Ingenia Therapeutics and 2 Other Stocks Deemed 'Sell'

This volume is greater than the current circulating shares of 13 million, potentially causing oversupply in the market. The current stock price, which is higher than the IPO price of 12,000 KRW, and the recent weakness in the bio industry are also negative factors.

Additionally, an excessively high revenue estimate for a single contract is also pointed out as a risk.

This, coupled with the large-scale release of lock-up shares, could increase market pressure. With continued selling by institutional and foreign investors, and the stock price remaining above the IPO price of 12,000 KRW, further volatility should be watched closely.

He analyzed that stock overheating due to rising oil prices could relatively weaken SK Innovation's competitiveness within the battery cell sector if oil prices fall in the future. With the current stock price nearing its previous high of 166,000 KRW, technical burden is also increasing.

Investors are advised to respond after checking Thursday's PPI and Friday's CPI data.

Subsidiaries like SK On and SK Energy also performed well. Recently, the company secured positive momentum by signing a 9GW ESS supply contract with Northvolt in the US.

Manager Baek In-yeop analyzed that at the current point where WTI international oil prices have reached $95 per barrel, there is a higher probability of falling back to $80 rather than rising to $110. He stated that the current stock price already reflects the oil price increase, indicating an entry into a short-term profit-taking zone.

The possibility of stock price adjustments due to oil price volatility should also be considered.

He pointed out that as a light stock with a market capitalization in the early 100 billion KRW range, its price can move significantly due to short-term supply and demand. While fundamental factors like overseas processing center utilization exist, caution against short-term upper shadow phenomena is needed.

Institutional and foreign investor demand remains strong, suggesting it could settle above 100,000 KRW and then rise towards 150,000 KRW.

It is categorized as a key stock expected to benefit from AI and GPT-6 Astra.

RF Materials is a company that produces 'pumplasers,' core equipment that amplifies optical signals when they travel long distances. Orders from global company Lumentum are beginning to materialize and are expected to expand until 2027. Manager Baek In-yeop predicted that it is highly likely to trend upward to around its previous high of 60,000 KRW, supported by institutional demand.

This volume exceeds 100% of revenue and is significant as it marks the first entry into the North American market. SOFCs are acting as a substitute for gas turbines due to supply shortages and long lead times.

Next year's revenue is projected to exceed 1 trillion KRW, an increase of 118% compared to this year.

Baek In-yeop, MBN Gold Manager, selected Robotis as a 'save' stock, emphasizing its position as a producer of 'Dynamixel' actuators, a core component of multi-joint robots. When robot-related stocks rise, companies manufacturing reducers and actuators tend to benefit. Robotis has also gained recognition for its technology by supplying actuators to global robot companies such as Boston Dynamics and Unitree.

It successfully turned to profit in the second quarter of this year, and the introduction of its self-developed delivery robot 'Gaemi' is expanding. The fact that LG Group is a major shareholder and expected synergy in the robot business are also positive factors.