiality. However, this trading pattern itself is like what happened to Apple-related stocks today. Just as they fell today, they may rise again next week. Right, like Interbattery and so on.

Then, from the 19th, there's one week left. So, for the next week, how much can I comfortably hold? I'll just talk casually. If I have the audacity to sell even if it doesn't go up, I won't be able to sell it honestly. If it doesn't go up, if it goes the opposite way, when the inter battery ends and ceron comes out, when the second round doesn't go up, you can go to Liitman. It's not that, right? When that happens, first look at the overall secondary battery aquarium, check if it will last until next week, and then decide if you will find the essence there or if you will find something that can spread. I think that's the strategy for lithium observation. But in fact, we know about secondary batteries. And regarding lithium, we always base our judgments on the fundamentals of the U.S., Albert. But recently, the stock price trend hasn't been that good.

If not, the price continued to decline, that issue. Just consider the issue as an individual issue, Albert. Should we only look at this issue as an issue in this area? I think we should only look at this issue in this area. Don't worry too much, because if Albert goes up, there will be something to follow the next day. But in the morning, seniors tell everything. If Albert rises in the morning, we have a hint. If a hint is placed on the stocks of interest, Albert's price will rise. Sometimes I do that. When I used to trade Bloom, the price would rise at least 4 to 5% in time. Wouldn't that be effective in the main part of Albert? Probably now, something related to lithium for this millennium.

There may be some changes in the aquarium during our market hours. If events like that happen, then the betting will be placed at that time. If Albert says today that the time of our market is strong, it's worth trying. But just thinking, Oh, it will rise or fall someday, and doing this, entering related stocks at this point seems a bit like that. As I mentioned earlier, how long will this spread last? Of course, it goes up, but it goes up sharply. The limit up will be reached soon. It drops in pieces in 10 minutes. Doing things here is not even 1%. Yes, there will be the psychology of investors. Even if it goes up this much, it will rise several times. Since it fell from a very high price, that's why. But if you look at the past, should we bring this to February? If you pull it forward to February, it's the same. It goes up, then it doesn't. It's because of the same thoughts.

It went up and then fell, so it's like, can this really continue in terms of performance? Well, it's not about the return related stocks, it's like dealing with whales, right? So, those who have the courage to do well and make decisions to get out at any time should do it, right? It seems like it should be viewed from a trading perspective. Looking at things like hydro lithium, now, they are newly issued warrants, and then there are what? Tremendous profits, right? Because of the event this time, it's at 3,000 won. So, if people participate in this event, they will eat and come out. So, isn't it a play for those people to get out? Personally, I speak sparingly on broadcasts, but since I'm next to the CEO, I like it. Oh, I shouldn't talk about this. No, no, I'm in a situation where it's a bit vague to give messages about stocks. Yes, that's right.

Anyway, for those who have profits related to lithium, congratulations. But for those who have bigger dreams here, you need to be somewhat cautious. You should talk about rationality, right? Expectations and facts, that's right. You need to see that well. Previously, Hyunbin said this is the best choice. [laughter] Actually, when it comes to the market, it was really strong when it was crazy about lithium in the past. So, taking that memory into account, when something pops today, you should consider it as a sudden increase. So, from a trading perspective, I think some people can do it. I don't, but anyway, if there's a profit, it's great. As you mentioned, it's a cautious phase, but let's wrap it up with this. Now, let's check how we should prepare for tomorrow. I briefly summarized the recent characteristics of the market today.

When we summarize, it seems like individual plays until FMC, and from tomorrow's perspective, it seems like it will be the same. So, when asked which side investors prefer, it could be in the market that investors like. It could be related to secondary batteries or cars, or it could be related to new industries being born. In fact, today, before the main stock, the nano was so strong that the brothers in the echo were not strong before. So, it could go up tomorrow. If the market reacts tomorrow, it could go up. Also, in terms of EchoPro Motors, right? This is the current market price. Anyway, in terms of the overall market, within the market, there are different aspects, so whatever happens, the market is like that, and there are many people watching from there. That's why it rested today.

If we look at those things, the first point is this, and the second point is this. Yesterday, the power supply was strong again, and there was a bit of a strong power issue. What is strong? It's the forecast for India's electricity demand, which is 41 trillion. However, from what I see, the underlying cause of this is the heatwave. So, due to the heatwave, there might be a shortage of electricity. It's not raining yet, the rainy season is next week, but it's already hot. So, if this narrative is considered valid by our investors, some power equipment is already running. Today, we didn't turn them on, but we did it this way. However, even in that aspect, the market trends could change. Where is the sector I mentioned now? I'm only talking about recent things. In a way, it's a bit suppressed within that. How can I catch this kind of thing? This is one point. The second point is, as I mentioned earlier, something that I

When the stock you are watching rises in red, there may be a time when it fluctuates up and down at the new high. So, what should we do at that time? Players usually hesitate, right? It's a burning moment, isn't it? So, let's try buying at that time. However, I cannot tell you about that tomorrow, but some automotive-related stocks, including the parts sector, are hitting new highs. Stocks like SL are also showing some signs. Let's see if these things spread a bit more. Therefore, if you consider various things within that sector, maybe you can think about which one might come out stronger. Yes, I see.

[#찐시황]  극한의 쏠림은 계속 된다. / 급등한 리튬주와 2차전지주 언제까지 오를 수 있을까? 주도주는 실리콘음극재주? | 박현상 부장

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