코스닥 기관 수급 포착 ! 천스닥은 이제 시간 문제!?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸

#Kia #YuhanPharmaceuticals #HyundaiHIMS ────────────────────────── ✅ Participant Information Son Chang-hyun | Team Leader, 24 Invest Park Han-saem | CEO, Park Han-saem Investment Consulting ────────────────────────── 📌 Market Close Highlights ✓ Individuals respond to index plunge with buying → Inflow of bargain buying by individual investors amidst sharp market decline → Net buying by individuals recorded 23.7 trillion won since May 6 → Current cumulative net buying by individuals stands at 117.3 trillion won → Individual funds of approximately 94 trillion won are being bought in the KOSPI range above 7,400p → Buying strategy during fear phases requires checking expected returns and risks → Possibility of volatility being stimulated due to expansion of individual leverage funds ✓ Another plunge… Index Direction Unclear → Sell-side circuit breakers triggered in both markets, extreme volatility persists → Investor sentiment dampened by renewed geopolitical risks from the Middle East → Foreign investors switch to selling after 4 consecutive trading days of net buying → Oil prices surge and interest rate concerns grow amid escalating US-Iran tensions → Brent crude rises 7%, surpassing the $100 mark for the first time in two months → Whether Samsung Electronics and SK Hynix rebound is key to market direction ✓ US-Iran armed conflict continues → Tensions escalate as Iran rejects US ceasefire proposal → Trump mentions possibility of large-scale attack → Concerns over prolonged military conflict as US continues airstrikes on Iran → Brent crude surges over 7%, international oil prices re-enter the $100 mark → Volatility in RE100 and energy-related stocks increases due to rising oil prices → Individual stock selection strategies crucial amid geopolitical risks ✓ Sector rotation unfolds amid semiconductor slump → Alternative sectors such as defense and biotech gain prominence as semiconductor stocks weaken → US tech stocks correct due to AI capital expenditure burden Impact → Some biotech stocks rise due to individual momentum such as strong earnings → Defense stocks see increased investor interest amid escalating tensions in the Middle East → Rotation trading centered on oversold KOSDAQ sectors underway → Expectations for widespread sector gains as Q2 earnings rally connects 🚨 Aftermarket Signals 1️⃣ Yuhan Corporation → Highlights of expectations for new drug milestone and contract payment inflows → Decision to cancel treasury shares worth approximately 420 billion won → Improved investor sentiment due to strengthened shareholder-friendly policies → Expectations for a turnaround in earnings-driven pharmaceutical stocks → Earnings growth becoming visible due to expanded prescriptions of ‘Lexraza’ → Full-scale global market sales following FDA approval → Plans to expand R&D investment based on domestic blockbuster new drugs 2️⃣ Hyundai Hims → Expectations for external expansion based on cash generation capabilities → Pursuing M&A growth strategy due to improved financial capacity → Expectations of benefits from U.S. policy to expand warship construction → Impact of increased investment in the U.S. shipbuilding industry due to containment of China → Maximum related to exceptions to the U.S. Jones Act Potential Benefits → Caution advised regarding the short-term overheating phase due to increased trading volume and surging stock prices 3️⃣ Doosan Bobcat → Recorded surprise Q2 earnings driven by large-scale tariff refunds → Achieved Q2 revenue of 2.4 trillion KRW and operating profit of 291.7 billion KRW → Operating profit increased by 42.9% year-over-year → Reflects the effect of refunding approximately $81 million in US tariffs → Expected benefits from expanded investment in the US housing market and data centers → Strong North American retail sales and improved inventory levels → Geopolitical risks in the Middle East remain a variable in the second half 4️⃣ Kia → Q2 revenue of 33 trillion KRW, a record high for a single quarter → Operating profit declined due to expanded incentives and the weak KRW → Conflicting trends of revenue growth and slowing profitability → Profitability continues to deteriorate despite Tesla's revenue growth → Intensified global price competition amid Volkswagen's restructuring → Whether sales and profitability improve will be key variables going forward #KOSPI #KOSDAQ #InvestmentPoints #MarketAnalysis #SupplyAndDemandAnalysis #AfterHoursRise #AfterHoursTrading #DisclosureAnalysis #TheWarRoom #AfterHoursTrading #AfterSignal #TheWarRoom #KoreaEconomicTV ────────────────────────── 🎯 Investment decisions, information is the key. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ────────────────────────── △ Watch the Korean economy! △ We deliver fast and accurate economic and securities news 24 hours a day. △ Subscribe + Like! ────...