This time, if you pull it all the way, you can be charged. A purchase order has been executed. Hello, this is Yeom Jeong's Passionate Investment Season 2. We will start Season 2. There was a gap until Season 2 came. It seems like it's been about two months during that period, but it felt really long to me. I wanted to see you all again quickly. Also, during that time, it seems like the market situation has changed a lot. We need to catch up on the studies we couldn't do and do them quickly. Please look forward to Season 2 more and I will prepare a lot to bring you better content. First, we need to check the market situation. Today is June 11th. In the case of the KOSPI, it maintained 2,700 won, closed at 2705, and closed with a slight increase. Of course, it ended with a bearish candle.

I did, however, in the case of KOSDAQ, it closed with about a 3-point increase. Recently, KOSDAQ has shown a continuous increase for the past 7 trading days, indicating that the flow of KOSDAQ has been slightly better than KOSPI. I will talk about this in more detail later. In terms of market indices, even though KOSDAQ is the benchmark, the downside is clearly being supported. Similarly, there is some resistance to the upside. KOSPI is the same. KOSPI has been supported around the 2600 level, but reaching the 2770 level is a bit uncertain. We need to observe the trend for this week a bit more. As you know, there are several significant issues this week. This Thursday, the May CPI index will be announced, and of course, the PPI as well.

CPI is more important. It's about how much it matches the market expectations. Compared to the same period last year and the previous month, it seems to be flowing in a similar direction. The concern here is now the statement of FMC Chairman Powell and his prayer. In fact, the market is expecting a rate cut, maybe around September. The stock market is anticipating it. Besides stock market participants, if bond market participants and other markets do not find it easy to adjust interest rates in September, taking action now may not be the right timing. Despite that, it's not to the extent of worrying too much about the downside of the index. However, one thing here is about NVIDIA.

Not only NVIDIA, but our stock market was actually like that, but in the situation where the U.S. stock market, especially the NASDAQ, continues to break its all-time high, it was a performance of tech stocks, including NVIDIA. NVIDIA has now undergone a stock split, with its first trading taking place yesterday, and now it is said that the trend for the next week after the stock split is quite important. If the price trend continues after the stock split, and other tech stocks, including NVIDIA, are said to be solid, the index may not fluctuate significantly. However, if NVIDIA, and other tech stocks, including NVIDIA, show some instability, the NASDAQ index may decline, inevitably affecting our market. Therefore, I have been closely monitoring the stock price of NVIDIA recently. Even these days, I keep checking NVIDIA's stock price even when I go to bed at night and wake up.

Now, the market, of course, is blocked in the downward direction, but it is a time when we need to have some doubts about whether we can bring more in the upward direction. First of all, let's assume that the index is like that, and the exchange rate is a bit burdensome in the short term now. The exchange rate touched 1380 won and now it's around 1380 won, so it seems like we need to keep it slightly open up to about 1390 won. If that happens, it can only be burdensome for foreign investors in the short term. Also, as the strong dollar continues, rather than the inflow towards emerging markets, the inflow towards advanced markets, like the U.S. market, may increase. Foreign investment sentiment was not good today either. In KOSPI, there was a weak selling in the amount of 200 billion won in the futures market, and daily fluctuations.

When we look at it, we couldn't see a clear trend starting from May. The flow of foreigners was not very strong, and instead, in the KOSDAQ market, for the past two weeks, there has been an inflow of foreigners. So, in terms of flow, KOSDAQ is currently a more favorable market. I mentioned that earlier. In the index you saw earlier, the flow of the KOSPI market is somewhat withdrawing, while foreigners seem to be buying a bit in the KOSDAQ market. We can see this kind of atmosphere. So, we need to think about which direction to take in the KOSDAQ market. Today, in this case, you should look at it like this. I tried to come up with it a bit. Ah, if you look at it, it's futures. When you look at foreign futures, you can see the direction of the index according to the day and time.

The part highlighted in red now is about foreign investors' gifts. Today's flow, and gifts, and now, the flow of foreigners. Today's demand from foreigners is flowing almost similarly. In the case of KOSDAQ, the flow is quite similar to that of institutions. If you look at the KOSDAQ index now, the brown part is the flow of the KOSDAQ index for today. It shows a strong flow in the early trading hours and then a slight decline. The red line represents the flow of institutions, which are currently dominating the KOSDAQ index. Foreigners are a bit cautious in the futures market. Recently, it seems that the flow of institutions is more important than the influence of foreigners in the spot market. Therefore, it is observed that the flow of institutions varies significantly by stock.

The incoming stocks are showing a strong upward momentum pattern. So, for the time being, when discussing individual stocks, I would like to ask you to pay close attention to institutional flow. Institutions may include pension funds, but for now, when we talk about specific stocks later, let's also consider the institutional flow. Keep that in mind. Currently, in the spot market, the institutional flow and demand for stocks have been mostly positive, especially for large and medium-sized stocks. Today, let's look at the overall market flow. As I continue typing here today, the support in the downward direction is holding, and the index is showing a steady flow. However, the market is still cautious due to the CPI index and concerns about the FOMC.

The cautious market situation is showing a cautious supply flow. When we look at today's trend, the semiconductor sector is taking a breather. Of course, SK Hynix rebounded in the latter half of the day, but with semiconductors wavering, we see a rebound in sectors that have been overly bearish, such as secondary batteries. This rebound is providing some support to the index. Now, let's take a look at the strong sectors. Today, in the overall trend, secondary batteries were quite strong. Not all stocks in the secondary battery sector were strong today. Notable stocks that showed strength in the secondary battery sector include Daejoo Electronic Materials, Nano Advanced Materials, and Hydro Lithium Resources. When we look at the characteristics of these stocks, we see that they are related to secondary batteries.

I'm going to talk about the recent trend in secondary batteries. Recently, there has been a rebound in the flow of secondary batteries. In the field of secondary batteries, rather than cell companies, the materials and equipment sectors are showing a strong rebound. In the materials sector, particularly in the area of silicon anode materials, related stocks are showing a strong trend. In the equipment sector, stocks related to contract announcements are emerging as the main focus. I will summarize that you should focus on these stocks. Additionally, in the robotics sector today, there is a positive trend with companies like Doosan Robotics and Rainbow Robotics showing signs of rebound. We will look into this together later. As I mentioned earlier in the secondary battery sector, even in the case of LG Energy Solution, for example,

With changes, when 52 trillion won came out on the floor for LG and Sol, there seems to be a slight rebound in the line. However, today, there was a bit of an upper shadow. Samsung SDI's rebound doesn't seem to be easy. As for SK Innovation, it seems to be a persistent issue. The most attractive part of Celtrion is Samsung SDI in my opinion, followed by LG Sol to some extent. It seems that Samsung SDI is the top priority and LG Energy Solution is in second place. In terms of cathode materials, EcoPro BM is showing some signs of rebound from the bottom, but within the flow of secondary batteries, it is not as strong. LNF is forming a box pattern now. I think there could be a rebound within the box range, so I am considering that LNF may break through the box range. I will also have expectations for LNF. In the last quarter and this first quarter, the performance of LNF has been quite promising.

It was not good, and it turned into a deficit. Whether it can turn into a surplus in the second quarter is a very important point. Can we take a look? POSCO Future M, a similar trend. In fact, both extremes are not as promising as we expected. However, in the field of advanced electronic materials, the recent trend is very strong. They are leading the way in the secondary battery market. Today, it stayed near the daily limit, then dropped a bit and started moving. Still, the movement remains strong along with the trading volume. Nano new materials are in a similar position. Nano new materials were in a very good position around 100,000 KRW, and after about two weeks of increase, the stock price has almost rebounded by about 50%. As I am appearing on our show after a long time, when we broadcast through other broadcasting stations or TV channels, the second battery...

What we have been emphasizing so far is that we cannot be too proactive in viewing the cathode side now. Because there are still many aspects that need to be confirmed regarding the cathode side. Metal prices have stopped falling. Here, metal prices, such as lithium and nickel, have stopped falling and are showing signs of rebound. However, it will take time for these aspects to be reflected in the market and for performance to improve to the extent we desire, likely crossing over from the second quarter to the third quarter. There may be a time gap and discrepancy, so rather than focusing on the cathode side, let's focus on the anode materials in the secondary battery sector. Let's concentrate on silicon anode materials instead of cathode materials. I have been mentioning this for the past 1-2 weeks. What I have also noticed is that when we discussed stocks before, there was a slight discrepancy in the supply and demand of institutional investors and foreigners.

I mentioned to look more into it. Recently, I mentioned which side is a bit more advantageous. Let's take a look at institutional supply and demand. Let's divide the institutional supply and demand for the stock material. Nano-materials were also recently checked for institutional supply and demand. When I looked into this, I was able to confirm that it closely matched the recent fluctuations in nano-materials. From the point where the increase started, foreign institutions have been consistently buying, along with pension funds joining in. So, I have been making some purchases around 100,000 to 110,000 KRW, and regarding that part, today's rise was positive with additional gap-ups. Let's also look at Daewoo Electronics materials. Daewoo Electronics materials are similar. Recently, institutions have been accumulating for about 3 weeks, leading to some increases. Today, along with that, [continues in the next segment]

There has been a strong trend in terms of materials and cathode materials for lithium-ion batteries, and these two items are currently leading the market. So, I have been thinking a lot today about what to do if I can't get these stocks now. Well, there is also a flow in the equipment sector. Among the equipment stocks, there are the stocks that we discussed a lot last year around this time, around March or April last year, while studying secondary batteries. First, let's take a look at one technology. Hwa Hwa Technology also seems to have a double bottom pattern on the chart at the moment. The stock has raised the previous low and is now trying to break through the recent high in the short term, maybe in 2 to 3 months. Of course, as we are catching the lows here, we are raising the support level.

Due to the current situation, if we talk about breaking through the resistance line and going up, there is a box section. Let me stay in a technical position where changes can occur, and let's take a look at the demand. Looking at the demand, the technology sector does not show clear movements yet, but recently, there have been some flows seen from the institutional side. Again, in this part, institutions have taken a break for a couple of days, but it seems like there is a slight increase in institutional demand starting from the end of May. There is also evidence here. For example, in terms of technology, there have been some recent contract disclosures. I will check the electronic disclosures. Recently, on June 3rd and June 5th, there was a single sales supply contract disclosed. There was a single sales supply contract, and there was a turnkey order for the secondary battery assembly line equipment.

I think there may be overseas orders. Although the customer did not explicitly state it, the scale is 40 billion KRW. Oh, and there was one more disclosure. Recently, in France, there is a public area with a scale of 23 billion KRW for secondary battery stacking facilities. With orders for secondary battery equipment amounting to nearly 60 billion KRW, it seems to have taken more than half of last year's total revenue, which was not even close to 120 billion KRW. So, it gained a considerable portion. Although it received slightly less from the equipment side or the secondary battery side, the recent trend has been positive, the technological data is good, and recently, there have been actual orders coming in. This aspect can be seen as a technical advantage. Before that, in fact, PNT was doing well. PNT has also been somewhat leading the market trend recently and leading the trend in equipment.

While leading, I think it would be good to also keep an eye on the flow in equipment-related items like PNT Yun Sung F and Yun Sung FNC. Should we take a look? Mr. Yun Sung FN, there is still no flow of supply. If the flow of supply is detected, it seems like we should approach. In terms of technology, a bit of the supply flow has been revealed, showing some temporal movements. So, what should we do in the secondary battery sector? Traditionally, when we think of secondary batteries, cells and cathode materials were much better, but the traditional approach was there. I think equipment-related items are also possible for a side attack. Currently, in the secondary battery electric vehicle sector, to quickly recover from the rapid slowdown in demand, support must come from the supply side. Right now, the increase in queues is not happening rapidly. People who want to buy electric cars are not very active.

I can't do that, so what should I do? Oh, in order to buy our electric cars from the supply side, something like an advantage or lowering the price should be there. In other words, efforts should be made from the supply side, but what are the means of effort from the supply side? It should involve improving battery efficiency or lowering prices. Currently, in a situation where companies like Tesla and CATL are unable to come out of the trap, using silicon anodes for battery efficiency improvement and lowering prices should be the focus. Therefore, improvements in the efficiency of batteries using silicon anodes and the reflection of lithium and nickel price drops will be crucial. So, in the short term, as mentioned earlier, it is necessary to respond to the secondary battery through an offensive approach.

Overall, now that the sideways movement has subsided a bit and the groundwork for the secondary battery is being laid, let's try attacking the front side, attacking the cell-up side. I will now talk about how I am currently looking at the secondary battery. Today, the robot sector was good. In the robot sector, Doosan Robotics suddenly, suddenly, after a rough sideways movement in the 70,000 won range, broke through and reached the 80,000 won mark. I will also look at the demand. Recently, the demand for Doosan Robotics has been mainly from institutional and foreign investors. In the past 6 months, it has been showing a red light. In a case like today, with a clear increase in trading volume, we can consider the robot sector again. As for what aspects there are, I am collecting some articles now. What kind of articles? About robots.

This is about robots, especially now, humanoids. There are many issues related to humanoid robots. Um, um, I have saved an article that I am interested in here, and I will share it publicly. Um, recently, not this person, but another person, appeared with a robot in Taiwan at Computex 2024. Jensen Huang, the CEO of NVIDIA, appeared with a robot. Of course, he talked about NVIDIA's AI, but he also mentioned that the next wave after AI is the future of robotics. A news about a Korean robot company, NewBility, bringing autonomous robots together also became an issue. If a Korean listed company here falls in love with robots, the robot sector will go even crazier.

We might be a little surprised, but it seems like we shouldn't miss out on the news. Eventually, the next device that can be integrated with AI is robots. Among robots, humanoid robots are gaining a lot of interest from many manufacturing and automotive companies recently. The discussion about robots needs to be further developed. It seems like a situation where we need to pay more attention to robots. Currently, in terms of technology and market trends, while we are waiting for the flow, we need to find a sector where a rebound is possible, and I think that could be robot-led. Today, the trading volume was a bit, not a bit, but with a significant increase in trading volume, I see the flow of DuBahn Robotics very positively. Shall we take a look at Rainbow Robotics as well? I have been consistently interested in Rainbow Robotics.

I think it's a stock that can recover. Right now, the support line has slightly decreased, which is a bit disappointing. I felt a little disappointed about this part. It broke the 1.16 million won line, but it's okay. If it quickly recovers this part, we should consider it in the 1.6 million won range in the short term. I think we can keep the upward direction a bit more open. Therefore, when approaching robots now, it's a conventional method. It's not a side approach, but a conventional approach. Looking at two stocks, Doosan Robotics and Rainbow Robotics, would be good. Among the recent trending stocks, only Vertex had a gap up and then immediately turned into a downtrend the next day, giving back all the gains. Vertex had a gap up due to investments from SK.

Here, even though the trading volume has decreased significantly, if we reconnect the trading once, there is a possibility to increase the volatility of the stock price. So, considering that, it would be appropriate to focus on stocks like JungTongBeop Doosan Robotics, Rainbow Robotics, and other stocks that have recently had issues or are currently moving at the bottom like Eugene Robotics. So, how about taking a look at these types of stocks? Today, it seems that there was a significant rebound in the sector with large declines. The secondary battery sector, on the one hand, and the robotics stocks, on the other hand, are areas where we can expect a head-to-head competition. There are actually many other sectors to talk about, but since it's been a while, we should briefly grasp the overall flow. I will mention only two things.

LG Innotek's price drop today seems a bit exaggerated. Fortunately, during the trading hours today, it dropped by over 99%, but fortunately, it managed to stabilize. Apple announced its AI phone last night, which was not received as positively as expected. Due to the lack of sensation in the announcement, there was some disappointment. Expectations for Apple's iPhone 16 and the unveiling of the AI phone were not met, leading to a bearish trend for the time being. The situation is similar for B, as it has given back a significant portion of its recent gains, which is quite disappointing. This situation needs to be monitored more closely, so for now, it would be good to just observe and wait.

In one sector, the best-performing item we couldn't discuss together over the past two to three months was electrical equipment. If I briefly mention about electrical equipment, companies like LS Electric and Hyundai Electric have been adjusting for over two weeks now. Let's wait a little longer. Compared to the period we've been through, I think there is still a period of adjustment that needs to happen. So, even though we are currently not discussing electrical equipment, I won't rush. LS has been a stock that I have viewed positively for a long time. Do you remember LS, the subsidiary-rich company? I mentioned that the momentum of its subsidiary is rich. Regarding electrical equipment, due to issues like wire and cable, among the recent major holding companies, LS has been showing the best flow positively. However, I believe that a bit more adjustment is needed at the moment. Recently, the flow of supply, including foreign investors in LS, has been positive.

However, institutions have been responding with sales for about a month and 20 days now, so it's a bit burdensome in the short term. Stocks that have been doing well are taking a break for now, so what should we do? We need to look for stocks in the oversold area. It would be good to consider whether to break through head-on or go sideways. Today, we are investing passionately after a long time. There are actually so many things I want to say, but I can't say them all today. From now on, we will discuss gradually every day and come up with a good strategy together. Thank you for your hard work today, and now we are starting. It's the beginning of Season 2, and from now on, we will make more effort to bring better energy, better broadcasts, and better results. It's been a long time since we last met.

It was great to meet you, and let's meet again tomorrow. Thank you. Please note that the investment information provided in this broadcast is for reference only. President Kang Heung, Chief Choi Kang-cheon, and expert Kim do not make individual approaches such as phone calls to individual investors. All payments are made only through the Trade Study site and are not accepted into separate accounts. Your special attention is greatly appreciated.

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2차 전지 반등! 측면 공격이 유효하다 | 하이투자증권 염정 차장

2차 전지 반등! 측면 공격이 유효하다 | 하이투자증권 염정 차장

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