September Mid-Term Rankings for Fierce Competition… BH Takes 1st Place

Hecto Financial followed in 2nd place with 34.6%, and Sungkwang Bend came in 3rd with 33.2%. Rios Lab recorded 26.3% for 4th place, and Manager Sung Hwa-joon's Se-A Mechanics took 5th place with 20%.

BH is expected to benefit from foldable phones, as the volume of FPCBs (Flexible Printed Circuit Boards) installed in them is projected to double. The recent pullback period is analyzed to be a good time for both holding and new purchases.

Furthermore, BH has additional upside potential due to its possible benefits related to humanoid robots. Simultaneous growth is expected with the launch of Apple's foldable phone and the growth of the robotics industry.

Hantech generates approximately 48% of its total sales in North America, making it a company with a very significant North American sales proportion. If the U.S. expands investment in the liquefied natural gas (LNG) sector, Hantech is expected to receive direct benefits.

In particular, with the government's active push for the U.S. Alaska LNG project, Hantech has experience with related orders during the first Trump administration, which raises expectations for additional orders. Additionally, it has a partnership with Doosan Enerbility for nuclear fuel storage containers, indicating growth potential in the nuclear sector.

Since LNG has a large volume, it needs to be transported in liquid form at extremely low temperatures of minus 162 degrees Celsius, and heat exchangers are essential for this.

Hantech also participates in the production of spent nuclear fuel storage containers and has a special container partnership with Doosan Enerbility. This demonstrates the company's diversified technological capabilities and business structure.

Hantech is a company expected to benefit from continued investment in LNG and new petrochemical plants. The current stock price is considered a comfortable range for staggered purchases to build up positions.

If former President Trump continues to make statements regarding the Alaska LNG project, Hantech's stock price is highly likely to record a long bullish candle.

Further upward adjustment will be considered upon reaching the target price.

This demonstrates the company's excellent technology and robust business structure.

In particular, its sales in the North American market account for approximately 47%, securing its competitiveness in the global market.

Hantech is known as the Korean listed company that exports the most heat exchangers to the North American market. It has already accumulated sufficient references from major domestic and international companies, demonstrating its technological prowess. When U.S. investment in America fully begins, Hantech is expected to greatly benefit.

Hantech's heat exchanger technology has been less highlighted in the market compared to traditional nuclear power companies. This is because the company specializes in technology for storing gas at cryogenic temperatures. If news related to the Alaska LNG project becomes prominent, Hantech could once again attract attention as a leading LNG stock.

Hantech is a company that produces cryogenic industrial gas storage containers essential in semiconductor processes. It can receive immediate benefits from the expansion of CAPEX investment by major semiconductor companies like Samsung Electronics and SK Hynix, and the creation of semiconductor clusters.

This indicates that Hantech has value as a semiconductor follow-up stock. Whenever related news emerges, Hantech is likely to garner market attention as a semiconductor beneficiary. Cryogenic technology contributes to the efficiency and stability of semiconductor manufacturing processes, and demand for the technology is expected to continue to increase.

Hantech's technology is becoming even more important in line with the trend of miniaturization and advancement in the semiconductor industry. Therefore, the growth of the semiconductor industry is expected to positively impact Hantech's performance.

The target price is set at 4,000 won, and the stop-loss price is 2,500 won.

It achieved record performance in Q2, and with more exits scheduled for the second half, it is expected to surpass Q2's record performance. This will lead to performance growth reflecting success fees.

The company participated as a key venture capital (VC) in the Musinsa IPO, and the rising equity value of recently listed companies like Carnap Therapeutics also positively impacts its portfolio.

In addition to SpaceX, the company is diversifying its portfolio through investments in various innovative companies. This serves as a long-term growth driver for the company.

Foreign investors in Nearthlab purchased 180,000 shares, increasing their stake to 8.5%, but later sold 120,000 shares, realizing about 2% in profits. Despite this, the company secured orders for its drone defense system (Kaiden) in the Middle East and Singapore, increasing its corporate value.

This could be a positive sign for the stock price recovery compared to the IPO price of 41,200 won. After a short-term adjustment due to foreign selling, it is expected to regain upward momentum based on its order performance.

The target price remains at 42,000 won, and continuous observation is necessary.

This demonstrates that the company's technology is recognized worldwide.

Autonomous driving technology is the core of the future mobility industry, and StradVision holds a unique position in this field. It provides software solutions applicable to various car models, securing its market competitiveness.