Tuesday Team Dominates Maeil Stock League; Alteogen Hopes Build Toward 400,000 Won

Expert Park Yong-jin and expert Hwang Dae-geun each recorded individual returns of about 4%, pulling up the team's overall average. The Monday team placed second with a 43% return, and the Thursday team placed third with 19.05%.

MK Electronics kept second place, and Osh Holdings is on the verge of entering the 30% range.

A possible new contract with BMS is also cited as a factor that could give the share price momentum, with talk of a possible break above 400,000 won.

In particular, the expiry of patents on the Halozyme platform is seen raising the prospect of new contracts, and analysts say additional technology transfer momentum exists.

This could have a positive effect on the stock's trajectory.

Focusing on bottlenecks that arise as power infrastructure is expanded, foreign and institutional inflows are being seen.

The necessity of ultra-high-voltage direct current transmission to run data centers is being stressed, and the importance of subsea cable communications and AI data connectivity is also coming into focus. Against this backdrop, prospects for winning large projects such as Shinhanul Units 3 and 4 and offshore wind are expected to serve as key momentum for LS Marine Solution.

Expectations for post-process equipment supply are high as SK hynix moves into full-scale mass production, and if the Sandisk qualification test is passed in the second half of this year, customer diversification through HBF equipment supply is expected in the first half of next year. This is seen as an important investment point for Hanmi Semiconductor.

Amid Trump's moves and the financial innovation theme highlighted at the Jackson Hole meeting, the efficiency and fee-saving effects of stablecoin payment systems are drawing attention. Since Samsung Wallet integration and PG settlement systems play an essential role, the analysis holds that NHN KCP could find growth opportunities amid this change.