시장 분석: 식품 산업과 수소 경제 기회

### 주식시장 인사이트: 오리온, 식품업종 저평가, 삼성엔지니어링은 수소경제 목표주가를 낮춰라
* 📉 뉴욕 증시 휴장으로 인해 오늘 시장은 이슈와 이벤트에 집중되어 **주식 거래에 신중**을 기했습니다.
* 📈 지난 6월 11일 **SK이노베이션 합병 기대감**으로 주가가 **15% 상승 목표치**를 돌파했고, **DB하이텍엔지니어링도 상승 캔들**을 돌파하며 추가 성장 가능성을 시사했다.
* 🌾 식품업의 시가총액은 글로벌 K-푸드 붐에 힘입어 올해 코스피 전체 업종 중 가장 높은 성장률을 기록하며 **8조 원을 돌파**했습니다.
* 🔍 주요 식품 기업들은 **수출 여건 호조**로 **2분기 호실적**을 발표할 것으로 예상됩니다.
* 📉 삼양식품의 막내딸이 이번 주 전략적으로 주식을 매도하면서 **이틀 동안 약세 흐름**을 보였습니다.
* 🎯 다른 주요 식품업체에 비해 상대적으로 저평가된 오리온은 **현금 보유량, 최적화된 신제품, 수익성 개선** 등으로 상승할 것으로 예상됩니다.
* 🔮 수소 관련 사업을 하고 있는 삼성엔지니어링은 **풀뿌리 차원에서 보면 상당히 저평가된 종목**으로 여겨집니다.
* 📈 하반기 사우디와 인도네시아의 신규 화학 플랜트 수주 등 긍정적 요인은 **현재 주가에 반영되지 않은** 반면 언론에 보도된 부정적 요인은 **과도하게 반영된 것**으로 판단됩니다.

식품 산업의 시가총액은 수출 모멘텀과 일부 종목의 추가 성장 가능성으로 가장 높은 성장률을 기록했습니다.

Today's market was strongly focused on issues and events due to a shortage of food during the New York market closure. I will look for stocks to join the recent market caution with Jisoo and stock trading. Hello, Mr. CEO, nice to meet you. The batting average is good this week. Yesterday, it was electronics, and today, with the expectation of the SK Innovation merger on June 11th, it broke through the 15% increase target. Also, on May 20th, DB HiTek Engineering, I will briefly mention the two stocks' future strategies. Yes, both stocks are breakout bullish candles, which have recently occurred, indicating that there is sufficient room for additional upward potential. So, both stocks were clearly indicated as having the potential for further growth. Therefore, let's move on to today's topic, the advance of the food industry's market capitalization this year.

It recorded the highest growth rate among all industries in the KOSPI, exceeding 8 trillion won. With the global K-food boom, the stock prices are also being reevaluated. Will it continue in the second half of the year, sir? Well, major companies in the food sector are outperforming the market perfectly in this situation. I consider the possibility of this trend being suddenly disrupted to be quite limited. For now, export conditions are quite favorable, and I am currently expecting positive export data from major food companies in June. Considering the comprehensive export data of Samyang Food and Nongshim, I expect them to announce strong results for the second quarter. Therefore, it is necessary to pay attention to these food companies that are overflowing with export momentum. Yes, you mentioned looking at it from the perspective of the export momentum being alive, but actually

This week, Samyang Food's youngest daughter, Dari, strategically sold her stocks, showing a bearish trend for a couple of days. Is there any problem with the depth of the water? Well, the biggest obstacle is that the stock price has risen a lot. Therefore, there may be a stronger desire for profit-taking. You should also consider that. When a humble position is established over time, there may be a moment of being squeezed. At that time, if you pay attention, you may be able to pursue profits. Therefore, I am keeping an eye on a humble child who has not yet received much attention. Among food industry representatives, there was a very humble friend whose stock price did not rise. So, I will introduce a stock that can be strategically targeted from the bottom range. The name of this stock is Orion. Now, compared to Orion, the stock prices of other food industry leading companies have risen significantly, and their valuations have also increased a lot.

So, I believe there is a high possibility that the relative undervaluation charm of Orion will be highlighted. If the current channel structure of Russia House ends, there is a high chance that the performance will improve again, leading to the possibility of the stock price rising from its low point to its high point. You can consider it as a company that is quite likely to perform well. I believe that it is a company that can actively invest in facilities because it has a lot of cash. Also, it is a company that can release optimized new products and carry out marketing activities tailored to each country's market environment. Therefore, it seems likely that the role of Orion will be highlighted with a time lag, and there are news reports that profitability is improving as a result of effects such as cost reduction in raw materials and efficiency improvement in production costs.

I believe there is a high possibility of being highlighted. Yes, although it has been relatively suppressed compared to Russia and China, it is a company that is expected to rise naturally over time. Where do you see the target price and stop-loss point? First of all, I will set a target price based on technical analysis. It seems good to set the initial target price at 105,000 KRW. For those who want to manage the risk of stock fishing now, you can set the stop-loss point at around 91,000 KRW. These target prices and stop-loss points are just trading strategies, so for those who prefer trading, please take note. For those approaching from an investment perspective, these target prices and stop-loss points do not seem to have much significance. Yes, for Orion, a less volatile stock, the target price is 105,000 KRW, and the stop-loss point is 91,000 KRW.

Shall we move on? President Yoon Seong-yeol announced at today's livelihood forum that he will create a hydrogen economy industrial belt connecting Pohang and Uljin. Will hydrogen come? Yes, sir. I see hydrogen economy as a field that must grow structurally now. It hasn't even started yet. Therefore, there seems to be a need to continuously monitor companies that are involved in hydrogen-related businesses. Among these, green hydrogen is very important. Green hydrogen is a clean energy without carbon and greenhouse gas emissions, and it is highly likely to receive attention in the long run. So, it seems necessary to keep an eye on some companies that will benefit when projects to produce green hydrogen using renewable energy are fully operational. Also, to popularize hydrogen cars, we need to increase clean hydrogen production facilities. Therefore, when facilities related to clean hydrogen increase,

At that time, there will naturally be companies looking at demand. By the way, recently Hyundai has announced through the media that they will cooperate with an Indonesian state-owned company on a hydrogen production project. So, regarding the activation of the hydrogen industry, could you mention a notable company? Yes, among the hydrogen economy-related companies, this company is one that can be targeted at the grassroots level. Samsung Engineering. Yes, I introduced it on a broadcast before. Its stock price has dropped more since then, becoming more humble. The fundamentals are quite solid, but the stock price is too humble, so I believe it's right to pay attention to it. Globally, major countries are actively pursuing energy transition projects, and in that context, this company can benefit. For example, in designing and constructing production facilities for producing green hydrogen.

You could consider it as a company that can continuously enhance and strengthen its capabilities. Currently, the stock price is at a level where overseas order momentum has not been highlighted at all. Based on this, it can be seen that the stock price has fallen to a level of undervaluation. This year, based on BPS, the PBR is around 1x, which is significantly undervalued, positioned to be targeted at the historical PBR bottom band. Moreover, if we calculate the PER based on next year's earnings per share, it is less than seven times, indicating that it is a company with a very attractive undervaluation at the moment. Also, in the second half of this year, there is a high possibility that the issue of chemical plant orders in Saudi Arabia and Indonesia will be highlighted. Considering Samsung Electronics' advanced semiconductor investments comprehensively, it is likely that the company's revenue from the semiconductor business segment in 2025 could increase significantly.

The positive factors I explained are not reflected in the current stock price at all. On the other hand, negative factors reported in the media seem to be overly reflected in the stock price. Therefore, I consider the current position to be clearly humble. Yes, there are expectations for new orders in the second half of the year, and you mentioned that the current stock price has already taken into account the negative factors. It's truly a humble position. The target price, which was recently set as a stop-loss price after achieving a new high, is now at a bottom. I am currently positioned in this stock from a bottom perspective, and I believe that the future support line will be confirmed soon. In my view, there is a high possibility that a turning point in the upward trend will be completed within a month. The humble first target price for this company is 2,000 KRW, and for those who want to manage the risk of price fluctuations, setting the stop-loss line at 2,500 KRW seems appropriate. From a trading perspective, there may be a new approach in the medium to long term.

It seems necessary to find a way. Samsung Engineering's current Samsung ENA target price is 25,000 won, and the stop-loss price is 2,500 won. If you want to continue to know various economic issues, please subscribe, like, and turn on notifications. This was AI caster Kwon Mi-jung.

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식품 업종 시가총액이 코스피 시가총액 8조 원을 돌파하며 큰 폭으로 성장했습니다.

주요 식품 기업들은 시장 대비 높은 실적을 기록하고 있으며, 2분기에도 수출 호조에 힘입어 양호한 실적을 발표할 것으로 예상됩니다.

글로벌 K-푸드 붐으로 주가가 재평가되고 있으며, 하반기에도 식품 산업은 지속적인 성장세를 보일 것으로 전망됩니다.

전략적 주식 매각 및 식품 산업 내 오리온 공략

삼양식품의 막내딸 다리가 주가 약세장에서 전략적으로 주식을 매도한 것은 주가 급등에 따른 차익 실현 욕구가 반영된 것으로 보입니다.

오리온은 식품업종에서 상대적으로 저평가된 종목으로 향후 실적 개선과 주가 상승 가능성이 높아 전략적 투자 대상이 되고 있다.

탄탄한 현금 포지션, 최적화된 신제품, 원가 절감 및 생산 효율화를 통한 수익성 개선 등으로 양호한 실적이 기대되고 있습니다.

오리온 주식의 목표가 및 손절매 포인트 설정과 수소 경제의 미래

오리온의 목표주가는 105,000원, 손절가는 91,000원으로 설정하여 주식 리스크 관리를 위한 트레이딩 전략을 제시합니다.

윤성열 회장의 수소경제 산업벨트 조성 발표로 수소 관련 사업의 중요성이 부각되고 있습니다.

친환경 수소 생산과 청정에너지에서의 역할에 대한 관심은 향후 투자 기회에 대한 관련 기업 모니터링의 필요성을 강조합니다.

수소 산업에서 삼성엔지니어링의 잠재력

삼성엔지니어링은 탄탄한 펀더멘털에도 불구하고 주가 하락을 경험하고 있어 주목할 만한 기업입니다.

전 세계적으로 에너지 전환 프로젝트가 추진됨에 따라 친환경 수소 생산 시설에 참여함으로써 수혜를 받을 수 있는 위치에 있습니다.

주가가 현저히 저평가되어 있고 사우디아라비아와 인도네시아에서 화학 플랜트 수주 가능성이 부각되고 있는 삼성엔지니어링은 매력적인 투자 기회입니다.

긍정적인 요인은 현재 주가에 영향을 미치지 않는 반면 부정적인 요인은 과장된 영향을 미치고 있습니다.

주가는 하반기 신규 수주 개선에 대한 기대감으로 주가가 낮은 위치에 있는 것으로 보입니다.

목표주가는 향후 상승 추세에 대한 믿음으로 낮게 설정되어 있어 트레이딩 관점에서 새로운 접근이 필요함을 시사합니다.