This report analyzes the business structures and investment points of promising stocks, SK E&S and Woori Technology, selected by Maeil Business TV's Maeil Business Stock League.
Team rankings are calculated by averaging the returns of experts belonging to each team.
"Individual returns are calculated by summing the highest price returns based on the Korea Exchange, and team rankings are determined by the average returns of the experts in each team," Kang Su-ji
The Tuesday team, with PB Park Young-jin and PB Hwang Dae-geun recording high returns of 29.67% and 26.48% respectively, took first place overall. As a result, the Tuesday team's average return rate showed a significant 22%p difference from the second-place team.
"Both PB Park Young-jin and PB Hwang Dae-geun further increased their returns. Showing returns of 29.67% and 26.48%, their current average return rate is an impressive 22% higher than the second place," Kang Su-ji
"Team Leader Oh Hyun-jin with 1.91% and CEO Seong Seon-hwa with 11.31% returns, putting the Wednesday team in second place," Kang Su-ji
"Lee Hwa-jin, Assistant Manager's LNF climbed to 4th place with a 5.28% return. And in 5th place is another stock picked by PB Hwang Dae-geun of the Tuesday team. It's HVM, currently holding the last spot in the top 5 with a 4.65% return," Kang Su-ji
HLB's Lurasidone approval process is proceeding smoothly, and Hengrui Pharma's quality standard corrective actions are also underway, suggesting potential for further upside. Technically, a strong support line has formed in the early 30,000 won range, indicating that a sharper decline is likely limited.
"It's true that the Lurasidone approval process is ongoing. Corrective measures for quality standards by Hengrui Pharma are also in progress, so I believe there's still a significant move to come. Technically, it seems unlikely to fall much further from the early 30,000 won range," Oh Hyun-jin
Beyond being a construction stock, HanmiGlobal has consistently participated in nuclear power PM (Project Management) projects. Recently, its board approved the establishment of a US corporation for the development of US SMR (Small Modular Reactor) sites, accelerating its entry into the SMR market. This appears to be a strategy to strengthen its own SMR construction capabilities beyond mere construction.
"The reason I picked HanmiGlobal is actually for its nuclear power aspect. HanmiGlobal has participated in nuclear power PM projects all along. They've passed a board resolution to establish a US corporation to develop sites where they can build SMRs themselves, not just undertake simple construction of US SMRs," Seong Seon-hwa
SK E&S is solidifying its position in the renewable energy sector by distributing SOFC (Solid Oxide Fuel Cell) power generation technology in Korea. It also possesses capabilities in solar power plant development and operation management, and participates in the investment and development of the Sinan Ui offshore wind power project. Notably, it stands as the top company in the domestic peak-reduction ESS market, drawing attention as a company with complex energy-related momentum.
"It's a company with very complex energy-related momentum, including renewable energy and SOFC, so it's in a position worth looking at," Oh Hyun-jin
SK E&S shows a technical pattern where a significant upward candlestick can be expected depending on whether it breaks through the 20-day moving average. An investment strategy was presented with a medium-term target price of 65,000 won and a stop-loss price of 43,000 won.
"I believe that if it can break through the 20-day moving average, it could be a stock that sees a significant upward candlestick," Oh Hyun-jin
This technology is scheduled to be applied to Shin Hanul Units 1-4 nuclear power plants. Based on this technological prowess and business expansion, Woori Technology expects its revenue to grow from 26 billion won last year to 75 billion won this year.
"It's a company that has localized the system that controls nuclear power plants. It's a technology called DCS. It has already been commercialized," Seong Seon-hwa
Woori Technology has the potential to replicate a pattern similar to the upward trend seen in January this year on a weekly chart. Analysis suggests that the long bullish candlestick recently formed could be the starting point of an ascent. However, caution is advised due to the risk of short-term profit-taking. A target price of 2,000 won and a stop-loss price of 900 won were presented.
"I think this long bullish candlestick created today could be the very beginning... I'm seeing that it could follow a similar pattern," Seong Seon-hwa
Answers come from the transcript, with the exact spot cited.
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