MBN Gold: Three Experts Unveil Stock Picks Set to Lead Market Trends

This performance keeps it near the top among previously recommended stocks, suggesting sustained investor interest.

The host evaluated Justem as having performed well despite being newly listed, and described it as a stock working hard to hold its ground.

Engineers from Boston Dynamics visited its headquarters in Yeongcheon, Gyeongbuk, raising the possibility of supplying parts for humanoid robots. He analyzed that after the stock rose on this news, it has now entered a consolidation phase. He added that Hwashin Precision is noteworthy for holding two growth drivers at once.

Choi Chang-rim named Shinwon as this week's new recommendation. He described Shinwon as a well-known inter-Korean economic cooperation stock and said he selected it as a bold bet to surpass the earnings of Daehan Optical Communication.

Choi Chang-rim said Shinwon recently bought back 2 million shares. He explained that this buyback goes beyond a simple supply-demand improvement and can be read as a strong signal that the company is committed to raising shareholder value and stabilizing its share price at current levels. He added that this sends a positive message to investors.

He forecast that with revenue and operating profit improving consistently, adding the inter-Korean cooperation theme could drive further gains.

Choi Chang-rim emphasized that Shinwon posted 33.3 billion won in second-quarter results, the highest quarterly figure since its founding. He argued that Shinwon should be viewed as an earnings-driven stock rather than simply a theme stock tied to inter-Korean relations. Such earnings growth is expected to give investors confidence.

Seong Ha-jun explained that GST has multiple momentum drivers beyond being a semiconductor equipment stock. He analyzed that the company captures two major trends at once: the recovery in semiconductor capex and the growth of the AI data center market, along with the expansion of the liquid immersion cooling market. This means GST is securing growth drivers amid several industry trends.

He stressed that because D&D Pharmatech holds the potential for clinical results or even greater technology transfer, it is worth focusing on at the current price.

Seong Ha-jun said D&D Pharmatech has secured global patents for its mesh therapeutic in the United States, China, Japan, and Mexico. He described the mesh therapy market as a blue ocean with many patients but no clear treatment, and stressed that since the stock once surged to around 120,000 won, it should not remain in the 50,000 won range. He analyzed that if expectations for the mesh therapy are fully reflected, the stock has room to rise above its current price.

He set the stop-loss at 39,000 won to make the investment strategy concrete.

This suggests that in the biotech industry, future growth potential may be valued more highly than current financial performance.

He added that earnings and revenue can be examined much later, and that the current focus should be on future growth drivers.

Lee Ga-ram noted that TSMC was explicitly named as a new customer in E-Tech Nix's semi-annual report. He interpreted that while TSMC was previously an implicitly known customer, its official mention means its revenue share has grown significantly. He forecast that because E-Tech Nix's equipment is essential to the capacity expansions of TSMC, SK Hynix, and Samsung Electronics, the stock could rise above 500,000 won if the semiconductor market regains momentum.

He attributed this mainly to interest rate hikes, but noted that other momentum factors may also be at work beyond rate effects. This is interpreted as reflecting a positive market mood toward the insurance sector as a whole.

He explained that this price strategy helps investors respond efficiently.

He analyzed that because market expectations are concentrated on August, institutional funds are likely to flow into Samsung Life before the announcement. He added that recent buying by pension funds may reflect this expectation, and that with Samsung Life's downside appearing limited, it is worth approaching as a short-term event play.