Hanmi Pharmaceutical Successfully Secures 400,000 Won, Nuclear Power Stocks Surge Amidst Scrutiny

Manager Seong Hajun revealed that he received a warning for focusing too much on stock analysis during a public broadcast. He clarified to investors that directly mentioning bid and ask prices is restricted.

Consequently, future broadcasts will focus on delivering information primarily on core stocks, refraining from direct price mentions, and instead presenting strategic directions.

Manager Seong Hajun announced that Hanmi Pharmaceutical reached its upper limit, validating the 400,000 won pre-emption price for VIP family members. He also emphasized that nuclear power-related stocks, including BHI, Doosan Enerbility, G2Power, and KEPCO E&C, all experienced significant price surges.

Through these examples, the manager reiterated the importance of a strategy to pre-emptively secure stocks expected to surge. He stressed that accurately reading market trends and responding quickly are key factors in maximizing profits, suggesting that future investment strategies will also focus on pre-emption.

Currently, the nuclear power sector has strong momentum due to increased power demand from AI data centers, which is analyzed to be a factor boosting the long-term growth potential of nuclear power stocks.

Manager Seong Hajun stated, "Yesterday, Hanmi Pharmaceutical once again hit the upper limit, showing quite good trends. As I wrote here, what was the purchase price for VIP family members? 400,000 won. Yes, 400,000 won."

The total number of rising stocks in the market significantly increased from 600 to approximately 1,000, signaling a positive trend.

Notably, large-cap stocks like Samsung Electronics and SK Hynix turned upward due to rebound buying, contributing to the overall market recovery.

The manager expressed strong confidence in the market having found its bottom, stating, "Frankly, I think our market has now definitely found its bottom, to the extent that a clear 'weak start, strong finish' emerged."

Nvidia's price hike for AI servers has led to conflicting interpretations in the market. Some view it as a sign of high demand for AI servers, while others worry that the price increase could burden big tech companies with higher costs, accelerating their development of in-house chips (ASIC).

These concerns lead to analyses suggesting a potential long-term slowdown in AI server demand and negative impacts on the semiconductor market. Manager Seong Hajun reflected the complex market perspectives by asking, "Since Nvidia raised the price of AI servers, the market didn't interpret it as 'demand is that high,' but rather, 'If you raise prices, will big tech companies, who are already feeling the cost burden, buy your products?'"

Manager Seong Hajun analyzed that the market, which previously saw funds concentrated only in specific large-cap stocks like Samsung Electronics and SK Hynix, is now diversifying across various sectors. This indicates a healthy rebound signal as market funds flow into different areas.

Notably, new leading sectors such as nuclear power, stablecoins, and robotics are emerging, injecting vitality into the market. The manager assessed this capital diffusion as a positive change occurring during the market's bottoming-out process.

This is interpreted as a positive sign that market downward pressure has decreased compared to before.

The manager emphasized that investors are looking for buying opportunities at the bottom, stating, "This time, what is it? The capacity for bottom-buying has been clearly confirmed."

He analyzed that breaking below the 4.7% and 4.6% levels would spread positive sentiment in the market.

The manager expressed caution regarding the perception that the market must adapt to a 'new normal,' pointing out that while the environment is different from past low-interest rates, interest rate stabilization remains a key condition for a market rebound.

Given that sustained high interest rates can increase corporate funding costs and dampen investment sentiment, a decline in the 10-year Treasury yield was presented as an essential prerequisite for overall market revitalization.

Manager Seong Hajun stated, "As a result, although our market had a meaningful rebound today, for this rebound to be stronger, it needs to break 4.7, 4.6. To what level? It needs to come down to 4.5."

Manager Seong Hajun advised a strategy of utilizing the correction period until the release of major indicators this week. The rebound of memory semiconductor companies' stock prices will significantly impact the overall market, and he warned that if these companies stagnate or the 10-year Treasury yield rises back to around 4.7%, there is a high probability of a 'sell-off'.

He also mentioned the need to watch the impact of the Monetary Policy Committee's interest rate hike on the exchange rate. Since the market is past the panic selling phase, temporary corrections should be viewed as new buying opportunities, and he recommended a strategy of buying in installments at low points.

He emphasized the need for a cautious approach, meticulously analyzing market uncertainties and incorporating them into investment strategies.

Manager Seong Hajun stated, "If the movement of memory semiconductor companies just stagnates at yesterday's dropped level, or if the 10-year Treasury yield rises back to around 4.7%, then there's a high chance that our market will see a 'sell-off' tomorrow."

Manager Seong Hajun advised maintaining a holding strategy if the 10-year yield remains around 4.5%, but considering selling if it rises to 4.6% to 4.7%.

This implies that Treasury yields can act as a pressure point on the stock market. Rising interest rates can increase corporate funding costs and relatively diminish the attractiveness of the stock market.

Therefore, for investing in surging stocks, it is crucial to closely monitor changes in macroeconomic indicators like the 10-year Treasury yield and respond flexibly accordingly.

A selling strategy for surging stocks based on oil price fluctuations was also presented. Manager Seong Hajun advised considering selling surging stocks if oil prices maintain levels between $80-$84, or up to $88.

He emphasized that when dealing with surging stocks, similar to the 10-year Treasury yield, macroeconomic indicators like oil prices should be comprehensively checked to make decisions appropriate to market conditions.

This means an aggressive buying strategy can be pursued when macroeconomic indicators stabilize and positively impact the stock market.

The manager emphasized that if the 10-year Treasury yield stabilizes and stocks have surged, those stocks must be held, stressing the importance of flexibly adjusting investment strategies according to market trends and changes in macroeconomic indicators.

This strategy is an aggressive approach to pursue profits when market uncertainties are resolved and clear upward signals appear.

The global nuclear power market is actively moving to meet the explosive power demand of AI data centers.

Currently, over 80 nuclear power plants are under construction worldwide, with an additional 120 in the planning stage, indicating very high long-term growth potential for the nuclear power industry.

The manager emphasized the critical role of the nuclear power sector, stating, "The global nuclear power market now demands this due to AI data center power demand. They need a 24-hour stable base load power source, and who is that base load? Nuclear power."

This is strong evidence that the global nuclear power market is moving beyond mere expectations into a practical investment phase.

Nuclear power demand is explosively increasing: for AI power security in the US, for energy security enhancement in Europe, and for industrialization in Asia. This global demand surge is expected to provide immense growth opportunities for nuclear power-related companies.

The manager emphasized that investment in the nuclear power sector is now a necessity, not an option, stating, "Now, see that investment centered on nuclear power stocks is actually happening. Money is pouring in. See this."

This revenue is expected to be reflected in performance from 2026 to 2029.

BHI has proven its technological capability and reliability through past experience supplying equipment for the US AP1000 nuclear power project, which is expected to positively impact future overseas nuclear plant orders. BHI's core business performance is also showing robust growth, with operating profit in Q2 increasing by 123.1% year-on-year.

The manager projected that BHI will continue its sustained growth through the synergy of its core business performance and nuclear power plant orders. He highlighted BHI's current value, stating, "It's not a company that reflects future expectations of benefiting from nuclear power at some distant point; it's already generating revenue from nuclear power plant equipment at Shin Hanul."

This implies a low probability of BHI falling below 52,300 won without specific risks.

Currently, the first resistance level is set at 74,000 won, based on its core business performance, presented as a realistic target reflecting the company's solid earnings growth.

The manager assessed that the stock will not break this support level unless a problem occurs, anticipating a high likelihood of an upward trend reversal in the future.

He emphasized, "Now, it will never break 52,300 won. Unless this stock, BHI itself, faces specific risks or problems that cause it to collapse, BHI will no longer break below 52,300 won."

Manager Seong Hajun explained that by managing the average price through a buying strategy at this price range, even stronger returns can be expected.

BHI's first target price was set at 74,000 won, a level achievable solely through its core business performance. This target is based on stable earnings growth and expectations for nuclear power plant orders.

The manager encouraged aggressive average price management for profit maximization, stating, "If you want to secure even stronger profits, the price I can tell you is to adjust it to around 67,940 won."

He specifically emphasized that momentum for LNG-related stocks is likely to reignite with confirmed investment in the US.

The manager projected that even if discussions about the nuclear power market are still considered a distant and unconfirmed future, the mere anticipation of US projects would be enough for BHI and Sungkwang Bend, as LNG combined cycle power plant related stocks, to gain significant upward momentum.

He argued that the current stock price should be higher, especially considering the scale of the Canadian LNGC (Liquefied Natural Gas Carrier) contract.

He advised approaching Sungkwang Bend's stock with a phased buying strategy before new order materials emerge. This strategy aims to preempt profit opportunities by buying at a low point, as the stock price can surge once new order announcements are made.

The manager emphasized that the current undervalued phase presents an attractive buying opportunity, and considering future growth potential, active investment should be considered.

He stated, "Even if this stock's operating profit for Q2 was a bit disappointing at this point, I consider it undervalued. When considering the scale of the LNGC contract discussed with Canada, I believe the current stock price should be higher."

Manager Seong Hajun emphasized that additional order announcements are essential for the stock to rise above this price. He analyzed that with additional orders, the stock would have ample room to rise to the second resistance zone.

The manager presented a box range strategy for Sungkwang Bend, between a support line of 25,000 won and a resistance line of 28,700 won, recommending a phased entry focused on risk management rather than maximizing profits. He explained that selling at the top of the range and buying at the bottom is effective until new order announcements are confirmed.

This strategy is interpreted as a conservative approach to pursue stable profits by considering market uncertainties. He urged investors to trade cautiously to avoid exposure to drastic volatility.

He stated, "If you ask me where the resistance zone for this stock is, the first resistance for this stock is 28,700 won. Beyond this, additional orders must come out. Additional order announcements must be confirmed."

The company showed robust earnings growth, with Q2 revenue increasing by 20% year-on-year and operating profit by 11.3%.

Hyundai AutoEver received high marks, particularly for its significant potential to grow into a robot and smart factory integrated solution company. The manager emphasized Hyundai AutoEver's investment value, stating, "I think it's high. The attractiveness appears quite high."

This is a result of reflecting recent increases in trading volume and strong buying demand.

Manager Seong Hajun determined that a higher target price is reasonable, considering the current market situation and Hyundai AutoEver's positive momentum.

He reconfirmed a positive outlook for Hyundai AutoEver, stating, "You can keep it open up to 551,000 won."

MBN Gold's VIP membership event has newly launched. Manager Seong Hajun announced that the previous 2+1 event has ended, and a '3+1 event' is now underway, offering an additional month for a 3-month subscription.

He encouraged active participation from interested investors, stating that 'Jangjeon 30bun' (30 Minutes Before Market Open) broadcast will share market analysis and investment strategies every morning at 7:30 AM. The manager said, "If you join for 3 months, I'll give you one more month, so please join anytime."