Crypto, Nuclear Power, Bio, Robotics: Where to Invest in Future Markets?

This is because strong expectations for virtual asset policies can form ahead of the elections. He analyzed that cryptocurrency stocks are likely to emerge as an alternative to market volatility before the elections.

Kim Jun-ho, Manager, explained that because stablecoins are pegged to the value of the dollar, issuers must secure safe assets like cash dollars and U.S. short-term Treasury bonds as reserve assets to back their value. He analyzed that this structure leads to a surge in demand for short-term Treasury bonds as the issuance of stablecoins increases.

He added that this is why more attention should be paid to discussions related to financial innovation, such as reviewing liquidity allocation of digital assets and tokenized assets, rather than the September FOMC interest rate policy.

Kim Jun-ho, Manager, pointed out that Uri Investment's stock has risen 54% from its bottom, which could pose a short-term burden. In contrast, he explained that Hanwha Investment & Securities is emerging as an alternative for cryptocurrency investment as it holds a 9.84% stake in Dunamu, making it the third-largest shareholder. Therefore, considering short-term volatility, Hanwha Investment & Securities could be a better option.

Kim Jun-ho, Manager, stated that the Korean government requested caution regarding reports from the Korea Economic Daily about a proposed acquisition of a stake in Westinghouse, denying the claims as untrue. Despite this, he mentioned that there are growing observations that nuclear power projects through a strategic partnership between Team Korea and the U.S. are highly likely to begin in earnest.

He added that accordingly, attention should be paid to KEPCO E&C and Team Korea construction stocks.

He suggested that approaching these stocks with a long-term perspective rather than buying in new is a wiser strategy.

These companies are expected to directly benefit from major semiconductor companies' increased investments and are likely to maintain stable growth based on their technological prowess and market dominance. Therefore, he explained that a strategy focusing on a few companies with core technologies is effective, rather than investing across the entire semiconductor sector.

For SK Hynix, in addition to simply reporting earnings figures in its Q3 announcement, it is expected to focus on restoring investor confidence and enhancing long-term investment appeal through shareholder-friendly policies.

In conclusion, while large semiconductor companies' shareholder return policies and increased investments will positively impact the overall semiconductor Soobujang ecosystem, only companies with unique technological capabilities and market positions will truly benefit, according to the analysis.

This is due to increasing expectations for technology export achievements and pipeline value this year.

This is the largest next-generation obesity treatment pipeline, expected to further enhance Hanmi Pharmaceutical's technological value.

DND Pharmatech plans to disclose preclinical results at the world's largest obesity professional conference in November and is also co-developing an oral obesity treatment with Pfizer.

He projected that this would further increase DND Pharmatech's potential for technology transfer.

Kim Jun-ho, Manager, stated that the government aims to elevate K-Humanoid development to the world's top tier within three years. He also anticipated that Nvidia's earnings announcement might mention Physical AI, increasing market attention on the related sector.

He explained that this situation is why Hyundai Motor has no choice but to step up production of its Atlas human robot.

As labor-management conflicts increasingly impact corporate operational efficiency, companies are seeking to reduce reliance on human labor and enhance or maintain productivity through automation and robot adoption. This will long-term catalyze the expansion of robot technology application across industrial structures.

Particularly in manufacturing, robots are expected to replace repetitive and dangerous tasks, and collaborative robots will enhance human-robot cooperation. Consequently, the increase in labor risks is paradoxically projected to be a growth engine for the robotics industry.