Hello, this is Park Sam from Goodbye Goodbye. It's been 30 minutes since the market opened, and it went up a bit and is now consolidating. Are you wondering whether to buy or sell right now? If you have a lot of concerns, let's solve them together. Today, we have Manager Jo Beom-soo from MBN Gold Rescuer with us. Manager, hello. Hello. First, let's briefly check the market situation today. The market is down nearly 3%. How should we respond to this kind of market? I'm curious about the causes and response methods. There were various discussions yesterday. Some say it was triggered by Intel's decline, others talk about the impact of the Nvidia trade, and there are also discussions related to the economic downturn. It's a situation with a lot of momentum. However, if you look at the recent stock market, it seems to be even more volatile than Bitcoin.

Currently, there is volatility in the market, and firstly, in the U.S. market, there was a strong selling pressure in the futures market. This is confirmed by the macro side. Just like how the U.S. market was strongly pushed, I think we are also being pushed in the same way. I believe this is another buying opportunity. One thing I want to emphasize is that when economic indicators were released yesterday, it created a sense of recession. In the past, the trend was that if the economy was good, it was not good for raising interest rates. It was the opposite. In the future, bad things will be bad, and good things will be good. Please refer to these points and make transactions. The current futures market is down by almost 3%, and I evaluate this as a good buying opportunity at this point.

I want to mention that currently, there is selling pressure from foreign investors. However, the selling pressure on the spot market is not that strong yet. Foreign investors are selling close to 900 billion won worth of futures today. Even though there is significant selling pressure, there is usually a strong rebound after such a sharp correction. Therefore, it would be good to observe the stabilization for a bit and then consider entering the market. At this point, it is not necessary to be overwhelmed by fear in this current phase, either by buying inverse products or betting on a further decline. Let's not be swept away by fear; instead, it could be a good buying opportunity right now. In summary, let's meet again shortly to discuss the companies to invest in. Let's look for good companies with potential today. The first company is Elcomtech.

Usually, when the market is not good, gold-related stocks tend to be lively. Today, Comdo is also rising. Elcomtec, good. Bye, Elcomtec. I'll say bye-bye. I don't think gold will go up anymore. Then, I should buy a gold ETF and gold futures, right? Well, Elcomtec is now showing its gold theme. In the non-ferrous metals sector, there might be Elcomtec related to gold and Korea Zinc. It might be a bit difficult to just focus on Elcomtec for gold. Essentially, with the current news about the war in the Middle East, it's natural for negative news to rise as the market falls. However, when these negative news affect the market, Elcomtec's correlation is usually the last to drop. I really prefer to focus on something defensive like gold.

For those of you who are doing it, I think there are two things. Either you buy gold in cash or in kind, or Bitcoin is also fine. Since we also call Bitcoin digital gold, as you can see today, Elcom Tech has risen by nearly 7% in the market but is showing signs of being pushed down. If you are going to trade, you should trade major stocks. There is some concern about Elcom Tech, a gold-related stock. Even if there is a rebound now, you should always be careful about the reverse-related parts. Even if there is a rebound, the upside is quite limited. I will summarize my opinion on Elcom Tech. Whether to buy gold in cash or in kind, or to watch ETF futures more, what do you think?

I was just giving my opinion. Let's move on to the next one, a shipping company. I mentioned that there is still more to come about Hwanghae Shipping, but I have already seen it all. Didn't I suggest three days with Israel and Iran, that within three days there could be retaliatory possibilities from Iran? How can a war be scheduled like that in advance? So, whenever the market rises strongly in sectors related to war in the forefront, instead of trending strongly upwards, it has always been a good buying opportunity. War is just an excuse. For those who have been holding onto stocks that have been rising like this in the war-related sector, now is the time to realize profits. Although there is a deadline of three days, today is Friday. Because it's Friday, it's a day to exit. Today is a day to exit. If possible, additional.

Rather than trading, it would be good to slowly look at sectors that can rise from the low prices. You gave your overall opinion on war-related stocks, but since it's Friday, for those who are holding, it was suggested to consider realizing profits at this point. Now, let's move on to SK Hynix. Oh, you must have been surprised by the simultaneous trading halt. Today, it is showing a sharp decline. SK Hynix, goodbye for now. Is it a buying opportunity? We need to see if it's a buying opportunity. It seems that the current decline is quite excessive. Also, SK Hynix showed a bit disappointing performance due to the rise in the previous session. For those who look at it technically, a drop of 30% compared to the rise is showing at 180,000 won.

The situation is that the stock price of Jisoo went down. So, do not buy it right now from today's market. The most important point is that the highest price today is 184,000 won. First, check whether it will recover from here, and then you can enter. When the trend is always downward during a decline, it is crucial to see if there is an attempt to rebound or a complete reversal of the trend. Therefore, do not buy it right away. It is the most critical point to see if there is an attempt to rebound. Currently, there are no negative news related to SK Hynix's sales or HBN. There are no significant changes. Some people express concerns about Intel, but if you think about it, even in the previous quarter, Intel's performance was not that great. Therefore, SK Hynix is solely dependent on Nvidia. It is a stock that is influenced by Nvidia's options selling.

It's a situation where we are falling together like this. Let me convey that and let's try a rebound once. Even if the rebound comes, you can buy it after confirming that. Today's high is 184,000 won. If it surpasses today's high, let's try buying. So, instead of buying right away, let's confirm if it recovers the high of 184,000 won and turns into an uptrend, and then it's not too late to enter. In this way, we can summarize that it's not a problem fundamentally. How do you view Samsung Electronics? I rather think the probability is high. From the perspective of zero growth, there are many evaluations that it will be different in the future between HBM 32 and 8 layers by August or September. So, if you want to buy now, of course, in the current situation...

You should buy it, but regarding Samsung Electronics, if the supply of HBM 3 with 8GB is available, SK Hynix's monopoly will be undermined, so you should be careful in that case. Since Samsung Electronics' material composition is still alive, when it comes to being pressed, wouldn't Samsung Electronics be more advantageous? SK Hynix and Samsung Electronics, looking at these two companies only, you gave one vote to Samsung Electronics. Now let's move on to Nexon Games. The new title of First Descendant is doing quite well. With the recent buying interest from institutions, it even renewed its all-time high yesterday. So, Nexon Games, goodbye and I will sign off. Goodbye. I think it's time to leave now. Saying goodbye to Nexon Games from the previous segment.

Adjustments came out, and as the report came out, it just rose sharply. Nexon Games' evaluations include not only First Descendants but also new revenue from the Chinese market and social games like Blue Archive. Overall, it wasn't bad, but in a highly undervalued segment, as evaluations went up, there was a strong increase. Nexon Games has a problem. There is a problem. Nexon Games now has a situation in Q1, right? In Q1, they have Map and WeMeP. WeMeP is held by Nexon Games. Oh, there is a relationship of ownership percentage. There is a relationship between Nexon and F. Because of the ownership percentage relationship, if there is a sale, it will be a problem for Nexon Games. It's a problematic situation. So, up to around 30,000 won, for now, it's important to secure cash.

It is important that Nexon Games has released many new games so far, some of which have failed, leading to the closure of servers. The evaluations based on the successes in the past are now fully reflected, and there are still concerns about the liquidation value. Therefore, from this point on, I will explain that this is the selling phase. Yes, you mentioned Map Prime. Now, before we meet the top-tier companies, let's review. Despite the challenging market conditions, there are companies that have achieved their goals, such as Daesung Energy and Korea Petroleum. With geopolitical risks and concerns about an economic downturn coexisting, the question arises whether it is still advisable to hold onto these two companies. What is your opinion? As I mentioned, we need to exit the market today. We need to exit the market today, so both Daesung Energy and Korea Petroleum should be sold.

I am currently looking at the situation where the volume is close to 20% to 30%. I emphasized that these stocks need to be traded continuously based on their performance because there is a defensive aspect due to the presence of unfavorable materials. Among them, you need to sell today. As for the target price today, in the case of Korean Petroleum, I set the second target price at 24,000 won, which is currently uncertain with a difference of 2,150 won. I would like to say that if it reaches this point, the expected value of increase has been achieved. I recommend selling Korean Petroleum. If you look at the oil prices now, they are not going up. Oil prices are not rising due to unfavorable materials for three days, including the weekend. Even if unfavorable materials come out, they may not come out on the weekend, right? Today is the day to take action. Since it's a day to take action, I suggest stopping here. You can consider targeting stocks at a lower price from here.

I will tell you. Yes, let me reveal the items you can aim for in that regard. Lately, I've introduced a lot of semiconductors, so I brought something else. It's a bit politically sensitive, so I have to be careful. Today, I will introduce a stock called Tony Moly. Ah, cosmetics. In the sector related to performance, cosmetics are highly anticipated. Among food, cosmetics, and cosmetics, today, Tony Moly, even though it had dropped by -5% earlier, is currently up by about -2%, showing a strong recovery. As you can see from recent export data, cosmetic companies are continuously increasing their overseas sales. Tony Moly is also involved in ODM business, so it is benefiting greatly from the expansion of the cosmetics market. Recently, all citizens...

A bill supporting 250,000 won is being proposed again. There is a lot of talk about this right now. If it passes, who do you think will benefit the most? I think it's cosmetics. What would you do with 250,000 won if it passes? You would buy cosmetics, right? The answer seems clear. If it passes, what could you do with 250,000 won? You would buy cosmetics. When you think about it, if you spend money on delicious but expensive food, it's gone. Even if you try to buy something expensive with 250,000 won, you can't. Looking at that amount, there are quite a few cosmetics. So, I suggest you anticipate the demand for cosmetics in this area. Tony Moly is a stock that has recently shown strong foreign buying. It is a stock with a strong buying trend and a significant trading volume, so it would be good to keep an eye on it. Today is a buying opportunity. I will tell you the current price for buying.

I will provide a short-term resistance target of 2,000 won and a stop-loss price of 8,500 won. In this market, the only things to trust are exports and performance. Today's top pick is Very Good Buy Company, with a target price of 12,000 won and a stop-loss price of 8,500 won. We hope you make good use of the buying opportunity today. That's all for the news we prepared. Although this market is tough, if we endure the downturn, better days may come. We hope you have a successful investment day with Economy TV every day. We will be back next week. Have a good day.

[Good Buy Good Bye] 엘컴텍·흥아해운·SK하이닉스·넥슨게임즈 / 매일경제TV

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