Expert Lee Hyo-geun Eyes Bio, Secondary Batteries, Materials/Parts/Equipment… "To Earn, You Must Know KOSDAQ"

The US 10-year Treasury yield recently surged to 4.7%. Expert Lee Hyo-geun noted that the yield, which was below 4.0% in the past, has risen to over 4.5% after the war and is now at 4.7%. He warned that with Korea's interest rates currently lower than the Fed's benchmark rate, it is not a time for complacency. However, he analyzed that the US Treasury's buyback strategy could curb rate increases until the November election.

Recent rises in Samsung Electronics and SK Hynix were driven by some aggressive global fund inflows, but subsequent foreign capital outflow led to a 50% drop from their peak. Expert Lee Hyo-geun stressed that time adjustment, accompanied by interest rate stability and performance confirmation, is necessary for stock price recovery. He suggested that the current situation in the semiconductor sector might not be a temporary adjustment, but a structural change due to capital outflow.

Expert Lee Hyo-geun predicted that the secondary battery sector would bottom out in the second quarter and begin to improve performance from the second half. He added that semiconductor SooBuJang is also expected to see a synchronized performance increase from the third quarter. He noted that the market's expectations for a performance rebound in the second half should be monitored to see if they translate into actual figures, expressing a positive outlook for these sectors.

The robot sector is losing market leadership due to a lack of momentum, such as delays in Boston Dynamics' IPO, while the bio sector is emerging as a new leader, spurred by Moderna issues. Expert Lee Hyo-geun emphasized that both robots and bio are representative sectors that move with momentum, diagnosing that the current market sentiment has completely shifted from robots to bio. He analyzed that robot-related stocks would likely struggle to find momentum for some time.

Expert Lee Hyo-geun announced that the 'pay for 1 month, get 30 days extra' 2+1 event for new YouTube members concludes today. He stated that in addition to the 10-day bonus period for a 1-month payment, educational courses are being offered to provide investors with additional benefits.

Expert Lee Hyo-geun recommended Binggrae as the first stock in the food and beverage sector, setting a target price of 118,400 won. He highly evaluated Binggrae's export growth potential due to increasing overseas sales, such as for their Melon Bar. He judged this to be not merely a seasonal factor, but a structural growth driver.

Expert Lee Hyo-geun analyzed that Binggrae, which was previously a seasonal stock strong in summer and weak in winter, is now showing strength even after summer. He explained that this phenomenon is due to structural changes, not just seasonal factors. He added that this implies Binggrae's growth trajectory has become more robust.

Expert Lee Hyo-geun stressed the need for caution against indiscriminate investment in bio stocks, emphasizing selective approaches. He raised questions about some high-market-cap bio stocks like HLB, advising investors to carefully select stocks. He added that it is crucial to thoroughly analyze the value of individual companies rather than simply riding the overall upward trend of the bio sector.

Expert Lee Hyo-geun recommended Voronoi as the second stock in the bio sector. He focused on the momentum of Moderna-related mRNA cancer drug expandability, expecting that the anticipation for Voronoi's clinical trial results would be reflected in its stock price. This aligns with his investment strategy of concentrating on companies with clear growth drivers within the bio sector.

Expert Lee Hyo-geun warned that indiscriminate long-term holding of secondary battery stocks could lead to a 50% loss. He emphasized that although he has recommended secondary batteries since last December, investors should not just hold them unconditionally, but rather identify and target 'key positions' where conditions for a rise are met. This highlights the importance of investment timing and stock selection given the high volatility of the secondary battery market.

Expert Lee Hyo-geun announced a '1+11' event for a membership fee of 880,000 won, providing members with access to Tenbagger educational courses (lectures 1 to 5) and a Tenbagger report. He also mentioned that expert management services are included, promoting a program designed to offer practical assistance to investors.

Expert Lee Hyo-geun emphasized focusing on stablecoin activation to fill the demand gap created by China's absence. He specifically mentioned that related issues on September 15 should be noted, keeping a close eye on changes in the stablecoin market. He also hinted at the long-term possibility of major IT companies like Samsung SDS and LG CNS expanding into blockchain and digital asset fields.

Expert Lee Hyo-geun expects full-scale domestic memory expansion from Q2 to Q3 this year, anticipating benefits for the semiconductor SooBuJang sector. He explained that when expansion begins, equipment should be noted first, followed by materials and parts. Order performance from equipment companies like Tes and Wonik IPS is becoming visible, and he predicted a synchronized rise with improvements in supply and demand for Samsung Electronics and SK Hynix.

Expert Lee Hyo-geun expects Samsung Foundry to turn profitable and identified Nepes as a stock to watch when the foundry business performs well. He explained that Nepes possesses competitive packaging technologies such as PLP (Panel Level Package) and WLP (Wafer Level Package). He predicted that Samsung Foundry's price increases and strengthening technological competitiveness would positively impact related companies like Nepes.