Investment strategies for major stocks including Samsung Electro-Mechanics, SK Square, and LG Innotek

The reason is that the stock's price currently tracks the overall KOSPI index more closely than MLCC sales volume or positive developments in its substrate business. He therefore believes the sale price should be set after weighing overall market sentiment and Samsung Electro-Mechanics' position within it.

Min Pum-reum stressed that even if MLCC sales grow or the substrate business gains momentum, the actual price movement is dominated by the KOSPI index. This means broader market trends should weigh more heavily than company-specific issues when investing in Samsung Electro-Mechanics.

For example, even if the stock closes at 1.43 million won today, it could open lower in the 1.4 million range the next day if US markets fall. He therefore advised watching US market conditions rather than predicting the next day from today's close alone.

Since an disclosure indicated shareholder-return measures would be announced after SK Hynix's earnings release, these expectations are seen as having a positive effect on SK Square's share price.

With the gap to that peak not yet large, he advised that if the share price loses momentum and stops rising, cashing out to reduce risk becomes important. He added that even if the uptrend continues, selling near the previous peak to lock in profits is the wiser course.

He explained that a significant supply zone has formed near 1 million won. He stressed that when the stock reaches that range, it is important to closely watch market conditions and price movement before deciding whether to sell.

Jung Tae-geun said that once foreign buying starts in September, price volatility could ease somewhat. He called this a factor that could positively affect LG Innotek's share price, and advised investors to watch this trend.

Jung Tae-geun explained that brokerage stocks performed well in the first half, but trading volume is likely to decline in the second half, reducing commission income. He said this outlook is behind the decline across brokerage stocks, particularly Samsung Securities.

If it rises beyond that, the situation should be reassessed and the strategy revised.

He explained that an excessive weight in one stock can cause investors to miss other opportunities and make cashing out difficult, leading to a sense of being left behind. He therefore recommended keeping the current weight and avoiding further purchases.

For this reason, he gave a sell view on Kia and suggested considering a switch to Hyundai Motor.

He stressed the need for decisive action to avoid steep losses.

While active response may be difficult, simply holding is one option, though he warned it could lengthen the recovery period. He added that electricity rate increases in winter could positively affect the stock over the longer term.

Jung Tae-geun said MK Electronics is likely to rise alongside those semiconductor heavyweights during their recovery phases. He therefore advised using the movements of these large semiconductor stocks as leading indicators when investing in MK Electronics.

He explained that Gaon Chips is a stock that moves only after other stocks have risen, or that can rise only once earnings turn to profit. Without clear signs of earnings improvement, he said, hasty investment should be avoided.

He advised keeping only the shares currently held and waiting until sentiment across the bio sector improves. With uncertainty high in the bio market, he stressed that watching and waiting for an opportunity is more important than adding shares prematurely.