Today is a time to look back on the market and raise the success frequency for tomorrow. I am the chief inspiration in charge of the global market commentary. Last night, there was a refreshing rise in the U.S. market, centered on the Nasdaq, following Powell's remarks at the FMC press conference that the possibility of a rate hike is approaching. Therefore, I was expecting a strong flow in today's market, but while the KOSDAQ rose by over 1%, the KOSPI closed in a strong range. Today's liquidity was not significant, and the overall market sentiment seems to be weakening. We need to diagnose the market situation. Let's connect with Manager Han Kyu-soo from NBN Gold. Hello, Manager Han Kyu-soo. - Hello, I am Manager Han Kyu-soo. It seems like there is a strong desire for profit-taking in the market. How did you see the market today? - Well, I think today was a bit disappointing.

At the beginning, after hitting a low point, a relatively mild rebound was staged. Meanwhile, with the sharp rise in the stock prices of big tech companies in the New York stock market, expectations for a domestic stock market increase were high. However, as the KOSPI index saw a somewhat reduced increase, closing with a bit of disappointment, there was a trend like that. Due to the fluctuation in NVIDIA's stock price, profit-taking emerged for Samsung Electronics and SK Hynix, leading to a significant reduction in the KOSPI's rise. Additionally, there was a selective rebound in certain sectors such as some financial stocks affected by long-term interest rates, shipbuilding stocks, and some chemical stocks. In this context, the rebound in the KOSDAQ market stood out a bit. While the KOSPI closed with a 0.2% increase, the KOSDAQ saw a 1.2% rise.

Strength has appeared. Both institutional and foreign investments have shown buying trends in the KOSDAQ market. Particularly, as secondary battery-related stocks rebounded, the KOSDAQ market recorded a rare uptrend. However, the magnitude of the rebound in the KOSDAQ market is not significant. It is assessed that the recent rebound in the indices of the KOSPI and KOSDAQ has somewhat hit a bottom, leading to a moderation of concerns about a decline. Therefore, it is considered that the market is entering a period of stability. However, the possibility of further upward trends is not currently high. Although the possibility of a rate hike in the United States has increased, there is not enough momentum to drive the stock market's upward trend. Hence, the market trend is more likely to consolidate rather than show a clear upward trend in the near future.

I think we can see that there is a possibility of adjusting the period. If so, how should we respond to our market tomorrow? The approach strategy for each item is very difficult. Some stocks are rising, and some bank and shipbuilding stocks are quietly hitting new highs. However, because the overall market sentiment is uncertain, it is very difficult to chase after stocks that have risen a lot. Therefore, it would be desirable to gradually reduce the volume each time additional rebounds occur, rather than aggressively chasing after stocks that have risen a lot in a short period. It is judged that it would be ideal to continue with such a strategy. Semiconductor-related stocks, cosmetics-related stocks, and energy-related stocks that rose before the shipbuilding and financial stocks are still showing characteristics of a cyclical rebound and strong technical rebound.

Due to the use of rebounds, it is considered desirable to maintain some cash-out strategies. Amidst this, the market trend indicates a higher possibility of individual momentum and rotation of neglected stocks. Rebound trends have been observed in some secondary battery-related stocks, Japanese chemical stocks, and some distribution stocks. As interest in these rising stocks gradually shifts to neglected stocks, it seems that the market is moving in that direction. Of course, it is not easy to predict a significant rise in neglected stocks yet. However, there is a high possibility that funds that have sold well-performing stocks may move to neglected small-cap stocks. Therefore, it is a judgment to focus on stocks that have not risen, have been neglected, or are individually undervalued, or have individual momentum. You may want to consider looking at such stocks, especially now.

Biopharmaceutical stocks are also likely to continue rallying selectively. Selective interest in biopharmaceutical stocks continues, and although there is some opposition to the second round today, it is not strong yet. However, it seems necessary to steadily maintain interest. Samsung Electronics lagged behind today, but there is a high possibility that Samsung Electronics will lead the increase when the index rises in the future. Therefore, it seems necessary to gradually increase interest in Samsung Electronics and related value stocks. We believe that you should take profits little by little and discuss the strategy for preparing for the year-end. We will proceed with stock reviews. Let's start with which stock first? Let's briefly look at Korean Air and Aerospace, which I mentioned yesterday. Today's stock price is up 400 won.

The deadline has passed. Despite the recent sharp increase in a short period, the stock price of Korean Aerospace is showing strong downward trends. Today, there is a slight attempt at a rebound. The performance of Korean Aerospace is in a very good state. Therefore, if you receive offers at the upper range of the box for this type of stock, there is a slight pressure, and institutional adjustments are further progressing. However, in the end, this is a stock with a high possibility of medium-term upward movement that can break through the upper range of the box. So, there is no need to rush with such stocks, and there is no need to chase after them. When there is a slight negative trend in the morning opening price, it is still advisable to buy and hold such stocks. I believe it is a stock worth considering to implement a strategy of buying and holding. Next, let's take a look at Samsung SDI once again. All secondary battery-related stocks have risen together, and today Samsung SDI showed a 4.5% increase. This is in contrast to the decline seen yesterday.

The rebound was quite strong enough to leave a detailed impression. Foreigners bought about 140,000 shares, and institutions bought about 30,000 shares. The supply and demand situation does not show such a strong trend from institutions and foreigners. However, considering the parts where there was a prolonged decline and then a rebound, and the fact that institutions and foreigners started showing interest, it seems that the possibility of the stock hitting bottom is quite high. Therefore, it may not be in a full-fledged state yet, but as the possibility of reaching the bottom gradually increases, it is still a stage worth paying attention to. When institutional and foreign buying strengthens further, it could be a stock to actively consider buying. Additionally, I would like to mention one more stock to watch, which is Han Ocean. Han Ocean, which was a stock that did not show much movement in the market today, finally showed a strong rebound of 6.7%.

Market volatility remains strong today. Institutions and foreigners have been buying for the past two days. Today, institutions and foreign investors have purchased a whopping 1.3 million shares, leading to a rebound. Although Hanwha O&C is one of the weakest performers among shipbuilding stocks, its performance is clearly improving. There is a high possibility of further performance improvement, especially in the second half of this year. The growth value according to the U.S. market index is becoming evident. While shipbuilding stocks have risen significantly, the possibility of a short-term crash is not high. Therefore, even though leading Korean stocks like Hyundai Motor and Hyundai Mobis may experience a short-term break, the risk of a crash is not high. Thus, the rebound of latecomers like Hanwha Ocean, which has not performed well, is more likely. Looking a bit further ahead, Hanwha O&C is certainly an option.

As there is a high possibility of further rebound, I would like to mention about Hanah Ocean. With a strong holding power, it is still advisable to take an active buying perspective whenever there is a slight dip. Yes, I have reviewed three stocks, and in such a market with weak sentiment and stamina, what stocks should we consider for tomorrow's market? Well, approaching stocks is not easy in the current market conditions, as I mentioned earlier. Stocks that have risen a lot can be burdensome, and for those who are not familiar with certain stocks, it takes time to understand the market situation. Therefore, stock selection needs to be approached very carefully. However, currently, time is not that crucial in the securities market. Time is not crucial, and ultimately, if we aim to win, it would be good to look at stable and medium- to long-term growth potential. It would be advisable to look at secondary stocks related to long-term stability and growth.

I have consistently mentioned this recently, and among them, today I will introduce POSCO Future Lim, a stock once again. Today, it showed a 4.7% increase, indicating strength. Recently, it has formed a long-term bottom around 250,000 won. It is a stock that showed resistance after breaking the 250,000 won mark. Typically, when stock prices show such patterns, it is more likely to be a deceptive pattern of temporarily breaking the previous low rather than showing a downward trend. There is a high possibility that the current downturn could be a bottom, meaning that additional declines are unlikely. As a representative cathode material of POSCO Group, POSCO Pi-Eun, foreign investors have been steadily buying in, and today, institutions have bought around 90,000 shares. Therefore, there are signs of buying interest gradually increasing due to the current supply-demand situation.

It would be good to consider that the interest in secondary battery-related stocks, where the stock price can hit rock bottom, is high. The possibility of interest rate hikes in the U.S. and Korea is gradually increasing. In this situation, as interest in secondary battery-related stocks for the electric vehicle market could rise, there is a high possibility of that. Throughout this year, it may not hit the lowest point until the latter half of the year. Therefore, there is no rush, but it might be worth paying attention. We will provide information to consider a buying strategy called the scoop-up strategy little by little. The buying price is 220,000 won, the target price is 270,000 won, and the stop-loss price is 200,000 won. Yes, you have given a positive opinion from a buying perspective. You introduced Posco Future, and we will end the call here. So far, MBN.

I worked with Professor Gold's manager today. Thank you again.

[한규수의 큐사인] 글로벌 증시 투나잇 / 한규수 MBN골드 매니저 / 포스코퓨처엠 / 매일경제TV

매일경제TV는 매일경제신문은 물론 MBN, 매경닷컴 등 매경미디어그룹의 경제, 경영 금융, 증권 부동산, 창업 등 다양한 분야의 명품 콘텐츠를 제공함과 동시에 단순히 돈을 버는 것으로 끝나는 게 아니라 삶의 질을 높이는 방송이 될 것입니다. 

http://www.mktv.co.kr

mbnmoney2@gmail.com
