주식 시장 개장 전략 검토

오늘의 개장 전략은 지정학적 리스크에 따른 한국석유의 이익을 강조하고 약세장에서는 단기 트레이딩을 조언합니다.

### 한국석유, HK이노엔, CNC인터내셔널, 셀바스 AI의 시장 분석 및 진출 전략
* 🛢 한국석유는 중동의 긴장이 고조되면서 지정학적 리스크에 따른 잠재적 수혜주로 부각되며 **김흥태 매니저가 단기 매매에서 14.39%의 수익률**을 달성했습니다.
* 💊 상부 위장 질환 치료제를 전문으로 하는 바이오 제약 회사인 HK InnoN은 **2021년 1분기에 114%의 매출 증가**와 **임상시험 마일스톤**을 앞두고 있어 성장 가능성이 기대되는 기업입니다.
* 💄 색조 화장품 전문 기업 씨엔씨인터내셔널은 긍정적인 수출 데이터와 업계 동향에 힘입어 **2분기와 3분기에 좋은 실적**을 거둘 것으로 예상됩니다.
* 🤖 메타버스의 부상으로 혜택을 받고 있는 선도적인 AI 기업인 셀바스 AI는 **음성 기술 확장성**과 **AI 및 로봇 산업에서의 전략적 파트너십**으로 주목받고 있습니다.
* 📈 시장은 전반적으로 약세를 보이고 있으며 **지정학적 리스크 관련 종목에 대한 단기 트레이딩과 차익 실현**을 추천합니다.
* 🎉 오프닝 전략의 우승자는 한국석유에서 가장 높은 수익률을 달성한 **김흥태 매니저**입니다.
* 🍦 아이스크림 이벤트 당첨자가 발표되며, 생방송에 참여한 시청자 중 **2명을 추첨**하여 경품을 증정합니다.

It's the time for the opening strategy. These days, the weather is very hot, so we are continuing the ice cream event to help you cool down a bit. Please take a picture of the TV screen right now and send it with a message of support to #2034. Through a draw, we will give the ice cream event to two people. Now, let's meet the opening strategy. First, let's meet Manager Kim Heung-tae. Hello, Manager. Hello. This is Gold Kim Tae-ni. Which company are we meeting today? Today's opening strategy features Korea Petroleum. They are a company that manufactures and sells products related to petroleum, and they also profit from geopolitical risks. The leader of Iran has ordered direct retaliation against Israel, indicating that there will be continued attacks on Israel by Iran in the next 72 hours, affecting the situation in the Middle East.

It continues within a persistent sense of anxiety. Yesterday, in the Blue House, it was mentioned that they are considering a plan to evacuate similar to repatriating Korean residents for the safety of the people. At a time when the risk of the pandemic is ongoing, the market rebounded yesterday, but the New York Stock Exchange fluctuated and fell again. Therefore, it seems that there may be repercussions in the domestic stock market today. In such a market environment, it may sometimes seem necessary to adopt a short-term trading strategy tailored to the market conditions. Although Korean oil companies benefit from geopolitical risks to some extent, they are also affected by the countermeasures of major powers, so it may be advisable to engage in short-term trading. Rather than approaching the market too aggressively given the difficulty of the domestic stock market, it is important to observe the flow of funds in the market, make short-term decisions, and respond accordingly.

I will introduce today's opening strategy for the pharmaceutical company HK Inno, a bio-pharmaceutical company. In the case of HK Inno, they specialize in HNB business and professional medications. In terms of professional medications, they are specialized in treatments for upper gastrointestinal diseases. Since its launch in 2019, they have contracts in 45 countries and are currently in operation in 8 countries. As of the first quarter of this year, their performance has shown a revenue of approximately 519 billion won, achieving a growth of about 114% compared to the same period last year. This indicates an increasing demand for treatments for upper gastrointestinal diseases. Especially after COVID-19, with increased outdoor activities, there has been a rise in gastrointestinal issues due to irregular eating habits and excessive snacking, leading to an increased demand for treatments for upper gastrointestinal diseases. Additionally, in 2021, they acquired KK's North American rights.

There was a time when a license was out, and a report came out that the clinical trial of esophageal cancer and stomach cancer is expected to be completed in the first half of this year. Also, the phase 3 clinical trial of esophageal cancer is predicted to be completed in the first half of 2025, so it is expected that if it is approved in the U.S., performance like a quantum leap can be achieved in HK as well, so it would be good for you to pay attention and invest in this area. I looked into the accounting of InnoN, and I will meet with the manager next. Manager Choi Hyun-deok, hello. Yes, hello, Manager Choi Hyun-dong. Where are you headed for today's strategy? Today, I will talk about CNC International in the cosmetics sector. It is a specialized company in color cosmetics. Looking at the export data from yesterday, the data in the color cosmetics sector seems quite good, and also in the cosmetics sector.

Depending on the performance, stocks are diverging. In the case of CNC International, which is in charge of color cosmetics, the data is positive, so expectations for the second-quarter performance have increased. Currently, with the advent of 4th generation through KBT, discussions about color cosmetics are emerging. From that perspective, among many cosmetic companies, those with good performance continue to rise, while those with poor performance are falling. However, companies like CNC International are expected to perform well from the second quarter to the third quarter, as export data confirmed yesterday. I would like to mention that the outlook is positive. I heard about CNC International. You mentioned CNC International. I will meet with the manager next. Hello, Manager Kang Young-kyu. Hello, yes, hello, this is Kang. Which company did you observe today? Yes, I observed the opening price today.

The company that was picked as the strategy stock is Celvas AI, a leading AI representative that can be considered a beneficiary of the rise in the unlisted meta. There are three investment points, and one of them is to pay attention to the scalability of voice technology in the structural growth of the AI market. Therefore, in the case of Celvas AI, based on deep learning technology for 25 years, it is a domestic first artificial intelligence KOSDAQ-listed company with the highest level of technology in voice recognition, voice synthesis, and other fields. It holds over 98% of the highest domestic voice recognition rate, and its text generation technology based on ultra-large AI is gaining strength in various fields. In particular, recently, by forming a technological alliance with Roboteez, a leading company in autonomous robots, in the voice AI technology field, it is expected to benefit from that aspect as well. Moreover, the growth trend for the advanced robot industry utilizing AI is steep.

With the full-fledged expansion of the robot ecosystem, Cellbass AI-based voice technology is also crucially positioned. Therefore, as it is expected that AI voice technology will be expanded not only industrially but also in personal service robots, it is anticipated that it will rise this time thanks to Meta's rise. Today, we have had Cellbass AI. This is Manager Kang Young-jun from MBN Gold. Yes, we have looked into Korea Petroleum, HK InnoN, and CNC International Cellbass AI. I hope everyone fights well today. Let's start with the opening strategy. It's time for the opening strategy review. Let's see who the winner of the opening strategy is. The winner today, based on a 20-minute criterion, is Manager Kim Heung-tae. With the highest profit rate in Korea Petroleum at 14.39%, he achieved a truly high profit rate. Congratulations, Manager.

Thank you. As tensions in the Middle East escalate, there is a noticeable increase in geopolitical risks. How far should we keep the upside open for new entries? Currently, the market is generally bearish, which is reflected in the prices of international oil-related stocks. In Korea as well, there may be risks related to geopolitical tensions, but when the market index drops, these stocks tend to rise accordingly. In today's market, it seems advisable to respond with short-term trading. Our target price is set at 2,500 KRW, and since it reached 23,500 KRW today, it seems like a good time to take some profits at this level. It is recommended to refrain from new entries, and instead, consider taking profits when geopolitical risk-related stocks decline.

Manager, congratulations once again. Then, let's find out the winners of the ice cream event. Our ice cream event winners are... Ending number 0991, your morning vitality always meets at the gym with Mae Kyung TV. Oh, you exercise at the gym every morning. Thank you for joining us on Mae Kyung TV. Thank you for giving us insights every morning. We will work hard at Mae Kyung TV to provide more insights. The next event winner is... Ending number 2778. You watch Money Today well. You want to receive an ice cream coupon. You want to receive it, right? We should send it to you. Congratulations once again. It was a successful live broadcast for 2 hours.

[시초가 공략주] 한국석유·HK이노엔·씨앤씨인터내셔널·셀바스AI / 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. 

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변동성 장세에서 한국석유를 위한 오프닝 전략

이란과 이스라엘 간 긴장이 지속되면서 중동 정세에 영향을 미칠 수 있는 지정학적 리스크에 직면해 있습니다.

국내 증시 변동에 따른 단기 트레이딩 전략을 고려하는 한편, 주요 강대국들의 대응책에도 유의할 필요가 있습니다.

한국석유는 어려운 시장 환경 속에서 시장의 자금 흐름을 관찰하고 단기적으로 신중한 의사결정을 내리는 것이 중요합니다.

상부 위장관 질환 치료제 분야에서 성장과 확장을 거듭하고 있는 HK Inno

HK 이노는 올해 1분기에 114%의 매출 성장을 보인 HNB 사업 및 상부 위장 질환 치료제 전문 기업입니다.

이 회사가 45개국으로 사업을 확장하고 KK의 북미 판권을 인수한 것은 전문 의약품에 대한 수요가 증가하고 있음을 나타냅니다.

라이프스타일의 변화로 인한 위장 질환의 유병률 증가와 식도암 및 위암 치료제에 대한 임상시험이 예정되어 있어 이 분야에 대한 투자가 유망할 것으로 예상됩니다.

CNC 인터내셔널과 셀바스 AI에 대한 긍정적인 전망

화장품 업체들의 주가가 실적에 따라 엇갈리고 있는 가운데, 수출 호조로 2분기와 3분기 실적이 양호할 것으로 예상되는 씨앤씨인터내셔널이 강세다.

한편, 인공지능 선도기업 셀바스 AI는 음성 기술 확장성과 로보티즈와의 기술 제휴가 부각되며 긍정적인 투자 기회로 꼽히고 있다.

강영규 매니저는 AI 시장에서의 확고한 입지와 성장 가능성으로 셀바스 AI를 전략 종목으로 주목하고 있다.

셀베이스 AI 음성 기술의 예상되는 부상

셀바스 AI 기반 음성 기술은 특히 메타의 부상으로 산업용과 개인 서비스 로봇 모두에서 확대될 전망이다.

MBN골드의 강영준 매니저는 한국석유에 대해 높은 수익률을 보이고 있다며 신규 진입은 자제하고 대신 중동 긴장 고조로 지정학적 리스크 관련주가 하락할 때 차익실현을 권한다.

현재 약세장이지만 목표주가는 2,500원으로 단기 트레이딩 가능성은 있다.

매일 아침 헬스장에서 운동하는 분과 머니투데이를 시청하는 분, 두 분의 당첨자가 발표되었습니다.

매경TV는 당첨자들에게 감사의 인사를 전하며 더 많은 인사이트를 제공하기 위해 노력하겠다고 약속했습니다.

2시간 동안 진행된 라이브 방송은 성공적으로 마무리되었습니다.