Yes, it's Wednesday morning, and it's time for Issue Radar. Hello, I'm the new reporter. Hello. Today, I've brought six hot keywords that investors should pay attention to. Let's start with the first one. The excessive decline in large-cap stocks has been ongoing recently, mainly due to Samsung Electronics. Our index is not rising, and individual stock market trends continue to unfold. If this continues, what about securities and insurance? Yes, since May, individual stock market trends have been continuing, and it may continue until the August earnings season. This trend is emerging from Yeouido. For this individual stock market trend to continue, there are several conditions that need to be met. First, the downward trend in U.S. bond yields that started in May may continue, and trading volume from foreign investors, especially in the KOSDAQ, needs to be maintained. These are the conditions being highlighted.

Expectations for the abolition of gold trade and expectations for such things to continue. Such discussions are also happening in Yeouido. Gold trade abolition should be abolished, but I hope it goes well. Anyway, as individual stock market trends continue, we should look into which stocks we need to focus on. How do they view it in Yeouido? Hana Securities does not conduct performance analysis on individual stocks but outputs various stocks based on various conditions without doing so. Therefore, for those who are looking at portfolios or sectors, if you have any places prepared as interest stocks, you may want to consider them a bit. According to Hana Securities, they have included various stocks such as Hana Micron, Open H Technologies, STI Employment, SK Innovation, Samsung ENA, DB ITech, etc. What are all these things?

Based on certain criteria, these are the stocks that are easy to explain. From the perspective of securities, they have been screened through various conditions such as performance expectations and current stock prices being relatively good, which is called oversold stocks. They have selected stocks with high relative valuation attractiveness. Yes, I understand. Secondly, Kia's stock price is doing well these days. Hyundai's stock price is also doing well, but Kia's stock price is also doing well. Kia is considered a company that can calm China's electric vehicle fears. Yes, this evaluation came from a Korean securities firm, and there are some numbers that investors didn't know well, so we may need to communicate a bit about that. Recently, there is a fear that Chinese electric cars could dominate the global market with low prices. If the U.S. imposes tariff barriers, they may expand to other places more.

In fact, there is concern, but when you look at the numbers, Kia's competitiveness is better than expected. The cost ratio is at the level of China's BYD or BD, and the stock price is the lowest among global finished car companies. Analyzing this, Kia has potential. Last year, Kia sold about 3 million vehicles globally, with a sales cost ratio of 73%, similar to the other company. This is because Kia used a strategy of outsourcing to parts suppliers. On the other hand, the other company now has to produce locally, which will slightly reduce their cost competitiveness, while Kia can maintain its strategy, so it can improve a bit. This was the analysis. It seems that there will be a slight increase from next year rather than this year. This is because low-cost regular models like EB 3 and EB 4 are now being produced in the U.S., and even higher-priced electric vehicles like EV9 are now being produced locally.

It is expected to lead to a large-scale order from Kia's suppliers in Korea as well as Kia itself, not only this positive aspect of avoiding sales. According to Samsung Securities, Kia's cost competitiveness is as strong as that of China's BYD. BYD is currently the world's number one in electric vehicles, surpassing Tesla. They are also trying to enter Korea. Yes, that's right. If they enter, will you buy a BYD or a Kia car? I don't have enough money to buy a car yet. Yes, but you still have a car anyway. In any case, I don't think I will buy a BYD now. That's why. Yes, that's what the parts suppliers are talking about now. If they supply to Kia, they might benefit. So, which stocks could benefit from this logic? Samsung Securities raised this question.

Also, if you look at the momentum around, after October this year, Hyundai and Kia will each start operating new factories, about four in total. Naturally, suppliers will benefit from this. There is an expectation for this. Recently, as you mentioned earlier, the performance of Hyundai and Kia themselves has not been bad. Therefore, in a situation where suppliers can set friendly prices, Samsung Securities has chosen Hyundai Mobis and Mando as preferred stocks. In addition, they have also selected a nano team that produces electric vehicle battery thermal management materials, and a fanless semiconductor company for vehicle design, Next Chip, as stocks of interest. Nano team, Next Chip, what are these? That's correct. Yes, there is a need to pay attention to such stocks. This is what was mentioned. Next is Celltrion. Celltrion's stock price has been showing an undesirable trend since the beginning of the year, it's been fluctuating. Will it go up a bit?

I see, Chairman Seo Jeong-jin was in the United States, and he stayed there for a while, but now he has returned. Yes, after returning, he held a briefing for institutional investors. Well, it's not widely known that Chairman Seo Jeong-jin held a briefing for institutional investors. I'm curious about what was discussed. It wasn't an event for the press, so there haven't been any articles about it, but yesterday, Chairman Seo Jeong-jin of Celltrion directly held a briefing for institutional investors. Looking at the key points, recently, more concrete information has emerged about the stories that have been gradually coming out in the newspapers and at the conference in the United States. The investors in the market who are most interested in Celltrion are interested in the treatment for inflammatory bowel disease, Kimpenium, which is very achievable. This is what we have conservatively set. Such statements were made.

In the United States, it is important to have a contract with a private company like a pharmacy benefit manager (PBM) that manages various drug prices in order to sell drugs. Well-known companies like CVS Health are representative PBMs. Among the top three PBMs in the United States, they have terminated contracts with Korea and Spirit, and will complete contracts with the remaining two insurance companies starting from the end of this month. They have announced plans to do so. In order to boost sales, they mentioned that they will spend up to about 10% of their maximum sales on advertising without worrying about excessive advertising expenses. In terms of stock prices, there is talk that this could be another momentum for Celltrion in an environment where talks came first. There were also discussions about a large M&A deal. It seems that there may be a large acquisition worth about 1 trillion won.

The chairman said that it will not be Celltrion Holdings, but Celltrion itself. Celltrion currently holds around 2 trillion won worth of treasury stock, and if it uses these treasury stocks as a source of funds for acquisitions, the acquisition will be made within a reasonable limit that does not put a significant strain on financial soundness. He mentioned that it is essential to increase market share in France through M&As, and is closely monitoring global companies. The chairman continues to express optimism about the future, and how the market will evaluate his confidence in the short and medium-term impact on Celltrion's stock price. Generally, when conducting M&As, there is a tendency for the stock price of the acquiring company to drop in the short term, but if the scale is large, there is also a possibility of long-term increase. This analysis was conducted, especially now.

Healthcare has merged, and there is an impending pharmaceutical merger. Celltrion has several issues, one of which is the recent issue of a suspension. Many of you may have heard about the Meditox story related to this issue. The two companies have been fighting fiercely for several years, but something happened yesterday. Celltrion's stock price soared, while Meditox's plummeted. You may be familiar with this news. The decision made not only yesterday but also in the future is expected to open up the ceiling for Celltrion's stock prices. Let's take a look at what has been happening recently. Starting from 2022, Meditox filed a lawsuit against Celltrion at the U.S. International Trade Commission (ITC), accusing Celltrion of attempting to export Meditox's botulinum toxin to the U.S. by infringing on its patents.

It was about Darara, both of which are sister companies, correct? In this preliminary judgment that came out this time, it is not a final judgment. In the preliminary judgment, it seems that the U.S. International Trade Commission (ITC) ruled that Huons did not steal the strain of Meditox. Such a judgment has been made. So, the final judgment will be made in October. Huons is now showing confidence that they will sufficiently explain their position in the final decision. Meditox, on the other hand, believes that our lawsuit was not wrong and will send a request for a review to the entire ITC. This is how they are confronting each other. However, in this situation, when looking at the market, it seems that Huons has gained some advantage in the lawsuit, and it doesn't seem easy to reverse the situation. In this aspect of reduced uncertainty, the value of Huons' business in the North American region has.

Analyses suggesting that it could improve more than expected have come out in the securities industry. For example, in the case of Daewoong Pharmaceutical, they raised their target stock price from 270,000 won to 350,000 won. They evaluated the business value of Daewoong's North American region, including Botox, at around 4,350 won. Therefore, Daewoong Securities judged that it could further increase its margin in the future as it may be difficult for latecomers to enter. Especially for those who are starting to have some wrinkles and are interested in Botox, it seems like they should continue to pay attention to Daewoong's stock prices. So far, we have covered various economic issues with reporter Shin In-gyu. If you want to keep up with various economic issues, please subscribe, like, and turn on notifications. This was AI caster Kwon Mi-jeong.

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