반도체 조정 vs 산업대표주 반등! 지금 봐야할 산업 1등주는?#제약 #정유 #신재생 #김정수 #명인들의복기

Tomato Asset Advisory Website https://bit.ly/tomatoasset_home Tomato Asset Advisory YouTube Channel https://bit.ly/tomatoasset_tube Tomato Asset Advisory Contract & Payment Inquiries https://bit.ly/tomatoasset_help ============================================ ■ Masters' Review (Mon-Fri, 17:00-17:30) ■ Host: Kim Eun-byeol ■ Guest: Kim Jeong-su, Fund Manager (Tomato Asset Advisory) =========================================== □ Today's Market Commentary "Watch out for buying interest in AI semiconductor and industry leader stocks if the decline narrows!" □ Today's Strong Points: Pharmaceuticals (KOSPI Large-Cap), Oil Refining, and Renewable Energy Pharmaceutical stocks: Liquid funds shift to earnings-driven pharmaceutical/biotech stocks (large-cap) amidst global headwinds → Samsung Biologics, Samsung Episis Holdings, Celltrion, Yuhan Corporation, SK Biopharmaceuticals Oil Refining and Renewable Energy: Oil prices surge and defense sector highlighted amid Trump's "hardline remarks on Iran" → GS, S-Oil, SK Innovation, SK Eternix, OCI Holdings, HD Hyundai Energy Solution □ Today's Neutral Points: Finance, Food & Beverage, Defense, Shipbuilding, Nuclear Power, and Construction Financial and Food & Beverage: Defensive stocks highlighted amidst surge in oil prices and inflation concerns → KB Financial Group, Shinhan Financial Group, Hana Financial Group, Samyang Foods, Nongshim, CJ CheilJedang Defense, Shipbuilding, Nuclear Power, and Construction: Buying interest driven by undervaluation due to strong industry conditions and earnings amidst concerns over escalation of the Middle East war → Hanwha Aerospace · Hyundai HIMS · Hanwha Ocean · Doosan Enerbility · Samsung E&A · HD Construction Machinery □ Today's Market Weakness Points: AI Semiconductors · Automobiles · Batteries · Robotics AI Semiconductors: Issues regarding profit-taking and Chinese clients' refusal to raise semiconductor prices → Samsung Electronics · SK Hynix · Samsung Electro-Mechanics · Hanmi Semiconductor · Jeju Semiconductor · Wonik IPS Automotive & Batteries: Concerns over EV profitability following Tesla's earnings announcement → Hyundai Motor · Kia · Hyundai Mobis · LG Energy Solution · Samsung SDI · EcoPro Robot Stocks: Uncertainty regarding Tesla's commercialization of robotaxis and humanoids intensifies → Robotis · Samhyun · SPG · Hyundai Movex · Hyundai AutoEver · Rainbow Robotics □ The Master's Way Out "Stopping the decline in AI semiconductor-centric stocks is the priority!" Pay Attention to Top Industry Stocks Showing Narrowing Gaps and Continuous Buying Trends ============================================== 💡 A difficult stock market to profit from! Want to achieve a "Gap-Up" return? 📌1. After signing up for a YouTube membership / @tomatotv_official 📌2. Register as a "Gap-Up" member https://jjeomsang.com Proceed with steps 1 and 2 in order to receive special information on how to achieve a "Gap-Up" return, along with gifts! ============================================== 📌 Mon-Fri 8:30 PM, the money-making quiz show 'Securities Tongpot'! (ง •̀ω•́)ง ✧ Win and the prize money pops up! Economic Knowledge with Quizzes! The Securities Podcast to Become Rich! Securities is giving away up to 1 million won every day! Download the Securities App! How to Participate ▶▶▶ https://pod.jjeomsang.com/app

[이종복 전문가_미스터 진단 1부] #미스터진단 #이종복 HMM/HPSP/SK텔레콤/오로스테크놀로지/삼화콘덴서/삼성증권/두산테스나/유한양행/태성
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[이종복 전문가_미스터 진단 1부] #미스터진단 #이종복 HMM/HPSP/SK텔레콤/오로스테크놀로지/삼화콘덴서/삼성증권/두산테스나/유한양행/태성

급등, 급락에 혼란스러운 시장...우리는 뭘 보고 가야 할까? (김민수, 염승환, 이진우) | 인포맥스라이브 2026년 7월 24일 방송
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급등, 급락에 혼란스러운 시장...우리는 뭘 보고 가야 할까? (김민수, 염승환, 이진우) | 인포맥스라이브 2026년 7월 24일 방송

Today, no buying spree for AI semiconductors / Check for shifting supply and demand toward indust...
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Today, no buying spree for AI semiconductors / Check for shifting supply and demand toward indust...

(Emergency Market Diagnosis) Samsung Electronics -7%, SK Hynix -8% Plunge Again, You MUST Do 'Thi...
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(Emergency Market Diagnosis) Samsung Electronics -7%, SK Hynix -8% Plunge Again, You MUST Do 'Thi...

'옷 한 벌에 고시원 생활' 미니멀한데 맥시멈 인생 사는 구혜선 근황|#바로보는김주하의데이앤나잇
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'옷 한 벌에 고시원 생활' 미니멀한데 맥시멈 인생 사는 구혜선 근황|#바로보는김주하의데이앤나잇

New Opportunities for the Korean Shipbuilding Industry Driven by Changes in U.S. AI Strategy (Par...
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New Opportunities for the Korean Shipbuilding Industry Driven by Changes in U.S. AI Strategy (Par...

[#찐시황]  "지금이 바닥이다" 코스피 9000 외치고 매도한 외국계 증권사.. 뒤통수 맞은 걸까? 버텨야 할까?  (폭락장, 검은금요일)  김동엽 대표
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[#찐시황] "지금이 바닥이다" 코스피 9000 외치고 매도한 외국계 증권사.. 뒤통수 맞은 걸까? 버텨야 할까? (폭락장, 검은금요일) 김동엽 대표

Inflation, Deficits, Interest Rates: Warning, Immediate Danger!
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Inflation, Deficits, Interest Rates: Warning, Immediate Danger!

Semiconductor and Index Volatility: A 'Rough Ride' — When Will We See a Rebound Next Week? (F. AI...
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Semiconductor and Index Volatility: A 'Rough Ride' — When Will We See a Rebound Next Week? (F. AI...

🔴[19시 생방송] 반등 좀 하나 싶더니 다시 하락세...사이드카가 일상이 된 증시, 대응은? | 인포맥스라이브 260724
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🔴[19시 생방송] 반등 좀 하나 싶더니 다시 하락세...사이드카가 일상이 된 증시, 대응은? | 인포맥스라이브 260724

There are many more than semiconductors... Companies loved by the global market | Han Jae-hoon, H...
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There are many more than semiconductors... Companies loved by the global market | Han Jae-hoon, H...

원익IPS/엘앤씨바이오/제주반도체/지역난방공사/LG전자/SK/LG생활건강/비에이치/필옵틱스_종목진단[야인시대 리턴즈] #야인시대 #박준현 #이석현
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원익IPS/엘앤씨바이오/제주반도체/지역난방공사/LG전자/SK/LG생활건강/비에이치/필옵틱스_종목진단[야인시대 리턴즈] #야인시대 #박준현 #이석현

최태원-노소영 '재산 분할' 파기환송심…법원 "최태원, 노소영에 9,440억 원 지급하라" 外 - SBS 8뉴스/ 7/24(금)
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최태원-노소영 '재산 분할' 파기환송심…법원 "최태원, 노소영에 9,440억 원 지급하라" 外 - SBS 8뉴스/ 7/24(금)

[Short Talk] Increased KOSPI Volatility... Reviewing Investment Strategies | Song Jae-kyung, CEO ...
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[Short Talk] Increased KOSPI Volatility... Reviewing Investment Strategies | Song Jae-kyung, CEO ...

[빈난새의 개장전요것만-7월24일] 미국장 개장전 알아야 할 5가지 + 특징주 및 주요 뉴스
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[빈난새의 개장전요것만-7월24일] 미국장 개장전 알아야 할 5가지 + 특징주 및 주요 뉴스

황현희X권대중X김인만 | 부동산 대토론회 이후, 시장 전망은? | KBS 열린토론 260724 방송
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황현희X권대중X김인만 | 부동산 대토론회 이후, 시장 전망은? | KBS 열린토론 260724 방송

[In-Depth Analysis] Didn’t the foreign investors return?… Stock market wobbles again as they dump...
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[In-Depth Analysis] Didn’t the foreign investors return?… Stock market wobbles again as they dump...

[긴급] 지금 시장, 가장 중요한 신호가 나왔습니다 | 김영익 교수
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[긴급] 지금 시장, 가장 중요한 신호가 나왔습니다 | 김영익 교수

Market corrections amid war risks are a buying opportunity! Load up on 'this stock'! (ft. Shin Gi...
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Market corrections amid war risks are a buying opportunity! Load up on 'this stock'! (ft. Shin Gi...

SK Hynix Down 40%: The Real Reason It Dropped Despite Record Earnings (Stock Outlook) | Ahn Yu-hw...
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SK Hynix Down 40%: The Real Reason It Dropped Despite Record Earnings (Stock Outlook) | Ahn Yu-hw...