Woori Technology, Com2uS Investment Strategy Presented

The strength in semiconductor materials, components, and equipment yesterday was analyzed as a supply-demand rotation driven by ETF leverage rebalancing. There was an influx of demand into post-processing, packaging, and tester equipment companies beyond memory.

Although short-term correction is possible, medium-to-long-term momentum remains valid. Overcoming poor Q2 performance, an uptrend is expected in Q3, and the second target price has been raised to 7,700 won.

Discussions are underway in Texas, USA, for the construction of 8 thermal power plants and nuclear power plants, which is expected to positively impact the nuclear power sector. HD Hyundai Heavy Industries is leading market growth by investing 1.07 trillion won in Small Modular Reactors (SMRs) and power generation engines.

Google data centers plan to cover over 50% of their power demand with nuclear power, which is analyzed as a mid-to-long-term energy securing investment trend, not a one-off. When the details are formalized, stock movements related to nuclear power are expected to strengthen.

Experts also analyze that the U.S. will proceed with long-term contracts as part of its future strategic planning.

They also provide system monitoring and control solutions for power plants in general.

Business structure expansion is expected with the introduction of Small Modular Reactors (SMRs) and next-generation nuclear power plants, which will act as growth momentum for Woori Technology. Sales in the defense sector through its subsidiary 'Woori DS' are expected to create additional synergy.

Experts described Woori Technology as a company that supplies equipment to measure and control the energy required for nuclear power generation.

With the recent rise of nuclear power issues, there has been active demand for Woori Technology. In particular, institutional investors showed interest by net purchasing 130,000 shares over the past month.

Continuous buying by foreign investors was also prominent. The influx of institutional buying at the end of the day, along with steady buying by foreigners, positively impacted Woori Technology's stock performance.

Yesterday, the entire nuclear power sector experienced a correction, but Woori Technology showed strength, recording a 2-3% increase. It continued its strength in after-hours trading.

There is a possibility of creating a high-price play pattern after a sharp rise, which suggests the potential for resolving previous high-point selling pressure. Even amidst market corrections, Woori Technology is expected to show differentiated performance.

Manager Kim Heung-tae presented Woori Technology's first target price at 17,000 won and recommended responding with a stop-loss line set at 12,000 won.

Soaring international oil prices, rising interest rates, and rising bond yields act as factors increasing market anxiety. Amidst this volatility, the entertainment and gaming sectors are drawing attention as defensive hedging tools.

The increasing trend of foreign game license issuance in China is interpreted as a positive signal for the gaming sector. However, the sustained success of new games is expected to be a key variable for this sector.

In particular, major companies like Netmarble and Nexon are generating anticipation for new game releases.

Expectations for new game releases could be an opportunity for game stocks to break out of their slump, and a short-term approach is effective. The key is how much market attention these new games will garner.

Com2uS is a mobile RPG and casual game developer, with game sales accounting for over 80% and business expanding into media content. The main reason for the recent approximately 10% surge in Com2uS's stock price is the success of its new game 'Zeus'.

'Zeus' succeeded by ranking first in Google sales for two consecutive weeks, which is expected to positively impact Com2uS's performance. Driven by these expectations, securities firms have raised Com2uS's target price to 43,000-50,000 won.

The success of the new game strengthens Com2uS's growth momentum and is expected to have a positive impact on future stock prices.

Manager Kim Heung-tae suggested Com2uS's first target price at 40,000 won and advised responding by setting the stop-loss at 31,000 won.