글로벌 실적 1위 달성한 삼성전자! 그럼에도 주가는 폭락, 반도체주 대비전략과 새로운 방어주 화장품이 뜬다?ㅣ 이성웅 다올투자증권 영업부 부장·강준혁 한국경제연구소 대표ㅣ더 워룸

#HanwhaOcean #SamsungElectronics #Clio ────────────────────────── ✅ Cast Information Lee Seong-woong | Sales Department Manager, Daol Investment & Securities Kang Jun-hyeok | Representative of the Korea Economic Research Institute ────────────────────────── 📌 Market Close Highlights ✓ Samsung Electronics Q2 Earnings D-1 → Market adopts a wait-and-see stance ahead of Samsung Electronics' announcement of record-high preliminary earnings → Recorded revenue of 171 trillion won and operating profit of 89.4 trillion won → Operating profit margin stood at 52.2%, up 1,810% year-over-year → Focus on sustained demand for AI-related products and the downward trend of overseas memory stocks such as Kioxia → Stock price plunges over 6% despite strong earnings, influenced by detailed guidance and HBM4 delivery ✓ Awaiting US June CPI Release → US June Consumer Price Index (CPI) release scheduled for the 14th → Both April and May exceeded expectations; surge in energy prices was the main cause of the May CPI → Market reaction depends on whether the June CPI stabilizes ✓ Adjustment in K-Shipbuilding Including Hanwha Ocean → Failure to secure Canadian next-generation submarine project; shipbuilding stocks including Hanwha Ocean Plunge → Germany's TKMS named preferred bidder; Canadian Prime Minister says "Negotiations with Hanwha if deal with TKMS falls through" → Defense Acquisition Program Administration says "This competition serves as an opportunity to prove the growth of the K-defense industry" → Domestic shipbuilding stocks' core business is positive, but excessive stock price declines require correction 🚨 Aftermarket Signals 1️⃣ Clio → Focus on summer peak season and high sales growth in North America → Cosmetics stocks emerge as defensive stocks amidst market downturn → Robust monthly export growth for K-Beauty → Heightened expectations for consumption recovery in the Chinese market → Earnings season begins in earnest; Q2 operating profit growth expected → Q2 operating profit projected to increase 82% year-over-year → Positive outlook on brand portfolio diversification → Focus on peak season effects and aggressive new product launches → Q2 earnings expected to meet market consensus → ChatGPT advertising campaign underway in North America 2️⃣ Hyundai Motor → Pushing for expansion of future robot industry ecosystem → ‘Future Cars’ with 150 partners "Alliance" → Discrepancy arises between growth expectations and earnings → Increased burden due to changes in the automotive market environment → Expectations for new car launches and strong US sales in the second half → Q2 sales volume estimated to decrease 7.1% year-on-year → Q2 operating profit forecast to decrease 16.3% year-on-year 3️⃣ Hanwha Ocean → Bitter setback in securing 60 trillion won Canadian submarine order → Failure to win Canadian order due to high NATO barriers → German TKMS selected as preferred bidder for Canadian submarines → Order failure is a short-term shock, but the mid-to-long-term direction will be different → K-Shipbuilding proves global competitiveness in submarine performance and delivery → Awaiting orders for warships from Saudi Arabia, Greece, Southeast Asia, etc. #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! ────────────────────────── ◇ 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 inv...