10/08 Whale Hunting

▶▶▶ Sweepstakes Up & Down

Which stocks will benefit from the dual momentum of 'Semiconductor and Energy'?

Taesung expands businesses in FCBGA, Socam 2, glass substrates, battery equipment, and materials

Solbrain Holdings expands subsidiary's glass substrate and battery electrolyte businesses

DK Lock expands fitting valve business in semiconductor, nuclear power, and shipbuilding sectors

GNBS Eco expands semiconductor and solar scrubber equipment businesses

▶▶▶ Premium Investment POINT

Secondary battery stocks 'start up' simultaneously today... Is a valuation re-evaluation beginning?

LG Energy Solution surpasses 9 trillion won in revenue for the first time in Q3

Samsung SDI expected to turn a profit in Q3

Samhwa Aluminum produces 'aluminum anode foil,' an essential material for electric vehicle batteries

Samhwa Aluminum connected to major global supply chains... Expanding Global Market Strategy

▶▶▶ Sweeping Whale Hunt

▶ Today's Whale Hunting Strategy - JNTC (204270)

Developed the world's first 2.0mmT glass thickness TGV glass substrate
Secured Broadcom as a client in the US

Preparing for mass production of glass substrates next year… Estimated final client is TSMC

Full-scale launch of glass platter business in the second half of this year

Estimated operating profit for next year exceeding 100 billion KRW… Turnaround to Profit Expected

▶ Today's Whale Hunting Strategy - Taesung (323280)

Supplying PCB equipment to Samsung Electro-Mechanics, LG Innotek, Foxconn, etc.
PCB equipment order volume expected to surpass 300 billion KRW
Pursuing supply of copper plating equipment to Simtek's dedicated Socam factory
Passed qualification test with China's largest battery company
Discussing supply contracts for composite copper foil materials with the top three domestic battery companies

▶▶▶ Premium Investment Strategy: Whale Hunting

▶ Today's Whale Hunting Strategy - Dozen (462860)

Expansion of the stablecoin market is the solution to skyrocketing US Treasury yields
Securing all financial institutions with industry-first 'redundancy technology'
Kakao Pay holds the position of the second-largest shareholder
Equipped with digital banking capabilities as well as network and payment platforms
Highlighting possession of B2B digital banking solutions
Partnering with the Solana Foundation to build KRW stablecoin infrastructure
Share buyback price in the 3,500 KRW range... Current Stock Price Merit

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