CEO Cho Seon-il stated that he recorded high rates of return by pre-purchasing stocks in unpopular sectors and undervalued companies that were outside of market interest.
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CEO Cho Seon-il stated that targeting issues that many investors in the market do not pay attention to is the key secret to increasing short-term returns. He emphasized a strategy of finding investment opportunities in sectors that are rarely mentioned by others to generate profits. He explained that this approach contributes to very good short-term returns.
CEO Cho Seon-il revealed that MBN Gold's cumulative return rate consistently maintains a 1st-2nd place ranking. He particularly emphasized achieving 1st place among over 30 managers in the weekly VIP return rate category. He explained that this is evaluated based on profits earned throughout the week, from Monday to Friday, and serves as an indicator of his short-term operational performance.
CEO Cho Seon-il emphasized that pre-purchasing sectors that investors are not interested in is the core strategy for high returns. He explained that when stocks like Samsung Electronics or SK Hynix, which attract public attention, peaked, he sold them and instead focused on overlooked sectors like pharmaceuticals and biotechnology. He added that this is a strategy to seize opportunities by investing contrary to public sentiment.
CEO Cho Seon-il recommended not selling Hanmi Science, as a shareholder battle is currently underway. He explained that the shareholding structure of Hanmi Science is still actively engaged in a competitive battle, necessitating continued holding of the stock even after a short-term surge. This suggests that the special situation of a shareholder battle could positively influence the stock price.
CEO Cho Seon-il stated that he recommended buying Hanmi Pharmaceutical around July 6th at its bottom price of 400,000 won and set a stop-loss price of 300,000 won. He continuously emphasized buying opportunities through morning and evening broadcasts, and explained that Hanmi Pharmaceutical is currently maintaining a strong upward trend. He analyzed that the support at 300,000 won will be a crucial turning point for future stock price movements.
CEO Cho Seon-il mentioned that nuclear power-related stocks, KEPCO E&C and Doosan Enerbility, have recently shown very strong performance. He specifically noted the strong surge of KEPCO E&C. He emphasized that these rallies are occurring in sectors that many investors in the market were not interested in. This suggests that internal market rotation, independent of external factors like government announcements, is quietly taking place, focusing on previously quiet stocks.
CEO Cho Seon-il explained that Hanmi Pharmaceutical is already generating substantial sales and operating profits through its license-out agreement with Eli Lilly. He added that the largest technology export deal since its signing has resulted in a continuous inflow of milestones and license fees, leading to benefits. Hanmi Pharmaceutical possesses LAPSCOVERY, a new drug development platform, suggesting a high potential for additional technology exports.
CEO Cho Seon-il reported that Hanmi Pharmaceutical's obesity treatment candidate, HM17321, successfully completed Phase 3 clinical trials and entered the commercialization stage, demonstrating weight loss effects without muscle loss. He particularly emphasized a large-scale license-out agreement with Zytetic, a subsidiary of the Roche Group, valued at approximately 3.1892 trillion won, with an upfront payment of over 260 billion won. These achievements are interpreted as positive signals confirming Hanmi Pharmaceutical's new drug development capabilities.
CEO Cho Seon-il mentioned that while rumors of a joint investment between the US nuclear power company Westinghouse and the Korean government were raised, the Ministry of Trade, Industry and Energy denied them. Although the expression was initially 'groundless' and later revised to 'it is not true that both Korea and the US will jointly invest to acquire shares in Westinghouse,' the actual truth will only be known over time. This suggests uncertainty regarding the related information.
CEO Cho Seon-il explained that the stock price of KEPCO E&C, among nuclear power-related stocks, surged due to the emergence of cooperation issues, such as rumors of joint investment between the US and Korea in nuclear power. He analyzed that KEPCO E&C is receiving the biggest benefits, reflecting expectations for utilizing its nuclear power construction capabilities and resolving export control issues. He added that these issues are driving the stock price up rapidly in the short term.
CEO Cho Seon-il mentioned that the US federal government holds approximately $980 billion in investment funds at the New York Federal Reserve (Fed). He explained that while the US Treasury announced it would purchase Treasury bonds to prevent a sharp rise in bond yields, this announcement did not have a significant impact on the market yesterday. This suggests that market anxiety or other factors offset the effect of the Treasury bond purchase announcement.
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