MBN Gold Manager Baek In-yeop Emphasizes Westinghouse Investment and Nuclear Power Stocks Ahead of NVIDIA Earnings Release

Manager Baek In-yeop emphasized that nuclear power-related stocks could be a good alternative to savings for investment. He cited the robust performance structure of nuclear power plant maintenance companies as a basis, predicting that these stocks would yield high returns after one year for long-term investors. He expressed confidence, particularly by mentioning past instances where his recommendations were successful.

Manager Baek In-yeop stated that he had prepared G2 Power as a top recommendation, but unfortunately missed the opportunity as another expert recommended it first. He explained that he believed the stock had positive potential as a nuclear power-related stock, but it was excluded from his recommendation list due to competition.

Manager Baek In-yeop summarized the target prices for Samsung Electronics from various securities firms and asserted that there is no reason to sell Samsung Electronics currently. With Mirae Asset suggesting 370,000 won, Samsung Securities 400,000 won, and Eugene Investment & Securities 560,000 won, he emphasized that Samsung Electronics is undervalued, trading at only about 3 times its PER (Price-to-Earnings Ratio). He explained that such a low PER suggests it's a time to consider buying rather than selling.

Manager Baek In-yeop analyzed that Park Yu-hak, an analyst at Kiwoom Securities, holds a more conservative view on SK Hynix compared to the past. He cited concerns about global hyperscalers' cash flow turning negative as the background for Kiwoom Securities' target price reduction. This, he explained, leads to doubts about large-scale investment, making the outlook for SK Hynix's future performance uncertain. Manager Baek noted that this conservative view reflects a complex interpretation of the recent semiconductor industry conditions.

Manager Baek In-yeop emphasized that HPSP's second-quarter operating profit margin exceeding 60% is very unusual for a manufacturer and holds significant meaning. He analyzed that an operating profit margin in the 60s is generally difficult to achieve in manufacturing, proving HPSP's technological prowess and market dominance. He specifically mentioned its exclusive position in the high-pressure hydrogen annealing equipment market, explaining that this technological superiority is a key factor enabling HPSP's high profitability. He assessed that HPSP is maintaining solid growth based on its irreplaceable technology in the current market.