With institutional buying and anticipated policy benefits, these stocks are projected to have mid- to long-term growth potential.
Lee Ga-ram, MBN Gold Manager, set a target price of 37,500 won for Seonggwang Bend. He cited continuous institutional buying as the basis, analyzing that there is potential for further upside on a daily chart. It is currently attempting to break through the cloud on a weekly chart, and a rebound is expected from the oversold zone based on the supply/demand oscillator.
Lee Ga-ram, MBN Gold Manager, introduced RF Materials as a newly added stock. He explained that Lumentum's momentum in the US is influencing the domestic market, and RF Materials, as the sole domestic partner of Lumentum, has an exclusive business structure. With network connectivity highlighted beyond semiconductors after GP 6, an increase in RF Materials' production capacity (CAPA) is also anticipated due to its operating profit growth structure.
The stop-loss price was set at 36,000 won, the previous opening price line for this rally. RF Materials has a business structure unrelated to the risk of delays in US data center construction, so the impact of this risk is limited.
Kang Si-wan, MBN Gold Manager, stated that RF Materials' recent trading volume has surged to 3-4 times its average level. He interpreted this increase as a sign of rising market interest. He also analyzed that the stock has been consolidating and forming an accumulation zone over the past month, assessing that there is potential to break through the previous high.
Nexteel has its own production facilities in the US, creating high expectations for US LNG projects. While short-term responses are necessary due to these factors, it is expected to maintain a gradual upward trend.
This performance is a result of strong growth in high-margin businesses such as Taiwan offshore wind power, submarine cables, and HVDC. Current order backlog is approximately 660 billion won, about three times last year's annual revenue, and despite secured earnings visibility, the stock remains at its lowest level.
This project is a critical infrastructure construction project for power supply to the Seoul metropolitan area, with LS Marine Solutions and Taihan Electric Wire responsible for the HVDC (High-Voltage Direct Current) business. Additional benefits are expected from government policy momentum.
This is a strategy to preempt the stock before trading volume surges.
It has secured construction competitiveness through the enlargement of special submarine cable-laying vessels and is strengthening its capabilities to win and execute large-scale projects. He predicted that a strong upward trend could continue beyond September and even until the end of this year.
Answers come from the transcript, with the exact spot cited.
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