Today, I have prepared some content about electric cars. There is an issue about imposing tariffs on Chinese electric cars, which is expected to be decided within this week. While Europe has expanded its electric car market, China has dominated the market significantly. There is a trend where Chinese electric cars are doing well, but European electric cars are struggling to increase their market share. Recently, they have been reducing subsidies and strengthening fuel efficiency standards. However, they are now considering easing the previously strengthened fuel efficiency standards in order to actively boost the electric car market. It is also being discussed that the decision on additional tariffs related to China will be made soon. China is still providing subsidies to electric cars, lowering prices, which affects the global market.

They are holding it up, saying it is disrupting the electric vehicle market. Anyway, in Europe, the competition in the electric vehicle market is quite intense. So, at least, the additional tariffs on Chinese electric vehicles can act as a factor that somewhat helps to create price competition between China and Korea. I think it can be seen as a factor that can somewhat lay the groundwork for the sentiment of electric vehicles. Therefore, these aspects are somewhat resiliently affecting the stock prices of related companies recently. Personally, the area that I have been most interested in is related to the whole electric vehicle sector. Stocks related to this sector are currently rising. If you look at Solvay Holdings, they are setting new 52-week highs, showing a rising trend. In the electric vehicle sector, there are stocks that are making a technical rebound from the bottom, and Solvay Holdings is approaching its previous high.

There are also stocks that break through and reach their all-time highs. So, each of them shows a different appearance. If you look here, when you come into the business report and see it as an annual report, the companies included in the consolidated subsidiary companies affect the business, such as full-scale production of secondary batteries. This is now connected to additional investments from the subsidiary company in the U.S., so it seems to have an impact in the momentum towards the secondary battery sector. Among the candidates that are currently showing movement, one of them is CAM. After once rising in the market, CAM has been quiet recently, maintaining a market capitalization between 5 trillion and 6 trillion won. On the contrary, while CAM is quiet, other stocks are gradually moving. Originally, DukSanTeco PIA was working on electronic materials, organic and inorganic synthesis for semiconductor deposition materials.

Originally, Duk Sang Taekopia was doing that. He was using Ilide materials and working on aspects that go towards Duk San Neolux, such as in the direction of Samsung Display. Duk San Taekopia was also involved in the semiconductor deposition process at 5ed 62 0, working on barrier deposition materials and precursor bulbs for etching, among other things. These were the two main areas. Recently, the company entered the secondary battery sector and the display sector last year, and also built a factory in the semiconductor sector. So, as Duk Sang Taekopia intersects with these areas, there are aspects where it is renewing its high market value. Therefore, there are some stocks within the secondary battery sector that are relatively increasing in market value, and there are some stocks that are now lifting their heads up from the bottom, creating distinctive trends.

So, anyway, I mentioned that due to the overall growth of the ES market, it will help create a foundation for the development of electric cars. Also, these aspects related to the imposition of tariffs on Chinese electric cars can be factors that can have a positive impact. If you look at it, it seems like it will be beneficial. Now, I will talk more about electric cars later on, and next, there is another piece of news related to Sinjoseon. Sinjoseon is a country, a big country, and its prices are still stable and in a decent position. Recently, there have been reports of companies receiving orders, and Hyundai Mipo, in particular, has been mentioned frequently. However, Hyundai Mipo was one of the leading candidates that showed the slowest stock movement when other shipbuilding companies were moving. But now, Hyundai Mipo Shipbuilding is gradually receiving orders in the tanker sector.

So, the part that is labeled as Mr. Tanker is, what it means is the mid-range window, not a long range, but a short distance, moving the tanker towards the mid-range side. We call it the Mr. Tanker line. Recently, orders in this direction have been coming out, and there are parts that have received these orders. So, it is necessary to check that even Hyundai Heavy Industries, which was a little behind, is participating in the orders. The stock price broke through an important energy line with a large candle last time, then a shooting star came out to the 20-day moving average, faced some resistance at the 200-day moving average, and now it is coming down to the 60-day moving average, even pressing down to the 120-day moving average. The recent news flow and the level of momentum are not bad for now.

In a row, institutions and foreigners are entering the market like this. So, recently, at the congested moving average line, we need to see if the price adjustment will be finalized. If the market price goes down, the important support line is waiting below around 65,000 won. It might become a secondary support line. Technically, you should check this. Rather than the fourth shipbuilding, I have been talking about engines in terms of equipment. Engines have been moving sideways recently, but one representative stock that is accumulating energy is Hana Engine. Let's take a look at the supply of Hana Engine. For four consecutive days, there has been buying pressure, and yesterday, among the past four days, it was a place where the largest buying pressure from foreigners and domestic institutions came in. So, Hana Engine is currently in a trading range.

It seems like there is movement happening right now, right? It's moving within the range of around 12,000 to 13,500 KRW. Since energy is currently accumulating within this range, we should ride this energy upwards. The energy should be placed under the feet, but if this energy comes down, strong resistance forms above the head. So, when it moves down to the bottom of the range, at that time, you should consider the chart as showing a short-term weakening trend. If it breaks above the top of the range, it could potentially form a very strong support line within this recent range. Technically, you should take note of this. Also, among the stocks that are reaching their recent highs, there is one company called Sejin Heavy Industries. Sejin Heavy Industries has been showing signs of buying interest with around 76,000 shares coming in recently.

Saejin Heavy Industries is not only focused on shipbuilding but also has parts related to wind power. In the shipbuilding sector, there are areas where crew members reside, which we call deck houses. Some are involved in building that part, and another part at Saejin Heavy Industries is the plant sector. We talked about gas-related matters earlier, but the plant sector involves equipment for gas drilling activities and production facilities, including petrochemical industries, which we call plant business. Saejin Heavy Industries is involved in these kinds of areas to some extent. However, there are not many significant numbers coming out of those areas right now. That's something to keep in mind. And one thing I want to highlight today is that gmi has set a record for its stock price today.

Earlier, you mentioned a story about cars, but like looking at GMI, I broke through the resistance level. It was moving inside, ranging between $45 and about $42 from April to now, moving sideways for about two months, but today it broke upwards. There were two issues. First, there was a good agreement between labor and management. Secondly, personally, the point I am interested in is from the perspective of electric vehicles. It seems to be gaining some strength and momentum. In May, electric car sales increased by nearly 50% compared to April, which I think is a good momentum. Currently, we are establishing a joint venture with GM Korea called GM Ultisales, and we are still building the value chain related to that.

I think it would be necessary to organize it once, so I made a list like this. CEL, LG, and SOL are cathode materials like that, then anode materials, and recently, SK is actually moving more towards glass plates, so there are those aspects. Next, there is ENK in the anode section. CAM had a breakout movement recently because the price rose significantly first. I mentioned in the last weekly market report, but these days, in the secondary battery sector, I am studying a company called Yulcheonhak. Yulcheonhak is a company that produces instant noodles and snacks bags, associated with Nongshim. So, when you look at Yulcheonhak, it is a company related to Nongshim, so I think it is necessary to study a bit. Then, GM, if we look at where the recent numbers are coming out, when we talk about GM, we remember the brand Bolt. GM, Bolt, that's what comes to mind.

You'll do a lot, but the Bolt is the black line here. It's not a picture that goes up like that when you look at monthly sales figures. If you ask where it's coming from, it's the red one, called GM Ultium. It's not the Bolt, but the Ultium electric car model that is driving GM's sales growth. The entire GM battery line is the green line that is rising. When you look at the similar trajectory, it seems that the Ultium brand model side is improving, not the Bolt side. GM's monthly sales figures are in a good environment now, and there is also new car momentum in the future. We also have Kia, GM, and Stellantis. So, these things may act as factors that could somewhat support the second half of the year in terms of the battery. This is my thought, and if GM announces today...

In terms of the flow related to electric vehicles, the increase in sales volume led to a rise in stock prices. This part is said to be larger than the wage negotiation-related part. Today, with the positive momentum of the second-generation related stocks in South Korea, one might consider that it could have some impact. Another point is that our EV 3 will be officially released next month in July. Just like in EV 3, in the silicon emergency supply chain, it is well known that there will be major electronic material companies, and there is a company like Inox supplying silicon powder. Furthermore, in terms of companies related to CNT, there are companies like Ohwa Nano Materials. Therefore, their value chains will continue to show trends related to differentiation within the secondary battery sector. It is advisable to observe these trends.

Individual stocks today seem to have weaker buying and selling strengths compared to yesterday. However, there is some weak response, particularly in the secondary battery sector. There are clear individual responses. Probably, in the case of Ecodream, there are quite a few people who have received rights regarding the capital increase. Ecodream can receive a capital increase, and you should receive it. In the warming weather, what have we been looking at? For example, Vinga is a company we have been preparing for in terms of smart grids. In the case of smart grids, there is a company called Iljin Electric with a market capitalization of about 1 trillion won. However, today's response is that small stocks are reacting. Nisystem, and so on. However, for these types of stocks, it is not easy for us to give significant weight to trading approaches. With a market capitalization of about 70 billion won, it is quite difficult to focus on volume.

Those who trade meaningfully, when they catch a few bids, it has a significant impact on our portfolio. So, it's easy to see that the bid prices are quite empty. Even if you try to buy, it's only about 10 million won. For example, Smart Grid received an order yesterday, and you can see that it can also respond to the weather. In the case of large-cap stocks, Iljin Electric is a representative stock. It can respond as the weather gets warmer, maintaining an upward trend. When we analyze the medium to long-term trends, I often look at the direction on a weekly basis. Although the strength of the upward trend has slightly weakened, the upward trend is still being maintained. So, we can trade this stock in the short term and hold it in our portfolio when it reaches a meaningful price range. Regarding key price ranges, if you remember that this stock was in the range of around 24,000 won in the past, you can observe it.

And of course, among the stocks of interest, the strong one compared to the market today is the secondary battery sector, which has clearly hit a low point. As for the upward movement, what I am thinking is that the Kia E3 NCM series will be released this time. The battery side includes cells from LG Energy Solution, followed by silicon from Duksan Pure Chemicals, and the anode material is from Posco. So, rather than having a perspective like I must definitely look at these stocks, it's more about the sales demand in 2023. In the morning, the stock price hit the upper band, but it can potentially move up one level. By checking the demand step by step, remember that the stock price levels can change. It's important to remember that the possibility of a large sell-off or such is low in the secondary battery sector. Therefore, consider this aspect, and as for special gases, companies like Wonik Materials.

Today, there is a rebound in the case, and our Seonjae is also rising today. FF seems a bit blocked at 7,900 won. Seonjae hit it, so there are limitations to seeing CJ ENM or FNF like this strongly. We are currently filming a drama, but appearance fees are significantly reduced, so even if we produce dramas like before, the unit price doesn't come out well. Yes, that's why in the case of Seonjae, even though there was a hit, it would be good to sign Seonjae as an advertising model in advance. For FNF, you can see this as an event, and for companies like IOTECHNIX, it is advantageous under 200,000 won. It's a merit to buy under 200,000 won. EcoPro BM is also priced at 200,000 won, which is a merit, but there is a phenomenon where it drops to 180,000 won. It's not always a good idea to buy under 200,000 won, as there is a high probability of a rebound here, but we need to catch the timing. Initially, the stock price is located below the short-term moving average.

I've been doing this, and attempts in situations like this have come out like this, but meaningful trades haven't come out yet. So, I approach it in two cases. In the case of supply, when it completely deviates, I break through it and go down to the medium-term level to enter when it comes in. Because there are cases where stop-loss quantities come out. Or when meaningful trades occur and settle above the moving average, I enter at that time or at the next pullback adjustment. I look at stocks in the morning and also at lunchtime. So, when that timing comes, I will give you real-time updates. That's how you should look at stocks.

GM급등 수혜주로 떠오른 포스코퓨처엠, LG에너지솔루션 / 기아 EV3 판매 수요로 수혜 볼 2차전지주는 "이 것"  | 민재기,이성웅

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