Analysis of the impact of various variables such as maximizing corporate profits, global companies' investment trends, and the U.S. presidential election on the stock market.
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CEO Seol Jae-hwan emphasized that the introduction of physical AI is a key factor in significantly reducing corporate labor costs. He explained that working 24 hours a day at about one-fourth the cost of human labor will lead to a rapid increase in corporate profits. This reduction in labor costs is analyzed as an essential choice for companies to gain a competitive edge and achieve sustainable growth.
The actions of global companies related to physical AI are drawing attention. Citing the example of Nvidia CEO Jensen Huang's visit to Korea for collaboration on humanoid and robot autonomous driving technology with LG Group, the necessity of automation in manufacturing sites and the importance of related technologies were highlighted. Such investments by global companies are expected to accelerate the expansion of the humanoid robot market.
Within the physical AI value chain (materials, components, and equipment), the importance of core robot components and secondary batteries was emphasized. Demand for essential components for robot operation, such as actuators, and backup batteries for robots and AI data centers is expected to increase. These are crucial elements for the development of physical AI technology and are analyzed to drive the co-growth of related industries.
The impact of the U.S. presidential election results on the secondary battery market was also analyzed. Currently, Trump's approval rating is 33%, and with 75 days remaining until the U.S. midterm elections, the possibility of a change in the majority party has been raised. CEO Seol Jae-hwan predicted that if the majority party changes, the logic for the revival of electric vehicle subsidies could emerge, which could have a positive impact on secondary battery-related companies.
It was emphasized that the shareholder return policies of Samsung Electronics and SK Hynix will be an important basis for securing the market's downside rigidity. SK Hynix's share buyback and Samsung Electronics' shareholder return policies related to treasury shares are planned, which can prevent a sharp market crash and enhance the index's downside rigidity. This will act as a factor that can give investors confidence in market stability.
The core of stock investment, he asserted, is to identify the supply and demand of major players such as foreigners, institutions, and pension funds. He emphasized the need to preemptively secure stocks that these major players accumulate by first grasping their supply and demand based on information. This, he explained, is an essential part of an investment strategy that aims for significant profits, not just short-term gains.
Although the current market is showing an adjustment period, fluctuating around 6,500 points, he explained that there are leading stocks whose weight should be increased during this time. He emphasized investing in industry-leading stocks that simultaneously experience a turnaround in supply and demand and earnings, focusing on those accumulated by major players. This demonstrates the importance of strategic response to consistently participate in the market and target leading stocks regardless of market conditions.
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