Stock Market Trends: Semiconductor, Biotech, and Aviation Opportunities

The recent surge in SK Hynix's stock price is influenced by U.S. tech stocks' performance, while Samsung Electronics' stock shows a contrasting trend.

### Market Recap: SK Hynix Hits All-Time High, Alteogen's Meteoric Rise, Lotte Chemical's Share Buybacks, and Apple's AI Phone Strategy
* 📈 SK Hynix's stock price hit an **all-time high**, driven by the strong performance of U.S. tech stocks like Nvidia, while Samsung Electronics experienced a **sharp decline**.
* 💊 Alteogen's market capitalization surged **sixfold in a year**, becoming the **second-largest on the KOSDAQ**, driven by its transition to an **exclusive contract with Merck for Keytruda**.
* 💸 Lotte Chemical's executives' share buybacks signaled a **commitment to enhancing shareholder value**, amid expectations of a **recovery in the chemical sector**.
* 🍏 Apple's stock price fell **1.9%** after its AI strategy announcement at the World Developers Conference failed to meet market expectations.
* ✈ Aviation stocks, including Korean Air and Asiana Airlines, have been performing well, with **passenger demand increasing** and the **oil price stabilizing**.
* ☀ The U.S. is considering imposing tariffs on Chinese solar panel manufacturers, which could benefit Korean companies like **Hanwha Solutions**.
* 🤖 Doosan Group's stocks surged on the AI theme, with the holding company set to supply a **key material for AI accelerators exclusively to Nvidia**.
* 📊 Today's key points to watch include the **CPI consumer price index announcement**, **Samsung Electronics' Foundry Forum**, and the upcoming **FOMC meeting**.

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SK Hynix's stock price has reached an all-time high, driven by the strong performance of U.

There is a discussion about the possibility of a simultaneous rally in semiconductor stocks, particularly with the uptrend in Samsung Electronics and the potential for a shift in shareholder structure.

Alteogen has rapidly risen to become the second-largest market capitalization on the KOSDAQ, attributed to its exclusive contract with Merck for the drug Keytruda.

The Surge in Market Capitalization for Ecopro BM

Ecopro BM's market capitalization has dramatically increased to over 15 trillion won from 2-3 trillion won, with a stock price jump from 50,000 won to 285,000 won in a year.

It is advisable to hold off on purchasing and consider buying at a range of 230,000 to 240,000 won.

The company is a major player in the bio and secondary battery sectors, with analysts projecting a target price of 300,000 won and a positive outlook for future growth.

Impact of Lotte Chemical Stocks and Apple's AI Strategy

Lotte Chemical stocks are showing signs of a turnaround, with increasing investment demand and a positive outlook for many chemical companies.

The company's executives have expressed a commitment to responsible management, contributing to strong market expectations.

On the other hand, Apple's stock experienced a 1.

9% drop due to underwhelming market expectations for its AI system, but later surged by 7.

3% overnight, leading to a shift in the evaluation of related stocks.

The AI strategy, while criticized for lacking innovation, is also receiving positive evaluations for its focus on privacy and slow but steady improvement.

Disappointment in iPhone Sales Estimates Leads to Stock Plunge

Investors were disappointed as iPhone sales estimates did not increase, leading to a sharp drop in Korean parts suppliers' stocks.

The potential for increased demand due to the AI phone announcement may lead to a rebound in related stocks.

Concerns about iPhone regulations in China and the success of Huawei and Xiaomi smartphones are impacting the outlook for iPhone sales.

Morning Reports: Target Price Adjustments and New Coverage

A significant number of target price adjustment reports were released for Huguh, Doosan, LG Electronics, and Celltrion.

Upward target price reports were issued, while Lotte Chilsung maintained its price and Samsung Securities initiated coverage of Unid.

Hugel's target price was raised due to expected positive outcomes from a US case, while Doosan's target price was increased based on the promising performance of its subsidiaries.

LG Electronics' target price was raised, focusing on growth potential, and Unid was newly covered with a positive outlook on its performance and market position.

The Current State of the Aviation Industry and Its Impact

The international crude oil price has risen to around $77, stabilizing from a threatened increase to over $100, which has positively impacted the first-quarter results of airlines like Korean Air.

The aviation industry is facing potential impact from the debate on Chinese solar panel tariffs and the halt of production in Southeast Asian factories, leading to supply shortages and significant losses for Korean companies.

The industry is also navigating through the impact of the U.

presidential election and the ongoing trade tensions between the U.

Sanctions and the Future of Doosan Group's Portfolio

sanctions are expected to ease, potentially affecting the solar industry and leading to a rise in Chinese module stocks.

Doosan Group's stocks have surged, with a focus on AI-related companies and a significant increase in market capitalization.

The group's future-oriented portfolio is centered around supplying key materials for AI accelerators and small modular reactors for AI data centers, leading to a substantial increase in stock prices.

The Impact of Tech Company Orders on Bloom Energy's Stock

Bloom Energy's stock is rising due to increased orders from US tech companies, allowing them to join the market trend.

The company has restructured its portfolio, focusing on long-term revenue growth and future-oriented businesses, receiving positive evaluations.

The entertainment industry, particularly with the potential impact of BTS, is expected to make a positive change in the market today.