Stock Market: Analyzing Robot Sector and Stock Performance

The robot sector shows potential with Samsung Electronics' dual-arm robot application, suggesting a rebound and advising on stock management strategies.

### Stock Market Analysis and Strategy Guidance
* 📈 " The robot sector is strong today, with companies like Rainbow Robotics continuing to be active. For those holding positions, there is **potential for a sharp rebound**.
* 💰 " In the case of Nepes, it is recommended to **sell first due to gravity-related issues** and consider repurchasing later. Money has been continuously flowing out from the main business to affiliates, so it is suggested to **hold for now, sell, and move towards alternatives that can replace Nepes**.
* 🏭 " For businesses like LB Semiconductor and Doosan Tesna, it is advisable to **sell and prepare to buy** in the case of Doosan Tesna or similar. Doosan Tesna showed its ability to **issue securities**, and with the operating rate expected to rise, there is **potential for rapid growth**.
* 📉 " Technically, DI has been pushed to a high point, so it is recommended to **sell and wait for opportunities to buy back**. The Korean market is in a state where it needs to be **strictly trained to become specialized in trading**.
* 🎢 " Seojin System seems to be approaching its previous high, and as volatility increases, it is better to **hold positions**. When making a profit, it is a good time to **tidy up**.
* 💡 " When a stock drops by about **10%**, it is advisable to consider **adding more and holding on for the long term**. It is important to check for **synergy with various aspects of the company**.
* 🛠️ " PNH Tech is in a stagnant situation, and the standard operating profit for this year is about **90 billion won**. At this level, it is expected to **not drop significantly** even if something is excluded.
* 📚 " President Kim's class provides unique stock market analysis and strategy guidance, focusing on **analyzing sectors to find stocks of interest**. The class aims to **fully lead the market** by studying together with the stocks of interest.

Shall we take a quick look at the robot sector? The robot sector is strong today. How do you see this side? Is it just starting over? The stock price has also dropped. There is news that Samsung Electronics is applying dual-arm robots to the semiconductor line. This part continues to be alive. The key is companies like Rainbow Robotics. Today, I talked with the CEO. From a technological perspective, it's not easy for a rebound like this to happen all at once. However, for those who hold it, if they recently purchased it at this price, there is no sight for selling. Because they can turn a sharp rebound. So, in this case, when there are materials, they react. It depends on luck. You need to be lucky. When will this happen?

I don't know, so the originally scheduled part has been postponed a bit, so in the case of robots, the part called momentum is alive, but when the schedule is set, I will actively look at it, and if not, I just have a level of interest, that's what I'm saying. In bio, you might think about moving on to the next one, like Rainbow Robotics. Take a look for a moment. Oh, it's art. You took a perfect shot. If you had it here, you should consider cutting it off here. You should try to sell this position and just leave. Oh, education. Look at the education. Why is that kind of position resistant? Why shouldn't you take risks in that kind of position? And on the contrary, even if you leave when a certain part goes, there will be positions worth holding on to. Why does that need to happen? Because all of this will be confirmed. If you had it, it would have been concluded and pushed back.

Then, what kind of feeling do you have? Well, I think, even if I experienced a loss of -20% at that time, and then cut it by 5% on that day, you would feel relieved. By thinking this way, you can gain more confidence, so let's respond like that. I will also talk about this. Yes, as you look at it that way, it seems that you are interested in Nepes. Yes, Nepes. Nepes. Yes, finally, you cut your losses. In this case, Nepes, in the case of Nepes, we had invested a lot in FP, right? WP. When we implement it this way, FP is implemented in a square shape, so it faces resistance from gravity. Therefore, it was not easy, but as we continued, we faced difficulties. It's a difficult situation. In this case, you should sell first. You need to sell.

After that, there is a possibility of issuing new shares in the future. So, it's to cover the losses. That's right. Therefore, in the case of Nepes, first, we sell and then later consider repurchasing. Because we have been continuously carrying out this relocation process, money has been constantly flowing out from the main business to the affiliates. As we are in the final stages, there are parts where we need to induce profits, so for now, I suggest holding on a bit here, selling, and then moving towards alternatives that can replace Nepes without repurchasing. So, for businesses like LB Semiconductor and Doosan Tesna, yesterday, Doosan Tesna showed its ability to issue securities, which was requested by customers. Due to the continuous reflection of the unit price depreciation, the operating profit margin is visually.

It may not look that big on the outside, but if the operating rate goes up, this side can rise quickly, so I am planning to sell and prepare to buy in the case of Doosan Tesna or similar. If you say you will switch to a similar group, for now, let's pass like last time in this position, it turns sharply like this and occasionally comes out like this. But once it comes in quickly here, even if you can't eat it, you'll see it rising, then how far will it go? It goes up to this resistance area, from here to here, it's quite big, about 20%. But if you do well at such a low point, it could be an opportunity, but the important thing is whether this will be such a chance this time. Probably the side that pushes today, as Mr. Wonsa mentioned earlier, how will the capital be.

I think this is because of the possibilities, so in my opinion today's closing price is currently at 13,600 won. The level that needs to go back to the blue area is 13,600 won. If it can't hold at 13,600 won and starts to push down, then it's just a stop loss. So, you should either watch it again here or wait for the next opportunity. Therefore, considering it that way, if it's maintained, there might be a possibility of it going like this, so let's wait a little bit for that as well. So, looking at 13,600 won, there's about 80 won left. But it would be good to see if today's closing price can hold and then respond accordingly. So, for now, it's good to look at both directions. How do you see Nepes Arc? You also inquired about Nepes Arc today. Nepes Arc is one of the core businesses among the affiliates. I will endure together if it falls in this direction. I will endure here and see how it goes.

When we look at stocks within the same industry, it is always necessary to look at the top performers, the top performers. And what Dusan Tesna is talking about is that there are technical resistances above, making it difficult to move easily. I have considered this from a technical point of view. I talk about things like cycles. For those who consider the technical aspects, for now, there has been a short-term rebound, so it's not advisable to be aggressive. Yes, so in the case of Dusan Tesna, it doesn't have a significant impact on the overall market. For example, Dusan Tesna has risen sharply as expected, but because there is some selling pressure built up here, it seems unlikely to break through all at once. If there were some profit-taking, then now it's an attempt to consolidate. So, this is how resistance comes up and such things need to be mentioned again.

I can't break through, I'm being pushed back slightly. As I'm being pushed back, I rise like this and receive support in this position. The next step is to break through here and go. That's why, if you time it, that's about it. I can't explain how much the short-term line has risen. Once you see that, from then on, we will all receive education. Yes, if I mention things like this, it would be great, but after seeing that, going back like this would be good. Because the opportunity is closer now since the situation has unfolded like this. Attempts at a turnaround are now coming out, so in terms of timing, it seems like the right moment to strike while the iron is hot. So, I would appreciate it if you could take a look at it for now. Also, I briefly mentioned about DI earlier, but there are quite a lot of inquiries. If you take a quick look at this, I also mentioned DI yesterday up to this point.

Technically, up to this high point, it has been pushed here. Then, of course, when you see the spot, you see it and then it goes up right after that. Where did you take the shot? You took it right at the top like this. If you place it here, you can just leave. It's settled. Then, if you go down below, I don't know. Then, you wait and check the spot again. So, you need to look here, right? The spot, supporting that kind of spot, selling the spot, and now, where do you receive the spot from? It seems like it's time to wait a bit more. So, you need to use a bigger move. By doing that, because it clearly showed the 8th spot, sell it and then comfortably, should you buy it again now? That would be the best. But now, you need to be trained strictly. Only then can the Korean market become specialized in trading. Sir, what should we do? Since it's a buying opportunity now, should we just sell it?

Should I sell? I don't think I should sell today. Yes, I don't think I should sell today. I'm considering the timing to buy. That's the thought of looking for the right timing to buy. As I mentioned at the beginning, as I mentioned at the beginning, on July 3rd, the lowest point was almost around 5.9 trillion won in terms of market capitalization. Yes, yes, at that level, I think it can easily be seen again, around 900 billion won. Yes, below 900 billion won. Yes, because companies like DI have different aspects, especially in terms of tech wings, and DI is also related to inspection equipment. Since it's related to inspection equipment, it seems a bit different. What we need to know is why this company can stand out. It's not just about the price, but why is the stock relatively strong now and why is it falling? We need to know about this in connection with performance estimates, actual deliveries, and unit prices.

Yesterday, I mentioned that when it comes to stocks like DI, they have risen to a reasonable price level. The reason I mentioned this is that if it falls afterwards, then what kind of response should be made. If you don't know about this company, that's how it goes. As we go along, when it comes to basics, like managing accounts, the goal is not just about making money. It's not about jumping into this field to earn a little bit of money, right? If you want to exceed a certain level, you need to have the basics in place. It's a bit regrettable. When you see it, it's regrettable, so I'm saying this. Yes, that's right. No matter how much the market recovers, it seems like it will continue to go up, or if there is a correction, it seems like it will keep falling, so you should cut your losses. That's not the case, right? But you have to be cautious in that direction.

This is really difficult, but we continue to provide responses that can be handled with a four-digit number. Secondly, Hansol Lions is inquiring again. Yes, we probably mentioned it back then. When it goes down like this, you should support it. If you can't support it and it goes down, it's a line first. You go straight and when it goes up a bit, where does it stop? It stops here. If it goes down and comes up like this, you get caught. If you can't sell a little bit here, it's a line again. It goes down again, then when it comes in the position here, I have to buy, so I reduced the line and now I'm aiming for a bet. I'm looking at those technical perspectives, and honestly, I feel a bit unfair. Since I'm not going to the semiconductor warehouse right now, just watch how it goes. It's just things that have been let go due to supply issues.

Should we sell now or should we buy when the opportunity arises? I think the idea of buy when the opportunity arises is more suitable. We first look at the stocks this way. It's a good stock, undervalued compared to its performance. So, instead of how much we like this stock, how much we think it's good, how much we think it's worth, we should first think about what should be bought first. We think about what should be bought first. Then, secondarily, we prepare the stocks that can be included later here. Yes, we need to have that ready first. Yes, we need to have that ready first. There are stocks with price merits that should be considered, but there is no need to aggressively include them right now. So, these are the stocks that need to be considered later, and when the timing is right, we will discuss them again. That's right.

I will now look for opportunities down below. If I happen to show up, I will speak again. However, just because it's in a loss position now, doesn't mean you should completely clear everything out. It's important to manage the allocation and keep an eye out for opportunities to buy back what you've managed before. That's how I will express it. Also, you have a lot to say about APR. Are you looking to buy back now? I mentioned in the morning that it's not a good time to buy. Yes, I mentioned it in the morning and I'm waiting. I'm waiting and haven't entered this section yet. Let me lay the groundwork and speak. If you entered above the 350,000 won range, I will reduce the allocation. Reduce the allocation and see. For example, if you bought it around the mid-200,000 won range, you can hold on for now.

The two main differences are that we are entering the performance season and I mentioned twice yesterday and today that there are expectations for performance. Normally, when it goes up, I often hear this kind of talk. When it goes up, that's the situation, but ultimately, I look up to a certain extent. When it comes to this, I have repeatedly mentioned that if you have this, it means that you have a weightless burden. Many people must have heard this kind of talk because it's not easy to handle in such situations. Even if you go back and forth, there are a lot of obstacles. That's why I said to only hold a weightless burden. I don't know where the level of a weightless burden is, but as I look at it now, there are a lot more comments. But for now, you have to hold on to this position, which is at 330,000 won. But now it is dropping.

It may not be once, but it could come up again the next day. However, for now, if those of you who hold a significant position, if this breaks away, you should reduce it. By reducing it, you can come back here or again, because it seems like there might be a slight miss in performance. Currently, Ultra is promoting its products a lot, but the sales are not going well accordingly. In that case, you might start to worry a bit about inventory or marketing costs. Market is worried about that. However, even without that, it seems like it will work out well. Later, after that, it will be covered sufficiently with the existing sales volume. But now, since we are looking ahead, we are worried. So, taking the stance to confirm the performance, it seems a bit subdued. Yes, when it's done, usually on this day, people are preparing to buy, but it was too rough on that day. Foreigners.

If organizations start to reduce their presence, they are talking about cutting back first and then refocusing. If they just stay still, if the existing people have a lot of this now, they shouldn't have it in their positions. And I also want to mention, there is a timing for buying. If by any chance, there is a specific opportunity now, I will try to buy this stock. Then, just hold onto it for a week. Just try buying it for a week, and then adjust the timing from then on. From there, see where it falls behind and goes back. If you think about buying two or three times from that point, that's the stage of watching. But right now, you must never rush. So, even when it falls on that day, I suggested just buying a small amount. I said you should have a million in stock to act as a lookout. This way, when it fluctuates next time, you can respond. So, it would be good if you could check it once. Therefore, the responses are.

It would be nice, right? Yes, that's about it for now. And, regarding inquiries about stocks, I see that there have been many inquiries about Hyundai Corporation. It seems there haven't been any recent inquiries, so let me talk about it fresh. Yes, we are in the business of the superior business, but the factors that could improve performance are being evaluated negatively. Even though the evaluation is negative, I don't really understand. What I mean by not understanding is that the performance continues to be good. Reports have been recently released in this manner. So, in terms of sales, but I'll pass on that part. If you have it, in cases like this, when there is a technical rebound, you should sell. Yes, I will sell. I will tell my boss that when there is a technical rebound, it is when the raw material prices have risen above a certain price.

Or when a price merit occurs, that was the case with Posco Inter, and it was the case with Korea Gas Corporation. Next, for example, with LX Inter, it was such a case. We briefly passed by those, but currently, there isn't anything special. Although copper has risen to around $80, it doesn't have a significant impact on the market, so based on my criteria, there aren't any factors to buy, so I'll pass. Yes, that's correct. I've mentioned it up to that point. Now, looking at it, there seems to be a pattern with Seojin System. Yes, please take a look at that as well. It seems like it's approaching its previous high, and the situation is becoming more volatile. Oh, looking at this chart, I can sense it. Yes, as the volatility increases, if you are holding positions, it's better to hold onto them. If you had bought back your own shares three days ago, it wouldn't have had much significance. Then, I will look into this stock again.

It may deviate by about 10% and usually won't deviate much more than that. Since the market capitalization is around 1.5 trillion won, you will look at it again at that point. If the direction seems right after that, it would be good to consider it from a long-term perspective. Looking at it in the long term, if a stock drops by 10%, you should consider adding more and holding on. For example, in the case of Seojin System, they are doing well in the ES sector, so you should be aware of that. When you come across an opportunity like this, it's a good entry point, right? But when you enter, if you observe carefully here, don't rush. If you enter, you need to tidy up first. Even on a day like today, if you make a profit, that's the moment to tidy up. So, when you see that you've made a profit, that's the moment to stop and think. If you have already tidied up the weight here, now you are in a position to decide whether to buy again or not.

If the Won-Dae doesn't handle the detachment well, we'll adjust like this and go up again. At the moment, it seems like we should consider the position we have by reducing the weight. We haven't died yet, so I think you should take a closer look. Also, we have been sticking to the ES side, but there are many things related to ES. This company has various aspects, so you need to see if there is synergy. Please check the short-term warrants precisely, and the price today hit the low part exactly and rebounded. If it doesn't detach there, attempts will continue to come from above, so I would like you to take a look at that once. Yes, let's take a look at PNH Tech. Yes, it's been a while since we talked about PNH Tech. The stock price has dropped a bit, it's in a stagnant situation. The standard is that the operating profit that can be achieved this year is about 90 billion.

It's about 9 billion won. So, in this case, the market cap is around 18 trillion won. At this level, I think it won't drop significantly even if something is excluded. Yes, that's right. I had a strategy of holding onto the stock as a strategic material at the beginning of the year, but I have to enter in the second half. Looking at the second half, there are some limitations to entering at the center of the portfolio right now. So, we keep the part of not including it in the portfolio open at a lower price range. I understand. That's why I mentioned it like that. Well, here, you must have listened to a lot of lectures and checked out many techniques, and you must have applied them. But, are the results good? This could be the unique strength of our class. Analyzing the sector.

Why should we do it, and when we go to a certain sector, we think about various ways to approach it initially. I will tell you the key points accordingly. President Kim analyzes the industry like this and finds stocks there. I will explain various methods and their effects in detail so that you can fully aim for them. By studying together with the stocks of interest, you can sufficiently lead the market. I will guide you in that way. We will make good use of live streaming. I will include the questions that come up there and share my experiences when it might be tricky to trade. If inquiries come in, I will provide sufficient guidance. This will be a unique advantage of our class.

(장중엔 하이라이트) 레인보우로보틱스, 반등나온 로봇주 더 오를 수 있을까? / 에이피알, 서진시스템 팔아야 할까? | 김민수, 이성웅

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815머니톡

Samsung Electronics is introducing dual-arm robots to its semiconductor line, impacting the robot sector.

Rainbow Robotics is a key player in the industry, with potential for a sharp rebound in stock prices.

Nepes is facing challenges and the recommendation is to sell and consider repurchasing in the future to cover losses, as the company goes through a relocation process.

Stock Analysis and Investment Strategy for Dusan Tesna

The stock is currently trading at 13,600 won and is approaching a resistance area, making it risky to be aggressive in the short term.

Technical analysis suggests that it's facing selling pressure and struggling to make a breakthrough, so a conservative approach is advisable.

There is a possibility of a short-term rebound, but it's important to carefully observe the stock's movement before making any decisions.

Analysis of Stock Trading Strategies and Market Trends

The speaker discusses the timing of buying and selling stocks, emphasizing the need for training and a strong understanding of the market.

They also mention the performance of a specific company, DI, and the importance of having the basics in place for successful trading.

The speaker advises being cautious and providing responses that can be handled with a four-digit number, while also referencing technical perspectives and supply issues in the semiconductor warehouse.

It is advisable to buy stocks when the opportunity arises, focusing on undervalued ones.

It is important to manage the allocation and wait for the right timing to make a move, rather than aggressively including stocks at the moment.

When it comes to a significant position, it is recommended to reduce it if the stock price breaks a certain level, especially when there are concerns about the company's performance and sales.

Stock Investment Strategies and Considerations

Organizations may consider cutting back or refocusing their presence, while timing is crucial for stock buying opportunities.

It's important to avoid rushing and to start with a small investment, using it as a lookout for future fluctuations.

When dealing with stock volatility, it's advised to hold onto positions and consider adding more for the long term, especially after a 10% drop.

Tidying up and making a profit should prompt a moment of reflection before deciding on the next steps in stock investment.

Analysis and Strategy for Stock Investment

Consider adjusting the position in response to Won-Dae's detachment handling, while also reducing weight.

PNH Tech's stock price has dropped, but with an expected operating profit, it may not decrease significantly.

There is a strategy to hold the stock as a strategic material and enter in the second half, keeping the option of including it in the portfolio open at a lower price range.

The unique strength of the class lies in analyzing the industry, finding stocks, and using live streaming for guidance and sharing trading experiences.