Let's take a quick look at the stocks in terms of market capitalization. Samsung Electronics has reached 80,000 won, will it just support well and continue to rise? In my opinion, it doesn't seem like it will just skyrocket right away. It seems difficult to just skyrocket, and what was unusual in the U.S. market yesterday was Micron's adjustment, which dropped by 6%. Suddenly, such a trend appeared, influenced by ETFs in the market overall. The U.S. also had some unusual adjustments, so it's not a perspective to focus on the IT sector in Korea. It seems that there were some supply factors in the U.S., and in terms of Micron's performance in the second quarter, there will be a reaction. Just by looking at the first-quarter performance, if we proceed only with cases like HBN here, we may be able to see the price range that we haven't seen again. However, it's not clear yet.

In the progress related to HBM 3E, it doesn't seem to show up, right? So, here, the price fluctuates around 80,000 won or less, it seems to go back and forth depending on the market situation, right? Samsung Electronics can tell you, right? Yes, that's correct. Well, in that aspect, I don't know the exact speed, but it seems like they are holding their ground well. So, surprisingly, do you not feel like Hynix is falling behind as much? Yes, indeed, less falling behind. Less falling behind, yes. There was a unique aspect only in the U.S., right? That's what I think. Taking that into account, then, when you look at it overall, is there anything that catches your eye? It's just stable, so I don't have much to say. Yes, it's just stable. And today, among the top 3 market caps, Hyundai Heavy Industries is the most used. When will it be used again in this direction?

The catfish stuck and there was a lot of rain today. It rose slightly, oh, there's a bit of heaviness. How do you see the shipbuilding industry, sir? Well, it's still positive. Since the direction is positive, I focus on the positive aspects. One Osae is unexpectedly heavy, yes, it's heavier than expected. Yes, it's a heavy situation as expected. However, I think they will bring in MRO business from the United States. Yes, so in that sense, the ocean is still in the spotlight. For those who trade shipbuilding stocks, I don't think there is a great need for quick selling. Right, the trading of shipbuilding stocks is quite... That's right, it's just like that. Some people might feel a bit regretful about their money being stuck here and there, but then they catch it right below. They just go back and forth.

Up and down, it's almost zigzagging. Of course, one option is not cheap, so considering the value, it seems to be more of a momentum play. Even so, even if it's a bit expensive, it could be seen as having higher expectations. Now, as the clues in the United States unfold, it might turn out well, so it seems like something to keep an eye on. Yes, that's about it for now. And as for the rest, there's not much to see in terms of market capitalization. For example, how do you view Hyundai Electric among the top market cap companies? It's turning around again. Yes, as you mentioned, the power equipment sector is picking up again. It's currently at a high during trading hours. Yes, just like that, going upward. So, U.S. stocks, right? Once there's a correction from the peak, how much would it be, 25,000?

It was originally 20%, so it went down to 314,000 won. Here, it adjusted from the 300,000 won range to the 250,000 won range, and then it went back up again. This is definitely a leading form. It doesn't drop more than 30% and rebounds again as soon as the performance season timing comes. It seems to be going up again. Since funds are limited in the market, there are certainly cases where siblings like this occur. In such cases, timing of buying and selling is important. Next, our turn will definitely come back. So, if there are stocks that haven't had their turn yet, you should wait and see. I would like to tell you that this is the current market situation. However, looking at the recent market, I felt that the volatility of stocks has become too high compared to before. It seems that the volatility of stocks has increased. If you look at it now, for example, SK Innovation and DB HiTek are...

If the stock price drops by more than 5%, it's not normal. It doesn't feel right, but we have to adapt. Since there is no pollution, there is nothing to lose, so it just keeps going up. It doesn't seem right, so we just throw it away. Yes, like this, and I started to feel anxious. As we keep going, we don't know what's going to happen. The next day, we check, but it's not going up. So, we decide quickly. Since this is happening continuously, you might need to make some decisions. You should find a place in your heart to be satisfied with this level, whether the stock price goes up or down. That way, you can come in, stop, and leave. If not, it will just keep going up.

It seems good, but the next day, the stock price drops drastically, so if you sell everything, nothing works, right? It seems like missing an opportunity, so you need to hold onto your own position, your selling rights, and know when to cut your losses. Can you do that for me, sir? Oh, yes, we should do it together, right? Yes, you should do that. So, that's what I wanted to say. And should we also look at the KOSDAQ? On the KOSDAQ side, after taking a break for a day, now, Cheil Worldwide is lifting its head again. Ah, Alteogen, yes, it's back in its place. Yesterday, there was a video of Eom Min-yong talking for almost 70 minutes. Yes, after watching that, I thought about my past studying days. Yes, it seems like I did it with great passion. Yes, everything seems fine. I think so. Yes, it's still going in the right direction.

And so, in the case of our products, it's more convenient when there is an owner like in the case of stocks. But when that owner provides rational grounds for that stock, it tends to follow that direction in the market. Like what Mr. Taeyoung Oh just mentioned, analyst Eom Minyong knows this well. After that, when the announcement about SC Corporation came out, he was the first to present a target price of 300,000 won. Therefore, when looking at other stocks, one way is to look at stocks covered by the best analysts. For example, continuously covered stocks by the best analysts can be seen as a standard. Instead of focusing too much on the price target, it's more effective to pay attention to the details in between the lines, as there are many key points there. It's challenging to analyze those parts alone, so we help find and summarize them for you.

I will summarize it for you. Summarize, right? Ah, these days, I noticed that those PCs can do that. Look at that AI PC side. They summarize the PDF and create another PDF. I was surprised when I saw this. Of course, when you look at the report, there is a summary. But the summary in the PDF, as you read through the report, is different. What could be the content? It's easy, but anyway, since there are things like that, we should do well. Yes, the world is changing a lot, so I think it's going in that direction. I mentioned that aspect, and also, if you look at the top of the market right now, there are issues in industries like Reno Industry. And also, in the semiconductor sector, which is a major sector in the KOSDAQ, there is a company called YOTEX, and this one, does it keep falling endlessly? Yes, yes, that's right. How will these kinds of stocks fall? These stocks are, this one, in the morning, a little bit...

I mentioned that it is an important section, but it gets a bit heavy. In such cases, please shorten my response. For example, if the closing price doesn't drop a bit, please shorten it. First of all, the important section I see from today is this. Then, how do you usually handle it? If I really can't shorten it, you should recover within about 5G. So, let's think about it here. The adjustment in the United States this time is not so much about issues with companies like NVIDIA, but rather about supply and demand issues. If you regret selling now, you can consider passing the ball to next week. If you think about it that way for now, it should be fine. For example, for Reno Industries, this is not a big burden. In a way, it's easier to handle the benchmark. In terms of second-quarter performance.

It's not bad. When it comes to explanations in the company, the part mentioned is that our performance is fine, but in reality, it's not going as well as expected, especially in the mobile sector. That's the situation. Because I mentioned it, the market cap is currently slightly behind, around 37 trillion. It's lagging, but we still hold onto it. If it lags a lot, around mid-November. However, IOTECH is a bit different. Yes, when it enters the performance season, yes, when the performance comes out, the technique, yes, yes, since the performance doesn't come out right away, the price will recover next week, next week, it seems like we need to look at it as a case of price recovery. It seems like an important position is being vacated, so it's a bit concerning. However, despite that, I hope you're not too discouraged. If you retreat enough and attack again, it should be fine. Yes, although it's painful, let's sharpen the knife once. Yes, I thought this had dropped a lot too.

When entering, when the price falls, so, I mentioned a few times that in situations like this, if you try to turn around there, you should not go up and down here. If you go up and down here, it's not good. If you go up and down here once or twice, this kind of thing comes out. If that happens, I thought it was weak, but it comes out from there. If it were me, well, first of all, there is a lot of weight now, so you should reduce it. Reduce it, and with that reduced weight, you start from now. Yes, as you enter here, oh, there are no trades. Since there are no trades, how much is the price now? It's around 170,000 won, below 168,000 won. After it drops down to this point, buy with the reduced amount. Yes, you must buy with the reduced amount. If you can buy as a new purchase, your account will be plump. I mentioned this to you. That's why you have to buy with the reduced amount again. Oh, the current market price is only different by 4,000 won, but still, you should do it.

It should be ingrained, then when you come back with that habit, but when you come back, the resistance is around 180,000 to 190,000 won. So, from now on, if the low price is confirmed to a certain extent, if it comes out like this, then the price range will be around 200,000 won. Thinking that 190,000 to 200,000 won is the resistance, you should manage the weight well from below and try to buy it and pull it up. That seems to be the best way, but if this is confirmed, oh, they don't pay much attention to that side. They talk about Samsung. So, they are too excluded. Certainly, there will be a sharp rebound at some point. The key is Samsung. Samsung needs to release HBM3. That's the point.

That's right, that's how it is. What about TF? Let's see that side. Yes, even now, it's coming down from the positions it used to hold. But every time this happens, oh, it's just going down. Oh, what should I do? You shouldn't go down like this. You need to take action, right? You need to break the support, then wait for the weakness, and then take action. Then, you need to respond to something with that again. Zeus is like that too. Do you support this or not? There are fights like this, so it's an important change now, so you need to manage it. It seems like it should be done in that direction, so I mentioned a bit more. But honestly, Lino is a bit unfair, right? Yes, I think it's a stock that will go this far. These days, everything is about that. The semiconductor side is just crazy. But still, there have been times when it held up well. The U.S.-South Korea semiconductor, U.S.-South Korea.

Semiconductors are still going strong. This is a positive thing today as well. Psk Holdings, yes, they are enduring this as well. They have commonalities. Right now, they are dealing with HBM matters and also have a presence in the market. Psk Holdings has invested in three companies, right? Yes, that's correct. Such aspects are clearly present in the stocks. Yes, it seems like that. Also, when looking further, gas and such sectors are strong. TCK is rising again today. TCK, yes. So, in the semiconductor sector, in the equipment sector, related to the operating rates, materials are moving a bit faster. These kinds of things are coming out. Yes, that's right. First of all, what we need to do is, without hesitation, if it goes up or becomes heavier, don't just watch. Instead, take action on how to deal with it.

I believe the biggest key point is that, so it's okay to cut losses ten times. Even if you cut losses ten times, it's okay. If you gather that and it bursts in the strong stock sector, it's all over. You can find all the losses you cut short or small here. Yes, that's what you said. Oh, I see. I think the person you mentioned is also very active in the U.S. market these days. So, how do you see the outlook for the U.S. market? Today, it seems a bit uneasy as it dropped from the peak. Yes, when looking at the U.S. market, I pay a lot of attention to the trend. But looking at the trend, on a weekly basis, it's still in consolidation. Even though there could be a correction from here, if it happens, the divergence will decrease, like in the case of the Nasdaq.

Just think about it to some extent. The trend has not been broken yet. And then, there are no signs of a peak in the big tech sector. Even in terms of stock prices, and then in terms of performance. So, in the case of Nasdaq, it is still in an ing situation, while the Dow is against the trend. However, there are technical levels that are being maintained. In this situation, relatively, it is advantageous to play Nasdaq. In the case of the Dow, when it comes to industrial stocks, that's about it. We focus on big tech plays, and keep that open. You don't have to worry too much about the U.S. It's an unprecedented market. This is an unprecedented situation where the U.S. is strong, while other countries, like Korea, are being differentiated in terms of stock prices. It seems like a lot of capital has been flowing out, and the market seems to be a bit concentrated, which may have some side effects.

I think there are some side effects, so in this case, as the market is rising a bit this week, individual stocks are too focused, so we need to continue to polish and go. So, for now, in the current atmosphere, we need to look at the U.S. market first, but I see that as stocks are rising in low prices, there are some changes in stocks. Therefore, now, I believe that tanker stocks that have been pressed will start to turn around, and I'm a bit confident in running those. I'm not sure how to trade in the U.S. market, how to buy and sell. If we just look at the usual seven that we know and trade, then I have nothing to say. However, if we delve a little deeper, I personally think there are more companies worth trying. Companies that we don't have, that we don't own.

Leading companies focus on services and also somewhat on software. In the case of software, all were good. For example, Salesforce. When discussing the U.S. market, it could take just an hour. Yes, Salesforce. But the problem is, I can't figure out one thing. For example, when you look at Salesforce, there are situations where timing is crucial. If you buy at the right time, it's fun. The performance goes up and then drops. However, in the U.S. market, performance analysis shows that there are many fluctuations based on performance. So, at that point, you should consider whether it's temporary or if the company will collapse because of that. If you think about that, then when you see that, the next day, depending on which way the opening price goes, that's the reaction, I think. As we go back, you can see the movements, and as you see them, you enter here like this.

Once you tidy up this section, you can take a look at the second part here. If you tidy up here, it will be perfect. Since the U.S. has a neat pattern, personally, I think, Wow, if I only focus on daytime activities, it would be great. So, I hope you can handle that once. Also, when you look at that, there's a conversation about the whale-related stock. Mr. Ye Woongsan, do you need to take a look at the whale-related section, or do you have any other picks in mind? I mentioned the gas company before. If you couldn't do it back then, I suggest waiting a bit now. It's been a long time. For instance, crossing a river, now the market cap was around 60 trillion won at first, over 50 trillion won. When it was around 6 trillion won, right?

When we talk, what were those reactions like? It was like 90-something percent, right? Yes, we almost covered all the swear words at that time. Yes, as these topics flow, it seems like they add up to one trend in the stock market. So, if we prepare for the next similar thing, the construction stocks will stand out in the end. They will stand out, right? Issues like PFI are being resolved before the end of the year. By checking that, we can prepare for construction stocks. In the past, Hyundai Construction was part of the consortium related to the Donghae Gas Plant. It's not about buying in advance. Next, there is Samsung Engineering. Yes, that's right. So, we are currently looking at these companies first. Just looking at them. However, Daewoo Construction is coming up. In my opinion, this is a bit... So, there is a bit of a political aspect to it these days.

What happens is, they move first, and then, so I looked into why, it seems that the cheap movements are like that. So, probably, yes. Yes, so, first of all, something like that happened there, and then, if you have to deal with gas pipes and such, who should be in charge of all this? Isn't it the construction side that needs to take care of everything? So, as a result, the changes that come from there, well, it seems like it. But, in the current atmosphere, taking action in that direction is a bit difficult. Yes, so, yes, we also need to look at the construction side. Anyway, it's been quite a struggle for over two years during the PF period. Yes, indeed, it seems like it's time to loosen up a bit. Once the interest rates go down a bit, right? By the end of this year, maybe by the second half of this year, there might be a chance to look into it. How do you see the construction sector, sir? Well, ultimately, I think the same way. So,

Oh, and when you look at it, the side that actually owns the stake is dln, right? That includes faith. However, we also see things like this. But we see that. Now, we have to start making trends when the normal trade pops up. That's when we start the game, right? So, we should consider it in that direction.

삼성전자 8만원 넘어 어디까지 상승 가능할까? / 조선주, 전력주, 대왕고래관련주, 팔까, 살까 함께 고민하시죠 | 김민수, 이성웅

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