Analysis of Isu Petasys, Simtek, and LS ELECTRIC

He recommended a strategy of holding semiconductor-related stocks until the first week of September, emphasizing that Isu Petasys should also be continuously held under this strategy.

He assessed that Simtek is now transitioning to a complete uptrend in a regular alignment.

This quarter's EPS (earnings per share) recorded 2.2 dollars, and it was emphasized that Blackwell (Vera Rubin) production is proceeding without a hitch and demand continues to increase. Amid a deepening shortage of memory for AI accelerators, Nvidia's remarks demonstrate its supply chain management capabilities.

He interpreted Kioxia's large-scale expansion as demonstrating strong confidence in future semiconductor demand and a strategic decision to prepare for memory chip shortages. He added that such moves contradict the market downturn beyond 2029 claimed by semiconductor pessimists.

He advised against selling a single share, unless the company has poor performance or has been in deficit for four consecutive years, until the credit balance exceeds 8 trillion won.

Manager Shin Gwang-seop explained that securing comprehensive infrastructure facilities, including land, power, and buildings, is essential for building AI power infrastructure. He emphasized that Nvidia is transforming from a simple GPU manufacturer into an AI agent investment holding company, making power, cooling, and staffing for AI data center construction crucial.

He explained that LS ELECTRIC is engaged in overall power business, including power transformers, and is expected to expand its market share in North America. He anticipates it will solidify its position in the North American market in competition with HD Hyundai Electric, and also mentioned the possibility of a rebound benefit due to China's power grid sanctions. Manager Shin suggested a target price of 260,000 won for LS ELECTRIC and a stop-loss price of 190,000 won.