Manager Han Gyu-soo Recommends Wonik IPS

Nuclear power is based on known materials such as the acquisition of Westinghouse shares and US nuclear power plant construction, but it takes a long time for earnings to be reflected due to the long construction period. As a result, short-term stock price volatility is expected to be high due to positive issues.

However, Han Gyu-soo, manager at MBN Gold, said, "It is a bit burdensome to approach nuclear power stocks from a short-term perspective. However, in the mid-to-long term, these are definitely stocks worth watching with time, and their long-term growth potential is so great that they are worth considering for the mid-to-long term, but there will definitely be volatility in the short term." He evaluated that in the mid-to-long term, they have sufficient growth potential and high investment value.

The nuclear power sector has room for further growth due to government policy momentum, but if there is a burden on specific stocks like Doosan Enerbility, nuclear power investment can be considered through construction stocks. Major construction stocks such as GS Engineering & Construction, DL E&C, and Hyundai Engineering & Construction have various positive factors such as nuclear power projects and data center construction.

Manager Han Gyu-soo emphasized, "I will also go with nuclear power. For now, nuclear power stocks are likely to have more momentum. Especially construction stocks. Construction stocks like GS Engineering & Construction, DL E&C, and Hyundai Engineering & Construction have many positive factors, such as data centers, in addition to nuclear power." He explained that construction stocks can create synergy with the nuclear power theme.

Large semiconductor companies such as Samsung Electronics and SK Hynix are expected to lead the market, along with a strong rebound in small and medium-sized semiconductor material, component, and equipment stocks.

Stating, "I have set that sector as semiconductors," he expressed positive expectations for the overall trend in the semiconductor sector.

Manager Han Gyu-soo presented Wonik IPS as the top pick within the semiconductor sector. Wonik IPS is evaluated to have high price appeal due to its relatively modest stock price increase compared to packaging and High Bandwidth Memory (HBM) related stocks.

With Samsung Electronics' large-scale capacity expansion plan, demand for front-end deposition equipment is expected to increase significantly, which will positively impact Wonik IPS's performance. In fact, its third-quarter operating profit is projected to increase more than fourfold compared to the previous quarter.

Manager Han mentioned, "I would like to talk about Wonik IPS, a stock in the semiconductor material, component, and equipment sector that has not risen much but is expected to show significant performance and growth potential in the future," emphasizing Wonik IPS's growth potential.

Manager Han Gyu-soo stated, "Initially, there is a high possibility of reaching around 150,000 to 160,000 won. In the short term, while aiming for 150,000 to 160,000 won, in the mid-term, we definitely need to consider the possibility of surpassing its previous high. I suggest a target price of 160,000 won and a stop-loss price of 110,000 won."

From a mid-term perspective, he kept open the possibility of surpassing the previous high and set a stop-loss price of 110,000 won to limit investment losses.