Since yesterday, there have been changes in the events that started from yesterday, and I saw that Hyundai Electric, which was heavy, was involved in a 41 trillion won transmission system project with Indonesia yesterday. There have been almost confirmed entries for that. Also, the U.S. is coming in this way, so once it enters, changes are expected to occur. As these changes come in, the performance in the second quarter may turn out to be decent. When these things come in, changes are expected to happen. It has entered the high point area, so a little caution is needed. When looking at export trends, even though the second quarter results are expected to be good, costs have increased a bit. The reason for this is that transportation costs and freight rates have gone up, so I think this may have had some impact. Therefore, profitability may be slightly affected more than expected.

I think I need to take a look at this as well. So, when it reaches the peak, I try everything. Then, I grab what I need to grab, and from a trading perspective, I leave a certain portion behind and come in. I think it's better to tidy up and look at it again. If you receive something in this direction, even in terms of energy, things are moving again. I also see it moving a bit late. In the market now, there is a mood where themes led by the government are divided into two. In terms of energy, there is nuclear power. Regarding nuclear power, in July, there were orders placed, and today, the UK representatives of the nuclear power plant are coming in again. So, there is actually high anticipation. Along with this, the theme of oil and gas seems to rise as well. What I'm saying is that the government believes in these themes. Currently, nationwide gas is also moving.

They are the ones who defend the public disclosure of Jujak. What do you say? Defend Honggae Jujak. Can I hit it a little bit? This is not a claim. Yes, their names are all there, why are you saying that? It's the promotional name of the Donghwae Daewang Whale Project. Oh, really? Oh, these kinds of things... When you start from the economic perspective, you will talk about these things, right? Oh, I'm sorry, I lack that detail. Oh my, yes, anyway, that's it. Oh, yes, since I didn't pay attention, oh no, this is a big problem. Look at this. The Korea Gas Corporation is not resting, they keep going to dig again. This is not a dead theme. Right now, that's why, even if they say it's so cheap and ask if I would buy it, starting from Dongyang Iron Pipe, it's not dead. Look at this first and then try it. So, it didn't die, that's what I think. Now, of course, cut all the way down to the low price.

It might feel a bit long once it's done, but for now, it still feels alive here. But I think the funds may not all flow this way now, so if we go this way once, we might take a break here, and if we focus more on nuclear power, oh, then if the oil sector gains momentum again, nuclear power might take a break. So, comparing these two a bit, wouldn't it be right to watch the government's interest in the energy sector, as there seem to be two themes they are focusing on? Looking at the trends in the market in that direction, going back and forth seems like a flow. Today, in the short term, nuclear power seems to be the focus, so you should consider those things and also, if nuclear power slows down a bit, the new energy sector might rise. That's what you should keep an eye on. But in my opinion, the starting point of the oil theme seems to be where the money is made.

If you want, it seems like foreign companies will listen to it. Mobile or something like that. Originally, major companies would enter at such prices for their own control. Yes, if we participate in the stake, it seems like it will skyrocket again. But is there a possibility for that? I don't know. I'm not an expert in that field. If there is a possibility, then Korean Petroleum Corporation will be the main player at first, and when stake participation comes in, Korea Gas Corporation will naturally come in. Other oil companies will also likely join. I will invest money in this area. As different stakes start to come in, it seems like the beginning of the second rally. But are there any signs or indications of this now? So, are there any analyses or discussions going on about this abroad? Is it quiet? Even if you hit it hard.

Will it work? Should I try my best? Why? Why are you getting excited? Oh, if that's the case, let's talk about the story in advance. And then, it came out there. So, where did you hear that? Like this, isn't it supposed to be done this way? Therefore, I think it's right to check things in advance. Yes, I understand. Yes, are you trying to hit me constantly? Have people become violent? The crime rate is high, and when I see things like this, I think, Oh, if things continue like this, the earth is really doomed. I should move to a higher place. Having such thoughts, since we never know when we will die, if there's something you want to do, let's do it all before we go. Let's do everything we want to do. Let's live while doing what we want. Yes, saying this, it ends here. It's a high peak here, so I hope you see it that way. Due to time constraints, let's move on quickly. And earlier, I mentioned the Joseon Dynasty. Today, it's related to the Joseon Dynasty.

An article came out that India plans to order 2 ships a day for the next 10 years to boost its domestic shipping industry. So, what does this mean? It means they need to order 100 ships per year. They seem annoyed that foreign shipping companies keep taking freight rates. So, they are probably planning to establish their own shipping company and have a long-term contract for about 15 years already. Specifically, through these 15-year long-term ship charters, they aim to reduce logistics costs going to foreign shipping companies by 13%. This is the plan. They need to invest money, right? They have already raised $3.6 billion in funds, planning to build this with a loan from some government. If this happens, who will build these ships? If they need 100 ships a year, that's a huge amount. If Korea builds ships until the 2030s, they can make 134 per year. Can they handle this annual capacity?

But already the venom is all filled up, right? It's already filled for a few years, like 2 to 3 years. But if it comes out, it's not immediate, it gradually gains momentum. However, this is not exactly on the profitable side, more towards the container side. But if it goes in that direction, probably there will be momentum. But today, as the stock prices are rising, related trends and flows of stocks might be good. So, one option is charting, which is crucial at this point. When you see it, it's trying hard to break free. In such moments, entering precisely at these points, it's almost like gambling, but why isn't it showing up? No, it's not like that. Really, at times like this, you should place your bets. These kinds of talks, yes, so by coming in like that, now when it starts to rise, at least the first target will be hit. Take a look at it until here.

I would appreciate it if you could check if the flows are coming out. Secondly, it suddenly transitions to, um, these days, starting from yesterday, it seems like it's being highlighted. From last week, the concept of 'Jeong Gu-che' has started to be mentioned. Yes, originally, when you remove the electricity, it seems like the 'Jeong Gu-che' side is also growing. In China, currently, how much is covered by coal? It's not all covered by coal, right? Now, looking at it from the perspective of Korea, it's 99%, India is at 88%. Then, yes, India is at 6%, right? So, if we exclude China from here, then we need to draw something from this side. In the future, long-term investments need to go in this direction. However, when investments go in, by 2030, the estimated demand is about 1.41 million tons in total, and among them, EcoPro Vert is about 210,000 tons, which is the highest.

POSCO Future is here, it's 440,000 tons, and LSBB is involved in this. LS LFR jointly operates a company with 120,000 tons, and Eco Endream has 105,000 tons. If you add all these up, it's impossible to keep up with this. There's a shortage issue. Yes, that's right. So, we need to increase the speed even more than now. This is the extent of it, and if the supply doesn't reach that level, shortages are inevitable. So, I hope you can see these things. Also, I saw yesterday that Eco Endream repaid the 13 billion won in convertible bonds. The burden has been somewhat lifted. With things like this happening, it makes me think that EcoPro Verdi is strong. Since it's currently at a recent peak, it will face some resistance. So, when you see things like this, we slightly overbought in the short term. Since we overbought, when it comes to this level, we entered like this.

When it comes to the level of bonds, if we look at the short-term bonds here, we can support and adjust to the flow. While watching this, we need to see if there are any specific changes happening. It's important to pronounce it correctly. The specific and general are fine. The general is good now. Looking at the general, oh, this keeps coming up. Specialty chemicals. There's an inter-battery for 2024 starting from March 19th. This inter-battery 2024 is made in Europe, but Korea makes it. It happens twice a year. They do it in Europe as well. The companies gathered there are advancing in the field of batteries, especially in C. But Samsung SDI will compete, and if Toyota comes out like this, there will be a collision, and interest will rise again, right? However, the mass production of it.

Even if it is said, the story of 26 years in Yangsan is coming out, but still, when considering what Dangara has taken into account, can we expect such great results? There seem to be quite a few somewhat negative views on the final outcome. I'm not sure about that, but we need to see. First of all, in terms of event play, that's it. So, the expectations of now, that's what it is. It's not really that the world changes so drastically, but looking at it until about the next week or so, up to Interbattery 19, just to that extent. We need to interpret what these experts are saying well. If we go up, we'll just lose. There's nothing else. This is, well, the whole world is going to go up because of the sun, so if you really go all out, you could end up with a big problem. So, in case I mentioned something important, if you go up, just say, Oh, that's it, and if you keep going, it seems like Interbattery. Yes, if you keep going, it's like, now we're beekeeping.

I understand that you see it as the achievement of the CEO. Yes, I understand. Where has the money been in the last three months? Why did you choose three months? When Samsung Electronics' stock price surged momentarily, the date was March 18th. And as I mentioned earlier, around March 16th, there is an expiration date, so I calculated that. What I did was, based on a three-month period, I subtracted the declared price from the peak price in the order they were recorded. In other words, simply put, for the past three months, I checked the declared price, the peak price, and after filtering out some with a slight tailwind, if you look now, I have eliminated some less significant stocks. Yes, they are not growing well. SK Care, which I find a bit vague, is excluded. Then, looking at Lotte Wellfood, followed by recently Taepyeongso, SKC, Chessis, which is too light, related to food, and Binggrae, Nongshim, etc., Lotte Energy, Dongseo.

So, almost 80% or more goes into eating. It's heavily involved. Gold is going crazy these days. Well, that's about right. Yes, it might take some time to sectorize. Firstly, many food industries are clustered, and then a bit of now entering companies, like Lotte Energy Materials, SKC. So, if you look at secondary batteries now, cathodes are definitely needed. Cathodes take a bit of time. It's the same picture. It's not that cathodes are bad and not going well. The big money is coming into the stocks. About 80 trillion, 80 trillion. LG Energy Solutions. Because the big money is not coming in, these kinds of stocks are growing well. They are quite sensitive friends. If they are not stocks, they are stocks.

Investors who invest in these stocks, the nature of these stocks themselves is like, so these stocks are very volatile, so they tend to drop very quickly. For example, in the case of Kim, they tend to drop quickly. What I mean is that stocks with high major shareholder ownership and low trading volume are very volatile. Also, stocks that are not included in the basket trading of the b00 program are, um, not included in the basket. So, most of the stocks that are not included in the basket are outside the top 502 on the KOSPI. These volatile friends, who are not included in the basket, are the ones moving. The same goes for KOSDAQ. I looked at the KOSPI side and KOSDAQ, and I mentioned the same conditions. Filtering in reverse order from the highest point in the past 3 months, it was easy. I mentioned that they hit the peak and only had a correction of about 6.3%. So, if you look, how many...

How many dogs are there? Bio Dai rose too sharply the day before yesterday, so let's exclude that for now. Since Ivy is related to the Yahoo Japan, let's exclude that for now and move on to individual stocks that suddenly move. Then, if you look at Altosgen, Tifam, here is Taeseung, VT Special, Techopia, Deepnoid, YC PSK Holdings, Daeyoo Electronics, etc. So, now for KOSDAQ, there are Altosgen in the bio sector, then some cosmetics, then semiconductors, then AI semiconductors. If you look at YC these days, it's up and down a lot. Of course, there are some missing here, but these are the representative stocks like Legacy Plus, HBM. PSK Holdings is the same, and Solbrain is also in the semiconductor sector. Today, if you buy Solbrain from the holding company, it's a takeover. That's what's happening. So, in the case of KOSDAQ, most of them, from what I see, are heavily involved in the secondary battery sector. It would be good to take a look at that, and where the money is flowing, is it into secondary batteries.

You may feel that it's moving towards the end, but actually, last week PSK Holdings and equipment didn't move much. What about PNT? Yesterday, if you look at it, there was an explosive buying towards the hydrogen sector. There are companies like Special TecoPia and Seoul Semiconductor. It's inevitable. Earlier, CEO Kim Min-soo mentioned that there was a short squeeze design. Around July 4th, there is an issue of imposing tariffs on Chinese electric vehicles, which has been announced this week. Because of this issue, overall, theoretically, it doesn't make sense. Including cathodes, Korea is reducing the tariffs to less than 70%, so China is at a disadvantage. In terms of components, like lithium or diodes, it seems like they are actually building factories in the U.S. and in Korea, LG.

Chemical and other companies are also starting to focus on semiconductors, you know. But the market moved first. So, simply put, the market moved with semiconductors and related stocks. Now, the talk of short selling is also coming up. Yesterday, I checked a lot of information on major electronic materials, and some are saying they didn't invest, while others did. Oh, in the morning, I heard about this and confirmed it with Director Jeong of High Investment. There's this Kia electric vehicle coming out in July, right? The silicon content is said to be quite high now. Yesterday, an article came out in the media. Oh, they put silicon in a 30 million-won car, and the market seems to be talking about it almost going in that direction. Well, the cost is high, so that's how it is. So, silicon...

Adding a quick charger fundamentally shortens the charging time. However, the actual content released by the 23 company is that it takes 30 minutes to fully charge. Of course, there is a ratio. So, when I say ratio, if the ratio I put in is low, it means it goes in. It's like adding a drop of water and pressing the syringe a bit. There is a difference. Oh, right, among health supplements, it's not always 100%, usually it's around 10%. If it's in, it's in. But in reality, so how effective it will be, that's a bit... yes. Then, in the case of ev3, if you think that the grid has entered, it means that the power has improved and the flow has become smoother. So, it has grown a bit longer, and I've organized the details a bit from that perspective. Yes, then from that perspective, it seems like the index will show a bit of tightening until tomorrow.

If someone asks me what stocks are currently in demand in the market, I would say that at this time, you can continue to hold onto them a bit more, and it would be good to buy stocks that are showing some interest in rising from the bottom. From the top 1 to around 30 in the KOSPI, and from the top 1 to around 3 in the KOSDAQ, I've checked out the stocks. This is purely my personal opinion, so please just take it as a reference. Companies like Hyundai, Kia, Posco, Fucos, S-1, Inno, Hana, and Space are showing some strength. I'm keeping an eye on them. As for individual companies, Mega Plant Battery, SDI, Cylindrical Innotec, in September, with the iPhone, and Space are looking quite promising. Looking at the KOSDAQ, Rino Silicon, and Hugel, yes, Hugel, which was the most important one for me, has received a ruling. Originally, this was about Meditox.

At the Gyunju Court, they filed a suspension lawsuit for the 2022 holidays, and the lawsuit of Huje was not subject to the laws of the domestic Ministry of Food and Drug Safety but received a judgment from the U.S. team. Yesterday, the first-instance judgment came out, and in the morning, I saw that Huje won, so yesterday, we discussed this on the economic news on the 8th. So, the market has already decided on the victory, so the stock price rose, and I also think that Huje should be the one to win the suspension now because we don't know the results yet. From the perspective of being a shareholder of Huje. But anyway, the final decision will be made again in October. However, from the perspective of Huje today, there is still some uncertainty, so it would be good to see it this way, and considering SDI Plus now, these types of stocks seem good, and if you trade sectors, there are quite a lot, such as defense, copper, semiconductor, and so on.

I've been doing xx HB continuously, so just take a rough shot related to that. No, the teacher's lack of sincerity is a bit disappointing. What is a top pick over there? I've already shown you about Yangbong's teacher's table, right? I said something about going to Hyundai for 300,000 won and going to SL, right? What are you looking at? Going to Hyundai for 300,000 won and going to the auto parts store, SL, below, is 48... because when we meet Yangbong's teacher, we're always curious about secondary batteries. Actually, nothing has changed for now, but for now, regarding Porsche, it's good. It's in the mid-275,000 won range. I think it's time for me to try my strategy once again. I understand.

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시장을 이끌 2차전지 주도주는 "여기"에서 나와요 / 실리콘음극재주 대장은 어디가 될까? / 최근 3개월 돈이 몰려든 "이 주식" | 김민수,하창봉

시장을 이끌 2차전지 주도주는 "여기"에서 나와요 / 실리콘음극재주 대장은 어디가 될까? / 최근 3개월 돈이 몰려든 "이 주식" | 김민수,하창봉

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