Why did they sell such a huge amount of 1 trillion and 100 billion won worth of foreign exchange today? Is it an overreaction to just the news that the interest rate cut is getting farther away? But still, they managed to maintain 2,700 today. I think we should give some credit for that. When it goes over 2,700, women have been selling continuously for a while. But this morning, they actually poured out the volume right away. The reason is, simply put, U.S. Treasury yields surged a lot on Friday. So, it went back up to around 4.5, even up to 4.45. Recently, it dropped to 4.2 once. So, when it dropped to 4.2, Bitcoin and stocks went up, everything was good.

The mayor suddenly doesn't know what to call those experts in employment. For example, he predicted the non-agricultural employment index, expecting 170,000 jobs, but then he said he expected 190,000 jobs. However, 270,000 jobs were reported. Well, when you always look at employment, if the expected value differs significantly, you have to take away the kids' salaries. I would receive tens of billions in annual salary. So, they say that even those who work two or three jobs are included in these statistics. There may be errors in the process of offsetting these figures. The U.S. is said to have a good economy with many job opportunities but a shortage of people. So, in fact, if you have spare time, you can work one or two part-time jobs. Part-time jobs are quite...

Because it is a developed country, there may be that aspect. Personally, I think that there will be a bit of a shock ahead of this FMC, so in the case of the U.S., there was a slight adjustment. However, in our country, it just falls right away. For example, the reason Samsung Electronics dropped today, in my opinion, is because they are trying to push down the Korean index, so they have to sell futures. But in selling, it seems like they sold about half of what they had bought so far, and when program selling naturally comes in, Samsung Electronics can only drop. However, SK Hynix is managing to keep a slight positive trend, so Samsung Electronics has become a bit of a fool in the neighborhood now. Therefore, to shake the index, today Hyundai Motor also rose again. If you look at the top market cap stocks, the flow is particularly unfavorable for Samsung Electronics.

SK Hynix's rise today seems meaningful. Then, except for Hyundai and Kia, all others have dropped. Ultimately, it became a problem due to the index. If you look here, Hana Micron is at 160,000 won. So, excluding SK Hynix and Hana Micron, everything else except for cars seems weak. I think it's not that foreigners have a special reason, but rather they just withdrew some funds from a risk perspective. Oh, again, coincidentally, the weekly expiration... I really dislike this. Who created this? We really need to get rid of these weekly options. Why make such things and create strange fluctuations only at expiration, like with Samsung Electronics today? So, this week, anyway, options...

There is another expiration, and there is simultaneous expiration of futures and options. I think the volatility may be higher than expected this week. Alright, I see. Today, foreigners sold Samsung Electronics and bought SK Hynix. So, the rebound should be successful now, right? SK Square also mentioned selling, but yes, they bought SKC and Nexolon. So, we need to pay attention to this side as well. There are also discussions like this. Currently, SK Group stocks have risen as a glass company. It seems a bit ambiguous at the moment. Therefore, the overall SK Group, SK Square, yes, it surged in the early market today, but then it went down. Looking at the current situation, it seems a bit ambiguous. So, how will they divide the assets of the century? What will they do with the asset division amount? Actually, it's difficult even for Chairman Lee Jae-yong, for example.

But now, can they give it to them? They don't want to, right? Not because they don't want to. So, now, in the United States, when you see it, oh, when Tiger Woods got divorced before, they asked for a huge amount of money, like dividing property and such. It seems like watching that. Now, SK Square, SK Group's shareholders, are in a situation where SK Square is right under SK. And under SK Square, there is also SK Hynix. So, SK Square plays the role of a middle holding company. There are expectations for SK Square. If they can't raise money, what if they have to support the stock price, increase dividends, and sell some of the invested companies? If they sell high-quality companies, wouldn't the cash flow improve? Various expectations are attached to this. Also, institutions, when they see the flow of SK, are very interested in the divorce case right now. Pension funds, yes, pension funds and investment trusts are continuously.

I'm thinking, I'm still buying office funds. Yes, but the problem is that foreigners keep selling. Why are they going up? Oh, that's right. Now that it's going up, they're taking profits. Yes, that's right. Thank you. So, they are selling now. Looking at SK Square, today, foreigners are actually buying, but today, foreigners sold a lot. But looking at the ownership structure, SK Square should go down, and SK should go up. This is what experts are talking about. This morning, when SK Square surged, I was wondering what was going on, but it came down with an upper tail without fail. It surged at the perfect spot on the chart. That's right. At times like this, when it passed 99,000 won, many people must have gotten excited and followed. Yes, although this stock is usually heavy, recently, it's been quite a lot.

It went up. It was a position where profits could only come out because it went up sufficiently, and the reason it went up is actually because of SK Hynix. Yes, because Hynix is so good, now SK Group should either trade SK stocks or buy SK Hynix. SKC has risen a bit excessively. Glass substrate is the fastest-growing in SKC, but in reality, it doesn't grow as fast as you think. That's why at the end of this year, we might consider test production. So, it's better to push the glass substrate issue back a bit and think about it. Alright, in the end, the biggest issue for SK now is the governance structure issue. Yes, that seems to be the biggest momentum, and I think we should follow that. SKC was downgraded by a credit rating agency in Korea. Yes, that's right. Their financial structure was originally not good.

Hasn't it been like this for a long time? It's unbelievable because there are so many debts, right? It's a company, and the performance is not good right now. If you look at SK, SKC, they are big, and then there's semiconductor materials, then pure chemistry, and they have a subsidiary that holds semiconductor materials and is in the main business of pure chemistry. Another thing is that they are now focusing on eco-friendly things, but chemical companies are not doing well overall, including LG Chem, so there is not much expectation for the chemical industry. SK is also paying attention to a subsidiary that has recently started with glass substrates. This company is just starting, and they have started by acquiring it. As you can see, the structure is quite simple. There are about three main industries. Here, for example, in the chemical sector, the battery pack is at 39.75%, semiconductor materials, glass substrates are at 88%. Both of these are not good right now. All three of them.

It's not good. It's not good at all. So right now, it's like going up with expectations. In reality, the stock price has risen to a somewhat burdensome level, in my personal opinion. For those who currently hold SKC, let's prepare for partial profit-taking. Let's take some profits. Partial profit-taking, partial profit-taking. That's right. Now, in terms of semiconductors, there are also subsidies being provided. It seems like there is a strong momentum attached to it. Now, these subsidies are for equipment investments. You receive 25%, so it's like getting back some of your own money. It's about giving back a little. Actually, it has a meaning, right? Yes, receiving money from the Yankees has a meaning, but the problem is there is no more than that. So today, after all this time, I thought the leading stocks were over, but electric power equipment stocks, cable stocks, are showing signs of rebounding once again. Starting with HD Hyundai Electric.

First, please explain this part. Recently, an issue arose related to HD Hyundai Electric in BNK. A report was released strongly from the BNK side. The target price is 380,000 won. Nowadays, analysts are saying that they need to set the target price higher to survive a bit. So, it's trendy these days to call for a higher target price. However, after reading through it, I found some significance. The reason is that in the first quarter alone, orders received were about 1.9 trillion won. In conclusion, in a broad sense, with the report on HD Hyundai Electric, it seems like they will continue to do well in the second and third quarters. So, Jeil Industries, Hyosung, and Doosan Heavy Industries & Construction have followed suit. Even LS Electric has followed suit, and it is expected that sales in the second quarter will exceed 8.3 trillion won, increasing by over 30% compared to the previous year.

I am watching, and the operating profit is expected to be around 334 billion won, up 122% from the previous year. It is mentioned that the operating profit margin may decrease slightly, possibly dropping to around 15%. Another important point is the accumulated order backlog. In the first quarter alone, orders worth around 1 trillion to 1.9 trillion won were received. The total accumulated order backlog has now reached 65 trillion won. So, even if only what has been laid out continues to come in, it looks good for the time being. The valuation is still considered attractive, and it is believed that the stock price could further rise. Additionally, expansions are also underway. There are expansions at the Ulsan plant in Ulsan, and another plant in Alabama, USA is also undergoing expansion. When these two are combined, it's about a 20% increase. If this 20% is reflected, then that would...

We will likely receive orders now, so the volume may increase. For the time being, one advantage of Hyundai Electric is that we can manufacture all the essential equipment from power plants to homes and factories. This is unique domestically. Currently, LS Electric is rising, as well as Jaeryong Electric, but Hyundai Electric can handle everything from the substation to homes, as they can produce the necessary equipment. Another advantage of Hyundai Electric is that they are also involved in shipbuilding. That area is doing well too, right?

As the number of orders continues to increase, it is possible to respond to issues from the Middle East as well. Looking at the recent levels, not only the level of the United States is increasing, but also the level from the Middle East is increasing. Neom City, Neom City, but I will explain a little later. Yes, it's about Yongdu 3, right? No, yes, but still, well, because we can't just not do it. Yes, today, there was another news about a 44 trillion won project in Indonesia. That's right. Now, KEPCO won the bid, and many companies will enter there again. If you talk about the early stage, you need to shoot that too, right? Yes, so ultimately, due to the global energy shortage, we are suffering, so we have no choice but to continue to expand this. Despite that, there are still increasing issues like AI centers or data centers.

The demand is increasing, so structurally, it seems like it will continue to increase. But now the problem is that prices have already risen a lot. Will it be able to show numbers for how much better it can be? Will it show ordinary growth? Will it be able to maintain the growth rate so far? There is probably a slight possibility of a slowdown in the growth rate. If we look at the opinions of several experts that have recently come out, even if we believe only half of them, they say that there will be a cycle for about another 6 years, 10 years from now. Some say there will be another cycle for about 3 years. Even if we believe only 3 years, won't there be at least one more year? I used to be negative, but recently, I think today's signal is a strong will to send a signal again.

Understood. Now, let's talk about the story of Neom City that we discussed earlier. Looking at this new project, it seems that even Saudi Arabia is facing financial difficulties, causing obstacles in various construction projects. Currently, Saudi Arabia seems to lack funds. However, they do own stocks. They reportedly sold 0.64% of Aramco shares, which is their first time doing so. That brought in money, as they still hold 83% of the shares, only selling 1%. It amounts to around 15 trillion. Interestingly, not only large Korean companies but also wealthy individuals and royalty from that area seem to be in a similar situation. It seems like they don't want to use the funds. For example, SK doesn't want to use them. They could just sell them to get some cash, but they seem reluctant. There aren't many who want to use the funds. Saudi princes must have an enormous amount of funds, but they don't seem to use them. That's how it is. It's related to national projects now.

Saudi Arabia is thinking that the oil prices are not as good as they thought, and they have recently filed another lawsuit, so they are trying to adjust the prices. As a result, their income is decreasing. However, they are not supporting the prices, so that's the problem. Saudi Arabia has been mainly spending money like crazy among Middle Eastern countries. Stories like that have been coming out. They should have put the money in the Gulf Fund like Norway did and saved a lot for their people. Yes, that's right. Yes, that's why Norway, who used to live so miserably, is now carefully guarding and valuing what they have. Yes, yes. So, they are now protecting it well. They recently said they would connect the cities with a 140km road, but now it's reduced to 2.4km. By 2030, that's... Oh, but when you think about 2.4km, we...

The Mapo Bridge is about 1.1 kilometers long. If it's about twice that, it would be a few floors high. So, it's quite big. It's huge. Still, at first, it was talked about as being immense. They are reducing it significantly. Also, about 6,000 people who lived there were relocated. One person died during the process, causing some discontent among the people. They have no money there. Currently, in civil engineering, our country's companies are having a hard time. You haven't heard about it, right? Our country's companies are losing to China. Everything has been taken over by China. Yes, all the mistakes are made by the Chinese, and labor costs are cheap, so they tend to choose the lowest bid. Recently, the relationship with China has been improving, so when Neom City-related stocks move, I advise you not to invest too much if possible.

Just focus on short-term gains. Why wouldn't they give it to South Korea? Even now, why is Samsung advantageous? They say there might be a chance for Samsung C&T, Samsung Heavy Industries, and Samsung Electronics, but it doesn't seem like it will be a big sum. On the contrary, if Naver gets involved, it could actually be a huge success. With a reduction of 2.4km, yes, in fact, Hyundai Development Company and Hyundai Electric, these types of companies could also benefit. Wouldn't they continue to expand in the mid to long term? Anyway, by 2030 or 2035, gradually increasing to 140km, it might take about a hundred years. So, they build 2.3km and next to it another 2.3km like building blocks, and continue like that. Wouldn't it be okay to proceed like this? I am thinking this way. Whether the completion of the 140km will happen or not, we have to keep an eye on it throughout our lifetime.

It's like what Mr. Malijangseong said. Then, how about LS Electric shareholders? LS is good. Even though Hyundai Electric is acquired, LS Electric surged because it entered the market too late. Actually, I don't think it's a bad company now, considering that LS Group is a financially strong company. But objectively speaking, they only supply equipment up to the substation. The unit price there is quite high. Also, LS doesn't have factories in the U.S. That's right. LS Cable is currently building a factory there. In fact, LS Group seems to benefit more from high-voltage cable-related marine solutions. LS Electric is focusing too much on the short term.

Due to the rapid increase, the angle at which it is rising is different now. When you look at it, the RPM is going up in a moderate way. Yes, yes, it's like trying to catch up quickly, like a compact car going up. Oh, it feels a bit like a sports car, doesn't it? If you think about it positively, it seems like it accelerated there. Well, looking at the electric one, it's similar. Currently, the LS electric one is a bit lighter. So, of course, in terms of trading, this side can be much more fun. You don't really feel the weight much, but the market cap itself is like 58 trillion, yes, 100 trillion, there's a double difference. Like a 2,000cc and 1,000cc difference. So, if you're just going to do this, wouldn't it be more comfortable to just buy Hyundai? That's what I'm thinking. No, then, in the future, this power plant, rather than just a temporary rebound, now, several

Looking at various positive news, it seems like the shooting could be longer. Do you see it that way? Yes, even if the angle may be a bit steep, it seems like it could steadily rise. So, if you look at the sharp correction from last week, it skipped a day, right? Last week, in those two days, what happened? It was because of the sperm whale. Yes, the sperm whale. Due to the sperm whale appearing, people didn't like it and sold it quickly. They had to stop the gas project quickly. So, such experiments with profits came out, and today, even semiconductors are fluctuating. Yes, the sperm whale wasn't that great, so the focus shifted this way. That's how you should see it. Ah, saved in the nick of time in a life-or-death situation. Exactly. Because their performance is so good, if you think about a certain pattern of NVIDIA, it could be similar.

Even if you feel like you're about to die, when positive elements keep coming out in the results, you just keep climbing up. Then suddenly, when good news comes out, there are more shoots. Lately, it seems like things that are going well are doing even better. These days, it seems like the saying the rich get richer is true. Stocks benefiting from the U.S. are doing even better. For example, cosmetics that are currently favored in the U.S. market are increasing a lot. Moreover, although it's said that we are in a new Cold War era, we are actually moving into a complete Cold War situation. So, countries like China and Russia, as well as the U.S. and Western countries, including Japan and South Korea, are becoming more divided. Since Korea is currently caught between China, maybe we should produce goods in two different specifications. In the future, this standard may change. In the past, there used to be a clear distinction between East and West.

Like the Cold War era when I was young, not as much as back then, but to some extent, economically, these things worsen. Eventually, it's because of the second battery. But, until last week, there were high expectations for the second battery. How should we interpret today's temporary adjustment? Today doesn't look good. Mainly, materials such as silicon anode materials are at their peaks. Next, some nano new materials related to lithium are moving. EcoPro Materials, on the contrary, is showing strong growth. Today, even the full related stocks were strong. Companies like Deoksan, Kopla, Solvay Holdings, and now, companies related to solid-state batteries, such as Lake Materials.

Now it's up. If you look at the recent trends, regarding all solid-state battery-related stocks, companies like ISU Chemical, Specialty Chemicals, and CALYME, these kinds of stocks have been rising a bit today. If you look at it now, this side is still chasing a dream, right? Yes, that's right. It's becoming a reality, but when the Samsung SDI official was at COEX recently, what did he say at the booth? Yes, the price is too high now, so we can't sell it anywhere. Ah, so when you see the news coming out these days saying they will start mass production in 2026, it's getting highlighted again. Yes, they will start production in 2 years, but the problem is, will there be buyers? The issue of the high price of solid-state batteries still exists. However, now they are being sold under the reason of starting mass production. So, I take a break on this side a lot. It's almost falling apart from the top, so let's go back.

It has become a place to upload, and another one is now, Echo Pro, Echo Pro, Echo Pro BM, Echo Pro, Mati execution was good, but today, except for Mati, all the rest disappeared. If you look, foreigners buy and sell. Yes, it doesn't seem like we've hit rock bottom yet. Even if institutions or financial investments buy a lot, it's a bit uncomfortable. Financial investments are either short-term trading or program trading. Large-cap stocks usually do program trading, while small and medium-cap stocks do short-term trading. Yes, this is what we confirmed as the bottom. When it goes up, everyone thinks that way, but it keeps happening like this. But, it got stuck at the support line. Until the trend changes a bit at the resistance line, we need to see how it goes. But, positive news.

If I may, in the United States, currently, the price of electric cars, now, if you receive some subsidies, you can get $7,500 off, right? If you get that, then, well, it becomes cheaper, and now it's almost similar in price. And if you utilize leasing, in our country, if you use leasing, isn't it more expensive? Yes, but if you lease there, they even take care of the senses, so it's actually more than 30% cheaper. So, starting from GM selling electric cars well, even Tesla has gained some price competitiveness. These kinds of discussions have come up, and when Americans were surveyed, if they could charge within 20 minutes, after one charge, if they could go around 300 to 400 miles, well, in Korea, if they could go about 450 km, that would be great. Another point is if it's under $50,000, they would buy it. Under $50,000, yes, that's what I mean. So, in fact, what they want is to have a certain mileage.

You know, driving about 500km now is possible, right? Everything is there. For example, but now, if only the time it takes to charge can be reduced a bit, they will ride it, right? The price will also drop a bit, so the 23 has come out this time, and silicon anodes are included there. Oh, it costs 30 million won, but when the anode is included, charging may be faster than expected. Charging should not be too fast, and if it discharges while driving, it should not happen. So these days, the movement of stocks related to silicon anodes seems quite promising. The main electronic materials are currently short in supply, production is not abundant, and there are many places to find, and the charts seem good. But if the secondary battery sector becomes distorted again like this time, rather than in the past, such as in the direction of something, new leading stocks may emerge a bit more.

There are a lot of people, so if the current main electronic material is more expensive, there is a high possibility that companies that make challenging materials like nano-materials will also go together. The silicon anode material is currently at a level of about 5%, but if it increases in units like 7% or 10%, it will improve. Actually, it is used in supercars now. Yes, Audi e-tron, then Porsche Taycan. LG Electronics and LG Energy Solution are now using silicon anodes. So, if you look at those cars, the prices are huge, right? Wow, around 200 to 300 million. Now, please take a look at Lotte Energy Materials. The chart looks quite good now, so some people think it might be worth buying, right? Oh, it's very good. Yes, weekly.

When you look at Joo Bong, you can see that the trend has shifted a bit now. However, there are still many properties in the 50 to 60 million won range. This is technical analysis, and the important thing is the content. Dongbak is here. Previously, it was said that this year alone, around 420 billion won was earned. If you can really earn 420 billion, then the stock is considered quite attractive. Another issue here is whether China will impose sanctions or not. If the U.S. does not recognize Chinese products, they can disappear immediately. However, there isn't much strong discussion about Dongbak yet. Due to these factors, I am still looking at it a bit conservatively. Lotte Energy Materials has dropped too much, so there could be a technical rebound here. The question is whether it can break through from here.

That's right. If you want to show that Lotte made a mistake in the acquisition, you need to go this far. It might take a little more time. If you invest around 60,000 won now, it might be worth trying. Yes, I understand. Someone in the comment section was considering this, so I took a look. Please keep that in mind. Let's wrap up the market analysis here for today. Oh, I forgot to ask the most important thing. How should we respond to tomorrow's market? What should we prepare? As I've been thinking about it all day today, the news that came out late this afternoon was about LS Materials, which has been strong since this morning. Ultracapacitors, 60, and so on. Then, the news that came out later was about Microlive Energy's stock price. If that looks good, maybe it will turn back in this direction again. This is the power.

When the facility is good, eventually, it goes with SOFC. Because it's a must-have. And for SLS Electric Materials, a report came out today. I bought a large quantity once at that time. Now, I have it, so, it's not an easy story. When I had it, it was severe. I just bought it right away, then pressed it firmly. Suddenly, as soon as the report came out today, it shot up. Yes, renewable energy, then expanding electric vehicles. Here, yes, ultra-capacity, in the end, it stores electricity that can be used in emergencies temporarily. Yes, if the car suddenly, not knowing about electric cars, if the battery is discharged, what if the door doesn't open? Oh, right. If it's not mechanical but electrical, then it could be a big problem. So, it's storing electricity for use at that time separately.

We have emergency power and emergency, but this applies the same to ES devices and power plants as well. So, especially for ES renewable energy, this is essential. Therefore, now LS Materials has come up, so it might be a good idea to look at the stocks related to SOFC tomorrow.  
Understood.

[#찐시황]  대주전자재료 뒤 이어 오를 주식은 "이 것" / HD현대일렉트릭은 급등하고 에코프로는 하락한 이유 / 전력주 1년은 더 오를 것으로 보는 이유 | 이권희 대표

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[#찐시황] 대주전자재료 뒤 이어 오를 주식은 "이 것" / HD현대일렉트릭은 급등하고 에코프로는 하락한 이유 / 전력주 1년은 더 오를 것으로 보는 이유 | 이권희 대표

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