Ligachem Bio: Clinical Results Awaited Despite Weak First-Half Tech Exports

CEO Park Jeong said, "The first half's technology exports have been unprecedented in that way." Many candidates have now entered clinical stages, so R&D funds will inevitably continue to be spent.

Park advised that this is a stock to approach by looking at trends through next year rather than short-term movements.

CEO Kwon Young-ho explained, "If you look at this stock by itself, it makes and supplies high-pressure hydrogen annealing equipment, and that generates revenue as a cash cow." Over the past three years it has consistently recorded annual revenue of about 180 billion won and profit of about 80 to 90 billion won, maintaining stable earnings.

Compared with Samsung Electronics and SK Hynix, it is showing more elastic movement and strength within semiconductor materials and equipment.

CEO Kwon Young-woo stressed, "Alteogen is a company that has an enormous, groundbreaking platform for converting intravenous formulations into subcutaneous ones." A cancer vaccine co-developed with Merck (MSD) showed results in Phase 3 trials, and a premium effect from the subcutaneous formulation of Keytruda is also expected.

Kwon Young-woo explained, "The risks look to be moving into a resolution phase. If another big deal comes out in the second half, we could take that momentum quite effectively." Cumulative technology export value has passed 12 trillion won, and the bonus share issuance decision is also having a positive effect on investor sentiment. These factors are expected to strengthen Alteogen's mid- to long-term growth momentum.

The investor is now wrestling with how to handle the current return.

SK Hynix is currently in an adjustment phase due to macro variables and geopolitical risks, but analysts see ample room for further gains afterward. CEO Kwak Yoo-jung forecast, "For semiconductor stocks with good earnings, if the fourth quarter's earnings improve over the third quarter, the stock price is likely to rise far more than now in the third and fourth quarters." Semiconductor stocks are advantageous to hold long-term, and earnings improvement in the third and fourth quarters is expected.

Kwak said, "I'm expecting it to climb comfortably above 2 million won. Once it moves above 2 million won, I'd suggest selling in tranches of 10% and rotating into other stocks." The strategy proposed is to lock in profits and rebalance into other stocks with growth potential.

Kwak said, "Since your weighting is small anyway, wouldn't it be better to cut it cleanly and move on?" Since many stocks with strong market trends have also been heavily corrected, he judged that rotating into blue chips is a way to quickly reduce losses and turn them into gains.

Hyundai E&C is likely to draw attention again on expectations for the government's SMR special act, scheduled to take effect in September. Kwak Yoo-jung explained, "There's talk that the government will implement the SMR special act starting in September. I think Hyundai E&C is likely to stand out again at that point." It also holds U.S. momentum, having secured EPC (engineering, procurement, and construction) priority rights for up to eight nuclear reactors with U.S. TerraPower. These factors keep Hyundai E&C's leadership position among construction stocks.

A viewer who bought Daewon Cable is holding it at 14,576 won with a 100% weighting.

Daewon Cable has expectations from power-sector momentum and AI infrastructure replacement demand, but relatively weak earnings and high volatility are noted. Kwon Young-woo advised, "If tomorrow we get a bullish candle and it rises to around 15,000 won... near 15,800 won. Once it reaches that level, it would be good to reduce the position by about half." The strategy suggests selling half the position if it reaches 16,000 won, and then looking for further gains toward the previous high of 18,000 won.

A viewer who bought Chong Kun Dang is holding it at 93,600 won with a 10% weighting.

Kwak explained, "If the stock price recovers to the range of about 77,000 to 80,000 won, then supply and demand will come in and rotation will emerge across the market." He recommended reducing the position if the price recovers to the 77,000 to 80,000 won range.

LG Electronics is expected to strengthen its market competitiveness through its strategy of making home appliances robotic.

Its recent price correction has been excessive, and Kwon Young-woo analyzed, "If it breaks above the 60-day line, that is, 22,000 to 23,000 won, this month, it's likely to move in a meaningful trend." Since a positive issue has emerged, it is important to respond to or consider new buying based on whether it breaks above the 60-day line (22,000 to 23,000 won).

As an insurer, Hanwha Life is highly sensitive to interest rate changes through its bond portfolio. Kwon Young-woo explained, "Insurers now hold a lot of bonds. Bonds are very sensitive to interest rates, and there are constant discussions about rate hikes." The stock has previously fallen after meeting resistance twice near 6,000 won, showing that this price range is a strong supply zone. If it rises to 6,000 won, selling half is advised, and it is necessary to watch the trend through September.