Today's quick reload begins. Let me introduce the two pillars of the quick reload, the two best stock experts. Kim Young-min and Kim Jun-ho are here with MBN Gold Manager. Hello, nice to meet you. Can you believe this happened in just one day? Just a week ago, we were talking about the US economic Goldilocks. Prices were rising moderately, not too hot, not too cold, like eating lukewarm soup. But now, in just one day, how can the manufacturing index PMI come out so poorly? So far, the statistics from the US Bureau of Labor Statistics have completely reversed. Manager Young-min, the US economy seems to suddenly be pressing down on the market. Yes, I think now it's more about the investment sentiment in the market being greatly weakened rather than the numbers themselves. In fact, a manufacturing PMI below 50 indicates an economic downturn.

You know, it's been announced below 50 this month, now it's the fourth month, but until now, it hasn't been a big issue. Now, looking at the numbers, isn't the weight of the numbers a bit heavier now? Also, along with the announcement of the PMI index, the number of new unemployment benefit claims has been somewhat revealed. In just a year, it has almost reached its peak, with nearly close to 250,000 claims, about 249,000 claims to be precise. Due to the increase in the number of new unemployment benefit claims, which is almost at its highest level in a year, it seems to be at a normal level for the United States. However, as employment is drying up and the overheating of employment is slowing down, these signs are overlapping, so suddenly there are talks about the U.S. economy cooling down. But I think rather than focusing on the numbers themselves, it's more important to pay attention to the fact that the FOMC meeting ended yesterday, and all indicators are now pointing towards the Fed.

Why didn't they lower the insurance rates as briefed earlier during the opening? Even the UK is lowering interest rates, and Canada and the US are not doing well. Criticisms are increasing regarding why our country raised interest rates in this situation. Looking at these aspects, today our domestic stock market seems quite challenging. However, amidst this rapid decline, there seems to be some change appearing. Just two days ago, when NVIDIA dropped by 7%, Samsung Electronics went up by 3%. Of course, I'm not saying that Samsung Electronics or SK Hynix are up by 3% today, but the heavy trend of the market related to the economic slowdown actually suggests that in the second half of the year, the interest rates should be lowered not just once, but at least three times.

I think this is not a process of meeting the demands of Wall Street right now. So, the rate cut in September is already being realized, and there is a possibility of two more cuts in November and December if things go well. Therefore, if you look at the flow of our domestic stock market today, the key point is whether it will follow the dollar or the bond interest rate. The exchange rate has been dropping, reaching as low as 1,360 won against the dollar during trading the day before yesterday. It's not good for it to drop too quickly, but overall, the trend is a decrease in the exchange rate. So, I hope we don't forget what we have been expecting throughout the first half of the year. In the second half, there are concerns that the rate cuts may intensify and the economy may slow down, so they are trying to defend against it with rate cuts. That's why, in fact, in the latter half,

Interest rate cuts will now be more focused, I believe. So, the sectors like the one you mentioned earlier, such as renewable energy and secondary batteries, as well as robotics, pharmaceuticals, and biotech, which play a defensive role, now seem natural to receive more attention in the current market sentiment. It would be helpful to consider that these industries might attract more attention in the current market atmosphere. The biggest blow at the moment is to the semiconductor sector. Besides the economic downturn issue in the U.S., according to Bloomberg news yesterday afternoon, there are concerns about China's HBM. If these two issues overlap, it seems that the market is once again heading towards gold within a day. Looking at the semiconductor sector, should we consider that the news about China's HBM affecting Samsung and SK Hynix was somewhat reflected yesterday? If that's the case, should we only focus on the economic downturn today? What do you think?

It was a story that came out yesterday morning. In fact, now in the United States, the authorities are considering blocking the supply of HBM from Micron Technology, Intel, SK Hynix, and Samsung Electronics. Despite that, AMD has shown good performance and moved positively in the market. However, as the market adjusts with the release of new products, there seems to be a trend emerging. The most important thing was the ISM manufacturing index. It seems that companies need to borrow funds at lower interest rates in the process, but with the trend of high-interest rates continuing, investors in Wall Street seem to think that the timing is a bit early. Therefore, there are concerns that if September is too late, it may lead to an economic downturn.

The downward trend did not appear, so what stood out yesterday was not only the semiconductor sector, which was the strongest, but also the adjustment flow of growth sectors such as tech stocks and the Nasdaq sector. Despite that, in fact, there were some remarks suggesting that in the short term with UBS present, it would be better to approach the volatility as an opportunity to buy during the adjustment to the downward trend. Nevertheless, it seems that the performances of major representative companies are relatively steady, and after the market closed, Apple's earnings and guidance were both good. Of course, it is a strong market, but as mentioned earlier, Amazon's earnings were good, but the guidance fell slightly short of market expectations, leading to an adjustment within the timeframe. Moreover, just after Intel announced its earnings, there was a miss.

I dumped it, so I won't give dividends anymore. So, it's dropping another 20% from the current 5% decline. So, it's plummeting by 25% in a day. Amazon is also showing a drop of almost 7-8% due to the Tesla market manipulation. So, this week, actually, due to the ISM manufacturing index release, there was some initial instability in big tech companies, but ultimately this week, as steady performance announcements from big tech companies continued, market volatility expanded significantly according to the results. Also, Amazon and Intel didn't meet market expectations, which may have contributed to further declines. However, this week, to some extent, the interest rate direction has been resolved, so now, truly

Companies that are backed by performance and growth potential may have a selective market to rise, and the domestic stock market is somewhat reflected in this. This is because rather than a significant increase in the market, our stock market was somewhat limited. Semiconductor companies, in fact, surged with NVIDIA up by 12% and Samsung Electronics up by 3%, resulting in a 15% increase. On the contrary, domestic companies like SK Hynix and others turned downward and closed. Therefore, as there were some parts hit first yesterday, any significant decline today may be somewhat limited, and even if there is a delay, the recovery speed is likely to be the fastest. Overall, the performances of major companies were better than expected. And of course, NVIDIA's performance has been released.

However, when looking at AMD's recent performance, the likelihood of NVIDIA performing well is very high. Therefore, there is no need to worry too much about today's somewhat mysterious drop. Still, with even Amazon, which was the last hope, crumbling like this, it seems necessary to prepare an escape route for just today. Where should we go, Manager Joo? Yesterday, I mentioned a refuge and an exit strategy, with the possibility of investing 2,000 won in EcoPro Motive, which seems to be strong in the ram sector. So, I have prepared an escape route and selected a stock for the exit strategy in a sector that has already taken a hit. Despite facing a major issue first, the stock I invested in was not successful, even though it won a large-scale Czech contract.

Like a big drop, many companies have hit their lows. So, the nuclear power sector is good, and in the case of secondary batteries, it is also a representative stock in the growth sector. However, starting from September, when interest rates are expected to be cut in earnest, it was said that the electric vehicle sector will revive in the first half of next year. Since they will start supplying from the second half of the year, sales are expected to improve in the second half. Therefore, companies like Ecopro BM, Daejoo Electronics Materials, which I mentioned yesterday, are actually almost 70% lower than their highs, so they are considered quite attractive in terms of price. Also, big tech companies are gradually focusing on the robotics sector. So, they have been somewhat neglected in the market for quite some time.

Tech companies are actively investing in industries where we should pay attention. So, Yeongmin, lately, foreigners and institutions seem to be doing short-term trades. Yes, at the beginning of the market until one or two hours, not much is happening, like secondary batteries being abandoned, but suddenly even large-cap stocks go up by 4% to 5%. Today, I'm curious about the exit strategy. Yes, maybe now foreigners might have some thoughts in advance about today's Intel's earnings miss and the news of dividend suspension. Towards the end of yesterday's market, the foreign selling in semiconductor small and medium-sized stocks seems to be somewhat related to Intel. I'll briefly explain some controversies in the semiconductor sector and mention alternative industries that could be considered. First of all, what about Intel?

As you all know, as a company that was somewhat excluded from the AI rally in the first half of the year, Intel is primarily focused on PC-based revenue structures. There was an expectation that PC demand would revive this year. However, until the first and second quarters, the demand for these products did not pick up significantly, which naturally led to concerns being reflected in the poor performance, resulting in the inability to pay dividends. Therefore, the fact that Intel is plummeting itself does not have a huge impact on the overall AI semiconductor market in our country or the global market. Many are concerned that Korean companies cannot export HBM to China. In fact, currently, the profitable HBM starts from HBM3 or higher.

HBM 3E, 3 and 3 are not supplying to China alone now, but eventually, they are now bundling with NVIDIA's GPU and supplying. Considering this situation, in fact, even in the future, when it comes to NVIDIA's B20, like now, NVIDIA is making new products and supplying to China. Taking into account this aspect, this has a declarative meaning. There was a similar issue last time, talking about ASML in the Netherlands, Tokyo Electron in Japan, and semiconductor regulations in China. In fact, if there is a real intention to regulate, NVIDIA should be the first to be regulated. However, the US administration is not talking about regulating NVIDIA at all. This is more like a policy of hitting China in the public eye.

As part of it, this is now a bit declarative in meaning. Now, I would like to give you some words. Anyway, even if the stock price falls, facts are facts. We need to interpret it now, so I explained that part a bit. And now, as an alternative, semiconductor industry could be a sensitive industry to the economy if you think about it. But today, with talks about the U.S. economy, the selling pressure can only get stronger. In the long term, I don't see the semiconductor industry, but if we look at it from a short-term perspective to avoid passing showers, ultimately, as I mentioned yesterday as well, the pharmaceutical and biotech sector is the most crucial sector related to interest rate cuts. Looking at the current situation.

With the situation where the demand for interest rate cuts is inevitably increasing, it seems that you should pay attention to those aspects and look at the pharmaceutical and biotech sectors. Then, as Kim Jun just mentioned earlier, regarding the secondary battery sector, I will continue to recommend stocks that can be bought within the opponent's port, such as Daejoo Electronics, Material Eco and Dream, and other secondary battery stocks. Because they have already taken a hit, even if bad news comes out, they won't fall further. So, bad news is already reflected to some extent in the stock price, and since the prices have dropped too much, there aren't many good secondary battery material stocks. However, as the demand enters, there will be a technical rebound. You should consider this aspect. Furthermore, another thing you shouldn't overlook is the robotics industry. Yesterday, although the overall secondary battery sector was doing well,

Robots, like Doosan Robotics, Rainbow Robotics, and such industries, seem to be trying to stabilize and make a technical rebound now. When we focus on interest rates again, the growth sector is almost at the end. Robots are not showing good performance, interest rates are high, and as a result, stock prices have been adjusted quite a lot. Now, companies like Japanese robotics firms are increasing their profits, and the same goes for the United States. Overall, the collaborative robot market, including Universal Robots, is growing rapidly. Considering the expectations for a turnaround in performance and also taking into account interest rate issues, the robotics sector seems to have fallen too much. So, it might be worth considering buying at a low point in this sector.

Let me give you some information. We talked about secondary batteries and robots. To tell you the truth, the current 10-year U.S. Treasury bond yield is 3.9%. So, the interest rates are dropping surprisingly low right now. I will only talk about a part for now. Probably, the mortgage interest rates that you have will also drop significantly. For those of you who have loans with variable interest rates, let's focus on that. We have discussed topics related to secondary batteries, bio, and robots. Now, let's go into the specifics. In times like these, in this situation, what stock have you prepared for today's specifics? I always tell our viewers, if you go too much in one direction, just like throwing it to us like yesterday, it will hit us in the back of the head like a trademark.

When you get hit on the back of the head, that's right. Yes, so regardless of the mayor, right now, the investment sentiment itself is quite unstable. If we look at the trading volume of both the KOSPI and KOSDAQ markets, they are completely fragmented. To the extent that there is a lack of materials that can attract some investment, it is inevitable that the strategy of having a portfolio that can endure this kind of volatility is very important. From that perspective, one of the sectors that has been emphasized a lot recently is the pharmaceutical sector. Therefore, today, I will introduce mainly the pharmaceutical sector. I will introduce a few FutureCam stocks, mainly focusing on the medium-sized pharmaceutical sector. In fact, the market is experiencing rapid fluctuations like a few percent in a single day.

You might think that large-cap stocks are a little better than small and medium-cap stocks when it comes to the atmosphere. Surprisingly, that's not always the case. If major companies start selling to foreign investors outside of the period, large-cap stocks are actually more likely to be shaken. This is because when institutions and foreign investors sell, they tend to sell a lot of what they hold. And now, in terms of liquidity, selling tends to come first in stocks with abundant trading. From this perspective, companies among small and medium-cap stocks that have some momentum can actually withstand market volatility a bit better. So, even within the pharmaceutical industry, today I deliberately selected some small and medium-cap stocks. This company was established in 2001 and listed on the KOSDAQ market in 2016, specializing in radiopharmaceuticals.

We are now a company specializing in the production of therapeutics. Recently, our Alzheimer's disease treatment, Rekamai, has received approval from the U.S. FDA. Rekamai is a therapeutic agent that can now be applied to Alzheimer's patients. To treat Alzheimer's, severe or early-stage diagnosis needs to be conducted first, which is why radioactive diagnostic imaging using amyloid PET is necessary. The diagnostic tool commonly used for this purpose is the radioactive diagnostic agent developed by Futurecam. In fact, when conducting clinical trials domestically, this diagnostic agent, known as a radioactive diagnostic agent, has a history of exclusive supply. Therefore, even when Alzheimer's issues become challenging, Futurecam is still [continues in the next segment]

Cam is one of the representative companies that are mentioned as a promising company these days. However, recently, rather than in the field of Alzheimer's radiopharmaceuticals, it has been receiving a lot of attention in the field of prostate cancer. In the field of prostate cancer diagnostics, FC 33 is scheduled to apply for domestic FDA approval within this year. As for the prostate cancer treatment drug FC 705, the clinical trial with 20 participants is scheduled to be completed in August, and after the follow-up observation in October, intermediate results will be announced. Clinical trial results have already been obtained in the United States. Looking at these clinical trial results, the objective response rate is as high as 100%. In contrast, Novartis's Fluovictohai had an objective response rate of about 52%, nearly half of the objective response rate that has been achieved.

Because of that, it received a lot of attention in the market, and in fact, clinical trials are expected to be completed within this year domestically. Around November, the interim results will be announced. So, everyone is waiting for these interim results. If it is stated that there are no major safety issues, in reality, among the pipelines that big pharma can be very interested in, it is gaining some attention. Currently, joint research and development or research discussions are progressing to a considerable extent. If this progresses further, eventually, it could lead to technology transfer, which can be considered as the hottest material of pharmaceutical companies. Overall, the stock prices have slightly increased, but there has been a technical adjustment of about 20% from the peak. This week, the price is expected to stabilize around 20,000 won.

Now, the trends that we are trying to cover are emerging, so it's around 20,000 KRW. You should consider dividing your purchases a bit when the market is a bit unstable. Instead of buying everything at once, it's better to buy in one, two, or three times, or even three to four times, gradually adjusting the unit price by dividing the purchases. Therefore, in terms of pricing strategy, it's recommended to start buying a bit lower than yesterday's closing price, maybe around 2% lower, due to the overall impact of the U.S. market. It seems like stocks will start to rise to some extent. You can start making initial purchases around 25,000 KRW, and set the first target price at around 24,000 KRW, with a stop-loss price at around 18,000 KRW. Please refer to the pricing strategy. Yes, this is Future Cam. Future Cam, when we conduct tests for diseases like dementia.

You know, when you go into the pharmacy and take a picture of the prescription that you need to be diagnosed, it's related to prostate cancer. They are currently developing two treatment themes, one for prostate and the other for dementia. If you approach with these two themes, it seems to be beneficial. Also, if there are small and medium-sized bio companies competing in the future, there is a stock that I emphasized a few times recently. Biono is a company that has finally started to move, so I will mention it again. This company now has a platform for early diagnosis of Alzheimer's disease called Deep Brain. It matches the recent trend of AI semiconductors, especially in the AI field, so I think ultimately the supply that has been somewhat neglected will flow into AI.

In the case of Bino, it is the only company in AI healthcare that has been showing an upward trend in performance. In the second quarter, they have a device that can predict cardiac arrest within 24 hours. It is already supplied to about 130 domestic hospitals. Just focusing on the sales of this device, it has exceeded the first-quarter sales. Therefore, there is a very high expectation for a profit turnaround in the second quarter. In fact, most AI medical diagnostic device companies are currently facing some financial difficulties, but companies like Bino are rapidly increasing their sales. Especially, with their strong backing, they have now received FDA approval in the US market and have been released since last month. Therefore, there is also a very high expectation for revenue growth in the second half of the year. On the other hand, companies like Dicas have already been designated as FDA breakthrough devices and have recently registered patents in the US.

Because we registered the rights, if the FD approval is now granted in the latter half of this year, we are even more excited about the revenue growth in the latter half of this year in terms of DIS and DIF frame. Therefore, it is the leading company in AI medical care, and it can also be a company that intersects with AI bio, so we will try to attach the tail to it. Yes, looking at the market yesterday, Vino and Nochi are now in the field of AI medical care, so we can see some signs that they are just focusing on that area and responding to the demand. Manager Youngmin, the future cam stock to attach here is moving towards the AI diagnosis sector and receiving positive responses. As you mentioned earlier, the interest rate hike is almost confirmed for September, right? Then, could this biotech company benefiting from the interest rate hike also be reflecting that? It's a bit of a professional point, but isn't the market aware of interest rates? Then, in the bio sector.

Isn't what is happening now also a reflection of the interest rate? It's a very valid point from two people, but in fact, reducing the interest rate just once and ending it is not the case. Now, the U.S. Federal Reserve is saying that we are pivoting. When the interest rate cuts start in September, the key point is how much it will drop. In reality, we cannot lower the interest rate all the way to zero, like the U.S. did before COVID-19, but we need to raise the neutral interest rate by about 3%, to around 3.5%. Currently, the benchmark interest rate in the U.S. is 5.25% to 5.5%. So, assuming that we don't take big steps, lowering it by 0.25% to the neutral interest rate, then how long should we lower the interest rate? Not next year, but until 2026. Of course, not just for a year next year, maybe for about a year and a half.

When the interest rate is lowered for the seventh time, I don't know, but actually when a structure where interest rates are now being lowered appears, why do they say that the pharmaceutical and biotech industries are now in trouble? Just because interest rates are lowered once doesn't mean that the pharmaceutical and biotech industries will improve. Pharmaceutical and biotech industries need to invest in research and development for a long time. In a structure where interest rates are lowered, the cost of financing decreases. The fact that the cost of financing decreases means that if you have a capital of 100 million won, for example, when interest rates were very high, many people preferred to just leave it in the bank because they received a 4% to 5% deposit interest rate without risk. But as interest rates start to fall, people start looking for better investment opportunities. It's a similar concept to funding, and it's the same for companies developing new drugs.

Pharmaceutical companies are now expected to benefit structurally as the cost of capital decreases when interest rates are lowered. So, instead of focusing on interest rate cuts, it would be good to consider that at least until 2026, if interest rates and the trend continue, the pharmaceutical sector may experience structural growth. Yes, Manager Jun-no will smoothly transition from discussing interest rate cuts and biotech to Hyundai Rotem's review. In fact, there were clear expectations for biotech regarding interest rate cuts. However, the expectations for interest rate cuts seem to have slightly negatively impacted small and medium-sized biotech companies. Looking at the recent increase, companies with high expectations for technology and performance, like Alteogen, have seen their stock prices rise. Companies like ReGen Biotech and AB Biotech have also risen.

There was also an expectation of profitability before the technology transfer in the bio sector recently. Stocks that have been rising strongly in the bio sector, such as Future and Future Cram, and also, companies related to obesity treatment like Petron, have high expectations for performance turnaround in the second half of this year and next year. Expectations for a jump in performance are very high, mainly in sectors attracting global pharmaceutical interest. When looking at the entire bio sector, many stocks are actually at the bottom. Stocks like Celltrion Group are showing signs of turning slightly from the bottom. Therefore, the expectations for interest rates have been directly reflected in bio, but it's a bit limited. So, movements have been somewhat selective, focusing more on companies with high expectations for technology transfer. So, I am still watching carefully.

There are many companies in the biotech sector that are considered to have attractive prices. Companies like Samsung Biologics, Celltrion Group, and others are currently at their bottom, so it is necessary to take a medium to long-term view. The direction of interest rates has not been fully reflected in the biotech sector yet, so it is important to keep an eye on it. For those who have a longer-term perspective, it may be a good idea to check the interest rates in September and consider buying. Also, with the upcoming US presidential election, the biotech sector could gain momentum. The recent movement in the biotech sector was not due to interest rate cuts, but rather a leap in technology. It is a promising theme, especially with potential interest rate cuts in the future. Therefore, it is advised to pay attention to that area. Additionally, how Hyundai Rotem is currently perceived in the market is quite important.

It seems like a protagonist-like company, so their performance and momentum are both strong. Additionally, due to the ongoing conflict between the two major powers, domestic companies are bound to benefit. Recently, companies like Korea Aerospace Industries and LIG Nex1 have shown adjustment trends, but Hyundai Rotem continues to show strength without any corrections. There are high expectations for its inclusion in the MSCI index, as well as for new orders and performance results. It is a company that not only covers the three major aspects but also supplies railway systems to Middle Eastern countries, making it a company that almost hits all the right notes, not just the three. Therefore, I believe that Hyundai Rotem, as well as other defense industry companies, are actually somewhat prepared for the current market turbulence.

I think we need to slightly raise the target price because Hyundai Rotem is currently playing the leading role among defense companies, so it seems necessary to watch a bit more comfortably. So, yesterday, we revised the target price once by increasing it by 500 won. Let's revise the target price once again to 55,000 won and try to attach a profit-taking light. Yes, let's set the profit-taking light at around 45,000 won level. I hope you can set and respond to the profit-taking lines. Please check the profit-taking line at 45,000 won for now. It's now at 52,500 won. Even though it went up during trading hours yesterday, why am I talking about profit-taking lines now? Yes, I agree. Recently, as I've been saying, there are characteristics of K-Defense stocks in Korea. I'm not speaking very clearly. That's perfect, right? Hyundai Rotem.

I'm sorry, but I'm a bit like that. For example, I don't know when or what's next, so for now, if you follow the main line, it seems like looking at Hyundai Rotem would be good. Manager Youngmin, Parmasearch, I still can't do the lease right now. Once we have the opportunity, we are too busy right now, so Parmasearch, as I mentioned before, the lease line and Conju, two product lines, are quite well received in the market. Anyway, the market is fluctuating a bit, and there is still some pressure on high-value companies in terms of supply sentiment, but since the performance growth and future prospects are quite positive, Parmasearch showed an almost 11% surge in the market yesterday, setting a good trend.

The trend has been like that so far, still somewhat trapped within the range of around 150,000 won. However, today's trend seems to be important. Even though the market atmosphere may be a bit difficult, if it rises above 150,000 won, we might have some expectations of breaking out of the range. Therefore, from a mid-term perspective, there is a possibility that a new trend could start up to about 180,000 won. Anyway, recently, not only industry strategies are important, but also when looking at individual stock strategies, it's crucial. Companies with solid performance may have dropped, but they could recover quickly, so it's worth paying attention to that. In sectors like healthcare, which are also linked to AI issues, among them, the field that is receiving the most attention is the skincare and beauty sector, so Palm Research is...

Huzel, in a way, now that these stocks can have a somewhat stable flow, let's try to predict a bit. Yes, regarding Juran's Pharma Research, we are not studying wrinkles but because the wrinkle improvement effect is high, it is popular now. Since we can't get the products, one out of three should go quickly, so it seems like Juran Manager should go. We need to review the CEO once to see if the current stock price is right, it seems like it could be understood better. Anyway, if it breaks through this time, it will open the box again, that kind of stock flow. Now, Juran Manager's turn. Among the portfolio, this eye stock, I want to push this further. It's a pity. Enough negative factors have been reflected. Yes, it's a cryptocurrency-related stock. I will talk about Hwa Investment Securities once because yesterday the ISM manufacturing index was announced.

Now, due to concerns about the economic downturn, Bitcoin has also dropped. Therefore, it fell to about 88,800,000 KRW in the Korean won market but is steadily recovering today. It has almost recovered to 92,000,000 KRW, with parts that had dropped by about 4% now showing a close to 5% rebound, indicating a strong recovery signal. It means that the negative factors related to cryptocurrency have already been factored in. Recently, there was news that the U.S. government had sold the Bitcoins they had seized at a low price, causing a drop in the market. The parts that had been declining were actually due to excessive concerns and rumors, not significant negative events. Even former President Trump and Vice President Harris are similar in their views on cryptocurrencies now.

Friendly institutions are likely to continue supporting me, and also, now, in the altcoin sector, after Ethereum, there are cases like Solana that are on the verge of ETF approval. Furthermore, I believe that there is still some room for Bitcoin to rise in the first half of next year or the second half of this year. Therefore, from that perspective, when I look at it, Bitcoin has already shown enough correction trends, and even if some buying pressure comes in, domestic cryptocurrency exchange-related stocks may move together. In particular, companies like Hana Investment & Securities are also accelerating in the STO sector, and they are doing investment very well. So, companies like Pingte have invested well, as I mentioned last time, like Toss and Yanolja.

Kiumum Financial, domestic securities, are currently experiencing a rebound in buying due to expectations of a rate cut. In this regard, it is a stock that can also receive some attention. Also, in terms of IPOs, Hwacha Securities has a high level of activity, so it is a company that earns a lot of fees in that aspect. Therefore, there is sufficient anticipation for performance. From this perspective, let's choose Hana Securities as a top pick. Yes, that's right. I also observed a sharp decline up to 88 million won and it's true. It's also a concern related to the rise in CODA shares. Oh, today, among the stocks in my portfolio, if you enter a low-point buying strategy, POSCO International seems to be a suitable choice. This is one of your own stocks. Today, it seems to fit perfectly with what I introduced earlier. Now that I mention POSCO International, you seem a bit disappointed, but no.

I like it, so I'm watching it now. Don't be surprised by the whales, and my international is a self-development company. They say the interest rate is going down. And they say the U.S. economy is slowing down. When the economy slows down, resource development companies' stock prices tend to rise again. Of course, it doesn't mean that the U.S. economy is actually slowing down, but today the slowdown in the U.S. market was an issue, so there is an expectation for a rate cut, and now the final point is the giant whale. It seems that today, once again, the theme and market sentiment can be brightly staged. Oh, today, Posco International and other stocks are getting some attention. Also, regardless of the market sentiment, there is a trend of putting up some charts a bit, so today, Posco International is drawing some attention again.

I would like you to bring it. Yes, it's POSCO International, and I was actually surprised. I also brought something related to POSCO today. Mainly, there were some discussions about raw materials. I'm looking into it a little bit. So, please don't consider POSCO International as a giant whale in terms of raw materials. POSCO International is really a pronoun. I will focus on one stock among the ones that Yeongmin Manager Port is targeting. Ultimately, it's about performance. From the perspective of performance, I will choose a company called Sejin System in Yeongmin Manager Port. So, I remember bringing Sejin System before. In the end, this company is not a communication 5G company anymore, but now one of the most representative companies in the ES industry, right? Like Samsung SDS, Sejin System, and Shinsegae IT, they are representative ES companies. For now, their performance has not been revealed yet, and the performance is.

I expect it to come out better, and I anticipate that the performance in the second half of the year will be even better. This is because domestic battery 3-4 is already making efforts to overcome the electric vehicle industry by actively engaging with ESA. Therefore, it is inevitable that Suhui Systems will benefit together. Also, considering that the global trend is moving towards energy storage devices, I believe that there has been sufficient stock price adjustments. The market has already shown a drop of more than 20% from its peak due to market repercussions. Once the market stabilizes a bit, and when the market is uneasy, there may be an influx of rebound buying focusing on stocks related to nuclear power plants. From the perspective that the most representative Suhui Systems currently has sufficient price attractiveness, I will choose it as a top pick. Also, even amidst the chaos last night, the renewable energy sector in the New York Stock Exchange seemed relatively stable.

Would you like to consider an alternative today? Among them, what King Seojin System is. I saw it here. Manager Youngmin is one of the managers, and the item I've been keeping an eye on. Eventually, it's all about performance, so I'll add a little more to it. In the end, it's a bargain. Now, among the expert's picks today, I'd like to mention Isu Petasys as a stock to consider. Even though the semiconductor industry hasn't been doing well, you might think that way. Isu Petasys has already had over a 30% adjustment, so its performance growth is really being proven by the numbers. Companies like this can withstand even if they lag behind. Even if there is a high possibility of a drop today, you should definitely hold onto this stock. From this perspective, I'd like to talk about Isu Petasys and through some evidence from the Chinese subsidiary, how it's truly in the AI industry.

Now, they are responding aggressively, and anyway, today, noisy rumors are coming out a lot. Google, Microsoft, Meta Global are now leading the AI industry. Big tech companies are stating that they will not stop investing. In fact, directly speaking, a company that should be most closely related to the investment cycle of big tech companies is Eusu Fertasis. From that perspective, when many big tech companies have withdrawn a lot and the atmosphere is a bit subdued, those who are thinking about bottom-fishing at the lows of semiconductor stocks might want to take a look at Eusu Fertasis as a top priority. Therefore, I will choose Eusu Fertasis for once. Yes, on the high floor, Eusu Fertasis. When it's all down, maybe bottom-fishing once.

Let's now analyze the issue of ESports. So far, we've seen that our Sprite has been continuously selling Nexon Games, leaving 100 shares at 35,000 won to see the remaining profits. Thank you for making a profit. However, if you keep saying to sell, you must have bought a significant amount. Yesterday, the game stocks rose a bit, and today, both robots and games are uncertain about where foreign investors will take them. It might be worth considering. Now, let's move on to Manager Junno's stock tip of the day. I gave a slight hint earlier, focusing on nuclear power plants. Therefore, considering that it has been excessively pushed, let's choose a nuclear power plant and among them, KEPCO, which has been moving most resiliently.

I brought in the company called Industry as a stock pick today. The nuclear power plant export itself was a high entry barrier industry, which can be considered as a race of its own in Europe. Winning a nuclear power plant project is a tremendous achievement. I am pleased with that. However, it's not just the Czech Republic, but also Poland, Romania, Slovenia, Hungary, Turkey, the UK, Sweden, the Netherlands, and Finland in Europe. There is now an expectation for additional orders. Korea was completely excluded before, but with the recent Czech project, rumors are bound to spread. Therefore, in terms of cost-effectiveness, and precisely keeping the schedule and protecting the environment, if the deadline is not met, practically, all countries, including the Czech Republic, will have no choice but to face power shortages. So, even if we only consider that aspect,

I believe that they have tremendous competitiveness, not only at the level of the Barakah nuclear power plant in the Middle East countries such as Saudi Arabia, and also at the level of Unit 17, and now, in the case of the United Arab Emirates, they are at the top. Just as the satisfaction with the Barakah nuclear power plant is very high, you can see it that way. President Yoon Suk-yeol is said to visit the Czech Republic in September. So, it is said that he will discuss the successful progress of this nuclear power project and deepen the economic cooperation between the two countries. In addition to the Barakah project, wouldn't they also try to secure additional deals up to the Taerin 2nd plant? Therefore, they first sent a special envoy, and the expectations related to it might be fully realized by September. Also, KEPCO brought up the issue of nuclear power industry.

It is a company that also does maintenance, so it is a company that moves flexibly because it has the lowest market capitalization among major KEPCO subsidiaries. In the case of KEPCO Industry, it recently signed a contract related to the construction of a 41 trillion won transmission network project in Indonesia. This is almost at the level of Czech Republic in terms of scale, so it is actively promoting projects related to Marta connection and overseas power infrastructure construction projects. Considering that the company is excelling in renewable energy and ES-related businesses, when these are contracted again, KEPCO subsidiaries are bound to soar explosively once more. Particularly, within that, KEPCO Industry, which is engaged in renewable energy businesses, is expected to move most flexibly.

I have to say, and now KEPCO Industrial is also working on ES-related businesses. They started developing integrated systems from 2019. Yes, Samsung Electronics, at the Samsung Group level, partnered with the U.S. ES solution company, Forging, in 2022, to enter the global ES market. In particular, Samsung SDI was the top in ES until 2018. Recently, they signed a contract with NextEra Energy again, accelerating their pace in the ES market. Samsung Electronics is also planning to supply Microsoft, so in the future, they will have to supply semiconductors produced with carbon-free electricity. However, the company that supplied Samsung Electronics with the integrated ES system was also KEPCO Industrial. So, even just looking at this aspect, the revenue related to ES is rapidly increasing.

When it comes to benefiting the most from the construction project of the Inchon Line 41, KEPCO Industrial is said to be the one, and when it comes to winning the Czech Republic's Plus Alpha related orders, there is a high possibility of additional orders from European and now Middle Eastern countries. With the premise that KEPCO Industrial has a high chance of securing additional orders, it may be necessary to take a closer look at the nuclear power plant side. KEPCO's business is not only about nuclear power plants but also about having the technological capability to maintain and operate all types of power plants. President Yoon Seong-yeol visited the Czech Republic again in September, creating momentum, and currently, there is tremendous news about power transmission in Indonesia that has been completely buried. At that time, KEPCO Industrial was also present. When it comes to the third, it becomes ES, looking at three themes related to Samsung Electronics and Samsung SDI. Especially in times like today, when there may be fluctuations, let's take a look at KEPCO.

The Line OnePower family is stable, right? Yes, we may be able to see it today. Shall we look at the pricing strategy? The pricing strategy is 15,300 won. Since the market may be a bit shaky due to external factors, we will set the initial buying price at 15,300 won in the early market. The target price is 19,500 won, and I will also mention the stop-loss line at 13,000 won.

Now, for today's hot picks, Manager Kim Young-min's hot pick is FutureCam. It involves small to medium-sized bio-related stocks, including radioactive diagnostics and prostate treatment. Manager Jun-no's hot pick is the anti-aging industry, ES nuclear power plant, and now the Indonesia transmission and distribution sector. Furthermore, if we consider today's focus on Korean electricity, it could be somewhat stable and attractive. So, let's summarize today's hot picks like this.

[일발장전] 퓨쳐켐·한전산업 / 김영민·김준호의 일발장전 / 매일경제TV

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