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#MiraeAssetSecurities #SamsungElectroMechanics #HanwhaSystems ────────────────────────── ✅ Participant Information Son Chang-hyun | Team Leader, 24 Invest Park Han-saem | Park Han-saem, CEO of Investment Consulting ────────────────────────── 📌 Market Close Highlights ✓ Samsung Electronics and NIX rebound sharply in just one day → SK Hynix: ‘Form may drop, but class remains solid’ → Q2 operating profit margin estimated at around 80% → ‘Buy on Plunge vs. Sell on Plunge’: Continued Hit & Run strategy → Signals of market recovery centered on leading domestic semiconductor stocks ✓ Semiconductor duo washes away fears sparked by Metatech → Over-supply shock resolved, investor sentiment recovering → Partial easing of correction caused by negative news from Apple and Metatech → Key factors are next week’s earnings announcements and the direction of SK Hynix’s ADR listing → Strategic buy and sell decisions needed amidst short-term volatility ✓ Neom City related stocks ‘surprise’ rise in prominence → Stocks related to Saudi Arabia’s massive future city project surge → Construction and RE100 related stocks expect benefits from hydrogen energy and infrastructure → Identify industry-specific investment points amidst the push of global mega-projects ✓ Sector Rotation Market Develops → Led by Semiconductor and AI Infrastructure Stocks → Capital Circulation to Consumer Goods, Secondary Batteries, and Power Infrastructure Sectors → Need to Identify Oversold Zones and Bargain Buying Opportunities 🚨 Aftermarket Signals 1️⃣ Mirae Asset Securities → Margin Rate Raised Due to Increased Market Volatility → Securities Stocks Strong on Expectations of Increased Trading Volume → Surge in Commission Revenue Due to Market Volatility → Expectations for Q2 Earnings Growth Exist → Possibility of Index Reaching New Highs Persists → Expectations of Benefits from Expanded Shareholder-Friendly Policies 2️⃣ Samsung Electro-Mechanics → Announcement of 15 Trillion Won Investment in Busan → Strengthening Competitiveness in Package Substrates and MLCCs by 2040 → Benefiting from Equipment Replacements to Maximize AI Efficiency → Focus on Special Demand from Generational Upgrades in Optical Communication Equipment → Attempting an ‘All in One’ Strategy for MLCCs and Substrates 3️⃣ HYBE → Expected to Achieve Record Earnings in Q2 → Confirmation of Significant High Growth in New Growth IPs → Securities Industry “Entertainment Stocks Severely Undervalued… A Buying Opportunity” → Entertainment Sector Shows Overshortened Trend Compared to Index → Q2 Earnings Expected Due to Comebacks of Major Idols → Focus on Concert Boom in the Second Half 4️⃣ G2G Bio → Proven Technology of Long-Term Efficacy Platform → K-Bio, Global Clinical and Platform Technology Competitiveness Re-evaluated → Pharmaceuticals & Biotech Sectors Record All-Time High Production and Export Performance → Capital Impairment Risk Needed to Be Considered → Continued Deficit Status → High Risk, High Return Company #KOSPI #KOSDAQ #InvestmentPoints #MarketAnalysis #SupplyAndDemandAnalysis #AfterHoursRise #AfterHoursTrading #DisclosureAnalysis #TheWarRoom #AfterHoursTrading #AfterSignal #TheWarRoom #KoreaEconomicTV ────────────────────────── 🎯 Investment Decisions: Information is the Key to Success. 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 stock market news 24 hours a day. △ Subscribe + Like! ────────────────────────── ◇ Korea Economic TV Official Channels & Business YouTube Subscribe: https://bit.ly/45pz6GK YouTube LIVE:    • Video   Collaboration & Business Inquiries: [email protected] ────────────────────────── ◇ Korea Economic TV Website: http://www.wowtv.co.kr Kakao Plus Friend: https://pf.kakao.com/_xbcxlxgd Twitter:   / hkwowtv   Facebook:   / hkwowtv   Program Schedule: https://bit.ly/47q2caY ─────────────────────────── ◆ Subscribe to the Korea Economic TV Family Channels! News: [Hankyung TV News]    / 한국경제tv뉴스   Stocks: [Money Farm Korea Economic TV]    / @hkmoneyfarm   Stock App: [Korea Economic TV Crypto]    / @hktv_crypto   Education: [Wow Academy] https://wowacademy.wownet.co.kr/ Global: [Wow Global] https://www.wowglobal.co.kr/ Real-time Investment Information: [Wow Quick] https://www.wowquick.co.kr/ ────────────────────────── ※ If the screen appears blurry or pixelated, please select 1080p quality in the settings. ⚠️ Viewing Precautions ※ This content is for reference only for investment purposes. You are solely responsible for any investment decisions. #KoreaEconomicTV #WowNet #StockWindow #Partner #Economy #Securities #Wow #WOWTV