Hello, everyone. Stocks are indeed a matter of length, just like Gili Gili. Before Chuseok, the market has always been said to be unfavorable, and September has globally been a tough month for the stock market. I was hoping this time would be different, but it turned out to be another tough week. Let's quickly summarize today's market conditions. Let's study together. Let's get it!

Today, the KOSPI fell by 1.2%, and the KOSDAQ dropped by 2.5%, making the market very unfavorable. Especially for us individual investors, the KOSDAQ is our main focus, right? With the KOSDAQ dropping by 2.5%, our accounts are generally down by 3% to 4%. 

So, the KOSPI chart looks a bit dangerous as it keeps falling. The most frightening part is that we don't know how far it will drop. Samsung Electronics also finished the day with a slight decline, but this...

It's more terrible, isn't it? Today, the market was stable and did not decline. Nevertheless, the fact that the KOSPI fell by 1.2% suggests that the individual stocks we hold have been completely smashed. The evidence of this is right in the KOSDAQ, which dropped by 2.5% today and is almost at its previous low. Our accounts are understandably in a bad situation. However, in the midst of this, Alteogen seems to be holding up well. For reference, until yesterday, Alteogen was in second place, but today it has climbed back to first. How can it be first when it fell by 2%? It's because EcoPro dropped by over 5%. The situation is usually stable. Personally, I found this a bit strange. I thought, If the market is going to be this bad today, shouldn't foreign investors be selling about 1 trillion won? But the market just maintained a peaceful appearance.

Looking at the Asian stock markets, there aren't many countries that have experienced significant declines; it's only our country that has dropped considerably. Additionally, when we look at the US futures, they are currently down 0.6%, while we have fallen by 2%, which naturally raises the question of why our market is doing worse. Lastly, examining the futures options, it seems that foreign investors sold about 1 trillion won worth of futures, yet the market closed positively. However, the call and put options didn't move significantly. This makes me wonder what exactly is different between our country and others. When I think about why we have declined today, it could be due to certain factors in the financial investment sector that are right in front of us. Given this situation, I wonder if the big players have already started selling off, or if others are the ones throwing in the towel first.

Anyway, it has fallen more than in other countries, and it's not just because of that; it's not due to gold prices but because the semiconductor situation is not good. Since our country is heavily reliant on semiconductors, it could be seen as a significant reason for the drop. However, as mentioned earlier, Samsung Electronics only fell by 100 won. Therefore, I think there must be other factors at play, although I can't specify what they are. I sincerely hope that these issues will be resolved quickly. Now, let's return to the main topic. What did they buy and sell? On the buying side, they purchased Kia, Hyundai Mobis, Hyundai Motor, EU LG, and Ensol. On the selling side, they sold Samsung Electronics, LS, Isu Petasys, HD Hyundai Electric, and Pos Holdings. Regarding the stock market, the U.S. non-farm payroll report will be released this evening, which is extremely important.

Let's look forward to 9:30 PM, and there have been discussions about autonomous driving at Tesla. In the early part of today’s trading, stocks related to autonomous driving showed good momentum. Next, as fire safety measures for electric vehicles were announced, stocks related to spring coolers hit their upper limit. Lastly, as the stock market is not doing well, defensive stocks have also shown an upward trend. The exchange rate has fallen significantly to 137.8. As I always mention, when the exchange rate drops like this, the stock market should rise. However, if the exchange rate falls while the stock market also declines, I can't help but wonder what will happen when the exchange rate rises again. Meanwhile, there are signs that raw materials are increasing in price. Personally, I’ve been thinking about whether there might be a rebound in the US market this evening. I hope the talk of recession subsides for at least a month. Now, let’s look at the report. Kangwon Land’s target price is 2.

A report worth 2,000 won has come out, and after 11 years, a permit for facility expansion has been granted. There are expectations regarding this and the political expectations surrounding it. Next, KTN is up 2.3% today. KTN has been fluctuating between 80,000 won and 90,000 won for a long time, and now it has reached 110,000 won. It makes me wonder if those with heavy investments are finally winning out. Anyway, it is said that the performance in the tobacco sector continues to improve, and the possibility of resuming business in the U.S. is high. The policies regarding taxation are also positive, leading NHN to set a target price of 140,000 won. On the other hand, companies that have downgraded their forecasts include HD Hyundai Electric, which has lowered its target from 500,000 won to 410,000 won. I hope it at least reaches 410,000 won, which would be double what it is now. Samsung Electronics has also lowered its target from 110,000 won to 100,000 won. Now, let's take a look at shopping, focusing on Samsung Electronics and SK Hynix.

Leverage, leverage. EcoPro, Biopharma Research, Naver, Samsung Electronics, Posco Future, HLB, and Hyundai Motor are being bought. Foreign investors are also purchasing Yuhan Corporation, HD Hyundai, Shinhan Financial Group, Hanmi Semiconductor, Isu Petasys, LS Electric, LS HD, Korea Tax, Hyundai Heavy Industries, Jin X1, and Korea Gas Corporation. Lastly, the period includes Samsung Biologics, Celltrion, Kia, Hyundai Mobis, KT, SK Telecom, SK Innovation, and Korean Air. It is efficient. Next week, the iPhone 16 will be unveiled, and there will be a vote on the US House's Biologics Insurance Act. NCSoft's new game will be released, and there will be an IPO for a company called Iron Device, along with the opening of the World Waste Market. Additionally, there will be a debate on the presidential election between Harris and Trump, and the European Diabetes Congress will take place. Today's sector focuses on electric vehicle fires and related stocks in autonomous electric vehicles, which have shown some improvement.

Paratek hit the upper limit, while LK and 3Y also reached their upper limits. Hancom Life Care rose by 15%, and TKG Aegang also increased by 15%. Stocks related to autonomous driving showed good momentum as well. Tesla started with a surge due to its plans to launch software in Europe and China in the first quarter of next year; however, some stocks rose while others fell. Purantir saw a 23% increase, and AutoN rose by 24%. On the other hand, Lycom showed a good performance in the early session but ended with a 7% decline, while Lani also started strong but finished with a 5% increase. It seems that this phenomenon occurred due to the overall poor market conditions today. The smart radar system had an upward spike, with ES rising by 5%, and CamSys also saw a 4% increase. SOS Lab rose by 10% at one point but finished down by 4%, and Sure Soft Tech ended with a 3% decline.

Several companies related to the pharmaceutical and biotech sectors have seen significant gains. Cellumed reached its upper limit, Hanmi Pharmaceutical rose by 88%, Hanol Biopharma increased by 5%, and Y BioLogics went up by 15%. The semiconductor sector, however, took a break today. Samsung Electronics remained flat, while Nix fell by 2%, and the U.S. semiconductor sector dropped by 3%. Techwing also declined by 4%. The secondary battery sector experienced a notable drop; it seemed to be holding steady for a while but then continued to fall. LG Energy Solution decreased by 3%, Samsung by 6%, ILS Specialty Chemicals by 10%, and Hanong Hwasung by 12%. Some cosmetics-related stocks performed well, with PIA rising by 5%, VT by 4%, Classys by 3%, and Amorepacific by 1%. Are we seeing a shift towards defensive stocks? KC Group reached its upper limit today, with news of a new work commencement driving the rise. KC Corp hit its upper limit, KC Green Holdings also reached its upper limit, and TV Financial Investments increased by 21%, buoyed by expectations following the announcement of Value Up.

Today's market summary ends here. Thank you for your hard work. I really don't understand why things are so bad, but I hope that the U.S. market rises this evening and that our country's market doubles that increase tomorrow, or rather next week. It has been a long journey until now.

"일본 -0.7% 하락 코스닥 -2.6% 하락" 차이가 나는 이유는?

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