MBN Gold's three managers unveil September picks… robots, AI, and semiconductors in focus

It is one of the top performers in the managers' portfolios, reflecting the strength of robot-related stocks.

Justem has continued to perform well recently and is driving returns. It is one of the strongest performers in the managers' portfolios.

Lee Ga-ram's two holdings are both maintaining high returns in the top tier.

The company supplies environmental protection and process-efficiency solutions essential to these industries. Its core business is manufacturing and supplying toxic gas removal equipment.

This technological edge further strengthens the company's competitiveness.

This reflects a solid growth trend and a clear improvement in the company's earnings.

The target price is set at 6,500 won, and the stop-loss at 4,500 won. This strategy responds to short-term market swings while still aiming for upside.

After bottoming at 27,450 won on July 29, HPSP has recovered considerably. Even amid the broader decline in semiconductor materials and components, HPSP is attempting to break above its 60-day moving average, drawing attention. Whether it breaks above the 60-day line on the next trading day is expected to be the key question.

For HPSP, the proposed strategy is to buy on dips from the next day's opening price up to 43,400 won, accounting for market volatility. The target price is 55,000 won and the stop-loss is 37,000 won.

Concerns arose that Yes Tech had broken HPSP's monopoly structure, but the analysis suggests the impact on HPSP's actual earnings has been limited. This indicates that HPSP's fundamental competitiveness remains intact.

Its order backlog remains above the 1 trillion won level, up more than 15%. This shift is expected to strengthen the company's growth drivers.

Hanla Cast recently confirmed a clear bottom, moved sideways, and is now rising alongside a surge in trading volume. This is a typical movement of stocks that have completed base-building and are turning into an uptrend. Hanla Cast's target price is 16,000 won and its stop-loss is 9,100 won.

Client certification references matter, and the quality-certification experience it built through past work with internal-combustion automotive electronics and parts makers has become an important asset as it moves into robotics. This precision production capability raises Hanla Cast's competitiveness as die-casting companies shift their businesses toward robotics.

Hanla Cast is regarded as the most promising of the robot stocks, and a response strategy has been presented with a target price of 16,000 won.

The company's robots are aimed at real industrial use rather than demonstration purposes. Its robots are already being deployed in practice through nuclear decommissioning contracts, and it has developed additional robots for various industrial sites, securing competitiveness.

The proposed strategy is to buy in stages from 13,400 won up to the opening price. The target price is 20,000 won and the stop-loss is 10,000 won.

This is a challenge shared by many robotics companies.