Reveals Up to 53% Profit from Leverage Investment in Samsung Electronics and SK Hynix
He added that he recorded a 34% profit from a purchase on August 6th sold on August 14th, and a 24% profit from a purchase on August 19th sold on August 20th.
Park Byung-joo, an MBN Gold expert, analyzed macroeconomic variables such as U.S. monetary policy and the U.S.-China summit, announcing an aggressive buying strategy for major domestic stocks like Samsung Electronics and SK Hynix, and related leverage products.
He added that he recorded a 34% profit from a purchase on August 6th sold on August 14th, and a 24% profit from a purchase on August 19th sold on August 20th.
Expert Park Byung-joo strongly recommended buying Samsung Electronics and SK Hynix if they fall below 250,000 won this week. He emphasized that these stocks should be held until Micron Technology's earnings announcement on September 26th. He presented long-term target prices of 300,000 won for Samsung Electronics and 2.1 million won for SK Hynix.
Expert Park Byung-joo strongly advised against investing in U.S. stocks due to the recent strong won trend. He pointed out that if the won strengthens, holding U.S. stocks could result in exchange rate losses. Accordingly, he emphasized that Korean retail investors should reconsider their U.S. stock investments.
He explained that if stock prices rise at this point, it will be an opportunity to reduce existing losses or for investors who bought at a low price to earn profits.
Expert Park Byung-joo stated that he would not issue a buy signal for Samsung Electronics today. However, he emphasized that if Samsung Electronics falls below 250,000 won again this week, it should be bought unconditionally, presenting a cautious approach at the current time and an aggressive buying strategy when the price condition is met.
Expert Park Byung-joo argued that LG Electronics' corporate value is currently undervalued. He stated that LG Electronics recorded operating profits of 3.2 trillion won in the first and second quarters of this year, and expects it to exceed 6-7 trillion won for the entire year and 10 trillion won next year. He also mentioned that LG Electronics possesses future growth engines such as robot actuators and data center cooling technology, emphasizing that it is significantly undervalued compared to its current market capitalization of 30 trillion won.
Expert Park Byung-joo mentioned that LG Electronics' stock price is currently around 202,000 won and suggested that investors holding LG Electronics join his premium membership if the stock price breaks 250,000 won.
This indicates a selling strategy at specific price points.
Expert Park Byung-joo explained the situation where the U.S. Federal Reserve is issuing short-term U.S. Treasury bonds to buy long-term Treasury bonds. He analyzed that this policy brings about financial repression, meaning it suppresses interest rates. He added that this indicates the U.S. Federal Reserve is inducing a weak dollar policy, which could ultimately act as a positive factor for emerging market currencies and a stronger won.
Expert Park Byung-joo expressed a critical view on investing in ADRs (American Depositary Receipts) in the U.S. market. He pointed out that ADR investment results in exchange rate risk and buying at a higher price with a premium. Instead, he emphasized that directly purchasing original shares like Hynix in the domestic market is more rational, adding that buying domestic stocks is advantageous if the strong won continues.
Expert Park Byung-joo emphasized the necessity of long-term investment in Naver. He explained that Naver relatively defended well during past market crashes when other stocks were cut in half. Based on this, he stated that long-term investment can protect against the decline in salary value during an inflationary era and expects a target return of 50% by the end of the year.
He presented the 20-day moving average double bottom pattern as technical evidence and emphasized that Micron's earnings announcement on September 26th will be a significant inflection point for future stock price movements.
He emphasized that the stocks investors are holding will eventually recover and advised them to stick to his leading system trading method.
He explained that historical patterns show that once a summit date is set, stock prices tend to rise until the meeting despite any twists and turns. He also recommended using a temporary decline due to rising U.S. Treasury yields as a buying opportunity.
He explained that nuclear SMR power sources take at least 10 years, so thermal turbines, solar power, and wind power are prioritized for immediate power securing. In particular, as electricity generated by solar power needs to be stored, he predicted improved performance for secondary battery related companies such as Samsung SDI and LG Energy Solution. Along with this, he suggested solar power related stocks like OCI Holdings and Hanwha Solutions, and construction stocks like GS E&C as key investment points.
He also added that he will provide more detailed investment strategies through the Maeil Business TV 'Park Byung-joo's Main Products' broadcast every morning at 7:19 AM.
Answers come from the transcript, with the exact spot cited.
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