증시 빠르게 오르려면 중간선거 '이렇게' 되어야 합니다ㅣ조연주 NH투자증권 연구위원
현대로템 실적 부진으로 방산주 실적·밸류에이션 재점검 필요
7d -7.2% ✓30d in 23d90d in 83d
40yuckyBooger Score · 50 is a coin flip
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most covered삼성전자 8 →반도체 (한국 반도체주) 7 →SK Hynix 7 →
30d record, oldest first
The record
748 calls · newest first · every one links to its source하락장 속 방어력 입증한 음식료 ... 삼양식품 목표가 190만원 유지 | 박정언 캐스터
음식료주, 원재료 가격 안정·가격 인상 효과로 수익성 개선 기대되는 방어주
7d -5.1% ✗30d in 23d90d in 83d
하락장 속 방어력 입증한 음식료 ... 삼양식품 목표가 190만원 유지 | 박정언 캐스터
KT&G, 경기 방어주로 배당 매력 부각
7d -3.0% ✗30d in 23d90d in 83d
겨우 오른 코스피, 하루만에 다시 '와르르'…진짜 반등 타이밍 '이때' 나올 겁니다ㅣ종목쇼ㅣ261020 #삼전닉스 #이차전지 #저가매수
에이블씨엔씨 선정 — 저수익 매장 구조조정과 수출 급증으로 턴어라운드
7d -15.0% ✗30d in 23d90d in 83d
겨우 오른 코스피, 하루만에 다시 '와르르'…진짜 반등 타이밍 '이때' 나올 겁니다ㅣ종목쇼ㅣ261020 #삼전닉스 #이차전지 #저가매수
중장기 추천 종목으로 플리토 선정 — 언어 데이터 기반 AI 플랫폼
7d -7.4% ✗30d in 23d90d in 83d
외국인 수급 돌아온다? 다음 주도주는 '여기' (이완수 그레너리투자자문 대표, 이상연 신영증권 연구원)
2025년 주도주였던 산업재(방산·조선)는 미래 이익 선반영으로 밸류에이션 부담, 주가 매력도 저하
7d -7.4% ✓30d in 23d90d in 83d
한국 증시만 유독 힘을 못 쓰는 이유외국인 수급 회복과 다음 주도주는?ㅣ강준혁 한국경제연구소 대표 · 나현후 현명투자연구소 대표ㅣ 더 워룸
Picked as a beneficiary of Lumentum pump-laser supply shortage and capacity expansion, with earnings improvement expected to continue into next year.
7d -19.4% ✗30d in 23d90d in 83d
[Ep 6-2] 바이오, 이제 갈 때 됐다? 리가켐바이오·유한양행에서 확인할 '이것' #ADC #바이오 │ #하창봉 #신현식 │ #노킹온헤븐스도어
렉라자 등 신약 상업화 성과가 수익으로 연결되는 바이오 순환매 수혜 종목으로 주목
7d -6.1% ✗30d in 23d90d in 83d
겨우 오른 코스피, 하루만에 다시 '와르르'…진짜 반등 타이밍 '이때' 나올 겁니다ㅣ종목쇼ㅣ261020 #삼전닉스 #이차전지 #저가매수
단기 추천 종목으로 파인엠텍 선정 — 삼성·애플 폴더블 힌지 시장 진출
7d +2.7% ✓30d in 23d90d in 83d
예전엔 삼성전자·SK하이닉스 쌌는데...지금은 '글쎄'ㅣ조연주 NH투자증권 연구위원
영업이익이 전년 대비 약 50% 증가하며 AI 수요가 실적으로 연결되는 수혜주로 제시
7d +5.6% ✓30d in 23d90d in 83d
예전엔 삼성전자·SK하이닉스 쌌는데...지금은 '글쎄'ㅣ조연주 NH투자증권 연구위원
AI 수요가 실적으로 연결되는 관심주로 가온전선을 제시
7d -0.2% ✗30d in 23d90d in 83d
코스피 이제는 사서 버텨라...다음 주 반등할 ‘이 종목’ | 조일교의 시시각각
급락장에서도 상대적으로 강한 종목으로 삼화콘덴서 제시
7d -4.7% ✗30d in 23d90d in 83d
하락장 속 방어력 입증한 음식료 ... 삼양식품 목표가 190만원 유지 | 박정언 캐스터
오리온, 경기 방어주로 배당 매력 부각
7d -0.4% ✗30d in 23d90d in 83d
하락장 속 방어력 입증한 음식료 ... 삼양식품 목표가 190만원 유지 | 박정언 캐스터
삼양식품 목표가 190만원 유지 — 불닭 수출 호조와 중국 신공장 가동 기대
7d -8.9% ✗30d in 23d90d in 83d
중국 반도체가 못 넘는 벽...그럼 초격차 기업 살까요?｜K스탁 라이브
The wall China's semiconductors can't climb... So should we buy the ultra-gap companies?｜K Stock Live
7d -8.3% ✗30d in 22d90d in 82d
중국 반도체가 못 넘는 벽...그럼 초격차 기업 살까요?｜K스탁 라이브
The wall China's semiconductors can't climb... So should we buy the ultra-gap companies?｜K Stock Live
7d -10.1% ✗30d in 22d90d in 82d
중국 반도체가 못 넘는 벽...그럼 초격차 기업 살까요?｜K스탁 라이브
The wall China's semiconductors can't climb... So should we buy the ultra-gap companies?｜K Stock Live
7d -4.0% ✗30d in 22d90d in 82d
쉬어간 반도체 부품·장비주 내일을 노려보는 이유 l 황유현 l 이화진 l 신혁승
중국 유나이티드 바이오테크놀로지와 플랫폼 평가 계약 체결로 독점적 플랫폼 기술 보유 바이오텍으로 부각
7d -9.2% ✗30d in 22d90d in 82d
검은 월요일' 피해간 코스피…변동성 장세 속 투자 전략은 '이렇게'ㅣ종목쇼ㅣ261019 #코스피반등 #이차전지강세 #빅테크실적
KOSPI dodges 'Black Monday'…the investment strategy amid a volatile market is 'like this'ㅣStock Showㅣ261019 #KOSPIRebound #SecondaryBatteryStrength #BigTechEarnings
7d -9.1% ✗30d in 22d90d in 82d
검은 월요일' 피해간 코스피…변동성 장세 속 투자 전략은 '이렇게'ㅣ종목쇼ㅣ261019 #코스피반등 #이차전지강세 #빅테크실적
KOSPI dodges 'Black Monday'…the investment strategy amid a volatile market is 'like this'ㅣStock Showㅣ261019 #KOSPIRebound #SecondaryBatteryStrength #BigTechEarnings
7d -11.1% ✗30d in 22d90d in 82d
검은 월요일' 피해간 코스피…변동성 장세 속 투자 전략은 '이렇게'ㅣ종목쇼ㅣ261019 #코스피반등 #이차전지강세 #빅테크실적
KOSPI dodges 'Black Monday'…the investment strategy amid a volatile market is 'like this'ㅣStock Showㅣ261019 #KOSPIRebound #SecondaryBatteryStrength #BigTechEarnings
7d +9.5% ✓30d in 22d90d in 82d
네이버·카카오 AI 기대 접어라? "진짜 AI 수혜주는 따로 있다" | 한경 베스트 애널리스트 전략 | 임희석 미래에셋증권 연구위원
Give up on Naver and Kakao AI hopes? "The real AI beneficiary stocks are elsewhere" | Hankyung Best Analyst Strategy | Lim Hee-seok, Research Fellow, Mirae Asset Securities
7d -6.5% ✓30d in 22d90d in 82d
네이버·카카오 AI 기대 접어라? "진짜 AI 수혜주는 따로 있다" | 한경 베스트 애널리스트 전략 | 임희석 미래에셋증권 연구위원
Give up on Naver and Kakao AI hopes? "The real AI beneficiary stocks are elsewhere" | Hankyung Best Analyst Strategy | Lim Hee-seok, Research Fellow, Mirae Asset Securities
7d -2.1% ✓30d in 22d90d in 82d
네이버·카카오 AI 기대 접어라? "진짜 AI 수혜주는 따로 있다" | 한경 베스트 애널리스트 전략 | 임희석 미래에셋증권 연구위원
Give up on Naver and Kakao AI hopes? "The real AI beneficiary stocks are elsewhere" | Hankyung Best Analyst Strategy | Lim Hee-seok, Research Fellow, Mirae Asset Securities
7d -3.3% ✗30d in 22d90d in 82d
중국 반도체가 못 넘는 벽...그럼 초격차 기업 살까요?｜K스탁 라이브
The wall China's semiconductors can't climb... So should we buy the ultra-gap companies?｜K Stock Live
7d -14.4% ✗30d in 22d90d in 82d
반도체 지금 파는건 최악! "주가 싸도 너무 싸다" | 송재경 디멘젼투자자문 대표 | #송재경의복선
Selling semiconductors now is the worst move! "The share prices are cheap, way too cheap" | Song Jae-kyung, CEO of Dimension Investment Advisory | #SongJaeKyungsForeshadowing
7d -2.2% ✗30d in 22d90d in 82d
2차전지 반등, 이번에도 잠깐일까요?” ESS·실적으로 확인할 다음 신호는 l 황유현 l 이화진 l 신혁승
"The secondary battery rebound — will it be brief this time too?" The next signal to watch via ESS and earnings l Hwang Yu-hyun l Lee Hwa-jin l Shin Hyuk-seung
7d -10.8% ✗30d in 22d90d in 82d
장초반 5,500선 이탈 후 외인·기관 반등! 美·유럽 탈중국·ESS 훈풍에 2차전지 급등 vs AI 피크아웃 우려에 소부장 조정 l 현상준·김문석·양태원 l 더 워룸 2부
After breaking below 5,500 early in the session, foreigners and institutions rebound! Secondary batteries surge on US and Europe de-China and ESS tailwinds vs materials-parts-equipment correct on AI peak-out worries l Hyun Sang-jun, Kim Mun-seok, Yang Tae-won l The War Room, Part 2
7d -2.2% ✓30d in 22d90d in 82d
코스피 바닥론, 진짜 반등은 언제 올까? 2차전지·로봇에서 먼저 봐야 할 신호ㅣ임주아 엘리고스인베트먼트 대표·김민재 김민재 대표ㅣ 더 워룸
The KOSPI bottom theory — when will the real rebound come? Signals to watch first in secondary batteries and robots ㅣ Lim Ju-a, CEO of Eligos Investment · Kim Min-jae, CEO Kim Min-jae ㅣ The War Room
7d +5.0% ✓30d in 22d90d in 82d
네이버·카카오 AI 기대 접어라? "진짜 AI 수혜주는 따로 있다" | 한경 베스트 애널리스트 전략 | 임희석 미래에셋증권 연구위원
Give up on Naver and Kakao AI hopes? "The real AI beneficiary stocks are elsewhere" | Hankyung Best Analyst Strategy | Lim Hee-seok, Research Fellow, Mirae Asset Securities
7d +8.2% ✓30d in 22d90d in 82d
코스피 급락의 진짜 원인...반도체가 전부 아니다ㅣ김홍범 유경PSG자산운용 주식운용본부장
The real cause of the KOSPI plunge... Semiconductors aren't all of it ㅣ Kim Hong-beom, Head of Equity Management Division, Yukyung PSG Asset Management
7d -3.5% ✗30d in 22d90d in 82d
코스피 바닥론, 진짜 반등은 언제 올까? 2차전지·로봇에서 먼저 봐야 할 신호ㅣ임주아 엘리고스인베트먼트 대표·김민재 김민재 대표ㅣ 더 워룸
The KOSPI bottom theory — when will the real rebound come? Signals to watch first in secondary batteries and robots ㅣ Lim Ju-a, CEO of Eligos Investment · Kim Min-jae, CEO Kim Min-jae ㅣ The War Room
7d -9.9% ✗30d in 22d90d in 82d
코스피 급락의 진짜 원인...반도체가 전부 아니다ㅣ김홍범 유경PSG자산운용 주식운용본부장
The real cause of the KOSPI plunge... Semiconductors aren't all of it ㅣ Kim Hong-beom, Head of Equity Management Division, Yukyung PSG Asset Management
7d +4.0% ✓30d in 22d90d in 82d
삼전·닉스 덥석 사지 마라..."지금은 관망할 때" | 박상현 iM증권 연구위원 | #출발증시
Don't just grab Samsung Electronics and Hynix... "Now is the time to watch and wait" | Park Sang-hyun, Research Fellow at iM Securities | #MarketOpen
7d -2.3% ✓30d in 21d90d in 81d
땡큐 젠슨 황' AI 투자 우려 잠재우자 낙폭 일부 만회…돌아온 외국인, 오늘 수급 몰린 '이 종목'ㅣ종목쇼ㅣ261016 #코스피반등 #바이오강세 #코어위브
'Thank you Jensen Huang' Once AI investment worries were calmed, part of the drop was recovered…foreigners are back, and 'this stock' drew today's flows ㅣStock ShowㅣJ261016 #KOSPIrebound #biostrength #CoreWeave
7d -5.0% ✗30d in 19d90d in 79d
코스피 반등보다 중요한 건 주도주 교체 반도체 후공정·양자보안이 주목받는 이유ㅣ 김성준 K&K투자파트너스 대표 ·유일한(주)퀀트홀딩스 이사ㅣ 더 워룸
More important than a KOSPI rebound is the changing of the leading stocks — why semiconductor back-end processing and quantum security are drawing attention ㅣ Kim Seong-jun, CEO of K&K Investment Partners · Yoo Il-han, Director of Quant Holdings Inc. ㅣ The War Room
7d -13.7% ✗30d in 19d90d in 79d
코스피 8거래일 만에 반등해 5,600선 회복 & 극단적 저평가 분석 속 반도체 대형주 반등 vs 바이오 동반 급등 '쌍살걸' l 나현후·김우식·황대근 l 더 워룸 2부
KOSPI rebounds for the first time in 8 trading days, recovering the 5,600 line & large-cap semiconductors rebound amid extreme undervaluation analysis vs bio stocks surge together 'Ssang-sal-geol' l Na Hyun-hoo, Kim Woo-sik, Hwang Dae-geun l The War Room Part 2
7d +1.8% ✗30d in 19d90d in 79d
미국 CPI 발표에 코스피 파랗게 질려…진바닥 확인, 언제쯤?ㅣ종목쇼ㅣ261015 #서킷브레이커 #PPI발표 #TSMC실적
KOSPI turns pale at the US CPI release… When will the true bottom be confirmed?｜Stock Show｜261015 #CircuitBreaker #PPIRelease #TSMCEarnings
7d +0.9% ✓30d in 18d90d in 78d
롯데에너지머티리얼즈... ESS 전지박·AI 수혜주로 | 이재규 SK증권 WM 1영업본부 차장ㅣ김치형 앵커
Lotte Energy Materials... as an ESS battery foil and AI beneficiary | Lee Jae-gyu, SK Securities WM Business Division 1 Deputy Manager ㅣ Anchor Kim Chi-hyung
7d +1.2% ✓30d in 18d90d in 78d
미국 CPI 발표에 코스피 파랗게 질려…진바닥 확인, 언제쯤?ㅣ종목쇼ㅣ261015 #서킷브레이커 #PPI발표 #TSMC실적
KOSPI turns pale at the US CPI release… When will the true bottom be confirmed?｜Stock Show｜261015 #CircuitBreaker #PPIRelease #TSMCEarnings
7d -13.5% ✗30d in 18d90d in 78d
롯데에너지머티리얼즈... ESS 전지박·AI 수혜주로 | 이재규 SK증권 WM 1영업본부 차장ㅣ김치형 앵커
Lotte Energy Materials... as an ESS battery foil and AI beneficiary | Lee Jae-gyu, SK Securities WM Business Division 1 Deputy Manager ㅣ Anchor Kim Chi-hyung
7d -7.4% ✗30d in 18d90d in 78d
복잡해지고 커지는 칩...기판주, 실적 레벨업ㅣ김연미 다올투자증권 연구원
Chips getting more complex and bigger...substrate stocks, an earnings level-upㅣKim Yeon-mi, Daol Investment & Securities analyst
7d -7.4% ✗30d in 18d90d in 78d
삼성전자 폭락, 기회일까? 주가 반전시킬 ‘이 카드’ | 한경 베스트 애널리스트 전략 | 김수현 DS증권 센터장
Samsung Electronics' plunge — an opportunity? 'This card' that will turn the share price around | Hankyung Best Analyst Strategy | Kim Soo-hyun, head of DS Securities research center
7d -3.9% ✗30d in 17d90d in 77d
코스피 반짝 반등 후 다시 제자리…그럼에도 오늘 수급 몰린 '이 종목'ㅣ종목쇼ㅣ261014 #반도체소부장 #소비자물가지수 #SEDEX2026
KOSPI briefly rebounds then back to square one… and yet 'this stock' drew the money flow today ㅣStock ShowㅣAt 261014 #SemiconductorPartsMaterialsEquipment #ConsumerPriceIndex #SEDEX2026
7d +0.3% ✓30d in 17d90d in 77d
코스피 반짝 반등 후 다시 제자리…그럼에도 오늘 수급 몰린 '이 종목'ㅣ종목쇼ㅣ261014 #반도체소부장 #소비자물가지수 #SEDEX2026
KOSPI briefly rebounds then back to square one… and yet 'this stock' drew the money flow today ㅣStock ShowㅣAt 261014 #SemiconductorPartsMaterialsEquipment #ConsumerPriceIndex #SEDEX2026
7d +4.1% ✓30d in 17d90d in 77d
코스피 반짝 반등 후 다시 제자리…그럼에도 오늘 수급 몰린 '이 종목'ㅣ종목쇼ㅣ261014 #반도체소부장 #소비자물가지수 #SEDEX2026
KOSPI briefly rebounds then back to square one… and yet 'this stock' drew the money flow today ㅣStock ShowㅣAt 261014 #SemiconductorPartsMaterialsEquipment #ConsumerPriceIndex #SEDEX2026
7d +2.7% ✓30d in 17d90d in 77d
코스피 반짝 반등 후 다시 제자리…그럼에도 오늘 수급 몰린 '이 종목'ㅣ종목쇼ㅣ261014 #반도체소부장 #소비자물가지수 #SEDEX2026
KOSPI briefly rebounds then back to square one… and yet 'this stock' drew the money flow today ㅣStock ShowㅣAt 261014 #SemiconductorPartsMaterialsEquipment #ConsumerPriceIndex #SEDEX2026
7d -6.3% ✗30d in 17d90d in 77d
코스피 반짝 반등 후 다시 제자리…그럼에도 오늘 수급 몰린 '이 종목'ㅣ종목쇼ㅣ261014 #반도체소부장 #소비자물가지수 #SEDEX2026
KOSPI briefly rebounds then back to square one… and yet 'this stock' drew the money flow today ㅣStock ShowㅣAt 261014 #SemiconductorPartsMaterialsEquipment #ConsumerPriceIndex #SEDEX2026
7d +5.4% ✓30d in 17d90d in 77d
6,190선 반등 실패, 6,008선 마감! AI 데이터센터발 ESS 수혜에 2차전지 반등vs中 CXMT 추격 노이즈에 소부장 차익실현 출회l 현상준·안인기·김종문l 더 워룸 2부
Rebound to 6,190 Fails, Closes at 6,008! Secondary Batteries Rebound on ESS Benefits from AI Data Centers vs. Materials-Parts-Equipment Profit-Taking Emerges on China CXMT Pursuit Noise l Hyun Sang-jun, Ahn In-gi, Kim Jong-mun l The War Room Part 2
7d -0.5% ✓30d in 17d90d in 77d
삼성전자 폭락, 기회일까? 주가 반전시킬 ‘이 카드’ | 한경 베스트 애널리스트 전략 | 김수현 DS증권 센터장
Samsung Electronics' plunge — an opportunity? 'This card' that will turn the share price around | Hankyung Best Analyst Strategy | Kim Soo-hyun, head of DS Securities research center
7d +7.8% ✓30d in 17d90d in 77d
中 CXMT D램 추격 & 외인 4.5조 투매에 코스피 5.46% 폭락·반도체 투톱 흔들림 속 정부 지원단 수혜·검사 소부장 틈새 방어 l허반석·박우신·황유현 l 더 워룸 2부
China's CXMT Chases Down DRAM & KOSPI Plunges 5.46% on 4.5 Trillion Won of Foreign Selling — Amid the Shaking of the Two Semiconductor Leaders, Beneficiaries of the Government Support Team and Niche Defense in Inspection Equipment/Materials/Parts l Heo Ban-seok, Park Woo-shin, Hwang Yoo-hyun l The War Room Part 2
7d -13.8% ✗30d in 16d90d in 76d
中 CXMT D램 추격 & 외인 4.5조 투매에 코스피 5.46% 폭락·반도체 투톱 흔들림 속 정부 지원단 수혜·검사 소부장 틈새 방어 l허반석·박우신·황유현 l 더 워룸 2부
China's CXMT Chases Down DRAM & KOSPI Plunges 5.46% on 4.5 Trillion Won of Foreign Selling — Amid the Shaking of the Two Semiconductor Leaders, Beneficiaries of the Government Support Team and Niche Defense in Inspection Equipment/Materials/Parts l Heo Ban-seok, Park Woo-shin, Hwang Yoo-hyun l The War Room Part 2
7d +0.4% ✓30d in 16d90d in 76d
中 CXMT D램 추격 & 외인 4.5조 투매에 코스피 5.46% 폭락·반도체 투톱 흔들림 속 정부 지원단 수혜·검사 소부장 틈새 방어 l허반석·박우신·황유현 l 더 워룸 2부
China's CXMT Chases Down DRAM & KOSPI Plunges 5.46% on 4.5 Trillion Won of Foreign Selling — Amid the Shaking of the Two Semiconductor Leaders, Beneficiaries of the Government Support Team and Niche Defense in Inspection Equipment/Materials/Parts l Heo Ban-seok, Park Woo-shin, Hwang Yoo-hyun l The War Room Part 2
7d -13.8% ✗30d in 16d90d in 76d
외국인, 삼성전자 샀다...코스피 반등 신호일까?ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Foreigners bought Samsung Electronics... is it a signal for a KOSPI rebound? | Han Min-yeop, Deputy Head, Yeouido WM Center, Eugene Investment & Securities
7d -14.6% ✗30d in 16d90d in 76d
중국이 차세대 D램 꺼내 들었다한국 반도체 위기? 새로운 기회는?ㅣ강준혁 한국경제연구소 대표 · 나현후 현명투자연구소 대표ㅣ 더 워룸
China has pulled out next-generation DRAM / Korean semiconductor crisis? Where's the new opportunity? | Kang Jun-hyuk, CEO of Korea Economic Research Institute · Na Hyun-hoo, CEO of Hyunmyung Investment Research Institute | The War Room
7d -10.7% ✗30d in 16d90d in 76d
中 CXMT D램 추격 & 외인 4.5조 투매에 코스피 5.46% 폭락·반도체 투톱 흔들림 속 정부 지원단 수혜·검사 소부장 틈새 방어 l허반석·박우신·황유현 l 더 워룸 2부
China's CXMT Chases Down DRAM & KOSPI Plunges 5.46% on 4.5 Trillion Won of Foreign Selling — Amid the Shaking of the Two Semiconductor Leaders, Beneficiaries of the Government Support Team and Niche Defense in Inspection Equipment/Materials/Parts l Heo Ban-seok, Park Woo-shin, Hwang Yoo-hyun l The War Room Part 2
7d -14.6% ✗30d in 16d90d in 76d
中 CXMT D램 추격 & 외인 4.5조 투매에 코스피 5.46% 폭락·반도체 투톱 흔들림 속 정부 지원단 수혜·검사 소부장 틈새 방어 l허반석·박우신·황유현 l 더 워룸 2부
China's CXMT Chases Down DRAM & KOSPI Plunges 5.46% on 4.5 Trillion Won of Foreign Selling — Amid the Shaking of the Two Semiconductor Leaders, Beneficiaries of the Government Support Team and Niche Defense in Inspection Equipment/Materials/Parts l Heo Ban-seok, Park Woo-shin, Hwang Yoo-hyun l The War Room Part 2
7d +4.4% ✓30d in 16d90d in 76d
中 CXMT D램 추격 & 외인 4.5조 투매에 코스피 5.46% 폭락·반도체 투톱 흔들림 속 정부 지원단 수혜·검사 소부장 틈새 방어 l허반석·박우신·황유현 l 더 워룸 2부
China's CXMT Chases Down DRAM & KOSPI Plunges 5.46% on 4.5 Trillion Won of Foreign Selling — Amid the Shaking of the Two Semiconductor Leaders, Beneficiaries of the Government Support Team and Niche Defense in Inspection Equipment/Materials/Parts l Heo Ban-seok, Park Woo-shin, Hwang Yoo-hyun l The War Room Part 2
7d -12.0% ✗30d in 16d90d in 76d
계속 국장만 폭락하는 이유는? 주가 반등의 조건은 무엇?ㅣ한밤의 증시포차
Why does only the domestic market keep crashing? What are the conditions for a rebound? | Midnight Stock Market Pocha
7d -6.7% ✗30d in 16d90d in 76d
外人·개인 엇갈린 수급에 증시 '와르르'…견고한 실적에도 무너진 삼전닉스, 대응전략 지금 확인하세요ㅣ종목쇼ㅣ261012 #삼성전자 #삼성전기 #원달러환율최저
Market 'Crumbles' as Foreign and Retail Flows Diverge… Samsung Electronics and Hynix Collapse Despite Solid Earnings — Check Your Response Strategy Now ㅣStock Showㅣ261012 #SamsungElectronics #SamsungElectroMechanics #WonDollarExchangeRateLow
7d -11.7% ✗30d in 15d90d in 75d
외인 거센 투매에 코스피 6,400선 붕괴! 자사주 공백 속 반도체 투톱 흔들 vs 고점 밸류에이션 부담에 전력설비주 동반 폭락 l 현상준·김문석·양태원 l 더 워룸 2부
KOSPI breaks below 6,400 on fierce foreign dumping! Semiconductor top two shaken amid the treasury-stock vacuum vs power equipment stocks plunge together under peak valuation burden l Hyun Sang-jun, Kim Mun-seok, Yang Tae-won l The War Room Part 2
7d -12.1% ✓30d in 15d90d in 75d
AI 데이터센터가 키운 ESS 시장진짜 수혜 받을 종목은?ㅣ임주아 엘리고스인베트먼트 대표·김민재 김민재 대표ㅣ 더 워룸
The ESS Market Grown by AI Data Centers — Which Stocks Will Really Benefit?ㅣCEO Lim Ju-a of Eligos Investment, CEO Kim Min-jaeㅣThe War Room
7d -20.3% ✗30d in 15d90d in 75d
AI 데이터센터가 키운 ESS 시장진짜 수혜 받을 종목은?ㅣ임주아 엘리고스인베트먼트 대표·김민재 김민재 대표ㅣ 더 워룸
The ESS Market Grown by AI Data Centers — Which Stocks Will Really Benefit?ㅣCEO Lim Ju-a of Eligos Investment, CEO Kim Min-jaeㅣThe War Room
7d -20.4% ✗30d in 15d90d in 75d
증시 급락에도 돈 버는 업종...3분기 실적 반전은 ‘여기’ | 한경 베스트 애널리스트 전략 | 최고운 한국투자증권 연구위원
The sectors making money even in the market plunge...the Q3 earnings turnaround is 'right here' | Hankyung Best Analyst Strategy | Choi Go-woon, Research Fellow at Korea Investment & Securities
7d +20.8% ✓30d in 15d90d in 75d
AI 데이터센터가 키운 ESS 시장진짜 수혜 받을 종목은?ㅣ임주아 엘리고스인베트먼트 대표·김민재 김민재 대표ㅣ 더 워룸
The ESS Market Grown by AI Data Centers — Which Stocks Will Really Benefit?ㅣCEO Lim Ju-a of Eligos Investment, CEO Kim Min-jaeㅣThe War Room
7d +20.2% ✓30d in 15d90d in 75d
반도체에 숨겨진 악재?...문제는 이익 속도｜앵커브리핑
Hidden bad news in semiconductors?...The problem is the pace of earningsｌAnchor Briefing
7d -2.3% ✗30d in 15d90d in 75d
삼전·닉스까지 무너졌는데 더 빠질까요?” 수급이 돌아올 반등 신호는 l 이춘광 l 황유현 l 이화진
"Samsung and Hynix have collapsed too — will they fall further?" The rebound signal that supply and demand will return | Lee Chun-gwang | Hwang Yu-hyeon | Lee Hwa-jin
7d -24.4% ✗30d in 15d90d in 75d
급등만큼 빠른 급락...그럼 소부장 뭐 사요?｜K스탁 라이브
A plunge as fast as the surge... So which materials-parts-equipment stocks do we buy? | K Stock Live
7d -27.4% ✗30d in 15d90d in 75d
삼전·닉스까지 무너졌는데 더 빠질까요?” 수급이 돌아올 반등 신호는 l 이춘광 l 황유현 l 이화진
"Samsung and Hynix have collapsed too — will they fall further?" The rebound signal that supply and demand will return | Lee Chun-gwang | Hwang Yu-hyeon | Lee Hwa-jin
7d -20.9% ✗30d in 15d90d in 75d
증시 급락에도 돈 버는 업종...3분기 실적 반전은 ‘여기’ | 한경 베스트 애널리스트 전략 | 최고운 한국투자증권 연구위원
The sectors making money even in the market plunge...the Q3 earnings turnaround is 'right here' | Hankyung Best Analyst Strategy | Choi Go-woon, Research Fellow at Korea Investment & Securities
7d -13.9% ✗30d in 15d90d in 75d
연중 최저 향하는 방산주...10월은 매수 타이밍인가ㅣ양승윤 유진투자증권 연구위원
Defense stocks heading for their yearly low...is October the time to buy? | Yang Seung-yun, Research Fellow at Eugene Investment & Securities
7d -3.9% ✗30d in 15d90d in 75d
삼성전자 지금 팔 때 아니다"...10월 29일이 진짜 승부처 | 김대준 한국투자증권 투자전략팀장
"Now is not the time to sell Samsung Electronics"...October 29 is the real showdown | Kim Dae-jun, Head of Investment Strategy Team, Korea Investment & Securities
7d -20.4% ✗30d in 14d90d in 74d
삼성전자 지금 팔 때 아니다"...10월 29일이 진짜 승부처 | 김대준 한국투자증권 투자전략팀장
"Now is not the time to sell Samsung Electronics"...October 29 is the real showdown | Kim Dae-jun, Head of Investment Strategy Team, Korea Investment & Securities
7d -13.0% ✗30d in 14d90d in 74d
삼전 영업익 107.4조 최대 실적에도 외인·기관 매도에 코스피 6,625선 급락! LG엔솔 어닝 서프라이즈에 2차전지 급등 vs 펩트론 기술평가 종료에 바이오 폭락 l 워룸 2부
Even with Samsung's record 107.4 trillion operating profit, foreign and institutional selling sends KOSPI plunging to the 6,625 level! LG Energy Solution earnings surprise sends secondary batteries surging vs Peptron's technology evaluation ending sends bio crashing l War Room Part 2
7d -16.2% ✓30d in 11d90d in 71d
삼전 영업익 107.4조 최대 실적에도 외인·기관 매도에 코스피 6,625선 급락! LG엔솔 어닝 서프라이즈에 2차전지 급등 vs 펩트론 기술평가 종료에 바이오 폭락 l 워룸 2부
Even with Samsung's record 107.4 trillion operating profit, foreign and institutional selling sends KOSPI plunging to the 6,625 level! LG Energy Solution earnings surprise sends secondary batteries surging vs Peptron's technology evaluation ending sends bio crashing l War Room Part 2
7d -7.5% ✗30d in 11d90d in 71d
삼성SDI가 앞당긴 전고체 시대배터리 판도 바꿀 수혜주는?ㅣ이동근 (주)지이인베스트먼트 대표·박윤진 | JPK컴퍼니 대표ㅣ 더 워룸
The all-solid-state era Samsung SDI pulled forward — which beneficiary stocks will change the battery landscape? | Lee Dong-geun, CEO of GE Investment Co., Ltd. · Park Yoon-jin, CEO of JPK Company | The War Room
7d +3.6% ✓30d in 11d90d in 71d
삼전 영업익 107.4조 최대 실적에도 외인·기관 매도에 코스피 6,625선 급락! LG엔솔 어닝 서프라이즈에 2차전지 급등 vs 펩트론 기술평가 종료에 바이오 폭락 l 워룸 2부
Even with Samsung's record 107.4 trillion operating profit, foreign and institutional selling sends KOSPI plunging to the 6,625 level! LG Energy Solution earnings surprise sends secondary batteries surging vs Peptron's technology evaluation ending sends bio crashing l War Room Part 2
7d +2.6% ✓30d in 11d90d in 71d
[집중 분석] 코스닥 상승 '3가지 조건' 충족...연말까지 봐야 할 종목은｜나승두 SK증권 스몰캡 연구위원
[In-Depth Analysis] KOSDAQ Meets the 'Three Conditions' for a Rally... Which Stocks to Watch Through Year-End｜Na Seung-du, Small Cap Research Fellow, SK Securities
7d +1.6% ✓30d in 11d90d in 71d
[집중 분석] 코스닥 상승 '3가지 조건' 충족...연말까지 봐야 할 종목은｜나승두 SK증권 스몰캡 연구위원
[In-Depth Analysis] KOSDAQ Meets the 'Three Conditions' for a Rally... Which Stocks to Watch Through Year-End｜Na Seung-du, Small Cap Research Fellow, SK Securities
7d -7.4% ✗30d in 11d90d in 71d
[투자 전략] ETF 리밸런싱 수급 vs 실적 호조 '힘겨루기'...삼성전자 더 빠질까｜정경민｜허반석
[Investment Strategy] ETF rebalancing flows vs. strong earnings, a 'tug of war'...Will Samsung Electronics fall further?｜Jung Kyung-min｜Heo Ban-seok
7d -8.1% ✓30d in 11d90d in 71d
삼성전자, 국내 기업 '첫 100조 시대' 열었다…그럼에도 오늘 삼전보다 뜨거웠던 '이 종목'ㅣ종목쇼ㅣ261008 #삼성전자역대실적 #옵션만기일 #FOMC의사록
Samsung Electronics opened the 'first 100 trillion era' for a Korean company…and yet 'this stock' was hotter than Samsung todayㅣStock Showㅣ261008 #SamsungElectronicsrecordearnings #optionsexpiry #FOMCminutes
7d -2.8% ✗30d in 11d90d in 71d
삼성전자, 국내 기업 '첫 100조 시대' 열었다…그럼에도 오늘 삼전보다 뜨거웠던 '이 종목'ㅣ종목쇼ㅣ261008 #삼성전자역대실적 #옵션만기일 #FOMC의사록
Samsung Electronics opened the 'first 100 trillion era' for a Korean company…and yet 'this stock' was hotter than Samsung todayㅣStock Showㅣ261008 #SamsungElectronicsrecordearnings #optionsexpiry #FOMCminutes
7d +15.1% ✓30d in 11d90d in 71d
삼성전자, 국내 기업 '첫 100조 시대' 열었다…그럼에도 오늘 삼전보다 뜨거웠던 '이 종목'ㅣ종목쇼ㅣ261008 #삼성전자역대실적 #옵션만기일 #FOMC의사록
Samsung Electronics opened the 'first 100 trillion era' for a Korean company…and yet 'this stock' was hotter than Samsung todayㅣStock Showㅣ261008 #SamsungElectronicsrecordearnings #optionsexpiry #FOMCminutes
7d -7.8% ✗30d in 11d90d in 71d
삼성전자, 국내 기업 '첫 100조 시대' 열었다…그럼에도 오늘 삼전보다 뜨거웠던 '이 종목'ㅣ종목쇼ㅣ261008 #삼성전자역대실적 #옵션만기일 #FOMC의사록
Samsung Electronics opened the 'first 100 trillion era' for a Korean company…and yet 'this stock' was hotter than Samsung todayㅣStock Showㅣ261008 #SamsungElectronicsrecordearnings #optionsexpiry #FOMCminutes
7d -23.3% ✗30d in 11d90d in 71d
우주로 중장기 성장성 확보... 한화시스템 이익 레벨업 | 이재규 SK증권 WM 1영업본부 차장ㅣ김치형 앵커
Securing mid-to-long-term growth through space... Hanwha Systems levels up earnings | Lee Jae-gyu, Deputy General Manager, WM Division 1, SK Securities | Anchor Kim Chi-hyung
7d +5.2% ✓30d in 11d90d in 71d
[집중 분석] 코스닥 상승 '3가지 조건' 충족...연말까지 봐야 할 종목은｜나승두 SK증권 스몰캡 연구위원
[In-Depth Analysis] KOSDAQ Meets the 'Three Conditions' for a Rally... Which Stocks to Watch Through Year-End｜Na Seung-du, Small Cap Research Fellow, SK Securities
7d -3.9% ✗30d in 11d90d in 71d
미국 증시 최고치에도 7천선 밑 답답한 코스피! 9월 수출 신기록에 화장품주 일제히 반등 vs 누리호 5차 발사 성공에도 재료 소멸에 우주항공주 급락 l 현상준·안인기·이영노
KOSPI stuck below 7,000 even as US stocks hit record highs! Cosmetics stocks rebound across the board on record September exports vs aerospace stocks plunge as the catalyst fades despite the successful 5th Nuri launch l Hyun Sang-jun·An In-gi·Lee Yeong-no
7d -10.3% ✗30d in 10d90d in 70d
미국 증시 최고치에도 7천선 밑 답답한 코스피! 9월 수출 신기록에 화장품주 일제히 반등 vs 누리호 5차 발사 성공에도 재료 소멸에 우주항공주 급락 l 현상준·안인기·이영노
KOSPI stuck below 7,000 even as US stocks hit record highs! Cosmetics stocks rebound across the board on record September exports vs aerospace stocks plunge as the catalyst fades despite the successful 5th Nuri launch l Hyun Sang-jun·An In-gi·Lee Yeong-no
7d -6.3% ✗30d in 10d90d in 70d
삼성전자 '잠정실적 발표' 하루 앞두고 주주들 긴장…변동성 장세 전망, 대응전략은 이렇게ㅣ종목쇼ㅣ261007 #삼성전자실적발표 #코스닥반도체 #화장품관련주
Samsung Electronics shareholders on edge one day before the 'preliminary earnings announcement'… volatile market expected, here's how to respond | Stock Show | 261007 #SamsungElectronicsEarnings #KosdaqSemiconductors #CosmeticsRelatedStocks
7d -11.8% ✗30d in 10d90d in 70d
삼성전자 '잠정실적 발표' 하루 앞두고 주주들 긴장…변동성 장세 전망, 대응전략은 이렇게ㅣ종목쇼ㅣ261007 #삼성전자실적발표 #코스닥반도체 #화장품관련주
Samsung Electronics shareholders on edge one day before the 'preliminary earnings announcement'… volatile market expected, here's how to respond | Stock Show | 261007 #SamsungElectronicsEarnings #KosdaqSemiconductors #CosmeticsRelatedStocks
7d -13.5% ✗30d in 10d90d in 70d
삼성전자 '잠정실적 발표' 하루 앞두고 주주들 긴장…변동성 장세 전망, 대응전략은 이렇게ㅣ종목쇼ㅣ261007 #삼성전자실적발표 #코스닥반도체 #화장품관련주
Samsung Electronics shareholders on edge one day before the 'preliminary earnings announcement'… volatile market expected, here's how to respond | Stock Show | 261007 #SamsungElectronicsEarnings #KosdaqSemiconductors #CosmeticsRelatedStocks
7d -7.9% ✗30d in 10d90d in 70d
반도체 슈퍼사이클 다시 시작되나1년 뒤 웃을 종목은?ㅣ최수창 엠디컨설팅 대표·김용덕 상한사령부 대표ㅣ 더 워룸
Is the semiconductor supercycle starting again? Which stocks will be smiling a year from now?ㅣChoi Su-chang, CEO of MD Consulting·Kim Yong-deok, CEO of Upper-Limit HeadquartersㅣThe War Room
7d -2.8% ✗30d in 10d90d in 70d
미국 증시 최고치에도 7천선 밑 답답한 코스피! 9월 수출 신기록에 화장품주 일제히 반등 vs 누리호 5차 발사 성공에도 재료 소멸에 우주항공주 급락 l 현상준·안인기·이영노
KOSPI stuck below 7,000 even as US stocks hit record highs! Cosmetics stocks rebound across the board on record September exports vs aerospace stocks plunge as the catalyst fades despite the successful 5th Nuri launch l Hyun Sang-jun·An In-gi·Lee Yeong-no
7d -10.3% ✗30d in 10d90d in 70d
[투자 전략] 내일 중요 이벤트 몰렸다...일단 쉬고 기판·ESS 살까요?｜이동근｜유호성
[Investment Strategy] Important events are all packed into tomorrow...Should we rest for now and buy substrates and ESS?｜Lee Dong-geun｜Yoo Ho-sung
7d -23.5% ✓30d in 10d90d in 70d
미국은 신고가인데 왜 우리만 밀릴까요?” 삼성전자 실적이 흐름을 바꿀까 l 신중호 l 이재규 l 김준우
"The U.S. is at record highs — why is only our market sliding?" Will Samsung Electronics' earnings change the trend? l Shin Jung-ho l Lee Jae-gyu l Kim Jun-woo
7d +15.9% ✓30d in 10d90d in 70d
코스닥 40% 반등은 시작일 뿐...4분기 돈 몰릴 곳은 ‘여기’ | 한경 베스트 애널리스트 전략 | 최승환 신한투자증권 혁신성장팀 팀장
KOSDAQ's 40% rebound is only the beginning... where the money will flow in Q4 is 'right here' | Korea Economic Daily Best Analyst Strategy | Choi Seung-hwan, Head of Innovation Growth Team, Shinhan Investment
7d -22.7% ✗30d in 10d90d in 70d
[Ep 4-2] 실적은 대박인데 아직 안가는 해운·방산·유통 #HMM #현대로템 #롯데쇼핑 #SK텔레콤 #삼성전자 │ #하창봉 #신현식 │ #노킹온헤븐스도어
[Ep 4-2] Shipping, defense and retail whose earnings are a smash hit but that haven't moved yet #HMM #HyundaiRotem #LotteShopping #SKTelecom #SamsungElectronics │ #HaChangbong #ShinHyunsik │ #KnockinOnHeavensDoor
7d -12.7% ✗30d in 10d90d in 70d
[Ep 4-2] 실적은 대박인데 아직 안가는 해운·방산·유통 #HMM #현대로템 #롯데쇼핑 #SK텔레콤 #삼성전자 │ #하창봉 #신현식 │ #노킹온헤븐스도어
[Ep 4-2] Shipping, defense and retail whose earnings are a smash hit but that haven't moved yet #HMM #HyundaiRotem #LotteShopping #SKTelecom #SamsungElectronics │ #HaChangbong #ShinHyunsik │ #KnockinOnHeavensDoor
7d +11.5% ✓30d in 10d90d in 70d
[투자 전략] 내일 중요 이벤트 몰렸다...일단 쉬고 기판·ESS 살까요?｜이동근｜유호성
[Investment Strategy] Important events are all packed into tomorrow...Should we rest for now and buy substrates and ESS?｜Lee Dong-geun｜Yoo Ho-sung
7d -20.4% ✗30d in 10d90d in 70d
화장품주 "저가 매수기회"... 수출 신기록에 목표가 잇단 상향 | 박정언 캐스터
Cosmetics Stocks "A Bargain-Buying Opportunity"... Target Prices Raised One After Another on Record Exports | Caster Park Jeong-eon
7d -7.5% ✗30d in 10d90d in 70d
삼전닉스, 실적 발표 앞두고 짙어진 관망세에 '숨고르기'…반면 코스닥 반도체 '이 종목' 날았다ㅣ종목쇼ㅣ261006 #삼성전기급등 #반도체소부장 #MLCC관련주
Samsung-Hynix take a breather as wait-and-see deepens ahead of earnings…meanwhile 'this stock' in KOSDAQ semiconductors flewㅣStock Showㅣ261006 #SamsungElectroMechanicssurge #semiconductormaterialspartsequipment #MLCCrelatedstocks
7d -9.3% ✗30d in 9d90d in 69d
삼전닉스, 실적 발표 앞두고 짙어진 관망세에 '숨고르기'…반면 코스닥 반도체 '이 종목' 날았다ㅣ종목쇼ㅣ261006 #삼성전기급등 #반도체소부장 #MLCC관련주
Samsung-Hynix take a breather as wait-and-see deepens ahead of earnings…meanwhile 'this stock' in KOSDAQ semiconductors flewㅣStock Showㅣ261006 #SamsungElectroMechanicssurge #semiconductormaterialspartsequipment #MLCCrelatedstocks
7d -2.3% ✗30d in 9d90d in 69d
900선 탈환한 코스닥상승세 이어갈 종목은 어디?ㅣ강준혁 한국경제연구소 대표 · 나현후 현명투자연구소 대표ㅣ 더 워룸
KOSDAQ has retaken the 900 line — which stocks will carry the rally on? | Kang Jun-hyuk, CEO of the Korea Economic Research Institute · Na Hyun-hoo, CEO of the Hyeonmyeong Investment Research Institute | The War Room
7d -18.0% ✗30d in 9d90d in 69d
삼전의 딜레마 '최대실적 vs. 자사주 매입종료'ㅣ코스피 해뜰날 '언제'?ㅣ2차전지·반도체 소부장 '대약진'의 날 l 한밤의 증시포차
Samsung Electronics' dilemma: 'record earnings vs. end of share buyback' | 'When' will the KOSPI's sunny day come? | The day of secondary batteries and semiconductor materials-parts-equipment's 'great leap' | Midnight Stock Market Pocha
7d -3.9% ✗30d in 9d90d in 69d
삼전닉스, 실적 발표 앞두고 짙어진 관망세에 '숨고르기'…반면 코스닥 반도체 '이 종목' 날았다ㅣ종목쇼ㅣ261006 #삼성전기급등 #반도체소부장 #MLCC관련주
Samsung-Hynix take a breather as wait-and-see deepens ahead of earnings…meanwhile 'this stock' in KOSDAQ semiconductors flewㅣStock Showㅣ261006 #SamsungElectroMechanicssurge #semiconductormaterialspartsequipment #MLCCrelatedstocks
7d -16.4% ✗30d in 9d90d in 69d
삼전닉스, 실적 발표 앞두고 짙어진 관망세에 '숨고르기'…반면 코스닥 반도체 '이 종목' 날았다ㅣ종목쇼ㅣ261006 #삼성전기급등 #반도체소부장 #MLCC관련주
Samsung-Hynix take a breather as wait-and-see deepens ahead of earnings…meanwhile 'this stock' in KOSDAQ semiconductors flewㅣStock Showㅣ261006 #SamsungElectroMechanicssurge #semiconductormaterialspartsequipment #MLCCrelatedstocks
7d -7.8% ✗30d in 9d90d in 69d
삼전의 딜레마 '최대실적 vs. 자사주 매입종료'ㅣ코스피 해뜰날 '언제'?ㅣ2차전지·반도체 소부장 '대약진'의 날 l 한밤의 증시포차
Samsung Electronics' dilemma: 'record earnings vs. end of share buyback' | 'When' will the KOSPI's sunny day come? | The day of secondary batteries and semiconductor materials-parts-equipment's 'great leap' | Midnight Stock Market Pocha
7d -2.0% ✗30d in 9d90d in 69d
삼전 자사주 매입 종료...주가에 악재일까?ㅣ유성만 리딩투자증권 리서치센터장
Samsung's share buyback has ended...is it bad news for the stock?ㅣYoo Sung-man, Head of Leading Investment & Securities Research Center
7d -2.0% ✗30d in 8d90d in 68d
전자닉스 팔고 소부장? 순환매 대응전략 '이렇게' (이창환 iM증권 서울금융센터 이사, 황유현 신한투자증권 PB팀장)
Sell Samsung-Hynix and buy materials-parts-equipment? Sector-rotation strategy 'like this' (Lee Chang-hwan, Director of iM Securities Seoul Financial Center; Hwang Yu-hyeon, Head of Shinhan Investment PB Team)
7d -8.4% ✗30d in 8d90d in 68d
삼성전자, 자사주 매입 목표치 달성…그럼에도 끝나지 않은 '호재'ㅣ종목쇼ㅣ261002 #삼성전자 #반도체 #자사주
Samsung Electronics hits its share buyback target…and yet the 'good news' isn't overｌStock ShowｌStock Show 261002 #SamsungElectronics #semiconductor #treasuryshares
7d -7.9% ✗30d in 5d90d in 65d
5일 만에 7,003선 탈환! 스페이스X 도킹 & 누리호 5차 기대에 우주항공주 폭등 vs 원화 강세 역풍에 화장품주 급락 l 전태진·김우식·황대근 l 더 워룸 2부
Retakes the 7,003 Line in Just 5 Days! Aerospace Stocks Soar on SpaceX Docking & Hopes for Nuri's 5th Launch vs Cosmetics Stocks Plunge on the Strong-Won Headwind l Jeon Tae-jin·Kim Woo-sik·Hwang Dae-geun l The War Room Part 2
7d -18.1% ✗30d in 5d90d in 65d
국채금리 4%대 아니면 주식 절대 담지 마세요ㅣ신중호 LS증권 리서치센터장
If government bond yields aren't in the 4% range, absolutely do not buy stocksㅣShin Jung-ho, Head of LS Securities Research Center
7d -5.8% ✗30d in 5d90d in 65d
美 선거 후 공습설과 항모·병력 급파... 중동발 고유가에 몸값 뛴 K-정유 | 박정언 캐스터
Talk of air strikes after the US election, plus the rushed deployment of carriers and troops... K-refiners whose value jumped on high oil prices from the Middle East | Caster Park Jeong-eon
7d -3.8% ✗30d in 5d90d in 65d
美 선거 후 공습설과 항모·병력 급파... 중동발 고유가에 몸값 뛴 K-정유 | 박정언 캐스터
Talk of air strikes after the US election, plus the rushed deployment of carriers and troops... K-refiners whose value jumped on high oil prices from the Middle East | Caster Park Jeong-eon
7d -3.3% ✗30d in 5d90d in 65d
마이크론 훈풍에 반도체株 날았다…남 몰래 웃고 있는 이 '종목'ㅣ종목쇼ㅣ261001 #반도체 #마이크론 #어보브반도체
Semiconductor stocks soared on the Micron tailwind… This 'stock' that's smiling in secretㅣStock ShowㅣWon 261001 #Semiconductor #Micron #AboveSemiconductor
7d -6.8% ✗30d in 4d90d in 64d
마이크론 훈풍에 반도체株 날았다…남 몰래 웃고 있는 이 '종목'ㅣ종목쇼ㅣ261001 #반도체 #마이크론 #어보브반도체
Semiconductor stocks soared on the Micron tailwind… This 'stock' that's smiling in secretㅣStock ShowㅣWon 261001 #Semiconductor #Micron #AboveSemiconductor
7d -5.0% ✗30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d -7.7% ✗30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d +2.7% ✓30d in 4d90d in 64d
코스닥 10월부터 대반전! "주도주 '이 순서'로 뜹니다" | 박세익 체슬리투자자문 대표
KOSDAQ's big turnaround starts in October! "The leading stocks will rise in 'this order'" | Park Se-ik, CEO of Chesley Investment Advisory
7d -8.2% ✗30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d -17.1% ✗30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d -5.6% ✗30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d -7.6% ✗30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d +0.4% ✓30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d +0.7% ✓30d in 4d90d in 64d
에너지 수송 선사로의 전환... VLCC 역대급 계약 팬오션 | 이재규 SK증권 WM 1영업본부 차장ㅣ김치형 앵커
Transition into an energy transport shipping line... Pan Ocean with a record-breaking VLCC contract | Lee Jae-gyu, Deputy General Manager of SK Securities WM Sales Division 1 | Anchor Kim Chi-hyung
7d +3.4% ✓30d in 4d90d in 64d
마이크론 실적이 던진 신호…삼전·SK닉스 넘어 소부장도 주목ㅣ최보영 교보증권 연구위원
The signal thrown out by Micron's earnings… beyond Samsung Electronics and SK Hynix, materials-parts-equipment also in focus | Choi Bo-young, Research Fellow, Kyobo Securities
7d -3.8% ✗30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d -11.3% ✗30d in 4d90d in 64d
코스닥 10월부터 대반전! "주도주 '이 순서'로 뜹니다" | 박세익 체슬리투자자문 대표
KOSDAQ's big turnaround starts in October! "The leading stocks will rise in 'this order'" | Park Se-ik, CEO of Chesley Investment Advisory
7d -5.9% ✗30d in 4d90d in 64d
마이크론 서프라이즈에 코스닥 4.48% 폭등·코스피 6,971선 급반등! HBM 2배 폭등 기대에 소부장 랠리 & 바이오 단체 폭등 l 허반석·김동엽·서용원 l 더 워룸 2부
On Micron's surprise, KOSDAQ explodes 4.48% and KOSPI rebounds sharply to the 6,971 level! On hopes of HBM doubling, a materials-parts-equipment rally & bio stocks explode across the board l Heo Ban-seok, Kim Dong-yeop, Seo Yong-won l The War Room Part 2
7d -10.8% ✗30d in 4d90d in 64d
금융주, 예대마진은 좋은데...왜 주가는 못 오르나ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Financial stocks: the net interest margin is good, so... why can't the share price rise? | Han Min-yeop, deputy head of Yeouido WM Center, Eugene Investment & Securities
7d +11.4% ✓30d in 3d90d in 63d
마이크론 실적 임박, 6,830선 공방! AI 투자 기대에 SK하이닉스·장비주 반등 vs 의료AI 차익실현 l 현상준·안인기·김종문 l 더 워룸 2부
Micron earnings imminent, battle at the 6,830 line! SK Hynix and equipment stocks rebound on AI investment hopes vs. profit-taking in medical AI l Hyun Sang-jun · Ahn In-gi · Kim Jong-mun l The War Room Part 2
7d -4.8% ✓30d in 3d90d in 63d
외국인 21조 매도...한국 증시 떠난 게 아니다ㅣ안정진 삼성자산운용 ETF컨설팅팀 팀장
Foreigners sold 21 trillion won... they haven't left the Korean marketㅣAhn Jeong-jin, head of the ETF consulting team at Samsung Asset Management
7d -7.3% ✗30d in 3d90d in 63d
내년 HBM 평균가격 121% 뛴다…결국 반도체가 웃을 수밖에 없는 이유ㅣ종목쇼ㅣ260930 #마이크론실적발표 #PCE물가지수 #sk하이닉스
Next year's average HBM price jumps 121%… why semiconductors are bound to have the last laughㅣStock ShowㅣMicron earnings announcement #PCEpriceindex #skhynix
7d -1.6% ✗30d in 3d90d in 63d
유통주 하락, 과도한 우려였다"...4분기 반등할 ‘이 종목’ | 한경 베스트 애널리스트 전략 | 주영훈 NH투자증권 연구위원
"The drop in retail stocks was an excessive worry"...'this stock' set to rebound in Q4 | Hankyung Best Analyst Strategy | Joo Young-hoon, Research Fellow at NH Investment & Securities
7d -3.5% ✗30d in 3d90d in 63d
내년 HBM 평균가격 121% 뛴다…결국 반도체가 웃을 수밖에 없는 이유ㅣ종목쇼ㅣ260930 #마이크론실적발표 #PCE물가지수 #sk하이닉스
Next year's average HBM price jumps 121%… why semiconductors are bound to have the last laughㅣStock ShowㅣMicron earnings announcement #PCEpriceindex #skhynix
7d +12.4% ✓30d in 3d90d in 63d
삼성전자 SK하이닉스만 보면 손해입니다, 더 오를 종목은 '여기' (황유현 신한투자증권 PB팀장, 박지훈 NH투자증권 자산관리컨설팅 부장)
Looking only at Samsung Electronics and SK Hynix means losses — the stocks that will rise more are 'here' (Hwang Yu-hyeon, Shinhan Investment PB team leader; Park Ji-hoon, NH Investment & Securities wealth management consulting director)
7d +8.7% ✓30d in 3d90d in 63d
마이크론 실적 임박, 6,830선 공방! AI 투자 기대에 SK하이닉스·장비주 반등 vs 의료AI 차익실현 l 현상준·안인기·김종문 l 더 워룸 2부
Micron earnings imminent, battle at the 6,830 line! SK Hynix and equipment stocks rebound on AI investment hopes vs. profit-taking in medical AI l Hyun Sang-jun · Ahn In-gi · Kim Jong-mun l The War Room Part 2
7d -9.1% ✓30d in 3d90d in 63d
마이크론 실적 임박, 6,830선 공방! AI 투자 기대에 SK하이닉스·장비주 반등 vs 의료AI 차익실현 l 현상준·안인기·김종문 l 더 워룸 2부
Micron earnings imminent, battle at the 6,830 line! SK Hynix and equipment stocks rebound on AI investment hopes vs. profit-taking in medical AI l Hyun Sang-jun · Ahn In-gi · Kim Jong-mun l The War Room Part 2
7d -4.8% ✓30d in 3d90d in 63d
마이크론 실적 임박, 6,830선 공방! AI 투자 기대에 SK하이닉스·장비주 반등 vs 의료AI 차익실현 l 현상준·안인기·김종문 l 더 워룸 2부
Micron earnings imminent, battle at the 6,830 line! SK Hynix and equipment stocks rebound on AI investment hopes vs. profit-taking in medical AI l Hyun Sang-jun · Ahn In-gi · Kim Jong-mun l The War Room Part 2
7d +2.4% ✗30d in 3d90d in 63d
반도체주 답답하다고요? "더 안떨어집니다"ㅣ윤정식 바로자산운용 상무
Frustrated with semiconductor stocks? "They won't fall any further" | Yoon Jung-sik, Baro Asset Management Managing Director
7d -2.5% ✗30d in 3d90d in 63d
유통주 하락, 과도한 우려였다"...4분기 반등할 ‘이 종목’ | 한경 베스트 애널리스트 전략 | 주영훈 NH투자증권 연구위원
"The drop in retail stocks was an excessive worry"...'this stock' set to rebound in Q4 | Hankyung Best Analyst Strategy | Joo Young-hoon, Research Fellow at NH Investment & Securities
7d -8.4% ✗30d in 3d90d in 63d
추석 후 증시 10번 중 7번 상승... 증권가 "코스피 낙관론 유효" | 박정언 캐스터
Stocks rose 7 out of 10 times after Chuseok... Brokerages say "the optimistic case for KOSPI still holds" | Caster Park Jeong-eon
7d -11.2% ✗30d in 3d90d in 63d
엔비디아 Vera CPU 생산...'이 종목' 주목!!!ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Nvidia's Vera CPU production... watch 'this stock'!!!ㅣHan Min-yeop, deputy head of the Yeouido WM Center at Eugene Investment & Securities
7d +11.4% ✓30d in 3d90d in 63d
삼성전자 SK하이닉스만 보면 손해입니다, 더 오를 종목은 '여기' (황유현 신한투자증권 PB팀장, 박지훈 NH투자증권 자산관리컨설팅 부장)
Looking only at Samsung Electronics and SK Hynix means losses — the stocks that will rise more are 'here' (Hwang Yu-hyeon, Shinhan Investment PB team leader; Park Ji-hoon, NH Investment & Securities wealth management consulting director)
7d -1.0% ✓30d in 3d90d in 63d
추석 후 증시 10번 중 7번 상승... 증권가 "코스피 낙관론 유효" | 박정언 캐스터
Stocks rose 7 out of 10 times after Chuseok... Brokerages say "the optimistic case for KOSPI still holds" | Caster Park Jeong-eon
7d -15.4% ✗30d in 3d90d in 63d
반도체주 답답하다고요? "더 안떨어집니다"ㅣ윤정식 바로자산운용 상무
Frustrated with semiconductor stocks? "They won't fall any further" | Yoon Jung-sik, Baro Asset Management Managing Director
7d -10.4% ✗30d in 3d90d in 63d
美 연비규제 완화·원가 부담...현대차·기아 주가 향방은?ㅣ박광래 신한투자증권 연구위원
US fuel-economy regulation eased, cost burden... Where are Hyundai Motor and Kia shares headed?ㅣPark Gwang-rae, Research Fellow, Shinhan Investment Securities
7d -5.7% ✗30d in 3d90d in 63d
마이크론 실적 임박, 6,830선 공방! AI 투자 기대에 SK하이닉스·장비주 반등 vs 의료AI 차익실현 l 현상준·안인기·김종문 l 더 워룸 2부
Micron earnings imminent, battle at the 6,830 line! SK Hynix and equipment stocks rebound on AI investment hopes vs. profit-taking in medical AI l Hyun Sang-jun · Ahn In-gi · Kim Jong-mun l The War Room Part 2
7d -2.2% ✗30d in 3d90d in 63d
셀코리아...원인은 멀티플? 10월 어닝시즌 바꿀 종목ㅣ이정욱 타임폴리오자산운용 ETF컨설팅본부 부장
Sell Korea... is the cause multiples? The stocks that will change the October earnings seasonㅣLee Jeong-wook, director of the ETF consulting division at Timefolio Asset Management
7d -10.0% ✗30d in 3d90d in 63d
마이크론 실적 임박, 6,830선 공방! AI 투자 기대에 SK하이닉스·장비주 반등 vs 의료AI 차익실현 l 현상준·안인기·김종문 l 더 워룸 2부
Micron earnings imminent, battle at the 6,830 line! SK Hynix and equipment stocks rebound on AI investment hopes vs. profit-taking in medical AI l Hyun Sang-jun · Ahn In-gi · Kim Jong-mun l The War Room Part 2
7d -6.4% ✗30d in 3d90d in 63d
기관은 벌써 움직였다? 다음 주도주는 '여기' (이완수 그레너리투자자문 대표, 이상연 신영증권 연구원)
Institutions have already moved? The next leading stock is 'here' (Lee Wan-soo, CEO of Greenery Investment Advisory; Lee Sang-yeon, analyst at Shinyoung Securities)
7d +9.5% ✓30d in 2d90d in 62d
美 정책 변화가 만든 새로운 기회태양광·금융·보험 유망주는?ㅣ임주아 엘리고스인베트먼트 대표·전태룡 (주)퀀트홀딩스 센터장ㅣ 더 워룸
New Opportunities Created by US Policy Change — Which Solar, Finance and Insurance Stocks Are Promising? ㅣ Lim Ju-a, CEO of Eligos Investment · Jeon Tae-ryong, Head of Quant Holdings Inc. ㅣ The War Room
7d -2.1% ✗30d in 1d90d in 61d
[투자 전략]"흔들려도 반도체" vs "지금은 우주 트레이딩"｜박건희｜허반석
[Investment Strategy] "Semiconductors Even If They Wobble" vs "Right Now It's Space Trading"｜Park Gun-hee｜Heo Ban-seok
7d +18.1% ✓30d in 1d90d in 61d
삼성전자 30조 역대급 배당 오늘이 막차 탑승 기회”…이후 코스피 향방은 '여기'에 달렸다ㅣ종목쇼ㅣ260928 #삼성전자특별배당 #이차전지 #바이오관련주
"Samsung Electronics' record 30 trillion dividend — today is the last chance to get on board"…After that, the KOSPI's direction depends on 'this' | Stock Show | 260928 #SamsungElectronicsSpecialDividend #SecondaryBatteries #BioRelatedStocks
7d +7.1% ✓30d in 1d90d in 61d
전세계가 무기·탄약 부족...중동 방공망에도 K-방산 기대ㅣ서재호 DB증권 연구원
The whole world is short of weapons and ammunition... K-defense hopes for Middle East air defense networks tooㅣSeo Jae-ho, analyst at DB Securities
7d +3.7% ✓30d in 1d90d in 61d
삼성전자 30조 역대급 배당 오늘이 막차 탑승 기회”…이후 코스피 향방은 '여기'에 달렸다ㅣ종목쇼ㅣ260928 #삼성전자특별배당 #이차전지 #바이오관련주
"Samsung Electronics' record 30 trillion dividend — today is the last chance to get on board"…After that, the KOSPI's direction depends on 'this' | Stock Show | 260928 #SamsungElectronicsSpecialDividend #SecondaryBatteries #BioRelatedStocks
7d +7.5% ✓30d in 1d90d in 61d
삼전·닉스 이렇게 빠져도 괜찮을까요?” 특별배당·마이크론 이후 반등 조건은 l 한지영 l 황유현 l 이화진
"Is it okay for Samsung Electronics and Hynix to fall this much?" The conditions for a rebound after the special dividend and Micron l Han Ji-young l Hwang Yu-hyun l Lee Hwa-jin
7d +0.4% ✗30d in 1d90d in 61d
삼성전자 30조 역대급 배당 오늘이 막차 탑승 기회”…이후 코스피 향방은 '여기'에 달렸다ㅣ종목쇼ㅣ260928 #삼성전자특별배당 #이차전지 #바이오관련주
"Samsung Electronics' record 30 trillion dividend — today is the last chance to get on board"…After that, the KOSPI's direction depends on 'this' | Stock Show | 260928 #SamsungElectronicsSpecialDividend #SecondaryBatteries #BioRelatedStocks
7d +8.7% ✓30d in 1d90d in 61d
전세계가 무기·탄약 부족...중동 방공망에도 K-방산 기대ㅣ서재호 DB증권 연구원
The whole world is short of weapons and ammunition... K-defense hopes for Middle East air defense networks tooㅣSeo Jae-ho, analyst at DB Securities
7d +1.1% ✓30d in 1d90d in 61d
시장 최대 변수 "美 중간선거"... 주도주 지도...새판 짜기 시동 | 박정언 캐스터
The Market's Biggest Variable: the "US Midterm Elections"... Map of Leading Stocks... Redrawing the Board Begins | Caster Park Jung-eon
7d +10.9% ✓30d -19.3% ✗90d in 60d
시장 최대 변수 "美 중간선거"... 주도주 지도...새판 짜기 시동 | 박정언 캐스터
The Market's Biggest Variable: the "US Midterm Elections"... Map of Leading Stocks... Redrawing the Board Begins | Caster Park Jung-eon
7d +7.0% ✓30d -20.0% ✗90d in 60d
시장 최대 변수 "美 중간선거"... 주도주 지도...새판 짜기 시동 | 박정언 캐스터
The Market's Biggest Variable: the "US Midterm Elections"... Map of Leading Stocks... Redrawing the Board Begins | Caster Park Jung-eon
7d +18.9% ✓30d -16.5% ✗90d in 60d
시장 최대 변수 "美 중간선거"... 주도주 지도...새판 짜기 시동 | 박정언 캐스터
The Market's Biggest Variable: the "US Midterm Elections"... Map of Leading Stocks... Redrawing the Board Begins | Caster Park Jung-eon
7d +11.4% ✓30d -38.4% ✗90d in 60d
당신의 종목, 안녕한가요? 로봇·바이오·AI전력 다시 뛸 수 있을까요 l 송재호 l 김정기
Your stocks — are they doing all right? Can robots, bio, and AI power run again | Song Jae-ho | Kim Jung-gi
7d +8.4% ✓30d -16.2% ✗90d in 59d
당신의 종목, 안녕한가요? 삼전·닉스·소부장 지금 팔아야 할까요 l 김동엽 l 안인기
Are Your Stocks Doing Okay? Should we sell Samsung Electronics, Hynix and materials-parts-equipment now? l Kim Dong-yeop l Ahn In-gi
7d +3.8% ✗30d -10.2% ✓90d in 59d
당신의 종목, 안녕한가요? 삼전·닉스·소부장 지금 팔아야 할까요 l 김동엽 l 안인기
Are Your Stocks Doing Okay? Should we sell Samsung Electronics, Hynix and materials-parts-equipment now? l Kim Dong-yeop l Ahn In-gi
7d +1.9% ✗30d -10.9% ✓90d in 59d
당신의 종목, 안녕한가요? 삼전·닉스·소부장 지금 팔아야 할까요 l 김동엽 l 안인기
Are Your Stocks Doing Okay? Should we sell Samsung Electronics, Hynix and materials-parts-equipment now? l Kim Dong-yeop l Ahn In-gi
7d +12.2% ✓30d +30.2% ✓90d in 59d
당신의 종목, 안녕한가요? 삼전·닉스·소부장 지금 팔아야 할까요 l 김동엽 l 안인기
Are Your Stocks Doing Okay? Should we sell Samsung Electronics, Hynix and materials-parts-equipment now? l Kim Dong-yeop l Ahn In-gi
7d +1.1% ✓30d -9.5% ✗90d in 59d
당신의 종목, 안녕한가요? 삼전·닉스·소부장 지금 팔아야 할까요 l 김동엽 l 안인기
Are Your Stocks Doing Okay? Should we sell Samsung Electronics, Hynix and materials-parts-equipment now? l Kim Dong-yeop l Ahn In-gi
7d +1.0% ✓30d -19.7% ✗90d in 59d
당신의 종목, 안녕한가요? 삼전·닉스·소부장 지금 팔아야 할까요 l 김동엽 l 안인기
Are Your Stocks Doing Okay? Should we sell Samsung Electronics, Hynix and materials-parts-equipment now? l Kim Dong-yeop l Ahn In-gi
7d +1.7% ✗30d -9.7% ✓90d in 59d
당신의 종목, 안녕한가요? 삼전·닉스·소부장 지금 팔아야 할까요 l 김동엽 l 안인기
Are Your Stocks Doing Okay? Should we sell Samsung Electronics, Hynix and materials-parts-equipment now? l Kim Dong-yeop l Ahn In-gi
7d -1.3% ✓30d +1.1% ✗90d in 59d
美·中 무역 휴전 연장, 나스닥 전고점 돌파｜HBM4 램프업 수혜 피에스케이 vs AI 서버 쇼티지 수혜 삼화콘덴서｜김진아·전태룡·임주아｜추석특집 당신의 종목, 안녕한가요?
U.S.–China trade truce extended, Nasdaq breaks its previous high｜HBM4 ramp-up beneficiary PSK vs AI server shortage beneficiary Samwha Capacitor｜Kim Jin-a·Jeon Tae-ryong·Im Ju-a｜Chuseok Special: Are Your Stocks Doing Okay?
7d +9.2% ✓30d -18.4% ✗90d in 59d
당신의 종목, 안녕한가요? 로봇·바이오·AI전력 다시 뛸 수 있을까요 l 송재호 l 김정기
Your stocks — are they doing all right? Can robots, bio, and AI power run again | Song Jae-ho | Kim Jung-gi
7d +20.6% ✓30d -5.3% ✗90d in 59d
추석 이후 4분기 승부주｜엔비디아 수혜 심텍 vs 저PBR·로보틱스 현대모비스｜최수창·강재현｜추석특집 당신의 종목, 안녕한가요?
PBR 0.7배 수준의 극심한 저평가 구간이며 11월 정부 밸류업 정책 모멘텀, 미국 신공장 가동, 로보틱스 신사업 가치 미반영 등으로 적극적인 비중 확대 및 보유 전략이 유효
7d +1.9% ✓30d -10.9% ✗90d in 59d
당신의 종목, 안녕한가요? 로봇·바이오·AI전력 다시 뛸 수 있을까요 l 송재호 l 김정기
Your stocks — are they doing all right? Can robots, bio, and AI power run again | Song Jae-ho | Kim Jung-gi
7d +8.6% ✓30d -26.3% ✗90d in 59d
당신의 종목, 안녕한가요? 로봇·바이오·AI전력 다시 뛸 수 있을까요 l 송재호 l 김정기
Your stocks — are they doing all right? Can robots, bio, and AI power run again | Song Jae-ho | Kim Jung-gi
7d -0.6% ✗30d -28.2% ✗90d in 59d
당신의 종목, 안녕한가요? 로봇·바이오·AI전력 다시 뛸 수 있을까요 l 송재호 l 김정기
Your stocks — are they doing all right? Can robots, bio, and AI power run again | Song Jae-ho | Kim Jung-gi
7d +25.5% ✓30d -14.3% ✗90d in 59d
삼성전자 역대급 배당 기대감에 추석 전 13% 급등…배당 전 최종 매수일 앞두고 연휴 이후 상승세 이어가나ㅣ종목쇼ㅣ260923 #미중정상회담 #삼성전자배당 #반도체훈풍
Samsung Electronics jumps 13% before Chuseok on hopes for a record dividend… With the final buy date before the dividend ahead, will the rally continue after the holiday?ㅣStock ShowㅣJapan 260923 #USChinaSummit #SamsungElectronicsDividend #SemiconductorTailwind
7d +5.3% ✓30d +15.2% ✓90d in 56d
연휴 끝나고 다시 달릴까하반기 주목할 성장 섹터 4가지ㅣ최수창 엠디컨설팅 대표·김용덕 상한사령부 대표ㅣ 더 워룸
Will it run again after the holiday? Four growth sectors to watch in the second halfㅣChoi Su-chang, CEO of MD Consulting; Kim Yong-deok, CEO of Sanghan SamadeungㅣThe War Room
7d +11.8% ✓30d -1.4% ✗90d in 56d
추석 이후 4분기 판을 바꿀 승부주는? 연초 주도주 반도체·전력망·원전 총정리부터 AI 반도체·로봇·미국 주식 4분기 유망 섹터 대공개! l 안인기·김민재·한중연 l 더 워룸 2부
Which winning stocks will change the game in Q4 after Chuseok? From a full rundown of the year's leading sectors — semiconductors, power grids, nuclear — to a grand reveal of Q4's promising sectors: AI semiconductors, robots, US stocks! l Ahn In-gi, Kim Min-jae, Han Jung-yeon l The War Room Part 2
7d -0.4% ✗30d -2.7% ✗90d in 56d
추석 이후 4분기 판을 바꿀 승부주는? 연초 주도주 반도체·전력망·원전 총정리부터 AI 반도체·로봇·미국 주식 4분기 유망 섹터 대공개! l 안인기·김민재·한중연 l 더 워룸 2부
Which winning stocks will change the game in Q4 after Chuseok? From a full rundown of the year's leading sectors — semiconductors, power grids, nuclear — to a grand reveal of Q4's promising sectors: AI semiconductors, robots, US stocks! l Ahn In-gi, Kim Min-jae, Han Jung-yeon l The War Room Part 2
7d -0.5% ✗30d -3.9% ✗90d in 56d
추석 이후 4분기 판을 바꿀 승부주는? 연초 주도주 반도체·전력망·원전 총정리부터 AI 반도체·로봇·미국 주식 4분기 유망 섹터 대공개! l 안인기·김민재·한중연 l 더 워룸 2부
Which winning stocks will change the game in Q4 after Chuseok? From a full rundown of the year's leading sectors — semiconductors, power grids, nuclear — to a grand reveal of Q4's promising sectors: AI semiconductors, robots, US stocks! l Ahn In-gi, Kim Min-jae, Han Jung-yeon l The War Room Part 2
7d +2.7% ✓30d -20.4% ✗90d in 56d
금리 인상기, "방어주로 '이 섹터' 보세요"ㅣ최석원 전 SK증권 미래전략부문 대표
In a rate-hike period, "look at 'this sector' as a defensive play" | Choi Seok-won, former head of Future Strategy Division at SK Securities
7d -5.6% ✗30d -17.6% ✗90d in 56d
추석 이후 4분기 판을 바꿀 승부주는? 연초 주도주 반도체·전력망·원전 총정리부터 AI 반도체·로봇·미국 주식 4분기 유망 섹터 대공개! l 안인기·김민재·한중연 l 더 워룸 2부
Which winning stocks will change the game in Q4 after Chuseok? From a full rundown of the year's leading sectors — semiconductors, power grids, nuclear — to a grand reveal of Q4's promising sectors: AI semiconductors, robots, US stocks! l Ahn In-gi, Kim Min-jae, Han Jung-yeon l The War Room Part 2
7d +14.5% ✓30d -21.5% ✗90d in 56d
홍성 공장 풀가동 4분기 역대급 실적', 이 종목' 보셔야 합니다ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Hongseong Plant at Full Capacity, Record-Breaking Q4 Earnings', You Must Look at This Stock'ㅣHan Min-yeop, Deputy Head of Yeouido WM Center, Eugene Investment & Securities
7d +1.0% ✓30d -33.3% ✗90d in 56d
추석 이후 4분기 판을 바꿀 승부주는? 연초 주도주 반도체·전력망·원전 총정리부터 AI 반도체·로봇·미국 주식 4분기 유망 섹터 대공개! l 안인기·김민재·한중연 l 더 워룸 2부
Which winning stocks will change the game in Q4 after Chuseok? From a full rundown of the year's leading sectors — semiconductors, power grids, nuclear — to a grand reveal of Q4's promising sectors: AI semiconductors, robots, US stocks! l Ahn In-gi, Kim Min-jae, Han Jung-yeon l The War Room Part 2
7d +3.2% ✓30d -15.7% ✗90d in 56d
삼성전자 역대급 배당 기대감에 추석 전 13% 급등…배당 전 최종 매수일 앞두고 연휴 이후 상승세 이어가나ㅣ종목쇼ㅣ260923 #미중정상회담 #삼성전자배당 #반도체훈풍
Samsung Electronics jumps 13% before Chuseok on hopes for a record dividend… With the final buy date before the dividend ahead, will the rally continue after the holiday?ㅣStock ShowㅣJapan 260923 #USChinaSummit #SamsungElectronicsDividend #SemiconductorTailwind
7d +3.8% ✓30d -8.0% ✗90d in 56d
추석 이후 4분기 판을 바꿀 승부주는? 연초 주도주 반도체·전력망·원전 총정리부터 AI 반도체·로봇·미국 주식 4분기 유망 섹터 대공개! l 안인기·김민재·한중연 l 더 워룸 2부
Which winning stocks will change the game in Q4 after Chuseok? From a full rundown of the year's leading sectors — semiconductors, power grids, nuclear — to a grand reveal of Q4's promising sectors: AI semiconductors, robots, US stocks! l Ahn In-gi, Kim Min-jae, Han Jung-yeon l The War Room Part 2
7d +3.2% ✓30d -15.7% ✗90d in 56d
삼전·하이닉스 잘 가는데…지금 더 봐야 할 것은?” l 박현상 l 박진희 l 이화진
"Samsung Electronics and Hynix are doing well…but what should we be watching more now?" l Park Hyun-sang l Park Jin-hee l Lee Hwa-jin
7d -2.7% ✗30d -36.7% ✗90d in 56d
추석 이후 4분기 판을 바꿀 승부주는? 연초 주도주 반도체·전력망·원전 총정리부터 AI 반도체·로봇·미국 주식 4분기 유망 섹터 대공개! l 안인기·김민재·한중연 l 더 워룸 2부
Which winning stocks will change the game in Q4 after Chuseok? From a full rundown of the year's leading sectors — semiconductors, power grids, nuclear — to a grand reveal of Q4's promising sectors: AI semiconductors, robots, US stocks! l Ahn In-gi, Kim Min-jae, Han Jung-yeon l The War Room Part 2
7d +9.9% ✓30d -25.7% ✗90d in 56d
현대차, 절대 주가 기준 40만원은 봐야” #코스피#코스닥
"Hyundai Motor — in absolute share-price terms you have to look at 400,000 won" #KOSPI#KOSDAQ
7d -1.6% ✗30d -18.8% ✗90d in 56d
AI 훈풍에도 '칠천피' 제자리 걸음…추석 이후 급등 나올 종목ㅣ종목쇼ㅣ260922 #메타에이전트확산 #AI반도체 #삼전닉스주가
Even with the AI tailwind, 'KOSPI 7,000' is treading water… stocks that could surge after Chuseok ㅣStock Showㅣ260922 #MetaAgentDiffusion #AIsemiconductor #SamsungHynixSharePrice
7d +0.6% ✓30d -25.2% ✗90d in 55d
나스닥 최고치·코스피 7,170선 돌파 후 7,017선 마감! 메타 뮤즈·FC-BGA 쇼티지에 기판주 폭등 vs 차익실현 화장품주 조정 l 허반석·박우신·황유현 l 더 워룸 2부
Nasdaq at a record high, KOSPI breaks the 7,170 line then closes at the 7,017 line! Substrate stocks surge on Meta Muse and the FC-BGA shortage vs cosmetics stocks pull back on profit-taking l Heo Ban-seok·Park Woo-shin·Hwang Yu-hyeon l The War Room Part 2
7d -2.9% ✓30d -9.6% ✓90d in 55d
AI 다음 투자 키워드 등장밸류 부담 낮은 종목 찾기ㅣ나현후 현명투자연구소 대표·한중연 에스엠티엠컨설팅 대표ㅣ 더 워룸
The next investment keyword after AI has arrived — finding stocks with low valuation burden | Na Hyun-hoo, CEO of Hyeonmyeong Investment Research Institute · Han Jung-yeon, CEO of SMTM Consulting | The War Room
7d -0.4% ✗30d -13.2% ✗90d in 55d
AI 훈풍에도 '칠천피' 제자리 걸음…추석 이후 급등 나올 종목ㅣ종목쇼ㅣ260922 #메타에이전트확산 #AI반도체 #삼전닉스주가
Even with the AI tailwind, 'KOSPI 7,000' is treading water… stocks that could surge after Chuseok ㅣStock Showㅣ260922 #MetaAgentDiffusion #AIsemiconductor #SamsungHynixSharePrice
7d +2.4% ✓30d -34.3% ✗90d in 55d
[Ep 2-2] "삼성·SK하이닉스만 갈까?" 가을 장세 진짜 대장주 #삼성전자 #SK하이닉스 #레인보우로보틱스 #주성엔지니어링 #심텍 │ #하창봉 #신현식 │ #노킹온헤븐스도어
[Ep 2-2] "Will only Samsung and SK Hynix go up?" The real leading stock of the autumn market #SamsungElectronics #SKHynix #RainbowRobotics #JusungEngineering #Simmtech │ #HaChangbong #ShinHyunsik │ #KnockinOnHeavensDoor
7d -3.5% ✗30d -18.6% ✗90d in 55d
삼성 '28만원'이 매물벽? 직접 계산해봤습니다ㅣ정다운 LS증권 수석연구원
Is Samsung's '280,000 won' a wall of sell orders? I calculated it myself | Jung Da-woon, LS Securities Senior Researcher
7d -3.8% ✗30d -27.7% ✗90d in 55d
[Ep 2-2] "삼성·SK하이닉스만 갈까?" 가을 장세 진짜 대장주 #삼성전자 #SK하이닉스 #레인보우로보틱스 #주성엔지니어링 #심텍 │ #하창봉 #신현식 │ #노킹온헤븐스도어
[Ep 2-2] "Will only Samsung and SK Hynix go up?" The real leading stock of the autumn market #SamsungElectronics #SKHynix #RainbowRobotics #JusungEngineering #Simmtech │ #HaChangbong #ShinHyunsik │ #KnockinOnHeavensDoor
7d -2.4% ✓30d -16.4% ✓90d in 55d
AI 다음 투자 키워드 등장밸류 부담 낮은 종목 찾기ㅣ나현후 현명투자연구소 대표·한중연 에스엠티엠컨설팅 대표ㅣ 더 워룸
The next investment keyword after AI has arrived — finding stocks with low valuation burden | Na Hyun-hoo, CEO of Hyeonmyeong Investment Research Institute · Han Jung-yeon, CEO of SMTM Consulting | The War Room
7d +2.0% ✓30d -23.7% ✗90d in 55d
삼성 '28만원'이 매물벽? 직접 계산해봤습니다ㅣ정다운 LS증권 수석연구원
Is Samsung's '280,000 won' a wall of sell orders? I calculated it myself | Jung Da-woon, LS Securities Senior Researcher
7d -3.4% ✓30d -18.3% ✓90d in 55d
나스닥 최고치·코스피 7,170선 돌파 후 7,017선 마감! 메타 뮤즈·FC-BGA 쇼티지에 기판주 폭등 vs 차익실현 화장품주 조정 l 허반석·박우신·황유현 l 더 워룸 2부
Nasdaq at a record high, KOSPI breaks the 7,170 line then closes at the 7,017 line! Substrate stocks surge on Meta Muse and the FC-BGA shortage vs cosmetics stocks pull back on profit-taking l Heo Ban-seok·Park Woo-shin·Hwang Yu-hyeon l The War Room Part 2
7d +14.1% ✓30d +4.2% ✓90d in 55d
나스닥 최고치·코스피 7,170선 돌파 후 7,017선 마감! 메타 뮤즈·FC-BGA 쇼티지에 기판주 폭등 vs 차익실현 화장품주 조정 l 허반석·박우신·황유현 l 더 워룸 2부
Nasdaq at a record high, KOSPI breaks the 7,170 line then closes at the 7,017 line! Substrate stocks surge on Meta Muse and the FC-BGA shortage vs cosmetics stocks pull back on profit-taking l Heo Ban-seok·Park Woo-shin·Hwang Yu-hyeon l The War Room Part 2
7d -1.0% ✗30d -19.8% ✗90d in 55d
중국 철강 감산 본격화...K철강주 실적 개선 시동 | 한경 베스트 애널리스트 전략 | 박성봉 하나증권 연구위원
China's steel production cuts get underway...K-steel stocks' earnings improvement starts up | Hankyung Best Analyst Strategy | Park Sung-bong, Research Fellow, Hana Securities
7d -4.3% ✗30d -9.9% ✗90d in 54d
추석 연휴 앞두고 ‘7천선’ 터치한 코스피…반도체로 번진 매수 온기, 지금 주목할 종목은 '이것'ㅣ종목쇼ㅣ260921 #삼성전자급등 #반도체소부장 #유엔총회
KOSPI touches the '7,000 line' ahead of the Chuseok holiday…buying warmth spreading to semiconductors, the stock to watch now is 'this'ㅣStock Showㅣ260921 #SamsungElectronicsSurge #SemiconductorMaterialsPartsEquipment #UNGeneralAssembly
7d +4.4% ✓30d -27.3% ✗90d in 54d
추석 연휴 앞두고 ‘7천선’ 터치한 코스피…반도체로 번진 매수 온기, 지금 주목할 종목은 '이것'ㅣ종목쇼ㅣ260921 #삼성전자급등 #반도체소부장 #유엔총회
KOSPI touches the '7,000 line' ahead of the Chuseok holiday…buying warmth spreading to semiconductors, the stock to watch now is 'this'ㅣStock Showㅣ260921 #SamsungElectronicsSurge #SemiconductorMaterialsPartsEquipment #UNGeneralAssembly
7d +10.9% ✓30d +1.0% ✓90d in 54d
외인 귀환에 코스피 7,000선 종가 탈환! 골드만 목표가 49만 유지에 반도체주 폭발 vs 고금리·中 공급과잉에 태양광주 급락 l 현상준·김문석·양태원 l 더 워룸 2부
With foreigners returning, KOSPI reclaims the 7,000 line at the close! Semiconductor stocks explode as Goldman keeps its 490,000 won target vs solar stocks plunge on high rates and Chinese oversupply l Hyun Sang-joon·Kim Moon-seok·Yang Tae-won l The War Room Part 2
7d -8.7% ✗30d -16.1% ✗90d in 54d
추석 연휴 앞두고 ‘7천선’ 터치한 코스피…반도체로 번진 매수 온기, 지금 주목할 종목은 '이것'ㅣ종목쇼ㅣ260921 #삼성전자급등 #반도체소부장 #유엔총회
KOSPI touches the '7,000 line' ahead of the Chuseok holiday…buying warmth spreading to semiconductors, the stock to watch now is 'this'ㅣStock Showㅣ260921 #SamsungElectronicsSurge #SemiconductorMaterialsPartsEquipment #UNGeneralAssembly
7d +8.5% ✓30d -6.4% ✗90d in 54d
외인 귀환에 코스피 7,000선 종가 탈환! 골드만 목표가 49만 유지에 반도체주 폭발 vs 고금리·中 공급과잉에 태양광주 급락 l 현상준·김문석·양태원 l 더 워룸 2부
With foreigners returning, KOSPI reclaims the 7,000 line at the close! Semiconductor stocks explode as Goldman keeps its 490,000 won target vs solar stocks plunge on high rates and Chinese oversupply l Hyun Sang-joon·Kim Moon-seok·Yang Tae-won l The War Room Part 2
7d -8.0% ✓30d -29.7% ✓90d in 54d
외인 귀환에 코스피 7,000선 종가 탈환! 골드만 목표가 49만 유지에 반도체주 폭발 vs 고금리·中 공급과잉에 태양광주 급락 l 현상준·김문석·양태원 l 더 워룸 2부
With foreigners returning, KOSPI reclaims the 7,000 line at the close! Semiconductor stocks explode as Goldman keeps its 490,000 won target vs solar stocks plunge on high rates and Chinese oversupply l Hyun Sang-joon·Kim Moon-seok·Yang Tae-won l The War Room Part 2
7d +3.9% ✗30d -8.2% ✓90d in 54d
외인 귀환에 코스피 7,000선 종가 탈환! 골드만 목표가 49만 유지에 반도체주 폭발 vs 고금리·中 공급과잉에 태양광주 급락 l 현상준·김문석·양태원 l 더 워룸 2부
With foreigners returning, KOSPI reclaims the 7,000 line at the close! Semiconductor stocks explode as Goldman keeps its 490,000 won target vs solar stocks plunge on high rates and Chinese oversupply l Hyun Sang-joon·Kim Moon-seok·Yang Tae-won l The War Room Part 2
7d +15.2% ✗30d +7.4% ✗90d in 54d
외인 귀환에 코스피 7,000선 종가 탈환! 골드만 목표가 49만 유지에 반도체주 폭발 vs 고금리·中 공급과잉에 태양광주 급락 l 현상준·김문석·양태원 l 더 워룸 2부
With foreigners returning, KOSPI reclaims the 7,000 line at the close! Semiconductor stocks explode as Goldman keeps its 490,000 won target vs solar stocks plunge on high rates and Chinese oversupply l Hyun Sang-joon·Kim Moon-seok·Yang Tae-won l The War Room Part 2
7d -5.7% ✗30d +8.3% ✓90d in 54d
삼성전자 하이닉스 쉬어갈 때 소부장으로 순환매 온다 l 김영환 l 정헌정 l 황유현
When Samsung Electronics and Hynix take a breather, the rotation comes to materials·parts·equipment l Kim Young-hwan l Jung Heon-jung l Hwang Yu-hyun
7d +5.5% ✓30d +3.2% ✓90d in 54d
추석 연휴 앞두고 ‘7천선’ 터치한 코스피…반도체로 번진 매수 온기, 지금 주목할 종목은 '이것'ㅣ종목쇼ㅣ260921 #삼성전자급등 #반도체소부장 #유엔총회
KOSPI touches the '7,000 line' ahead of the Chuseok holiday…buying warmth spreading to semiconductors, the stock to watch now is 'this'ㅣStock Showㅣ260921 #SamsungElectronicsSurge #SemiconductorMaterialsPartsEquipment #UNGeneralAssembly
7d +4.0% ✓30d -7.5% ✗90d in 54d
AI 반도체 투자 다시 붙었다다음 수혜가 기대되는 소부장은?ㅣ임주아 엘리고스인베트먼트 대표·전태룡 (주)퀀트홀딩스 센터장ㅣ 더 워룸
AI semiconductor investment is heating up again — which materials/parts/equipment names will benefit next? | Lim Ju-a, CEO of Eligos Investment · Jeon Tae-ryong, Center Head of Quant Holdings Inc. | The War Room
7d +13.7% ✓30d -10.5% ✗90d in 54d
다시 살까요, 현금 챙길까요"…‘반도체 재등판’ 7천피 주도주는 l 김영환 l 정헌정 l 황유현
"Buy again, or take cash?"… The 7,000-point leading stocks of the 'semiconductor comeback' l Kim Young-hwan l Jung Heon-jung l Hwang Yu-hyun
7d 0.0% ✗30d -25.9% ✗90d in 54d
다시 살까요, 현금 챙길까요"…‘반도체 재등판’ 7천피 주도주는 l 김영환 l 정헌정 l 황유현
"Buy again, or take cash?"… The 7,000-point leading stocks of the 'semiconductor comeback' l Kim Young-hwan l Jung Heon-jung l Hwang Yu-hyun
7d +1.9% ✓30d -19.2% ✗90d in 54d
추석 전에 주식 다 팔아라? 지금은 '이렇게' 대응하세요 (이창환 iM증권 서울금융센터 이사, 황유현 신한투자증권 PB팀장)
Sell all your stocks before Chuseok? Right now, respond 'this way' (Lee Chang-hwan, Director, iM Securities Seoul Financial Center, Hwang Yu-hyun, PB Team Leader, Shinhan Investment)
7d -10.9% ✗30d -29.2% ✗90d in 54d
젠슨 황 "내년 엔비디아 칩 판매 2배 갈 것"…'반도체 불기둥' 이제 시작이다ㅣ종목쇼ㅣ260918 #금리안정 #메모리반도체 #삼성전자 #SK하이닉스
Jensen Huang "Nvidia chip sales will double next year"…the 'semiconductor pillar of fire' is only just beginningㅣStock Showㅣ260918 #RateStability #MemorySemiconductors #SamsungElectronics #SKHynix
7d -5.5% ✗30d -0.4% ✗90d in 51d
젠슨 황 "내년 엔비디아 칩 판매 2배 갈 것"…'반도체 불기둥' 이제 시작이다ㅣ종목쇼ㅣ260918 #금리안정 #메모리반도체 #삼성전자 #SK하이닉스
Jensen Huang "Nvidia chip sales will double next year"…the 'semiconductor pillar of fire' is only just beginningㅣStock Showㅣ260918 #RateStability #MemorySemiconductors #SamsungElectronics #SKHynix
7d -5.5% ✗30d -23.9% ✗90d in 51d
젠슨 황 "내년 엔비디아 칩 판매 2배 갈 것"…'반도체 불기둥' 이제 시작이다ㅣ종목쇼ㅣ260918 #금리안정 #메모리반도체 #삼성전자 #SK하이닉스
Jensen Huang "Nvidia chip sales will double next year"…the 'semiconductor pillar of fire' is only just beginningㅣStock Showㅣ260918 #RateStability #MemorySemiconductors #SamsungElectronics #SKHynix
7d +14.6% ✓30d +2.5% ✓90d in 51d
美 전력망 빗장 풀렸다변압기·전선株 다시 주목받는 이유ㅣ 김성준 K&K투자파트너스 대표 ·유일한(주)퀀트홀딩스 이사ㅣ 더 워룸
The U.S. Power Grid Has Been Unlocked — Why Transformer and Cable Stocks Are Drawing Attention Again ㅣ Kim Seong-jun, CEO of K&K Investment Partners · Yoo Il-han, Director of Quant Holdings Inc. ㅣ The War Room
7d -2.5% ✗30d -19.8% ✗90d in 51d
소부장만 담아도 될까... 반도체 비중, 옥석가리기가 핵심 | 고태훈 에셋플러스자산운용 이사ㅣ김치형 앵커
Is it okay to just buy materials-parts-equipment? For semiconductor weighting, separating the wheat from the chaff is key | Ko Tae-hoon, Director, Assetplus Asset Management ㅣAnchor Kim Chi-hyung
7d -0.5% ✗30d -17.8% ✗90d in 51d
실적 2배인데 시총 57조 증발... 美 군함 러브콜에 조선주 반등? | 박정언 캐스터
Earnings doubled yet 57 trillion won in market cap vanished... Shipbuilding stocks rebound on U.S. warship love calls? | Caster Park Jung-eon
7d -1.0% ✗30d -18.6% ✗90d in 50d
연준 매파·추가 긴축 경계에도 코스닥은 버텼다…오늘 수급 포착된 '이 종목' 지금 확인하세요ㅣ종목쇼ㅣ260917 #연준금리인상 #코스닥수혜주 #반도체소부장
Even with the Fed's hawkishness and wariness of further tightening, the KOSDAQ held up… Check 'this stock' caught in today's flows right nowㅣStock Showㅣ260917 #FedRateHike #KosdaqBeneficiaries #SemiconductorMaterialsPartsEquipment
7d -3.6% ✗30d -18.8% ✗90d in 50d
연준 매파·추가 긴축 경계에도 코스닥은 버텼다…오늘 수급 포착된 '이 종목' 지금 확인하세요ㅣ종목쇼ㅣ260917 #연준금리인상 #코스닥수혜주 #반도체소부장
Even with the Fed's hawkishness and wariness of further tightening, the KOSDAQ held up… Check 'this stock' caught in today's flows right nowㅣStock Showㅣ260917 #FedRateHike #KosdaqBeneficiaries #SemiconductorMaterialsPartsEquipment
7d +5.7% ✓30d +34.4% ✓90d in 50d
연준 매파·추가 긴축 경계에도 코스닥은 버텼다…오늘 수급 포착된 '이 종목' 지금 확인하세요ㅣ종목쇼ㅣ260917 #연준금리인상 #코스닥수혜주 #반도체소부장
Even with the Fed's hawkishness and wariness of further tightening, the KOSDAQ held up… Check 'this stock' caught in today's flows right nowㅣStock Showㅣ260917 #FedRateHike #KosdaqBeneficiaries #SemiconductorMaterialsPartsEquipment
7d +21.3% ✓30d +3.5% ✓90d in 50d
연준 매파·추가 긴축 경계에도 코스닥은 버텼다…오늘 수급 포착된 '이 종목' 지금 확인하세요ㅣ종목쇼ㅣ260917 #연준금리인상 #코스닥수혜주 #반도체소부장
Even with the Fed's hawkishness and wariness of further tightening, the KOSDAQ held up… Check 'this stock' caught in today's flows right nowㅣStock Showㅣ260917 #FedRateHike #KosdaqBeneficiaries #SemiconductorMaterialsPartsEquipment
7d -1.0% ✗30d -10.3% ✗90d in 50d
스페이스X 발사 앞두고 스피어, 에이치브이엠 다시 주목 ｜반종민 Prestige 경영전략연구소 소장｜머니플러스
Ahead of the SpaceX launch, Sphere and HVM draw attention again | Ban Jong-min, Director of Prestige Management Strategy Institute | Money Plus
7d -3.7% ✗30d +11.0% ✓90d in 50d
연준 매파·추가 긴축 경계에도 코스닥은 버텼다…오늘 수급 포착된 '이 종목' 지금 확인하세요ㅣ종목쇼ㅣ260917 #연준금리인상 #코스닥수혜주 #반도체소부장
Even with the Fed's hawkishness and wariness of further tightening, the KOSDAQ held up… Check 'this stock' caught in today's flows right nowㅣStock Showㅣ260917 #FedRateHike #KosdaqBeneficiaries #SemiconductorMaterialsPartsEquipment
7d -2.6% ✗30d -0.7% ✗90d in 50d
대미 투자 수혜 기대... 삼성E&A, 미국 수주 확대 | 이재규 SK증권 WM 1영업본부 차장 ㅣ김치형 앵커
Expectations of Benefits from US Investment... Samsung E&A Expands US Orders | Lee Jae-gyu, Deputy General Manager, SK Securities WM 1st Sales DivisionㅣAnchor Kim Chi-hyung
7d -0.2% ✗30d -13.4% ✗90d in 50d
실적 2배인데 시총 57조 증발... 美 군함 러브콜에 조선주 반등? | 박정언 캐스터
Earnings doubled yet 57 trillion won in market cap vanished... Shipbuilding stocks rebound on U.S. warship love calls? | Caster Park Jung-eon
7d -3.9% ✗30d -24.9% ✗90d in 50d
내일 FOMC 앞두고 살아난 코스피…증시 운명 가를 변수, 금리 다음은 "이거다"ㅣ종목쇼ㅣ260916 #9월FOMC #삼전닉스강세 #금리인상
KOSPI Revives Ahead of Tomorrow's FOMC… The Variable That Will Decide the Market's Fate, After Rates Comes "This"ㅣStock ShowㅣJune 9, 2016 #SeptemberFOMC #SamsungHynixStrength #RateHike
7d +0.3% ✓30d +1.9% ✓90d in 49d
내일 FOMC 앞두고 살아난 코스피…증시 운명 가를 변수, 금리 다음은 "이거다"ㅣ종목쇼ㅣ260916 #9월FOMC #삼전닉스강세 #금리인상
KOSPI Revives Ahead of Tomorrow's FOMC… The Variable That Will Decide the Market's Fate, After Rates Comes "This"ㅣStock ShowㅣJune 9, 2016 #SeptemberFOMC #SamsungHynixStrength #RateHike
7d +15.5% ✓30d +24.3% ✓90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d -3.2% ✗30d -6.6% ✗90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d -0.6% ✓30d -7.9% ✓90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d +20.8% ✗30d +18.4% ✗90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d -6.2% ✗30d -26.1% ✗90d in 49d
삼전닉스' 반등해 6700선 회복한 코스피…금리 악재에도 반도체 랠리 이어갈지 주목된다 #삼성전자 #하이닉스 #금리인상
KOSPI rebounds on 'Samjeon-nix' to recover the 6,700 line… attention on whether the semiconductor rally continues despite the rate headwind #SamsungElectronics #Hynix #RateHike
7d +0.8% ✗30d -11.0% ✓90d in 49d
내일 FOMC 앞두고 살아난 코스피…증시 운명 가를 변수, 금리 다음은 "이거다"ㅣ종목쇼ㅣ260916 #9월FOMC #삼전닉스강세 #금리인상
KOSPI Revives Ahead of Tomorrow's FOMC… The Variable That Will Decide the Market's Fate, After Rates Comes "This"ㅣStock ShowㅣJune 9, 2016 #SeptemberFOMC #SamsungHynixStrength #RateHike
7d +10.3% ✓30d -8.5% ✗90d in 49d
화장품 시총 50% 급등... 밸류 17배, 20배도 간다 | 이해니 유진투자증권 연구원ㅣ김치형 앵커
Cosmetics market cap surges 50%... valuation of 17 times, even 20 times is possible | Lee Hae-ni, Analyst, Eugene Investment & Securities ㅣAnchor Kim Chi-hyung
7d -0.6% ✗30d -6.9% ✗90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d +2.9% ✗30d -7.6% ✓90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d +20.8% ✗30d +18.4% ✗90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d +3.5% ✓30d +14.1% ✓90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d -6.2% ✗30d -26.1% ✗90d in 49d
FOMC D-1 반등에 코스피 6,700선 탈환! 젠슨 황 “구리선 한계” 광통신 폭발 vs 클래리티법 표결 불발에 스테이블코인주 급락 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI reclaims the 6,700 line on an FOMC D-1 rebound! Jensen Huang's "copper wire limits" optical communications explosion vs stablecoin stocks plunge as the Clarity Act vote fails l Hyun Sang-jun, Ahn In-gi, Lee Young-no l The War Room Part 2
7d -3.2% ✗30d -6.6% ✗90d in 49d
반도체 따라가는 MLCC...가격 올리고, 제품 재편ㅣ양승수 메리츠증권 연구원
MLCC Following Semiconductors... Raising Prices, Reshuffling ProductsㅣYang Seung-soo, Analyst, Meritz Securities
7d +22.4% ✓30d +32.9% ✓90d in 49d
반도체 따라가는 MLCC...가격 올리고, 제품 재편ㅣ양승수 메리츠증권 연구원
MLCC Following Semiconductors... Raising Prices, Reshuffling ProductsㅣYang Seung-soo, Analyst, Meritz Securities
7d +12.7% ✓30d -12.0% ✗90d in 49d
하닉 하락 적중했던 BNK, 이번엔 삼전 목표가 '뚝'…악재 공포 속 구원투수 '여기'에ㅣ종목쇼ㅣ260915 #삼성전자목표주가 #반도체소부장 #코스닥수급분석
BNK, which nailed the Hynix decline, this time 'slashes' Samsung Electronics' target price… the relief pitcher amid the fear of bad news is 'here' ㅣStock ShowㅣAt 260915 #SamsungElectronicsTargetPrice #SemiconductorPartsMaterialsEquipment #KosdaqFlowAnalysis
7d -5.7% ✗30d -1.2% ✗90d in 48d
하닉 하락 적중했던 BNK, 이번엔 삼전 목표가 '뚝'…악재 공포 속 구원투수 '여기'에ㅣ종목쇼ㅣ260915 #삼성전자목표주가 #반도체소부장 #코스닥수급분석
BNK, which nailed the Hynix decline, this time 'slashes' Samsung Electronics' target price… the relief pitcher amid the fear of bad news is 'here' ㅣStock ShowㅣAt 260915 #SamsungElectronicsTargetPrice #SemiconductorPartsMaterialsEquipment #KosdaqFlowAnalysis
7d +7.0% ✓30d -14.3% ✗90d in 48d
하닉 하락 적중했던 BNK, 이번엔 삼전 목표가 '뚝'…악재 공포 속 구원투수 '여기'에ㅣ종목쇼ㅣ260915 #삼성전자목표주가 #반도체소부장 #코스닥수급분석
BNK, which nailed the Hynix decline, this time 'slashes' Samsung Electronics' target price… the relief pitcher amid the fear of bad news is 'here' ㅣStock ShowㅣAt 260915 #SamsungElectronicsTargetPrice #SemiconductorPartsMaterialsEquipment #KosdaqFlowAnalysis
7d +32.3% ✓30d +24.9% ✓90d in 48d
전력기기·ESS '성장 지속'...탑픽 'HD현대중공업' · 단기공략 '후성'ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Power Equipment and ESS 'Growth Continues'...Top Pick 'HD Hyundai Heavy Industries' · Short-Term Play 'Foosung' ㅣ Han Min-yeop, Deputy Head of Yeouido WM Center at Eugene Investment & Securities
7d +8.0% ✗30d +6.7% ✗90d in 48d
FOMC 앞둔 코스피, 관망세 지속…AI 우려에도 메모리 수요는 '쑥', '삼전닉스' 전망 전격 분석 #삼성전자 #하이닉스 #FOMC #메모리관련주
KOSPI ahead of the FOMC, wait-and-see continues... memory demand 'surges' despite AI worries, a full analysis of the outlook for 'Samsung-Hynix' #SamsungElectronics #Hynix #FOMC #memorystocks
7d +9.9% ✓30d +5.6% ✓90d in 48d
AI 데이터센터 필수 전력원"... 블룸에너지 탄 SOFC株 '들썩' | 박정언 캐스터
"An essential power source for AI data centers"... SOFC stocks riding Bloom Energy are 'stirring' | Anchor Park Jung-eon
7d -8.0% ✗30d -31.5% ✗90d in 48d
AI 데이터센터 필수 전력원"... 블룸에너지 탄 SOFC株 '들썩' | 박정언 캐스터
"An essential power source for AI data centers"... SOFC stocks riding Bloom Energy are 'stirring' | Anchor Park Jung-eon
7d +13.1% ✓30d +9.7% ✓90d in 48d
전력기기·ESS '성장 지속'...탑픽 'HD현대중공업' · 단기공략 '후성'ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Power Equipment and ESS 'Growth Continues'...Top Pick 'HD Hyundai Heavy Industries' · Short-Term Play 'Foosung' ㅣ Han Min-yeop, Deputy Head of Yeouido WM Center at Eugene Investment & Securities
7d +10.0% ✓30d -9.0% ✗90d in 48d
美 10년물 금리 5% 돌파 속 코스피 6,625선 반등! 제조업 AI 전환 수혜에 로봇주 폭등 vs 노조 파업 리스크에 조선주 급락 l 허반석·박우신·황유현 l 더 워룸 2부
With the US 10-year yield breaking 5%, KOSPI rebounds to the 6,625 level! Robot stocks surge on manufacturing AI-transition benefits vs shipbuilding stocks plunge on union strike risk l Heo Ban-seok, Park Woo-shin, Hwang Yu-hyeon l The War Room Part 2
7d -2.1% ✓30d -20.1% ✓90d in 48d
美 10년물 금리 5% 돌파 속 코스피 6,625선 반등! 제조업 AI 전환 수혜에 로봇주 폭등 vs 노조 파업 리스크에 조선주 급락 l 허반석·박우신·황유현 l 더 워룸 2부
With the US 10-year yield breaking 5%, KOSPI rebounds to the 6,625 level! Robot stocks surge on manufacturing AI-transition benefits vs shipbuilding stocks plunge on union strike risk l Heo Ban-seok, Park Woo-shin, Hwang Yu-hyeon l The War Room Part 2
7d +0.3% ✗30d -8.9% ✓90d in 48d
美 10년물 금리 5% 돌파 속 코스피 6,625선 반등! 제조업 AI 전환 수혜에 로봇주 폭등 vs 노조 파업 리스크에 조선주 급락 l 허반석·박우신·황유현 l 더 워룸 2부
With the US 10-year yield breaking 5%, KOSPI rebounds to the 6,625 level! Robot stocks surge on manufacturing AI-transition benefits vs shipbuilding stocks plunge on union strike risk l Heo Ban-seok, Park Woo-shin, Hwang Yu-hyeon l The War Room Part 2
7d 0.0% ✓30d -20.3% ✓90d in 48d
美 10년물 금리 5% 돌파 속 코스피 6,625선 반등! 제조업 AI 전환 수혜에 로봇주 폭등 vs 노조 파업 리스크에 조선주 급락 l 허반석·박우신·황유현 l 더 워룸 2부
With the US 10-year yield breaking 5%, KOSPI rebounds to the 6,625 level! Robot stocks surge on manufacturing AI-transition benefits vs shipbuilding stocks plunge on union strike risk l Heo Ban-seok, Park Woo-shin, Hwang Yu-hyeon l The War Room Part 2
7d +0.1% ✗30d -20.2% ✓90d in 48d
美 10년물 금리 5% 돌파 속 코스피 6,625선 반등! 제조업 AI 전환 수혜에 로봇주 폭등 vs 노조 파업 리스크에 조선주 급락 l 허반석·박우신·황유현 l 더 워룸 2부
With the US 10-year yield breaking 5%, KOSPI rebounds to the 6,625 level! Robot stocks surge on manufacturing AI-transition benefits vs shipbuilding stocks plunge on union strike risk l Heo Ban-seok, Park Woo-shin, Hwang Yu-hyeon l The War Room Part 2
7d +4.9% ✓30d -21.1% ✗90d in 48d
AI 데이터센터 필수 전력원"... 블룸에너지 탄 SOFC株 '들썩' | 박정언 캐스터
"An essential power source for AI data centers"... SOFC stocks riding Bloom Energy are 'stirring' | Anchor Park Jung-eon
7d +3.2% ✓30d -31.4% ✗90d in 48d
하닉 하락 적중했던 BNK, 이번엔 삼전 목표가 '뚝'…악재 공포 속 구원투수 '여기'에ㅣ종목쇼ㅣ260915 #삼성전자목표주가 #반도체소부장 #코스닥수급분석
BNK, which nailed the Hynix decline, this time 'slashes' Samsung Electronics' target price… the relief pitcher amid the fear of bad news is 'here' ㅣStock ShowㅣAt 260915 #SamsungElectronicsTargetPrice #SemiconductorPartsMaterialsEquipment #KosdaqFlowAnalysis
7d +12.6% ✗30d -15.0% ✓90d in 48d
장기간 조정 받던 2차전지, 일주일 단기 추석 용돈 마련 비법 !ㅣ나현후 현명투자연구소 대표·전태룡 (주)퀀트홀딩스 센터장ㅣ 더 워룸
Secondary Batteries, Long in a Correction — The Secret to Making a Week's Short-Term Chuseok Pocket Money! ㅣ Na Hyun-hoo, CEO of Hyunmyung Investment Research Institute · Jeon Tae-ryong, Head of Center at Quant Holdings Co., Ltd. ㅣ The War Room
7d -4.4% ✗30d -8.8% ✗90d in 48d
FOMC회의 결정 임박! 에스엠·로보티즈 오늘도 두 골! #fomc #금리 #에스엠 #로보티즈 즈
FOMC meeting decision imminent! SM and Robotis score two goals again today! #fomc #interestrates #SM #Robotis tis
7d -2.6% ✗30d -25.6% ✗90d in 48d
금리 인상 공포·AI 속도조절론 겹쳤다…'전약후강' 코스피, '이 업종'에서 보내는 긍정적 신호에 주목하라ㅣ종목쇼ㅣ260914 #KRX애프터마켓 #FOMC금리인상 #국제유가
Rate-hike fears and the AI slowdown argument overlapped…KOSPI 'weak early, strong late' — watch the positive signal coming from 'this sector' | Stock Showㅣ260914 #KRXAfterMarket #FOMCRateHike #InternationalOilPrices
7d +3.6% ✓30d -17.5% ✗90d in 47d
금리 인상 공포·AI 속도조절론 겹쳤다…'전약후강' 코스피, '이 업종'에서 보내는 긍정적 신호에 주목하라ㅣ종목쇼ㅣ260914 #KRX애프터마켓 #FOMC금리인상 #국제유가
Rate-hike fears and the AI slowdown argument overlapped…KOSPI 'weak early, strong late' — watch the positive signal coming from 'this sector' | Stock Showㅣ260914 #KRXAfterMarket #FOMCRateHike #InternationalOilPrices
7d +9.4% ✓30d -3.9% ✗90d in 47d
금리 인상 공포·AI 속도조절론 겹쳤다…'전약후강' 코스피, '이 업종'에서 보내는 긍정적 신호에 주목하라ㅣ종목쇼ㅣ260914 #KRX애프터마켓 #FOMC금리인상 #국제유가
Rate-hike fears and the AI slowdown argument overlapped…KOSPI 'weak early, strong late' — watch the positive signal coming from 'this sector' | Stock Showㅣ260914 #KRXAfterMarket #FOMCRateHike #InternationalOilPrices
7d +2.5% ✓30d +2.8% ✓90d in 47d
금리 인상 공포·AI 속도조절론 겹쳤다…'전약후강' 코스피, '이 업종'에서 보내는 긍정적 신호에 주목하라ㅣ종목쇼ㅣ260914 #KRX애프터마켓 #FOMC금리인상 #국제유가
Rate-hike fears and the AI slowdown argument overlapped…KOSPI 'weak early, strong late' — watch the positive signal coming from 'this sector' | Stock Showㅣ260914 #KRXAfterMarket #FOMCRateHike #InternationalOilPrices
7d +3.3% ✓30d -15.0% ✗90d in 47d
화장품주 조정 끝나간다...하반기 ‘이 종목’ 주목 | 한경 베스트 애널리스트 전략 | 정지윤 NH투자증권 연구위원
The Correction in Cosmetics Stocks Is Nearly Over... Watch 'This Stock' in the Second Half | Hankyung Best Analyst Strategy | Jung Ji-yoon, Research Fellow at NH Investment & Securities
7d +24.7% ✓30d +29.9% ✓90d in 47d
FOMC 금리인상 경계·AI 속도조절론에 코스피 6,700선 붕괴! 9월 수출 호조 화장품주 폭등 vs 유가·금리 압박 삼전·닉스 급락 l 현상준·김문석·양태원 l 더 워룸 2부
KOSPI breaks below the 6,700 line on FOMC rate-hike caution and AI slowdown talk! September export strength sends cosmetics stocks soaring vs Samsung Electronics and Hynix plunge under oil price and rate pressure l Hyun Sang-jun, Kim Mun-seok, Yang Tae-won l The War Room Part 2
7d +0.6% ✓30d -17.0% ✗90d in 47d
FOMC 금리인상 경계·AI 속도조절론에 코스피 6,700선 붕괴! 9월 수출 호조 화장품주 폭등 vs 유가·금리 압박 삼전·닉스 급락 l 현상준·김문석·양태원 l 더 워룸 2부
KOSPI breaks below the 6,700 line on FOMC rate-hike caution and AI slowdown talk! September export strength sends cosmetics stocks soaring vs Samsung Electronics and Hynix plunge under oil price and rate pressure l Hyun Sang-jun, Kim Mun-seok, Yang Tae-won l The War Room Part 2
7d -0.5% ✗30d +15.9% ✓90d in 47d
[투자 전략] AI는 계속, 문제는 '추가 금리'...지수 말고 종목 보세요｜박건희｜허반석
[Investment Strategy] AI keeps going, the problem is 'more rate hikes'... Look at the stocks, not the index｜Park Geon-hee｜Heo Ban-seok
7d +1.6% ✓30d -11.6% ✗90d in 47d
[투자 전략] AI는 계속, 문제는 '추가 금리'...지수 말고 종목 보세요｜박건희｜허반석
[Investment Strategy] AI keeps going, the problem is 'more rate hikes'... Look at the stocks, not the index｜Park Geon-hee｜Heo Ban-seok
7d -2.9% ✗30d -8.2% ✗90d in 47d
FOMC 금리인상 경계·AI 속도조절론에 코스피 6,700선 붕괴! 9월 수출 호조 화장품주 폭등 vs 유가·금리 압박 삼전·닉스 급락 l 현상준·김문석·양태원 l 더 워룸 2부
KOSPI breaks below the 6,700 line on FOMC rate-hike caution and AI slowdown talk! September export strength sends cosmetics stocks soaring vs Samsung Electronics and Hynix plunge under oil price and rate pressure l Hyun Sang-jun, Kim Mun-seok, Yang Tae-won l The War Room Part 2
7d -0.5% ✗30d +15.9% ✓90d in 47d
FOMC 금리인상 경계·AI 속도조절론에 코스피 6,700선 붕괴! 9월 수출 호조 화장품주 폭등 vs 유가·금리 압박 삼전·닉스 급락 l 현상준·김문석·양태원 l 더 워룸 2부
KOSPI breaks below the 6,700 line on FOMC rate-hike caution and AI slowdown talk! September export strength sends cosmetics stocks soaring vs Samsung Electronics and Hynix plunge under oil price and rate pressure l Hyun Sang-jun, Kim Mun-seok, Yang Tae-won l The War Room Part 2
7d -3.3% ✗30d -1.3% ✗90d in 47d
9~10월 쇼핑 시즌이 온다...에이피알·아모레퍼시픽 주목ㅣ조경진 IBK투자증권 연구위원
The September–October shopping season is coming... watch APR and AmorepacificㅣCho Kyung-jin, Research Fellow, IBK Securities
7d 0.0% ✗30d -17.6% ✗90d in 47d
FOMC 금리인상 경계·AI 속도조절론에 코스피 6,700선 붕괴! 9월 수출 호조 화장품주 폭등 vs 유가·금리 압박 삼전·닉스 급락 l 현상준·김문석·양태원 l 더 워룸 2부
KOSPI breaks below the 6,700 line on FOMC rate-hike caution and AI slowdown talk! September export strength sends cosmetics stocks soaring vs Samsung Electronics and Hynix plunge under oil price and rate pressure l Hyun Sang-jun, Kim Mun-seok, Yang Tae-won l The War Room Part 2
7d +1.1% ✓30d -15.2% ✗90d in 47d
ESS 폭증 'MLCC 병목' 심화... "납품가 2배 이상 뛸 수도" | 박정언 캐스터
ESS surge worsens 'MLCC bottleneck'... "Delivery prices could jump more than double" | Caster Park Jeong-eon
7d -3.9% ✗30d -13.6% ✗90d in 44d
유가·금리 폭등에도 버틴 증시 지금 봐야 할 반전 종목은?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
The Stock Market Held Up Even with Oil Prices and Rates Soaring — Which Turnaround Stocks Should You Look at Now? ㅣ Son Chang-hyun, Team Leader at 24 Invest · Park Han-saem, CEO of Investment Consulting ㅣ The War Room
7d -12.2% ✗30d -23.7% ✗90d in 44d
60만전자' 잭팟 코앞까지 왔다…4분기, 삼성이 무섭게 오르는 이유 이겁니다ㅣ종목쇼ㅣ260911 #HBM4 #삼성전자목표가 #반도체가격인상
'600,000-won Samsung' jackpot is right around the corner… Q4, this is why Samsung is rising terrifyingly | Stock Showㅣ260911 #HBM4 #SamsungElectronicsTargetPrice #ChipPriceHike
7d +12.9% ✓30d +10.7% ✓90d in 44d
60만전자' 잭팟 코앞까지 왔다…4분기, 삼성이 무섭게 오르는 이유 이겁니다ㅣ종목쇼ㅣ260911 #HBM4 #삼성전자목표가 #반도체가격인상
'600,000-won Samsung' jackpot is right around the corner… Q4, this is why Samsung is rising terrifyingly | Stock Showㅣ260911 #HBM4 #SamsungElectronicsTargetPrice #ChipPriceHike
7d +9.0% ✓30d +6.8% ✓90d in 44d
반도체 급락 vs 조선주 급등 마감, 다음주 투자처는? | 넥스트시그널｜김성준｜박창윤
Semiconductors plunge vs shipbuilding stocks surge at the close — where to invest next week? | Next Signal｜Kim Sung-jun｜Park Chang-yoon
7d +10.0% ✓30d +1.6% ✓90d in 44d
ESS 폭증 'MLCC 병목' 심화... "납품가 2배 이상 뛸 수도" | 박정언 캐스터
ESS surge worsens 'MLCC bottleneck'... "Delivery prices could jump more than double" | Caster Park Jeong-eon
7d -3.6% ✗30d -11.7% ✗90d in 44d
국채금리 4.9% 압박에 코스피 7,000선 이탈! 젠슨 황의 '사이버보안' 지목에 보안주 폭등 vs 삼중고 덮친 반도체주 급락 조정 l 전태진·김우식·김태성 l 더 워룸 2부
KOSPI Breaks Below 7,000 Under Pressure From 4.9% Government Bond Yields! Security Stocks Surge After Jensen Huang Points to 'Cybersecurity' vs. Semiconductor Stocks Plunge Into a Correction Under a Triple Whammy l Jeon Tae-jin, Kim Woo-sik, Kim Tae-seong l The War Room Part 2
7d -3.9% ✗30d -6.3% ✗90d in 44d
60만전자' 잭팟 코앞까지 왔다…4분기, 삼성이 무섭게 오르는 이유 이겁니다ㅣ종목쇼ㅣ260911 #HBM4 #삼성전자목표가 #반도체가격인상
'600,000-won Samsung' jackpot is right around the corner… Q4, this is why Samsung is rising terrifyingly | Stock Showㅣ260911 #HBM4 #SamsungElectronicsTargetPrice #ChipPriceHike
7d -4.2% ✗30d -17.8% ✗90d in 44d
ESS 폭증 'MLCC 병목' 심화... "납품가 2배 이상 뛸 수도" | 박정언 캐스터
ESS surge worsens 'MLCC bottleneck'... "Delivery prices could jump more than double" | Caster Park Jeong-eon
7d -1.3% ✗30d -12.3% ✗90d in 44d
유가·금리 폭등에도 버틴 증시 지금 봐야 할 반전 종목은?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
The Stock Market Held Up Even with Oil Prices and Rates Soaring — Which Turnaround Stocks Should You Look at Now? ㅣ Son Chang-hyun, Team Leader at 24 Invest · Park Han-saem, CEO of Investment Consulting ㅣ The War Room
7d +6.9% ✓30d -1.3% ✗90d in 44d
반도체 급락 vs 조선주 급등 마감, 다음주 투자처는? | 넥스트시그널｜김성준｜박창윤
Semiconductors plunge vs shipbuilding stocks surge at the close — where to invest next week? | Next Signal｜Kim Sung-jun｜Park Chang-yoon
7d +4.9% ✓30d +7.8% ✓90d in 44d
네 마녀의 날·유가 부담 겹쳤다…코스피 外人·기관 ‘쌍끌이' 매도, 내일장 이렇게 대응하세요ㅣ종목쇼ㅣ260910 #SK하이닉스ADR #선물옵션만기일 #CPI경계 #KRX리밸런싱
The day of the four witches and the oil-price burden overlapped… KOSPI foreign and institutional 'double-barreled' selling — here's how to handle tomorrow's session | Jongmok Show | 260910 #SKHynixADR #FuturesOptionsExpiryDay #CPIWatch #KRXRebalancing
7d +8.1% ✓30d +11.6% ✓90d in 43d
네 마녀의 날·유가 부담 겹쳤다…코스피 外人·기관 ‘쌍끌이' 매도, 내일장 이렇게 대응하세요ㅣ종목쇼ㅣ260910 #SK하이닉스ADR #선물옵션만기일 #CPI경계 #KRX리밸런싱
The day of the four witches and the oil-price burden overlapped… KOSPI foreign and institutional 'double-barreled' selling — here's how to handle tomorrow's session | Jongmok Show | 260910 #SKHynixADR #FuturesOptionsExpiryDay #CPIWatch #KRXRebalancing
7d -5.9% ✗30d +0.1% ✓90d in 43d
네 마녀의 날·유가 부담 겹쳤다…코스피 外人·기관 ‘쌍끌이' 매도, 내일장 이렇게 대응하세요ㅣ종목쇼ㅣ260910 #SK하이닉스ADR #선물옵션만기일 #CPI경계 #KRX리밸런싱
The day of the four witches and the oil-price burden overlapped… KOSPI foreign and institutional 'double-barreled' selling — here's how to handle tomorrow's session | Jongmok Show | 260910 #SKHynixADR #FuturesOptionsExpiryDay #CPIWatch #KRXRebalancing
7d -3.5% ✗30d -15.2% ✗90d in 43d
대한항공, 원화 강세 수혜... 반도체·AI 화물이 실적 방어 | 이재규 SK증권 WM 1영업본부 차장 ㅣ김치형 앵커
Korean Air, a beneficiary of the strong won... semiconductor and AI cargo defend earnings | Lee Jae-gyu, Deputy General Manager, WM 1st Sales Division, SK Securities | Anchor Kim Chi-hyung
7d +6.5% ✓30d +8.0% ✓90d in 43d
삼중고에 힘 못쓰는 국내증시, 매크로 지표 발표 이후 국내증시 향방은?ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
Domestic stock market struggling under a triple whammy — where is it headed after the macro indicator releases?ㅣKim Ji-hyuk, Eugene Investment & Securities PB · Park Yun-jin, B&B Economic Research Institute partnerㅣThe War Room
7d +18.4% ✓30d +4.1% ✓90d in 43d
삼중고에 힘 못쓰는 국내증시, 매크로 지표 발표 이후 국내증시 향방은?ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
Domestic stock market struggling under a triple whammy — where is it headed after the macro indicator releases?ㅣKim Ji-hyuk, Eugene Investment & Securities PB · Park Yun-jin, B&B Economic Research Institute partnerㅣThe War Room
7d -3.7% ✗30d -13.0% ✗90d in 43d
동시만기일 충격 딛고 코스피 7,000선 사수! KRX 반도체 리밸런싱에 소부장 1.3조 이동 폭등 vs 구릿값 최고치에 전선주 급락 l 허반석·김동엽·최창규 l 더 워룸 2부
Overcoming the shock of the simultaneous expiry day, KOSPI defends the 7,000 line! KRX semiconductor rebalancing moves 1.3 trillion won into materials-parts-equipment, a surge vs. cable stocks plunge on record-high copper prices | Heo Ban-seok, Kim Dong-yeop, Choi Chang-gyu | The War Room Part 2
7d -1.7% ✗30d +21.1% ✓90d in 43d
코스피 악재 또 터졌다? 주가 흔들리는 '진짜 이유' (이완수 그레너리투자자문 대표반종민 Prestige 경영전략연구소 소장)
Another blow hits the KOSPI? The 'real reason' the market is shaking (CEO Lee Wan-su of Greenery Investment Advisory, Director Ban Jong-min of Prestige Management Strategy Research Institute)
7d -5.3% ✗30d -20.6% ✗90d in 43d
코스피 7,060선 뚫고 7천피 종가 안착! 버라이즌·코닝 대규모 공급에 광통신주 폭등 vs 가온전선 캐나다 진출에 전선주 동반 불기둥 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI breaks through 7,060 and closes solidly above 7,000! Optical communication stocks soar on massive Verizon and Corning supply deals vs. cable stocks form a joint flame pillar on Gaon Cable's entry into Canada l Hyun Sang-jun · Ahn In-gi · Lee Young-no l The War Room Part 2
7d -4.7% ✗30d -13.5% ✗90d in 42d
기다린듯 '10조' 던진 개미... 반도체 이을 러닝메이트는? | 박정언 캐스터
Retail investors dumped '10 trillion won' as if they'd been waiting... What's the running mate to follow semiconductors? | Caster Park Jeong-eon
7d -2.2% ✗30d -21.3% ✗90d in 42d
외면받던 제약바이오..빅파마,10년 후 미리보기ㅣ한승연 NH투자증권 연구원
Pharma-bio that was shunned.. Big Pharma, a preview of 10 years from now | Han Seung-yeon, analyst at NH Investment & Securities
7d +0.6% ✓30d -66.4% ✗90d in 42d
외면받던 제약바이오..빅파마,10년 후 미리보기ㅣ한승연 NH투자증권 연구원
Pharma-bio that was shunned.. Big Pharma, a preview of 10 years from now | Han Seung-yeon, analyst at NH Investment & Securities
7d -2.1% ✗30d +29.6% ✓90d in 42d
선물옵션만기..외인은 "상방"..범AI 섹터가 주도할까?｜송재경｜이동근
Futures and options expiry.. foreigners say "upside".. will the broad AI sector lead?｜Song Jae-kyung｜Lee Dong-geun
7d -0.7% ✗30d +10.2% ✓90d in 42d
기다린듯 '10조' 던진 개미... 반도체 이을 러닝메이트는? | 박정언 캐스터
Retail investors dumped '10 trillion won' as if they'd been waiting... What's the running mate to follow semiconductors? | Caster Park Jeong-eon
7d +0.7% ✓30d -15.6% ✗90d in 42d
기다린듯 '10조' 던진 개미... 반도체 이을 러닝메이트는? | 박정언 캐스터
Retail investors dumped '10 trillion won' as if they'd been waiting... What's the running mate to follow semiconductors? | Caster Park Jeong-eon
7d +4.2% ✓30d +6.6% ✓90d in 42d
외면받던 제약바이오..빅파마,10년 후 미리보기ㅣ한승연 NH투자증권 연구원
Pharma-bio that was shunned.. Big Pharma, a preview of 10 years from now | Han Seung-yeon, analyst at NH Investment & Securities
7d -1.9% ✗30d -15.6% ✗90d in 42d
삼성의 로봇 전략 본격화...이제는 삼성SDS 볼 때 | #출발증시 한경 베스트 애널리스트 전략
Samsung's robot strategy goes into full swing... now is the time to look at Samsung SDS | #MarketOpen Hankyung Best Analyst Strategy
7d -4.9% ✗30d -13.9% ✗90d in 42d
아스트라 등장에 로봇주 들썩...삼성전자, 생태계 선점 나선다 | 한경 베스트 애널리스트 전략 | 양승윤 유진투자증권 연구위원
Robot stocks stir as Astra arrives... Samsung Electronics moves to seize the ecosystem | Hankyung Best Analyst Strategy | Yang Seung-yoon, Research Fellow at Eugene Investment & Securities
7d -4.2% ✗30d -10.6% ✗90d in 42d
중간선거가 변수입니다” 흔들림 뒤 진짜 상승은 온다 l 황승택 l 이창환 l 이재규
"The midterm elections are the variable" After the shaking, the real rally comes l Hwang Seung-taek l Lee Chang-hwan l Lee Jae-gyu
7d -5.8% ✗30d -13.4% ✗90d in 42d
7천선이란 거대한 '통곡의 벽'...아직 넘어야 할 산이 남았다ㅣ최석원 전 SK증권 미래전략부문 대표
Iljin Electric, Which Collapses the Moment It Just Reaches 75,000 Won! Use This 'Habit' and Take Your Profits
7d -6.1% ✗30d -6.9% ✗90d in 42d
개미들 3조 '팔자'에 장 마감 직전 7000선 반납한 코스피…반도체 '이 종목' 지금이 가장 쌉니다ㅣ종목쇼ㅣ260908 #반도체훈풍 #FOMC금리결정 #애플아이폰폴드공개
KOSPI gives back the 7,000 line just before the close on 3 trillion won of retail 'sell'… Semiconductors, 'this stock' is at its cheapest right nowㅣStock ShowㅣWait, 260908 #SemiconductorTailwind #FOMCRateDecision #AppleiPhoneFoldUnveiled
7d +0.1% ✓30d -2.3% ✗90d in 41d
美에 20조 원전 8기 짓는다...K-원전 생태계 낙수효과 | 박정언 캐스터
Building 8 nuclear plants worth 20 trillion won in the US... trickle-down effect for the K-nuclear ecosystem | Anchor Park Jeong-eon
7d +4.6% ✓30d +27.0% ✓90d in 41d
코스피 7,100 돌파 숨고르기! 1,200억 달러 대미 원전 8기 추진에 원전주 폭등 vs 美 클래리티법 입법 지연 우려에 코인주 급락 l 허반석·박우신·황유현 l 더 워룸 2부
KOSPI catches its breath after breaking 7,100! Nuclear stocks soar on the push for 8 nuclear reactors to the U.S. worth $120 billion vs coin stocks plunge on worries over delays in legislating the U.S. CLARITY Act l Heo Ban-seok, Park Woo-shin, Hwang Yu-hyeon l The War Room Part 2
7d -21.3% ✓30d -19.4% ✓90d in 41d
반도체 살아났는데 왜 못 갈까?” 7천선 이후 돈이 향할 곳은 l 신중호 l 정헌정 l 정우창
"Semiconductors have come back to life, so why can't it move?" Where the money will head after the 7,000 line l Shin Jung-ho l Jeong Heon-jeong l Jeong Woo-chang
7d -4.5% ✗30d -17.3% ✗90d in 41d
젠슨 황 "AGI 시대가 왔다"…'빅딜' 예고에 박스피 돌파 시동, 지금 당장 이 종목에 주목하라ㅣ종목쇼ㅣ260907 #AI메모리호황 #아스트라출시 #엔비디아GPU #삼전닉스급등
Jensen Huang: "The AGI era has arrived"…a 'big deal' foreshadowed sparks a breakout from the box-bound KOSPI — pay attention to this stock right nowㅣStock Showㅣ260907 #AIMemoryBoom #AstraLaunch #NvidiaGPU #SamsungHynixSurge
7d -6.2% ✗30d +21.0% ✓90d in 40d
젠슨 황 "AGI 시대가 왔다"…'빅딜' 예고에 박스피 돌파 시동, 지금 당장 이 종목에 주목하라ㅣ종목쇼ㅣ260907 #AI메모리호황 #아스트라출시 #엔비디아GPU #삼전닉스급등
Jensen Huang: "The AGI era has arrived"…a 'big deal' foreshadowed sparks a breakout from the box-bound KOSPI — pay attention to this stock right nowㅣStock Showㅣ260907 #AIMemoryBoom #AstraLaunch #NvidiaGPU #SamsungHynixSurge
7d -3.2% ✗30d +39.3% ✓90d in 40d
젠슨 황 "AGI 시대가 왔다"…'빅딜' 예고에 박스피 돌파 시동, 지금 당장 이 종목에 주목하라ㅣ종목쇼ㅣ260907 #AI메모리호황 #아스트라출시 #엔비디아GPU #삼전닉스급등
Jensen Huang: "The AGI era has arrived"…a 'big deal' foreshadowed sparks a breakout from the box-bound KOSPI — pay attention to this stock right nowㅣStock Showㅣ260907 #AIMemoryBoom #AstraLaunch #NvidiaGPU #SamsungHynixSurge
7d -0.5% ✗30d +25.5% ✓90d in 40d
저평가·주주환원 ‘증권주’... 금리·정책 기대 '보험주'ㅣ설용진 iM증권 연구원
Undervalued, shareholder-returning 'brokerage stocks'... 'insurance stocks' with rate and policy expectations | Seol Yong-jin, analyst at iM Securities
7d -2.2% ✗30d -6.3% ✗90d in 40d
저평가·주주환원 ‘증권주’... 금리·정책 기대 '보험주'ㅣ설용진 iM증권 연구원
Undervalued, shareholder-returning 'brokerage stocks'... 'insurance stocks' with rate and policy expectations | Seol Yong-jin, analyst at iM Securities
7d -3.0% ✗30d -6.9% ✗90d in 40d
젠슨 황 "AGI 시대가 왔다"…'빅딜' 예고에 박스피 돌파 시동, 지금 당장 이 종목에 주목하라ㅣ종목쇼ㅣ260907 #AI메모리호황 #아스트라출시 #엔비디아GPU #삼전닉스급등
Jensen Huang: "The AGI era has arrived"…a 'big deal' foreshadowed sparks a breakout from the box-bound KOSPI — pay attention to this stock right nowㅣStock Showㅣ260907 #AIMemoryBoom #AstraLaunch #NvidiaGPU #SamsungHynixSurge
7d +2.4% ✓30d +84.3% ✓90d in 40d
저평가·주주환원 ‘증권주’... 금리·정책 기대 '보험주'ㅣ설용진 iM증권 연구원
Undervalued, shareholder-returning 'brokerage stocks'... 'insurance stocks' with rate and policy expectations | Seol Yong-jin, analyst at iM Securities
7d +0.8% ✓30d -0.4% ✗90d in 40d
젠슨 황 "AGI 시대가 왔다"…'빅딜' 예고에 박스피 돌파 시동, 지금 당장 이 종목에 주목하라ㅣ종목쇼ㅣ260907 #AI메모리호황 #아스트라출시 #엔비디아GPU #삼전닉스급등
Jensen Huang: "The AGI era has arrived"…a 'big deal' foreshadowed sparks a breakout from the box-bound KOSPI — pay attention to this stock right nowㅣStock Showㅣ260907 #AIMemoryBoom #AstraLaunch #NvidiaGPU #SamsungHynixSurge
7d +14.0% ✓30d +16.0% ✓90d in 40d
코스피 7천 턱밑 마감! 전문가들 "오늘 오르는 종목은 가짜" (2026년 9월 7일 장 마감)｜성공투자 오후증시｜파이널콜
KOSPI closes just shy of 7,000! Experts say "the stocks rising today are fake" (market close, September 7, 2026)｜Successful Investing Afternoon Market｜Final Call
7d -2.5% ✗30d +2.0% ✓90d in 40d
비트코인 반등 시작...다시 불붙은 ‘진짜 이유’ | 한경 베스트 애널리스트 전략 | 홍성욱 NH투자증권 연구위원
Bitcoin's rebound begins... the 'real reason' it caught fire again | Hankyung Best Analyst Strategy | Hong Sung-wook, Research Fellow, NH Investment & Securities
7d -2.6% ✗30d -10.0% ✗90d in 40d
비트코인 반등 시작...다시 불붙은 ‘진짜 이유’ | 한경 베스트 애널리스트 전략 | 홍성욱 NH투자증권 연구위원
Bitcoin's rebound begins... the 'real reason' it caught fire again | Hankyung Best Analyst Strategy | Hong Sung-wook, Research Fellow, NH Investment & Securities
7d -8.6% ✗30d -14.8% ✗90d in 40d
비트코인 반등 시작...다시 불붙은 ‘진짜 이유’ | 한경 베스트 애널리스트 전략 | 홍성욱 NH투자증권 연구위원
Bitcoin's rebound begins... the 'real reason' it caught fire again | Hankyung Best Analyst Strategy | Hong Sung-wook, Research Fellow, NH Investment & Securities
7d -4.0% ✗30d -14.3% ✗90d in 40d
외인·기관 쌍끌이 매수에 코스피 6600선 회복! 골드만 목표가에 로봇주 급등 vs 클래리티법에 스테이블코인 랠리l 김장열·김우식·김태성 l 더 워룸 2부
KOSPI recovers the 6,600 level on twin buying from foreigners and institutions! Robot stocks surge on Goldman's target price vs stablecoin rally on the CLARITY Act l Kim Jang-yeol·Kim Woo-sik·Kim Tae-seong l The War Room Part 2
7d -1.8% ✗30d -7.8% ✗90d in 37d
외인·기관 쌍끌이 매수에 코스피 6600선 회복! 골드만 목표가에 로봇주 급등 vs 클래리티법에 스테이블코인 랠리l 김장열·김우식·김태성 l 더 워룸 2부
KOSPI recovers the 6,600 level on twin buying from foreigners and institutions! Robot stocks surge on Goldman's target price vs stablecoin rally on the CLARITY Act l Kim Jang-yeol·Kim Woo-sik·Kim Tae-seong l The War Room Part 2
7d -9.3% ✗30d -6.3% ✗90d in 37d
지금 유일한 수급은 '외국인'ㅣ이경수 하나증권 수석연구위원
The only supply-demand right now is 'foreigners' | Lee Kyung-soo, Senior Research Fellow at Hana Securities
7d -6.1% ✗30d +4.0% ✓90d in 37d
노무라 "67만전자·470만닉스 간다" 지금은 역대급 저평가 구간…다음주 반도체 이렇게 됩니다 ㅣ종목쇼ㅣ260904 #삼성전자추가환원 #메모리슈퍼사이클 #앤트로픽IPO상장
Nomura: "Samsung heading to 670,000, Hynix to 4.7 million" Right now is an all-time undervalued zone… Here's what semiconductors will do next week ㅣStock Showㅣ260904 #SamsungElectronicsAdditionalShareholderReturn #MemorySuperCycle #AnthropicIPOListing
7d +3.3% ✓30d -1.6% ✗90d in 37d
노무라 "67만전자·470만닉스 간다" 지금은 역대급 저평가 구간…다음주 반도체 이렇게 됩니다 ㅣ종목쇼ㅣ260904 #삼성전자추가환원 #메모리슈퍼사이클 #앤트로픽IPO상장
Nomura: "Samsung heading to 670,000, Hynix to 4.7 million" Right now is an all-time undervalued zone… Here's what semiconductors will do next week ㅣStock Showㅣ260904 #SamsungElectronicsAdditionalShareholderReturn #MemorySuperCycle #AnthropicIPOListing
7d -13.6% ✗30d +23.2% ✓90d in 37d
노무라 "67만전자·470만닉스 간다" 지금은 역대급 저평가 구간…다음주 반도체 이렇게 됩니다 ㅣ종목쇼ㅣ260904 #삼성전자추가환원 #메모리슈퍼사이클 #앤트로픽IPO상장
Nomura: "Samsung heading to 670,000, Hynix to 4.7 million" Right now is an all-time undervalued zone… Here's what semiconductors will do next week ㅣStock Showㅣ260904 #SamsungElectronicsAdditionalShareholderReturn #MemorySuperCycle #AnthropicIPOListing
7d +10.5% ✓30d +48.8% ✓90d in 37d
다시 시작된 피지컬AI의 시대, 개인투자자는 어떤 종목을 봐야하나? 로봇주 투자 전략 대공개ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
The era of physical AI has begun again — which stocks should retail investors watch? A full reveal of robot stock investment strategy ㅣSon Chang-hyun, 24 Invest team leader · Park Han-saem, investment consulting CEOㅣ The War Room
7d +7.8% ✓30d -2.3% ✗90d in 37d
다시 시작된 피지컬AI의 시대, 개인투자자는 어떤 종목을 봐야하나? 로봇주 투자 전략 대공개ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
The era of physical AI has begun again — which stocks should retail investors watch? A full reveal of robot stock investment strategy ㅣSon Chang-hyun, 24 Invest team leader · Park Han-saem, investment consulting CEOㅣ The War Room
7d -3.4% ✗30d +18.9% ✓90d in 37d
외인·기관 쌍끌이 매수에 코스피 6600선 회복! 골드만 목표가에 로봇주 급등 vs 클래리티법에 스테이블코인 랠리l 김장열·김우식·김태성 l 더 워룸 2부
KOSPI recovers the 6,600 level on twin buying from foreigners and institutions! Robot stocks surge on Goldman's target price vs stablecoin rally on the CLARITY Act l Kim Jang-yeol·Kim Woo-sik·Kim Tae-seong l The War Room Part 2
7d -1.9% ✗30d -8.0% ✗90d in 37d
외국인 매도, 이번엔 다릅니다ㅣ이완수 그레너리투자자문 대표
Foreign selling — this time it's different | Lee Wan-soo, CEO of Greenery Investment Advisory
7d -7.1% ✓30d -9.9% ✓90d in 36d
반도체 다음 주도주는 'K-AIDC'...GS그룹·자이에스앤디 주목ㅣ김지훈 제니스그룹 파트너스 상무
The Next Leading Stock After Semiconductors Is 'K-AIDC'...Watch GS Group and Xi S&D ㅣ Kim Ji-hoon, Managing Director, Zenith Group Partners
7d +0.9% ✓30d -8.7% ✗90d in 36d
AI 투자, 인프라에서 '돈 버는 AI' 애플리케이션으로 이동 | 허선재 SK증권 연구원ㅣ김치형 앵커
AI investment shifts from infrastructure to 'money-making AI' applications | Heo Seon-jae, analyst, SK Securities ㅣ anchor Kim Chi-hyung
7d +14.9% ✓30d +27.8% ✓90d in 36d
AI 투자, 인프라에서 '돈 버는 AI' 애플리케이션으로 이동 | 허선재 SK증권 연구원ㅣ김치형 앵커
AI investment shifts from infrastructure to 'money-making AI' applications | Heo Seon-jae, analyst, SK Securities ㅣ anchor Kim Chi-hyung
7d +3.9% ✓30d +23.6% ✓90d in 36d
美 10년물 국채 금리 더 오르면 AI마저 비상 걸린다…지금 당장 이 종목으로 포트 개편하세요ㅣ종목쇼ㅣ260903 #미국8월고용보고서 #브로드컴호실적 #국채금리
If the US 10-Year Treasury Yield Rises Further, Even AI Goes on Emergency Alert… Restructure Your Portfolio Into This Stock Right Now | Stock Show | 260903 #USAugustJobsReport #BroadcomStrongEarnings #TreasuryYields
7d +3.7% ✓30d +8.6% ✓90d in 36d
미 매크로 지표, FOMC, 미중정상회담까지 리스크를 기회로 바꿀 시점??ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
U.S. macro indicators, FOMC, all the way to the U.S.-China summit — time to turn risk into opportunity??ㅣKim Ji-hyuk, Eugene Investment & Securities PB & Park Yoon-jin, B&B Economic Research Institute PartnerㅣThe War Room
7d +0.2% ✗30d +73.9% ✗90d in 36d
美 10년물 국채 금리 더 오르면 AI마저 비상 걸린다…지금 당장 이 종목으로 포트 개편하세요ㅣ종목쇼ㅣ260903 #미국8월고용보고서 #브로드컴호실적 #국채금리
If the US 10-Year Treasury Yield Rises Further, Even AI Goes on Emergency Alert… Restructure Your Portfolio Into This Stock Right Now | Stock Show | 260903 #USAugustJobsReport #BroadcomStrongEarnings #TreasuryYields
7d +9.0% ✓30d +36.8% ✓90d in 36d
미국이 일본 국채를 사는 이유...화폐 불신 속 '금· 비트코인' 폭발ㅣ김학주 한동대학교 교수
Why the US is buying Japanese government bonds... 'Gold & Bitcoin' explode amid currency distrust ㅣ Professor Kim Hak-joo, Handong Global University
7d +4.2% ✗30d +22.1% ✗90d in 36d
반도체 안에서도 갈렸다…삼성전자·SK하이닉스 급락, 장비주는 급등 l 현상준·안인기·김종문 l 더 워룸 2부
Even within semiconductors they split… Samsung Electronics and SK Hynix plunge, equipment stocks surge l Hyun Sang-jun·An In-gi·Kim Jong-mun l The War Room Part 2
7d -3.8% ✗30d +77.9% ✓90d in 35d
반도체 안에서도 갈렸다…삼성전자·SK하이닉스 급락, 장비주는 급등 l 현상준·안인기·김종문 l 더 워룸 2부
Even within semiconductors they split… Samsung Electronics and SK Hynix plunge, equipment stocks surge l Hyun Sang-jun·An In-gi·Kim Jong-mun l The War Room Part 2
7d -2.4% ✗30d +14.0% ✓90d in 35d
반도체 팔고 갈아탈까? '이 섹터' 지금 너무 쌉니다 (황유현 신한투자증권 PB팀장, 박지훈 NH투자증권 자산관리컨설팅 부장)
Should I sell semiconductors and switch? 'This sector' is way too cheap right now (Hwang Yu-hyun, Shinhan Investment PB Team Leader; Park Ji-hoon, NH Investment & Securities Wealth Management Consulting Director)
7d +7.0% ✓30d -5.4% ✗90d in 35d
북미 ESS 선점 박차..K배터리, 하반기 뜬다ㅣ안회수 DB증권 연구원
Pushing to seize the North American ESS market first.. K-battery takes off in the second half ㅣ Ahn Hoe-su, DB Securities researcher
7d -2.0% ✗30d +7.1% ✓90d in 35d
유가·금리 직격탄' 코스피 덮쳤다…대외 악재 씻어내고 주도권 쥘 이 종목, 지금이 매수 기회다ㅣ종목쇼ㅣ260902 #MLCC수주 #미국채금리급등 #호르무즈유조선피격
'Direct hit from oil prices and interest rates' has struck the KOSPI… This stock will wash off the external bad news and seize the lead—now is the chance to buy｜Stock Show｜260902 #MLCCorders #USTreasuryYieldSurge #HormuzTankerStrike
7d +36.8% ✓30d +40.0% ✓90d in 35d
유가·금리 직격탄' 코스피 덮쳤다…대외 악재 씻어내고 주도권 쥘 이 종목, 지금이 매수 기회다ㅣ종목쇼ㅣ260902 #MLCC수주 #미국채금리급등 #호르무즈유조선피격
'Direct hit from oil prices and interest rates' has struck the KOSPI… This stock will wash off the external bad news and seize the lead—now is the chance to buy｜Stock Show｜260902 #MLCCorders #USTreasuryYieldSurge #HormuzTankerStrike
7d +2.5% ✓30d +22.0% ✓90d in 35d
유가·금리 직격탄' 코스피 덮쳤다…대외 악재 씻어내고 주도권 쥘 이 종목, 지금이 매수 기회다ㅣ종목쇼ㅣ260902 #MLCC수주 #미국채금리급등 #호르무즈유조선피격
'Direct hit from oil prices and interest rates' has struck the KOSPI… This stock will wash off the external bad news and seize the lead—now is the chance to buy｜Stock Show｜260902 #MLCCorders #USTreasuryYieldSurge #HormuzTankerStrike
7d +6.2% ✓30d +45.7% ✓90d in 35d
유가·금리 직격탄' 코스피 덮쳤다…대외 악재 씻어내고 주도권 쥘 이 종목, 지금이 매수 기회다ㅣ종목쇼ㅣ260902 #MLCC수주 #미국채금리급등 #호르무즈유조선피격
'Direct hit from oil prices and interest rates' has struck the KOSPI… This stock will wash off the external bad news and seize the lead—now is the chance to buy｜Stock Show｜260902 #MLCCorders #USTreasuryYieldSurge #HormuzTankerStrike
7d -2.4% ✗30d +45.3% ✓90d in 35d
미 금리 향방에 달린 삼성전자 주가 향방, 30만전자 돌파 위한 시나리오?ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
Samsung Electronics' stock direction hinges on the direction of U.S. rates, the scenario for breaking through 300,000-won Samsung?ㅣPark Geun-hyung, IBK General Manager & Kim Jung-ki, Alpha Conductor HoldingsㅣThe War Room
7d +2.3% ✓30d +0.5% ✓90d in 35d
삼전·닉스 자사주 매수에 코스피 반등! 탈모치료제 급등 vs 역대급 수출에도 화장품주 조정 l 허반석·박우신·황유현 l 더 워룸 2부
KOSPI rebounds on Samsung Elec·Hynix treasury share buying! Hair-loss treatment surges vs cosmetics stocks correct despite all-time-level exports l Heo Ban-seok·Park Woo-shin·Hwang Yu-hyun l The War Room Part 2
7d -12.0% ✗30d -12.7% ✗90d in 34d
지금은 매크로 볼 때 아니다...시장 정답은 '여기' 있습니다 | 조일교의 시시각각
Now is not the time to look at macro...the market's answer is 'here' | Cho Il-gyo's Every Moment
7d -3.0% ✗30d -5.6% ✗90d in 34d
외인·기관 '팔자'에 코스피 방파제 된 삼전닉스 '주주환원'…9월 대응전략 이렇게 준비하세요ㅣ종목쇼ㅣ260901 #MLCC판가인상 #삼성전기목표가 #연기금차익실현
Samsung Electronics and Hynix 'shareholder returns' become the KOSPI's breakwater against foreign and institutional 'selling'…Prepare your September strategy like this | Stock Show | 260901 #MLCCPriceHike #SamsungElectroMechanicsTargetPrice #PensionFundProfitTaking
7d +9.0% ✓30d +6.4% ✓90d in 34d
외인·기관 '팔자'에 코스피 방파제 된 삼전닉스 '주주환원'…9월 대응전략 이렇게 준비하세요ㅣ종목쇼ㅣ260901 #MLCC판가인상 #삼성전기목표가 #연기금차익실현
Samsung Electronics and Hynix 'shareholder returns' become the KOSPI's breakwater against foreign and institutional 'selling'…Prepare your September strategy like this | Stock Show | 260901 #MLCCPriceHike #SamsungElectroMechanicsTargetPrice #PensionFundProfitTaking
7d +3.0% ✓30d -3.8% ✗90d in 34d
외인·기관 '팔자'에 코스피 방파제 된 삼전닉스 '주주환원'…9월 대응전략 이렇게 준비하세요ㅣ종목쇼ㅣ260901 #MLCC판가인상 #삼성전기목표가 #연기금차익실현
Samsung Electronics and Hynix 'shareholder returns' become the KOSPI's breakwater against foreign and institutional 'selling'…Prepare your September strategy like this | Stock Show | 260901 #MLCCPriceHike #SamsungElectroMechanicsTargetPrice #PensionFundProfitTaking
7d +7.1% ✓30d +37.7% ✓90d in 34d
전쟁 장기화, 정제마진 폭등... 정유주 목표가 줄상향 | 박정언 캐스터
War drags on, refining margins spike... Refiner stocks' target prices raised one after another | Caster Park Jung-eon
7d +1.8% ✓30d -11.3% ✗90d in 34d
전쟁 장기화, 정제마진 폭등... 정유주 목표가 줄상향 | 박정언 캐스터
War drags on, refining margins spike... Refiner stocks' target prices raised one after another | Caster Park Jung-eon
7d +9.9% ✓30d +10.1% ✓90d in 34d
[딥담화] 9월도 불안..중동·금리가 이길까, 삼전닉스 자사주가 이길까?｜민재기｜강준혁｜이진우
[Deep Talk] September is uneasy too.. Will the Middle East & interest rates win, or will Samsung-Hynix buybacks win? | Min Jae-gi | Kang Jun-hyuk | Lee Jin-woo
7d +16.7% ✓30d +17.1% ✓90d in 34d
코스피 막판 상승 전환 이유? 전문가들 "지나고 보면 지금이 기회"(2026년 8월 31일 장 마감)｜성공투자 오후증시｜파이널콜
The reason KOSPI turned higher at the close? Experts say "Looking back, now is the opportunity" (August 31, 2026 market close)｜Successful Investing Afternoon Market｜Final Call
7d -8.5% ✗30d +0.1% ✓90d in 33d
‘삼전닉스’ 자사주 구조대가 막아낸 코스피 하락…9월 국내 증시 '반등 시나리오' 이겁니다ㅣ종목쇼ㅣ260831 #삼전닉스상승전환 #잭슨홀미팅 #미국금리인상
'Samjeon-nix' — the KOSPI fall blocked by the treasury-stock rescue squad… This is the September domestic stock market 'rebound scenario' | Stock Show | 260831 #SamjeonnixTurnsPositive #JacksonHoleMeeting #USRateHike
7d +1.9% ✓30d -3.5% ✗90d in 33d
삼전닉스 자사주 매입이 살린 코스피 내일장에서 주인공이 될 종목은?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
The KOSPI saved by Samsung Elec & Hynix treasury share purchases — which stock will be the main character in tomorrow's session?ㅣLee Chang-hwan, Director at iM Securities·Lee Dong-geun, CEO of GEIㅣ The War Room
7d +2.2% ✓30d -0.6% ✗90d in 33d
K팝 인기에도 주가는 하락..엔터주 반전 기회 있나?ㅣ김민영 메리츠증권 연구원
Despite K-pop's popularity the share prices fall.. Is there a chance for entertainment stocks to turn around? | Kim Min-young, Analyst at Meritz Securities
7d +1.9% ✓30d -12.3% ✗90d in 33d
삼전닉스 자사주 매입이 살린 코스피 내일장에서 주인공이 될 종목은?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
The KOSPI saved by Samsung Elec & Hynix treasury share purchases — which stock will be the main character in tomorrow's session?ㅣLee Chang-hwan, Director at iM Securities·Lee Dong-geun, CEO of GEIㅣ The War Room
7d +8.2% ✓30d +39.7% ✓90d in 33d
삼성전자·SK하이닉스 PER 4배...역사적 헐값,바닥 왔다ㅣ강관우 더프레미어 대표
Samsung Electronics·SK Hynix PER of 4x...a historic bargain, the bottom has arrived ㅣKang Gwan-woo, CEO of The Premier
7d -13.3% ✓30d -13.6% ✓90d in 33d
‘삼전닉스’ 자사주 구조대가 막아낸 코스피 하락…9월 국내 증시 '반등 시나리오' 이겁니다ㅣ종목쇼ㅣ260831 #삼전닉스상승전환 #잭슨홀미팅 #미국금리인상
'Samjeon-nix' — the KOSPI fall blocked by the treasury-stock rescue squad… This is the September domestic stock market 'rebound scenario' | Stock Show | 260831 #SamjeonnixTurnsPositive #JacksonHoleMeeting #USRateHike
7d -1.3% ✗30d +41.3% ✓90d in 33d
코스피 추가 하락 가능성? 앞으로 ’이렇게‘ 흘러갑니다 (이영훈 iM증권 서울금융센터 이사, 반종민 Prestige 경영전략연구소 소장)
Possibility of further KOSPI decline? It will unfold 'like this' going forward (Lee Young-hoon, Director of iM Securities Seoul Financial Center; Ban Jong-min, Head of Prestige Management Strategy Research Institute)
7d -6.4% ✗30d -14.1% ✗90d in 32d
두나무·비자 결제 협력에 스테이블코인 랠리 vs 반도체 관세 압박에 삼전·닉스 조정 l 허반석·김우식·황대근 l 더 워룸 2부
Stablecoin rally on the Dunamu–Visa payment partnership vs Samsung Elec and Hynix correct under chip tariff pressure l Heo Ban-seok·Kim Woo-sik·Hwang Dae-geun l The War Room Part 2
7d +5.3% ✓30d -5.8% ✗90d in 30d
반도체 온기 퍼지는 순환매 장세! 다음주 주인공은 화장품 섹터? 그중에서도 ‘이 종목’ 주목ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
A rotational market with semiconductor warmth spreading! Is the cosmetics sector next week's lead? And among them, watch 'this stock' | Son Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEO | The War Room
7d -6.3% ✗30d +22.0% ✓90d in 30d
美 반도체 관세·잭슨홀 대기심리 부담 커졌다…'칠천피' 문턱서 뒷걸음치는 증시, 돌파구 여기다 ㅣ종목쇼ㅣ260827 #케빈워시 #엔비디아시총증가 #금리인상부담
US semiconductor tariffs and Jackson Hole wait-and-see sentiment weigh heavier... The market steps back at the threshold of 'KOSPI 7,000' — here's the breakthrough | Stock Show | 260827 #KevinWarsh #NvidiaMarketCapIncrease #RateHikeBurden
7d +1.8% ✓30d +1.4% ✓90d in 30d
반도체 온기 퍼지는 순환매 장세! 다음주 주인공은 화장품 섹터? 그중에서도 ‘이 종목’ 주목ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
A rotational market with semiconductor warmth spreading! Is the cosmetics sector next week's lead? And among them, watch 'this stock' | Son Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEO | The War Room
7d -2.8% ✗30d -0.6% ✗90d in 30d
두산에너빌리티 쉬어가는 이유, 원전주 대장 바뀌고 있다 | 넥스트 시그널 | 성공투자 오후증시
Why Doosan Enerbility is taking a breather — the nuclear stock leader is changing | Next Signal | Successful Investing Afternoon Market
7d +6.6% ✗30d -0.6% ✓90d in 30d
반도체 온기 퍼지는 순환매 장세! 다음주 주인공은 화장품 섹터? 그중에서도 ‘이 종목’ 주목ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
A rotational market with semiconductor warmth spreading! Is the cosmetics sector next week's lead? And among them, watch 'this stock' | Son Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEO | The War Room
7d +5.1% ✓30d +8.4% ✓90d in 30d
[숏담화] 금리도 먹어버린 엔비디아..반도체·인프라 더 오를까요?ㅣ정경민ㅣ허반석
[Short Talk] Nvidia swallowed even interest rates.. Will semiconductors and infrastructure rise further? | Jung Kyung-min | Heo Ban-seok
7d -6.2% ✗30d -10.5% ✗90d in 29d
美-캐나다 관세전쟁..K뷰티 날개 달까?ㅣ오린아 LS증권 연구위원
US-Canada tariff war..will it give K-beauty wings? | Oh Rin-a, LS Securities research fellow
7d -16.8% ✗30d -19.7% ✗90d in 29d
중소형주로 번지는 반등 온기... 탄소배출권 가치 주목 '에코아이' | 오현진 키움증권 연구원ㅣ김치형 앵커
The warmth of the rebound spreading to small and mid caps... 'Eco-eye' with carbon emission credit value in focus | Oh Hyun-jin, Kiwoom Securities analystㅣanchor Kim Chi-hyung
7d +0.1% ✓30d -1.3% ✗90d in 29d
삼전닉스 너무 쌉니다 "이제 저가매수 구간"ㅣ이완수 그레너리투자자문 대표
Samjeon-nix is far too cheap "Now it's the bargain-buying zone"ㅣLee Wan-soo, CEO of Greenery Investment Advisory
7d -8.9% ✗30d -4.7% ✗90d in 29d
엔비디아 깜짝실적 훈풍 삼전닉스 움직였다…실적 확인 후 당장 담아야 할 이 종목!ㅣ종목쇼ㅣ260827 #엔비디아어닝서프라이즈 #HBM #금리인상
Nvidia's surprise earnings tailwind moved Samjeon-nix... This stock to buy right now after checking the earnings!ㅣStock Showㅣ260827 #NvidiaEarningsSurprise #HBM #RateHike
7d +26.6% ✓30d +32.4% ✓90d in 29d
엔비디아 깜짝실적 훈풍 삼전닉스 움직였다…실적 확인 후 당장 담아야 할 이 종목!ㅣ종목쇼ㅣ260827 #엔비디아어닝서프라이즈 #HBM #금리인상
Nvidia's surprise earnings tailwind moved Samjeon-nix... This stock to buy right now after checking the earnings!ㅣStock Showㅣ260827 #NvidiaEarningsSurprise #HBM #RateHike
7d +3.2% ✓30d +35.5% ✓90d in 29d
엔비디아 깜짝실적 훈풍 삼전닉스 움직였다…실적 확인 후 당장 담아야 할 이 종목!ㅣ종목쇼ㅣ260827 #엔비디아어닝서프라이즈 #HBM #금리인상
Nvidia's surprise earnings tailwind moved Samjeon-nix... This stock to buy right now after checking the earnings!ㅣStock Showㅣ260827 #NvidiaEarningsSurprise #HBM #RateHike
7d -4.3% ✗30d +35.4% ✓90d in 29d
7천선 앞, 판이 바뀝니다” 반도체 이후 주도주는 l 최광혁 l 정경민 l 박진희
"Before the 7,000 line, the board is changing" The leading stocks after semiconductors are l Choi Kwang-hyuk l Jung Kyung-min l Park Jin-hee
7d +4.4% ✓30d +20.5% ✓90d in 29d
美-캐나다 관세전쟁..K뷰티 날개 달까?ㅣ오린아 LS증권 연구위원
US-Canada tariff war..will it give K-beauty wings? | Oh Rin-a, LS Securities research fellow
7d -9.1% ✗30d -10.6% ✗90d in 29d
[숏담화] 금리도 먹어버린 엔비디아..반도체·인프라 더 오를까요?ㅣ정경민ㅣ허반석
[Short Talk] Nvidia swallowed even interest rates.. Will semiconductors and infrastructure rise further? | Jung Kyung-min | Heo Ban-seok
7d -8.0% ✗30d -5.4% ✗90d in 29d
엔비디아 실적 대기 속 코스피 6,800선 회복! 삼전·닉스 자사주 매수세 유입 vs 한전 웨스팅하우스 지분 투자설에 원전주 폭등 l 현상준·안인기·이영노 l 더 워룸 2부
KOSPI recovers the 6,800 line as NVIDIA earnings await! Buying in Samsung Electronics and Hynix treasury shares vs. nuclear stocks surge on reports of KEPCO's stake investment in Westinghouse l Hyun Sang-jun, Ahn In-ki, Lee Young-no l The War Room Part 2
7d -4.4% ✗30d -9.6% ✗90d in 28d
중동 재건 한국 참여"..AI·중동이 밀어주는 건설주ㅣ김승준 하나증권 연구원
"Korea to take part in Middle East reconstruction"..Construction stocks pushed by AI and the Middle East ㅣ Kim Seung-jun, Hana Securities analyst
7d -2.4% ✗30d +10.4% ✓90d in 28d
엔비디아 실적 발표 하루 남기고 코스피 발목 잡는 매도세…내일장 대응 전략 이렇게 세우세요ㅣ종목쇼ㅣ260826 #엔비디아실적발표 #자사주소각효과 #AI반도체
With one day left before Nvidia's earnings, selling pressure holds back the KOSPI… Here's how to set up your strategy for tomorrow's sessionㅣStock ShowㅣNvidia earnings #TreasuryShareCancellationEffect #AISemiconductors
7d -8.7% ✗30d -5.1% ✗90d in 28d
엔비디아 실적 발표 하루 남기고 코스피 발목 잡는 매도세…내일장 대응 전략 이렇게 세우세요ㅣ종목쇼ㅣ260826 #엔비디아실적발표 #자사주소각효과 #AI반도체
With one day left before Nvidia's earnings, selling pressure holds back the KOSPI… Here's how to set up your strategy for tomorrow's sessionㅣStock ShowㅣNvidia earnings #TreasuryShareCancellationEffect #AISemiconductors
7d -9.2% ✗30d +46.2% ✓90d in 28d
엔비디아 실적에 울고 웃는 국내 증시 내일 장의 온도는 엔비디아 영업이익률 75% 사수가 관건!?ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
Korean stocks cry and laugh with NVIDIA's earnings — tomorrow's market temperature hinges on NVIDIA defending a 75% operating margin!? | Park Geun-hyung, General Manager at IBK, and Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d -0.5% ✗30d -0.9% ✗90d in 28d
엔비디아 실적에 울고 웃는 국내 증시 내일 장의 온도는 엔비디아 영업이익률 75% 사수가 관건!?ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
Korean stocks cry and laugh with NVIDIA's earnings — tomorrow's market temperature hinges on NVIDIA defending a 75% operating margin!? | Park Geun-hyung, General Manager at IBK, and Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +3.4% ✓30d +14.7% ✓90d in 28d
엔비디아 실적에 울고 웃는 국내 증시 내일 장의 온도는 엔비디아 영업이익률 75% 사수가 관건!?ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
Korean stocks cry and laugh with NVIDIA's earnings — tomorrow's market temperature hinges on NVIDIA defending a 75% operating margin!? | Park Geun-hyung, General Manager at IBK, and Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +1.5% ✓30d +4.3% ✓90d in 28d
중동 재건 한국 참여"..AI·중동이 밀어주는 건설주ㅣ김승준 하나증권 연구원
"Korea to take part in Middle East reconstruction"..Construction stocks pushed by AI and the Middle East ㅣ Kim Seung-jun, Hana Securities analyst
7d -8.0% ✗30d -0.2% ✗90d in 28d
월스트리트저널 "세계에서 가장 미친 韓증시, 공포의 롤러코스터"…변동성 장세 대응전략 이겁니다ㅣ종목쇼ㅣ260825 #엔비디아실적발표 #금융통화위원회 #외국인매도
The Wall Street Journal: "The world's craziest Korean stock market, a roller coaster of fear"…This is the strategy for a volatile market | Stock Show | 260825 #NVIDIAEarnings #MonetaryPolicyBoard #ForeignSelling
7d -4.7% ✗30d -2.6% ✗90d in 27d
하루하루 변동성 심한 국내증시, 롤러코스피 내일은 칠천피 안착?!ㅣ 이성웅 다올투자증권 영업부 부장·강준혁 한국경제연구소 대표ㅣ더 워룸
Domestic stock market with severe day-to-day volatility — will roller-KOSPI settle at 7,000 tomorrow?!ㅣLee Seong-woong, Department Head at Daol Investment & Securities·Kang Jun-hyeok, CEO of Korea Economic Research InstituteㅣThe War Room
7d -3.1% ✗30d +1.3% ✓90d in 27d
하루하루 변동성 심한 국내증시, 롤러코스피 내일은 칠천피 안착?!ㅣ 이성웅 다올투자증권 영업부 부장·강준혁 한국경제연구소 대표ㅣ더 워룸
Domestic stock market with severe day-to-day volatility — will roller-KOSPI settle at 7,000 tomorrow?!ㅣLee Seong-woong, Department Head at Daol Investment & Securities·Kang Jun-hyeok, CEO of Korea Economic Research InstituteㅣThe War Room
7d -10.1% ✗30d -11.2% ✗90d in 27d
월스트리트저널 "세계에서 가장 미친 韓증시, 공포의 롤러코스터"…변동성 장세 대응전략 이겁니다ㅣ종목쇼ㅣ260825 #엔비디아실적발표 #금융통화위원회 #외국인매도
The Wall Street Journal: "The world's craziest Korean stock market, a roller coaster of fear"…This is the strategy for a volatile market | Stock Show | 260825 #NVIDIAEarnings #MonetaryPolicyBoard #ForeignSelling
7d +4.1% ✓30d +34.2% ✓90d in 27d
월스트리트저널 "세계에서 가장 미친 韓증시, 공포의 롤러코스터"…변동성 장세 대응전략 이겁니다ㅣ종목쇼ㅣ260825 #엔비디아실적발표 #금융통화위원회 #외국인매도
The Wall Street Journal: "The world's craziest Korean stock market, a roller coaster of fear"…This is the strategy for a volatile market | Stock Show | 260825 #NVIDIAEarnings #MonetaryPolicyBoard #ForeignSelling
7d +4.9% ✓30d +21.1% ✓90d in 27d
원전株 부활 신호탄"... 29년까지 일감 꽉 찬 생태계 | 박정언 캐스터
"The starting gun for a nuclear power stock revival"... An ecosystem with a full workload through '29 | Caster Park Jung-eon
7d -14.7% ✗30d -5.9% ✗90d in 27d
월스트리트저널 "세계에서 가장 미친 韓증시, 공포의 롤러코스터"…변동성 장세 대응전략 이겁니다ㅣ종목쇼ㅣ260825 #엔비디아실적발표 #금융통화위원회 #외국인매도
The Wall Street Journal: "The world's craziest Korean stock market, a roller coaster of fear"…This is the strategy for a volatile market | Stock Show | 260825 #NVIDIAEarnings #MonetaryPolicyBoard #ForeignSelling
7d +1.1% ✓30d +11.6% ✓90d in 27d
월스트리트저널 "세계에서 가장 미친 韓증시, 공포의 롤러코스터"…변동성 장세 대응전략 이겁니다ㅣ종목쇼ㅣ260825 #엔비디아실적발표 #금융통화위원회 #외국인매도
The Wall Street Journal: "The world's craziest Korean stock market, a roller coaster of fear"…This is the strategy for a volatile market | Stock Show | 260825 #NVIDIAEarnings #MonetaryPolicyBoard #ForeignSelling
7d -6.8% ✗30d -0.5% ✗90d in 27d
원전株 부활 신호탄"... 29년까지 일감 꽉 찬 생태계 | 박정언 캐스터
"The starting gun for a nuclear power stock revival"... An ecosystem with a full workload through '29 | Caster Park Jung-eon
7d -10.7% ✗30d -4.4% ✗90d in 27d
바이오주, 하반기 반등 기대...'이 종목'이 터진다 | 한경 베스트 애널리스트 전략
Bio Stocks, Rebound Expected in the Second Half...'THIS Stock' Is Going to Explode | Hankyung Best Analyst Strategy
7d +5.1% ✓30d +4.0% ✓90d in 26d
111일 만에 파업 족쇄 푼 현대차... CEO 인베스터데이 랠리 시동 | 박정언 캐스터
Hyundai Motor breaks free of the strike shackles after 111 days... CEO Investor Day rally revs up | Caster Park Jeong-eon
7d +8.6% ✓30d +11.5% ✓90d in 26d
엔비디아 실적발표 후 국내증시 향방은?빅 이벤트 이후 국내증시 어땠나ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
Where do Korean stocks go after NVIDIA's earnings? How have Korean stocks fared after big events | Lee Chang-hwan, Director at iM Securities, and Lee Dong-geun, CEO of GEI | The War Room
7d -1.1% ✗30d +13.2% ✓90d in 26d
110조 주주환원' 효과도 약했다… 삼전닉스 급락에 패닉 빠진 코스피, "지금 팔면 안됩니다"ㅣ종목쇼ㅣ260824 #PCE발표 #엔비디아실적발표 #삼전닉스동반하락
Even the '110 trillion shareholder return' effect was weak… KOSPI in panic over the plunge of Samsung-Hynix, "You must not sell now"ㅣStock Showㅣ260824 #PCERelease #NvidiaEarningsRelease #SamsungHynixJointDecline
7d 0.0% ✗30d -25.4% ✗90d in 26d
삼성그룹 동반 급락! 전문가들 "반등 기대 마라" (2026년 8월 24일 장 마감)｜성공투자 오후증시｜파이널콜
Samsung Group plunges together! Experts say "Don't expect a rebound" (market close, August 24, 2026)｜Successful Investing Afternoon Market｜Final Call
7d -17.2% ✗30d -27.8% ✗90d in 26d
삼전 110조 환원에도 실망 매물 급락 vs 삼성SDI 4조 실탄 확보에 2차전지 불기둥 폭발! 주도주 교체 신호탄인가 l 현상준·김문석·최수창 l 더 워룸 2부
Samsung Elec plunges on disappointed selling despite a 110 trillion won return vs secondary batteries explode in a pillar of fire as Samsung SDI secures 4 trillion won of ammunition! Is this the signal flare for a change of leading stocks l Hyun Sang-jun·Kim Mun-seok·Choi Su-chang l The War Room Part 2
7d +6.4% ✗30d -5.9% ✓90d in 26d
삼전 110조 환원에도 실망 매물 급락 vs 삼성SDI 4조 실탄 확보에 2차전지 불기둥 폭발! 주도주 교체 신호탄인가 l 현상준·김문석·최수창 l 더 워룸 2부
Samsung Elec plunges on disappointed selling despite a 110 trillion won return vs secondary batteries explode in a pillar of fire as Samsung SDI secures 4 trillion won of ammunition! Is this the signal flare for a change of leading stocks l Hyun Sang-jun·Kim Mun-seok·Choi Su-chang l The War Room Part 2
7d +8.6% ✗30d +3.9% ✗90d in 26d
바이오주, 하반기 반등 기대...'이 종목'이 터진다 | 한경 베스트 애널리스트 전략
Bio Stocks, Rebound Expected in the Second Half...'THIS Stock' Is Going to Explode | Hankyung Best Analyst Strategy
7d -9.2% ✗30d -28.5% ✗90d in 26d
7천선 저항에 막힌 국장... 반도체 접근법·원화 강세 속 수출주 전략 | 박승영 한화투자증권 PLUS자산전략팀 팀장 ㅣ김치형 앵커
The Korean market blocked by resistance at 7,000... Semiconductor approach and export-stock strategy amid won strength | Park Seung-young, Team Leader of the PLUS Asset Strategy Team at Hanwha Investment & Securities | Anchor Kim Chi-hyung
7d +2.9% ✓30d +4.7% ✓90d in 26d
천조국 뚫은 K9 자주포..K-방산 랠리 재개되나ㅣ이한결 키움증권 연구원
The K9 self-propelled howitzer broke into the land of a thousand trillion.. will the K-defense rally resume?ㅣLee Han-gyeol, Analyst, Kiwoom Securities
7d -2.5% ✗30d -13.4% ✗90d in 26d
천조국 뚫은 K9 자주포..K-방산 랠리 재개되나ㅣ이한결 키움증권 연구원
The K9 self-propelled howitzer broke into the land of a thousand trillion.. will the K-defense rally resume?ㅣLee Han-gyeol, Analyst, Kiwoom Securities
7d -7.6% ✗30d -11.1% ✗90d in 26d
천조국 뚫은 K9 자주포..K-방산 랠리 재개되나ㅣ이한결 키움증권 연구원
The K9 self-propelled howitzer broke into the land of a thousand trillion.. will the K-defense rally resume?ㅣLee Han-gyeol, Analyst, Kiwoom Securities
7d -4.6% ✗30d -3.5% ✗90d in 26d
삼성그룹 동반 급락! 전문가들 "반등 기대 마라" (2026년 8월 24일 장 마감)｜성공투자 오후증시｜파이널콜
Samsung Group plunges together! Experts say "Don't expect a rebound" (market close, August 24, 2026)｜Successful Investing Afternoon Market｜Final Call
7d -1.8% ✗30d +0.6% ✓90d in 26d
삼전 110조 환원에도 실망 매물 급락 vs 삼성SDI 4조 실탄 확보에 2차전지 불기둥 폭발! 주도주 교체 신호탄인가 l 현상준·김문석·최수창 l 더 워룸 2부
Samsung Elec plunges on disappointed selling despite a 110 trillion won return vs secondary batteries explode in a pillar of fire as Samsung SDI secures 4 trillion won of ammunition! Is this the signal flare for a change of leading stocks l Hyun Sang-jun·Kim Mun-seok·Choi Su-chang l The War Room Part 2
7d +5.0% ✓30d +4.2% ✓90d in 26d
내년 이익 더 느는 업종 반도체 소부장, 2차전지ㅣ허재환·문홍철ㅣ경제전쟁꾼
Sectors Whose Profits Grow More Next Year: Semiconductor Materials-Parts-Equipment, Secondary Batteries|Heo Jae-hwan·Moon Hong-cheol|Economy War Fighters
7d +6.2% ✓30d -1.2% ✗90d in 24d
삼성전자 '주주환원'…다음주 이렇게 됩니다ㅣ종목쇼ㅣ260821 #삼성전자주주환원 #코스닥매도사이드카 #반도체패키징
Samsung Electronics' 'shareholder returns'... here's what happens next week ㅣStock Showㅣ260821 #SamsungElectronicsShareholderReturns #KOSDAQSellSidecar #SemiconductorPackaging
7d +4.0% ✓30d +14.2% ✓90d in 23d
삼성전자 '주주환원'…다음주 이렇게 됩니다ㅣ종목쇼ㅣ260821 #삼성전자주주환원 #코스닥매도사이드카 #반도체패키징
Samsung Electronics' 'shareholder returns'... here's what happens next week ㅣStock Showㅣ260821 #SamsungElectronicsShareholderReturns #KOSDAQSellSidecar #SemiconductorPackaging
7d +8.7% ✓30d +1.7% ✓90d in 23d
삼성전자 '주주환원'…다음주 이렇게 됩니다ㅣ종목쇼ㅣ260821 #삼성전자주주환원 #코스닥매도사이드카 #반도체패키징
Samsung Electronics' 'shareholder returns'... here's what happens next week ㅣStock Showㅣ260821 #SamsungElectronicsShareholderReturns #KOSDAQSellSidecar #SemiconductorPackaging
7d -9.9% ✗30d +41.1% ✓90d in 23d
삼성전자 110조 쏘고도 왜 빠졌나…SK하이닉스와 결정적 차이는? l 김장열·김우식·황대근 l 더 워룸 2부
Samsung Electronics fired off 110 trillion, so why did it fall…What's the decisive difference from SK Hynix? l Kim Jang-yeol·Kim Woo-sik·Hwang Dae-geun l The War Room Part 2
7d +2.1% ✗30d -7.3% ✓90d in 23d
코스피 상단 '7,800' 반도체 말고 '여기' 보세요ㅣ정다운 LS증권 수석연구원
KOSPI's upper bound '7,800' — forget semiconductors, look 'here'ㅣJung Da-woon, Senior Researcher, LS Securities
7d +4.6% ✓30d +2.4% ✓90d in 23d
하이닉스이어 삼성전자도 내놓은 주주환원정책! 하지만, 주가는 하락 마감 실망매물일까? 반등을 위한 초석일까?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
After Hynix, Samsung Electronics also announces a shareholder return policy! But the stock closed lower — is it disappointment selling? Or a cornerstone for a rebound? | Son Chang-hyun, Team Leader at 24 Invest · Park Han-saem, CEO of Investment Consulting | The War Room
7d -3.2% ✓30d +1.1% ✗90d in 23d
하이닉스이어 삼성전자도 내놓은 주주환원정책! 하지만, 주가는 하락 마감 실망매물일까? 반등을 위한 초석일까?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
After Hynix, Samsung Electronics also announces a shareholder return policy! But the stock closed lower — is it disappointment selling? Or a cornerstone for a rebound? | Son Chang-hyun, Team Leader at 24 Invest · Park Han-saem, CEO of Investment Consulting | The War Room
7d +10.8% ✓30d -5.4% ✗90d in 23d
수출 80% 삼양식품... 실적 성장 계속된다 | 이재규 SK증권 WM 1영업본부 차장 ㅣ하경민 앵커
Samyang Foods, 80% exports... earnings growth continues | Lee Jae-gyu, Deputy General Manager, SK Securities WM 1st Sales Division ㅣAnchor Ha Kyung-min
7d +11.9% ✓30d -13.9% ✗90d in 22d
하이닉스 주주환원정책에 증시 급등, 다음 주주환원정책은 삼성전자의 차례!ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
Stocks surge on Hynix's shareholder return policy — the next shareholder return policy is Samsung Electronics' turn! | Kim Ji-hyeok, Eugene Investment & Securities PB, and Park Yoon-jin, partner at B&B Economic Research Institute | The War Room
7d +18.3% ✓30d +18.4% ✓90d in 22d
美 바이백·닉스 40조 소각에 코스피 6% 폭등! 삼전 100조 환원 기대 속 소부장 폭발 vs 트럼프 클래리티법 촉구에 코인 랠리 l 허반석·김동엽·서용원 l 더 워룸 2부
US Buybacks and Nix's 40 Trillion Won Cancellation Send KOSPI Soaring 6%! Materials-Parts-Equipment Explode Amid Expectations of Samsung Electronics' 100 Trillion Won Return vs. Coin Rally as Trump Urges the CLARITY Act | Heo Ban-seok·Kim Dong-yeop·Seo Yong-won | The War Room Part 2
7d +11.4% ✓30d -6.1% ✗90d in 22d
美 바이백·닉스 40조 소각에 코스피 6% 폭등! 삼전 100조 환원 기대 속 소부장 폭발 vs 트럼프 클래리티법 촉구에 코인 랠리 l 허반석·김동엽·서용원 l 더 워룸 2부
US Buybacks and Nix's 40 Trillion Won Cancellation Send KOSPI Soaring 6%! Materials-Parts-Equipment Explode Amid Expectations of Samsung Electronics' 100 Trillion Won Return vs. Coin Rally as Trump Urges the CLARITY Act | Heo Ban-seok·Kim Dong-yeop·Seo Yong-won | The War Room Part 2
7d +3.1% ✓30d -0.8% ✗90d in 22d
삼성전자, SK하이닉스, 그리고 '이 종목' 사세요 (이완수 그레너리투자자문 대표, 반종민 Prestige 경영전략연구소 소장)
Samsung Electronics, SK Hynix, and buy 'this stock' (Lee Wan-su, CEO of Greenery Investment Advisory; Ban Jong-min, Head of Prestige Management Strategy Institute)
7d -0.7% ✓30d -10.9% ✓90d in 22d
JP모건 “SK하이닉스, 내년까지 주주환원 최소 180조 더 푼다”…40조 잭팟에 '상한가' 치솟은 이 종목ㅣ종목쇼ㅣ260820 #삼전닉스주주환원 #반도체급등 #mRNA암백신
JP Morgan: "SK Hynix to release at least 180 trillion won more in shareholder returns through next year"…the stock that soared to the 'upper limit' on a 40-trillion-won jackpotㅣStock ShowㅣMMDDYY 260820 #SamsungHynixShareholderReturn #SemiconductorSurge #mRNACancerVaccine
7d -2.3% ✗30d -8.2% ✗90d in 22d
삼성전자, SK하이닉스, 그리고 '이 종목' 사세요 (이완수 그레너리투자자문 대표, 반종민 Prestige 경영전략연구소 소장)
Samsung Electronics, SK Hynix, and buy 'this stock' (Lee Wan-su, CEO of Greenery Investment Advisory; Ban Jong-min, Head of Prestige Management Strategy Institute)
7d -3.1% ✓30d -13.0% ✓90d in 22d
삼미금속, 내년 실적 1천억 육박... 경쟁사 못 따라오는 이유 | 한유건 하나증권 미래산업팀 수석연구위원 ㅣ김치형 앵커
Sammi Metal, next year's earnings approaching 100 billion won... why competitors can't catch up | Han Yu-geon, Hana Securities Future Industry Team Senior Research Fellow | Anchor Kim Chi-hyung
7d +39.1% ✓30d +17.3% ✓90d in 22d
JP모건 “SK하이닉스, 내년까지 주주환원 최소 180조 더 푼다”…40조 잭팟에 '상한가' 치솟은 이 종목ㅣ종목쇼ㅣ260820 #삼전닉스주주환원 #반도체급등 #mRNA암백신
JP Morgan: "SK Hynix to release at least 180 trillion won more in shareholder returns through next year"…the stock that soared to the 'upper limit' on a 40-trillion-won jackpotㅣStock ShowㅣMMDDYY 260820 #SamsungHynixShareholderReturn #SemiconductorSurge #mRNACancerVaccine
7d +18.9% ✓30d +24.4% ✓90d in 22d
美 바이백·닉스 40조 소각에 코스피 6% 폭등! 삼전 100조 환원 기대 속 소부장 폭발 vs 트럼프 클래리티법 촉구에 코인 랠리 l 허반석·김동엽·서용원 l 더 워룸 2부
US Buybacks and Nix's 40 Trillion Won Cancellation Send KOSPI Soaring 6%! Materials-Parts-Equipment Explode Amid Expectations of Samsung Electronics' 100 Trillion Won Return vs. Coin Rally as Trump Urges the CLARITY Act | Heo Ban-seok·Kim Dong-yeop·Seo Yong-won | The War Room Part 2
7d +7.4% ✓30d +12.6% ✓90d in 22d
삼성전자, SK하이닉스, 그리고 '이 종목' 사세요 (이완수 그레너리투자자문 대표, 반종민 Prestige 경영전략연구소 소장)
Samsung Electronics, SK Hynix, and buy 'this stock' (Lee Wan-su, CEO of Greenery Investment Advisory; Ban Jong-min, Head of Prestige Management Strategy Institute)
7d -4.2% ✓30d -9.6% ✓90d in 22d
美 바이백·닉스 40조 소각에 코스피 6% 폭등! 삼전 100조 환원 기대 속 소부장 폭발 vs 트럼프 클래리티법 촉구에 코인 랠리 l 허반석·김동엽·서용원 l 더 워룸 2부
US Buybacks and Nix's 40 Trillion Won Cancellation Send KOSPI Soaring 6%! Materials-Parts-Equipment Explode Amid Expectations of Samsung Electronics' 100 Trillion Won Return vs. Coin Rally as Trump Urges the CLARITY Act | Heo Ban-seok·Kim Dong-yeop·Seo Yong-won | The War Room Part 2
7d +2.8% ✓30d +10.8% ✓90d in 22d
ESS·데이터센터 수요 폭증... 삼미금속·삼아알미늄 수혜 | 한유건 하나증권 미래산업팀 수석연구위원 ㅣ김치형 앵커
ESS & data center demand explodes... Sammi Metal and Sam-A Aluminium to benefit | Han Yu-geon, Senior Research Fellow, Future Industry Team, Hana Securities ㅣ Anchor Kim Chi-hyung
7d +18.1% ✓30d +48.1% ✓90d in 22d
美 바이백·닉스 40조 소각에 코스피 6% 폭등! 삼전 100조 환원 기대 속 소부장 폭발 vs 트럼프 클래리티법 촉구에 코인 랠리 l 허반석·김동엽·서용원 l 더 워룸 2부
US Buybacks and Nix's 40 Trillion Won Cancellation Send KOSPI Soaring 6%! Materials-Parts-Equipment Explode Amid Expectations of Samsung Electronics' 100 Trillion Won Return vs. Coin Rally as Trump Urges the CLARITY Act | Heo Ban-seok·Kim Dong-yeop·Seo Yong-won | The War Room Part 2
7d +3.0% ✓30d +19.6% ✓90d in 22d
하이닉스 주주환원정책에 증시 급등, 다음 주주환원정책은 삼성전자의 차례!ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
Stocks surge on Hynix's shareholder return policy — the next shareholder return policy is Samsung Electronics' turn! | Kim Ji-hyeok, Eugene Investment & Securities PB, and Park Yoon-jin, partner at B&B Economic Research Institute | The War Room
7d 0.0% ✗30d -20.3% ✗90d in 22d
삼성전자·SK하이닉스에...외인들이 '주주환원 폭탄' 요구하는 이유ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
The reason foreigners are demanding a 'shareholder return bomb'...from Samsung Electronics·SK HynixㅣHan Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d +5.4% ✓30d +1.4% ✓90d in 21d
SK하이닉스 9% 급락! 전문가들 "더 떨어질 이유 없다" (2026년 8월 19일 장 마감)｜성공투자 오후증시｜파이널콜
SK Hynix plunges 9%! Experts say "there's no reason to fall further" (market close, August 19, 2026) | Successful Investing Afternoon Market | Final Call
7d +1.5% ✓30d +18.0% ✓90d in 21d
SK하이닉스 '40조원 자사주 소각' 발표에 삼전닉스 동반 급등…조정 속 '돌파구'같은 이 기업ㅣ종목쇼ㅣ260819 #fomc회의 #국고채금리하락 #SK하이닉스자사주40조매입
Samsung and Hynix surge together on SK Hynix's announcement of a '40 trillion won share buyback cancellation'… this company is like a 'breakthrough' amid the correction ㅣStock ShowㅣLatest 260819 #FOMCmeeting #treasuryyielddrop #SKHynix40trillionsharebuyback
7d -6.7% ✗30d +0.6% ✓90d in 21d
SK하이닉스, 자사주 40억 규모 소각 하락장 구원투수 될까?ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
SK Hynix to Burn 4 Billion Won Worth of Treasury Shares — Will It Be the Relief Pitcher for the Falling Market? | Park Geun-hyung, IBK Director · Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d -4.2% ✗30d +0.5% ✓90d in 21d
SK하이닉스 '40조원 자사주 소각' 발표에 삼전닉스 동반 급등…조정 속 '돌파구'같은 이 기업ㅣ종목쇼ㅣ260819 #fomc회의 #국고채금리하락 #SK하이닉스자사주40조매입
Samsung and Hynix surge together on SK Hynix's announcement of a '40 trillion won share buyback cancellation'… this company is like a 'breakthrough' amid the correction ㅣStock ShowㅣLatest 260819 #FOMCmeeting #treasuryyielddrop #SKHynix40trillionsharebuyback
7d -0.4% ✗30d -10.4% ✗90d in 21d
수주 규모 40% 상향...지금은 ‘이 섹터’ 주목할 때ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Order backlog guidance raised 40%... Now is the time to watch 'this sector' | Han Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d -0.7% ✓30d -5.2% ✓90d in 21d
SK하이닉스 '40조원 자사주 소각' 발표에 삼전닉스 동반 급등…조정 속 '돌파구'같은 이 기업ㅣ종목쇼ㅣ260819 #fomc회의 #국고채금리하락 #SK하이닉스자사주40조매입
Samsung and Hynix surge together on SK Hynix's announcement of a '40 trillion won share buyback cancellation'… this company is like a 'breakthrough' amid the correction ㅣStock ShowㅣLatest 260819 #FOMCmeeting #treasuryyielddrop #SKHynix40trillionsharebuyback
7d +20.2% ✓30d -0.5% ✗90d in 21d
수주 규모 40% 상향...지금은 ‘이 섹터’ 주목할 때ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Order backlog guidance raised 40%... Now is the time to watch 'this sector' | Han Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d +4.3% ✓30d +6.2% ✓90d in 21d
K-Food, Value Outlook Upgraded for Second Half.. Lotte Wellfood vs. Samyang vs. Orion | Choi Go-w...
India capacity expansion effects and overseas growth momentum expected to drive improvement
7d +6.3% ✓30d -0.5% ✗90d in 21d
K-Food, Value Outlook Upgraded for Second Half.. Lotte Wellfood vs. Samyang vs. Orion | Choi Go-w...
Shin Ramyun lineup expansion and Q4 export-only plant expansion expected to lift revenue from next year
7d -3.2% ✗30d -10.5% ✗90d in 21d
K-Food, Value Outlook Upgraded for Second Half.. Lotte Wellfood vs. Samyang vs. Orion | Choi Go-w...
Orion highlighted as the short-term defensive pick for the second half
7d +1.3% ✓30d -10.8% ✗90d in 21d
K-Food, Value Outlook Upgraded for Second Half.. Lotte Wellfood vs. Samyang vs. Orion | Choi Go-w...
Samyang Foods presented as the single top pick in food & beverage for the second half — structural mid-to-long-term growth
7d +6.2% ✓30d -8.5% ✗90d in 21d
미 30년물 국채금리 19년래 최고치, 글로벌 매크로 및 이슈 많은 장 어떻게 헤쳐나가야하나ㅣ 이성웅 다올투자증권 영업부 부장·송재호 | 와이즈인베스트먼트 대표ㅣ더 워룸
U.S. 30-year Treasury yield at a 19-year high — how to navigate a market full of global macro and issuesㅣLee Sung-woong, General Manager, Sales Division, Daol Investment & Securities · Song Jae-ho | CEO, Wise InvestmentㅣThe War Room
7d +6.5% ✓30d +3.8% ✓90d in 20d
코스피 7,200선 터치 후 급락 속 롤러코스터 장세! 호르무즈 긴장 재고조에 해운주 폭등 vs 中 유니트리 상장 로봇주 조정 충격 l 허반석·박우신·황유현 l 더 워룸 2부
Roller-coaster market as the KOSPI plunges after touching 7,200! Shipping stocks soar as Hormuz tensions flare again vs robot stocks shocked into a correction by China's Unitree listing l Heo Ban-seok, Park Woo-shin, Hwang Yu-hyun l The War Room Part 2
7d +3.0% ✓30d +3.2% ✓90d in 20d
금리 뛰어도 기회는 있습니다” AI 다음 돈이 갈 곳은 l 이영훈 l 정헌정 l 김준우
"Even if rates jump, there are opportunities" Where the money goes after AI l Lee Young-hoon l Jung Heon-jung l Kim Jun-woo
7d -0.2% ✗30d -2.8% ✗90d in 20d
Record-breaking shareholder returns are coming soon! Buy 'Samjeonwoo' instead of Samsungnix | Kim...
Samsung Life named a beneficiary of Samsung Group shareholder-return policy
7d +12.1% ✓30d +2.7% ✓90d in 20d
Record-breaking shareholder returns are coming soon! Buy 'Samjeonwoo' instead of Samsungnix | Kim...
Samsung C&T named a beneficiary of Samsung Group shareholder-return policy
7d +11.7% ✓30d +1.1% ✓90d in 20d
Record-breaking shareholder returns are coming soon! Buy 'Samjeonwoo' instead of Samsungnix | Kim...
Buy Samsung Electronics preferred shares instead of the common stock — discount gap plus imminent shareholder-return policy
7d +13.3% ✓30d +12.9% ✓90d in 20d
KOSPI Hits 7200 and Plummets! Experts Say "Buy the Dip" (August 18, 2026 Market Close) | Successf...
AI-server high-layer-count substrate beneficiary Isu Petasys discussed as able to continue rising
7d +6.1% ✓30d -0.7% ✗90d in 20d
This Is Not the Time to Sell Just Because Things Are Shaky" Foreign Investors Are Watching Samsu...
HPSP named top KOSDAQ buy candidate after passing the 2025 earnings trough with foundry/DRAM customer expansion
7d +6.1% ✓30d +17.9% ✓90d in 20d
Samsung Electronics vs. SK Hynix: Buy ‘This One’ Now (Lee Chang-hwan, Director at iM Securities S...
After the surge, price/time correction needed rather than chasing — near-term downside/consolidation
7d +20.9% ✗30d +13.8% ✗90d in 19d
Samsung Electronics vs. SK Hynix: Buy ‘This One’ Now (Lee Chang-hwan, Director at iM Securities S...
After the surge, price/time correction needed rather than chasing — near-term downside/consolidation
7d +15.7% ✗30d +13.7% ✗90d in 19d
Samsung Electronics vs. SK Hynix: Buy ‘This One’ Now (Lee Chang-hwan, Director at iM Securities S...
Hanwha Aerospace presented as top pick within the defense sector
7d -3.8% ✗30d -4.3% ✗90d in 19d
Samsung Electronics vs. SK Hynix: Buy ‘This One’ Now (Lee Chang-hwan, Director at iM Securities S...
Naval vessel momentum highlighted as the key positive variable for Hyundai Heavy Industries
7d -5.1% ✗30d -4.1% ✗90d in 19d
반도체 달릴 때 숨죽였던 종목들의 시간? 문화를 만드는 종목을 찾아라 !ㅣ김지혁 유진투자증권 서울WM센터 PB·박한샘 투자컨설팅 대표ㅣ 더 워룸
Time for the stocks that held their breath while semiconductors ran? Find the stocks that create culture!ㅣKim Ji-hyuk, Eugene Investment Seoul WM Center PB · Park Han-saem, CEO of Investment ConsultingㅣThe War Room
7d -1.9% ✗30d -3.0% ✗90d in 16d
반도체 달릴 때 숨죽였던 종목들의 시간? 문화를 만드는 종목을 찾아라 !ㅣ김지혁 유진투자증권 서울WM센터 PB·박한샘 투자컨설팅 대표ㅣ 더 워룸
Time for the stocks that held their breath while semiconductors ran? Find the stocks that create culture!ㅣKim Ji-hyuk, Eugene Investment Seoul WM Center PB · Park Han-saem, CEO of Investment ConsultingㅣThe War Room
7d +2.1% ✓30d +1.7% ✓90d in 16d
반도체 달릴 때 숨죽였던 종목들의 시간? 문화를 만드는 종목을 찾아라 !ㅣ김지혁 유진투자증권 서울WM센터 PB·박한샘 투자컨설팅 대표ㅣ 더 워룸
Time for the stocks that held their breath while semiconductors ran? Find the stocks that create culture!ㅣKim Ji-hyuk, Eugene Investment Seoul WM Center PB · Park Han-saem, CEO of Investment ConsultingㅣThe War Room
7d +3.0% ✓30d +6.3% ✓90d in 16d
반도체 달릴 때 숨죽였던 종목들의 시간? 문화를 만드는 종목을 찾아라 !ㅣ김지혁 유진투자증권 서울WM센터 PB·박한샘 투자컨설팅 대표ㅣ 더 워룸
Time for the stocks that held their breath while semiconductors ran? Find the stocks that create culture!ㅣKim Ji-hyuk, Eugene Investment Seoul WM Center PB · Park Han-saem, CEO of Investment ConsultingㅣThe War Room
7d -9.6% ✗30d +5.1% ✓90d in 16d
반도체 달릴 때 숨죽였던 종목들의 시간? 문화를 만드는 종목을 찾아라 !ㅣ김지혁 유진투자증권 서울WM센터 PB·박한샘 투자컨설팅 대표ㅣ 더 워룸
Time for the stocks that held their breath while semiconductors ran? Find the stocks that create culture!ㅣKim Ji-hyuk, Eugene Investment Seoul WM Center PB · Park Han-saem, CEO of Investment ConsultingㅣThe War Room
7d -7.1% ✗30d -11.0% ✗90d in 16d
美 7월 CPI·PPI 둔화에 코스피 7,000피 탈환! 구광모·젠슨 황 회동에 피지컬 AI 로봇주 폭발vs무더기 상폐 위기 종목 급락 l 신학수·김우식·김태성 l 더 워룸 2부
US July CPI·PPI Slow, and KOSPI Retakes 7,000! Koo Kwang-mo·Jensen Huang Meeting Makes Physical AI Robot Stocks Explode vs. Stocks at Risk of Mass Delisting Plunge | Shin Hak-su·Kim Woo-sik·Kim Tae-seong | The War Room Part 2
7d -10.1% ✗30d -17.8% ✗90d in 16d
KOSPI is on the verge of hitting 7000... Keep an eye on 'this stock' next week | Stock Show | 260...
Final pick — trickle-down beneficiary of Samsung Electronics foundry growth
7d -10.1% ✗30d -17.7% ✗90d in 16d
KOSPI is on the verge of hitting 7000... Keep an eye on 'this stock' next week | Stock Show | 260...
Final pick — Q2 earnings surprise is just the beginning
7d -12.6% ✗30d -8.1% ✗90d in 16d
KOSPI is on the verge of hitting 7000... Keep an eye on 'this stock' next week | Stock Show | 260...
Chart-based pick on autonomous driving and SDV market technology leadership
7d -4.0% ✗30d -5.3% ✗90d in 16d
KOSPI is on the verge of hitting 7000... Keep an eye on 'this stock' next week | Stock Show | 260...
Turnaround pick — CMP pad sales strength driving earnings upward
7d -9.3% ✗30d -14.9% ✗90d in 16d
KOSPI is on the verge of hitting 7000... Keep an eye on 'this stock' next week | Stock Show | 260...
Mid-to-long-term pick — burn-in test equipment strength proven by earnings
7d -10.2% ✗30d -2.1% ✗90d in 16d
KOSPI Reclaims 7,000 Point on US July CPI and PPI Slowdown! Physical AI Robot Stocks Explode vs. ...
Neuromeka named among robot names to select for being embedded in large-corporate supply chains
7d -10.1% ✗30d -17.8% ✗90d in 16d
KOSPI Reclaims 7,000 Point on US July CPI and PPI Slowdown! Physical AI Robot Stocks Explode vs. ...
Hyundai Movex named among robot names to select for being embedded in large-corporate supply chains
7d -8.8% ✗30d -16.9% ✗90d in 16d
KOSPI 8,000 Recovery Outlook... Semiconductor Counterattack and Earnings-Driven Stock Strategy | ...
Samsung Electro-Mechanics benefits from a supplier-advantage cycle in MLCC and substrate businesses.
7d -8.5% ✗30d -7.1% ✗90d in 16d
KOSPI Reclaims 7,000 Point on US July CPI and PPI Slowdown! Physical AI Robot Stocks Explode vs. ...
Robotis cited with 723% Q2 operating profit surge and Unitree listing event as robot-sector momentum
7d -11.3% ✗30d +16.3% ✓90d in 16d
반도체 달릴 때 숨죽였던 종목들의 시간? 문화를 만드는 종목을 찾아라 !ㅣ김지혁 유진투자증권 서울WM센터 PB·박한샘 투자컨설팅 대표ㅣ 더 워룸
Time for the stocks that held their breath while semiconductors ran? Find the stocks that create culture!ㅣKim Ji-hyuk, Eugene Investment Seoul WM Center PB · Park Han-saem, CEO of Investment ConsultingㅣThe War Room
7d +14.0% ✓30d +13.9% ✓90d in 16d
블룸에너지향 2400억 수주... 내년 영업익 650억대 전망 | 허선재 SK증권 연구원ㅣ김치형 앵커
240 billion won order from Bloom Energy... next year's operating profit forecast around 65 billion won | Heo Seon-jae, SK Securities researcher ㅣ Anchor Kim Chi-hyung
7d -12.6% ✗30d -9.6% ✗90d in 15d
[딥담화] 반도체 끌고 다음은..조선? 로봇? 원전? 2차전지?ㅣ김장열ㅣ이권희ㅣ이진우
[Deep Talk] Semiconductors lead, and next is.. shipbuilding? Robots? Nuclear? Secondary batteries?ㅣKim Jang-yeolㅣLee Kwon-heeㅣLee Jin-woo
7d -9.3% ✗30d -26.9% ✗90d in 15d
코스피 7천선 안착시 상승탄력 받고 만스피까지 Go?!ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
If KOSPI settles above the 7,000 line, will it gain upward momentum and go all the way to 10,000-spi?!ㅣKim Ji-hyuk, Eugene Investment & Securities PB · Park Yun-jin, B&B Economic Research Institute PartnerㅣThe War Room
7d -11.1% ✗30d -12.1% ✗90d in 15d
코스피 7천선 안착시 상승탄력 받고 만스피까지 Go?!ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
If KOSPI settles above the 7,000 line, will it gain upward momentum and go all the way to 10,000-spi?!ㅣKim Ji-hyuk, Eugene Investment & Securities PB · Park Yun-jin, B&B Economic Research Institute PartnerㅣThe War Room
7d -5.9% ✗30d +0.4% ✓90d in 15d
외국인이 셀트리온에 몰린 이유ㅣ이완수 그레너리투자자문 대표
Why foreigners flocked to Celltrionㅣ Lee Wan-soo, CEO of Greenery Investment Advisory
7d -4.3% ✗30d -11.0% ✗90d in 15d
[딥담화] 반도체 끌고 다음은..조선? 로봇? 원전? 2차전지?ㅣ김장열ㅣ이권희ㅣ이진우
[Deep Talk] Semiconductors lead, and next is.. shipbuilding? Robots? Nuclear? Secondary batteries?ㅣKim Jang-yeolㅣLee Kwon-heeㅣLee Jin-woo
7d -7.4% ✗30d +3.1% ✓90d in 15d
삼성전기, 모건스탠리 ‘톱픽’에 주가 폭등…불기둥 이어가려면 '이렇게' 해야 한다ㅣ종목쇼ㅣ260813 #SK하이닉스ADR급등 #PPI발표 #MSCI분기리뷰 #옵션만기일
Samsung Electro-Mechanics' stock surges on Morgan Stanley's 'top pick'… to keep the fire pillar going you have to do 'this' | Stock Show | 260813 #SKHynixADRSurge #PPIRelease #MSCIQuarterlyReview #OptionsExpiryDay
7d -6.6% ✗30d -6.0% ✗90d in 15d
삼성전기, 모건스탠리 ‘톱픽’에 주가 폭등…불기둥 이어가려면 '이렇게' 해야 한다ㅣ종목쇼ㅣ260813 #SK하이닉스ADR급등 #PPI발표 #MSCI분기리뷰 #옵션만기일
Samsung Electro-Mechanics' stock surges on Morgan Stanley's 'top pick'… to keep the fire pillar going you have to do 'this' | Stock Show | 260813 #SKHynixADRSurge #PPIRelease #MSCIQuarterlyReview #OptionsExpiryDay
7d -4.4% ✗30d -8.6% ✗90d in 15d
삼성전기, 모건스탠리 ‘톱픽’에 주가 폭등…불기둥 이어가려면 '이렇게' 해야 한다ㅣ종목쇼ㅣ260813 #SK하이닉스ADR급등 #PPI발표 #MSCI분기리뷰 #옵션만기일
Samsung Electro-Mechanics' stock surges on Morgan Stanley's 'top pick'… to keep the fire pillar going you have to do 'this' | Stock Show | 260813 #SKHynixADRSurge #PPIRelease #MSCIQuarterlyReview #OptionsExpiryDay
7d -6.5% ✗30d -2.0% ✗90d in 15d
삼성전기, 모건스탠리 ‘톱픽’에 주가 폭등…불기둥 이어가려면 '이렇게' 해야 한다ㅣ종목쇼ㅣ260813 #SK하이닉스ADR급등 #PPI발표 #MSCI분기리뷰 #옵션만기일
Samsung Electro-Mechanics' stock surges on Morgan Stanley's 'top pick'… to keep the fire pillar going you have to do 'this' | Stock Show | 260813 #SKHynixADRSurge #PPIRelease #MSCIQuarterlyReview #OptionsExpiryDay
7d -7.2% ✗30d -2.4% ✗90d in 15d
Option Expiration Surge to the Close! Experts Warn: "Watch Out for Foreign Trading Tomorrow" (Aug...
Hyundai E&C flagged as an SMR beneficiary with momentum from the Bill Gates/TerraPower visit.
7d -8.8% ✗30d +10.7% ✓90d in 15d
Option Expiration Surge to the Close! Experts Warn: "Watch Out for Foreign Trading Tomorrow" (Aug...
Dalba Global seen falling on sell-on-news after earnings; profit-taking advised.
7d -5.3% ✓30d -26.7% ✓90d in 15d
[딥담화] 반도체 끌고 다음은..조선? 로봇? 원전? 2차전지?ㅣ김장열ㅣ이권희ㅣ이진우
[Deep Talk] Semiconductors lead, and next is.. shipbuilding? Robots? Nuclear? Secondary batteries?ㅣKim Jang-yeolㅣLee Kwon-heeㅣLee Jin-woo
7d -8.4% ✗30d -17.5% ✗90d in 15d
반도체 질주에 코스피 상승, 벌써 끝나버린 코스닥의 시간? 코스피 코스닥 포트폴리오 전략 공개ㅣ박근형 IBK 부장·손창현 | 24인베스트 팀장ㅣ 더 워룸
KOSPI rises on the semiconductor sprint, is KOSDAQ's time already over? KOSPI and KOSDAQ portfolio strategies revealedㅣPark Geun-hyung, Director at IBK·Son Chang-hyun, Team Leader at 24 Investㅣ The War Room
7d -0.7% ✓30d -1.4% ✓90d in 14d
반도체 질주에 코스피 상승, 벌써 끝나버린 코스닥의 시간? 코스피 코스닥 포트폴리오 전략 공개ㅣ박근형 IBK 부장·손창현 | 24인베스트 팀장ㅣ 더 워룸
KOSPI rises on the semiconductor sprint, is KOSDAQ's time already over? KOSPI and KOSDAQ portfolio strategies revealedㅣPark Geun-hyung, Director at IBK·Son Chang-hyun, Team Leader at 24 Investㅣ The War Room
7d -7.8% ✗30d -5.9% ✗90d in 14d
삼전 6%·닉스 5% 폭등에 S7 대형주 랠리 귀환 vs 펄어비스 어닝 쇼크에 게임주 급락 충격 l 현상준·안인기·이영노 l 더 워룸 2부
Samsung up 6%·Hynix up 5% surge brings back the S7 large-cap rally vs Pearl Abyss earnings shock sends game stocks plunging l Hyun Sang-joon·Ahn In-gi·Lee Young-no l The War Room Part 2
7d +1.8% ✗30d +9.8% ✗90d in 14d
삼전 6%·닉스 5% 폭등에 S7 대형주 랠리 귀환 vs 펄어비스 어닝 쇼크에 게임주 급락 충격 l 현상준·안인기·이영노 l 더 워룸 2부
Samsung up 6%·Hynix up 5% surge brings back the S7 large-cap rally vs Pearl Abyss earnings shock sends game stocks plunging l Hyun Sang-joon·Ahn In-gi·Lee Young-no l The War Room Part 2
7d -4.1% ✓30d -5.2% ✓90d in 14d
코스닥 반등, 믿어도 될까... 자본 과잉이 만든 근본 한계 | 윤지호 경제평론가ㅣ김치형 앵커
The KOSDAQ rebound — can we trust it... the fundamental limits created by capital excess | Yoon Ji-ho, economic commentatorㅣAnchor Kim Chi-hyung
7d +1.3% ✓30d -0.0% ✗90d in 14d
외국인이 다시 돌아왔습니다ㅣ윤정식 바로자산운용 상무
Foreigners have come back | Yoon Jeong-sik, Managing Director of Baro Asset Management
7d +7.8% ✓30d -14.7% ✗90d in 14d
미국·유럽·중동에서 불티나게 팔리는 '이것'ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
'This thing' selling like hotcakes in the US, Europe and the Middle East ㅣHan Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d -1.5% ✓30d -4.0% ✓90d in 14d
미국·유럽·중동에서 불티나게 팔리는 '이것'ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
'This thing' selling like hotcakes in the US, Europe and the Middle East ㅣHan Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d -0.2% ✓30d -0.4% ✓90d in 14d
미국·유럽·중동에서 불티나게 팔리는 '이것'ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
'This thing' selling like hotcakes in the US, Europe and the Middle East ㅣHan Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d -3.0% ✗30d -2.1% ✗90d in 14d
미국·유럽·중동에서 불티나게 팔리는 '이것'ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
'This thing' selling like hotcakes in the US, Europe and the Middle East ㅣHan Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d +2.0% ✓30d -1.9% ✗90d in 14d
코스닥 반등, 믿어도 될까... 자본 과잉이 만든 근본 한계 | 윤지호 경제평론가ㅣ김치형 앵커
The KOSDAQ rebound — can we trust it... the fundamental limits created by capital excess | Yoon Ji-ho, economic commentatorㅣAnchor Kim Chi-hyung
7d -4.3% ✗30d +7.8% ✓90d in 14d
미국·유럽·중동에서 불티나게 팔리는 '이것'ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
'This thing' selling like hotcakes in the US, Europe and the Middle East ㅣHan Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d +2.8% ✓30d -0.1% ✗90d in 14d
Samsung Electronics & SK Hynix... Can they break their yearly highs? Not so sure. | Jung Da-woon,...
Kolmar Korea highlighted on strong K-beauty earnings and undervaluation appeal.
7d +1.9% ✓30d +8.1% ✓90d in 14d
Samsung Electronics & SK Hynix... Can they break their yearly highs? Not so sure. | Jung Da-woon,...
Daeduck Electronics named as a beneficiary of the substrate bottleneck in AI infrastructure.
7d +0.4% ✓30d -14.2% ✗90d in 14d
Samsung Electronics & SK Hynix... Can they break their yearly highs? Not so sure. | Jung Da-woon,...
Simmtech named as a beneficiary of the substrate bottleneck in AI infrastructure.
7d +8.6% ✓30d +17.9% ✓90d in 14d
알테오젠 다음은 누구인가? 비만치료제 판이 바뀐다! l 강하나 l 정헌정 l 김권진
Who comes after Alteogen? The obesity drug game is changing! | Kang Ha-na | Jung Heon-jung | Kim Kwon-jin
7d +0.9% ✓30d -17.0% ✗90d in 13d
K바이오, 임상보다 중요한 '이것'ㅣ조상준 타임폴리오자산운용 ETF컨설팅 본부장
K-bio, 'this' matters more than clinical trials | Cho Sang-jun, Head of ETF Consulting Division, Timefolio Asset Management
7d -9.3% ✗30d -26.0% ✗90d in 13d
레버리지 ETF 수급 정상화에 코스닥 상승 시동 제약바이오 섹터 상승 연속성 이어갈까?ㅣ 이성웅 다올투자증권 영업부 부장·강준혁 한국경제연구소 대표ㅣ더 워룸
KOSDAQ starts its climb as leveraged ETF supply-demand normalizes — will the pharma-bio sector's rise keep its continuity?ㅣLee Sung-woong, General Manager, Sales Division, Daol Investment & Securities · Kang Jun-hyuk, CEO, Korea Economic Research InstituteㅣThe War Room
7d -1.9% ✗30d -2.1% ✗90d in 13d
Conflicting 'Samsung Electronics Outlook' from the Securities Market… 'This Company' Set to Rise ...
Chart pick: Curiosis Biosystems on world-first commercialization of automated cell pre-processing.
7d +3.8% ✓30d +15.0% ✓90d in 13d
Conflicting 'Samsung Electronics Outlook' from the Securities Market… 'This Company' Set to Rise ...
Short-term pick: X-GATE on quantum cryptography technology for defense and finance.
7d -8.2% ✗30d +1.4% ✓90d in 13d
Conflicting 'Samsung Electronics Outlook' from the Securities Market… 'This Company' Set to Rise ...
Pick: Okins Electronics on securing growth from HBM magnetic collet mass production.
7d +9.4% ✓30d +33.2% ✓90d in 13d
Conflicting 'Samsung Electronics Outlook' from the Securities Market… 'This Company' Set to Rise ...
Final Pick: Seojin System on ESS revenue growth and expanding supply to LG Energy Solution and SK On.
7d +2.7% ✓30d -4.0% ✗90d in 13d
Conflicting 'Samsung Electronics Outlook' from the Securities Market… 'This Company' Set to Rise ...
Final Pick: Samhwa Capacitor on the possibility of MLCC trading at 2-3x price levels.
7d +6.8% ✓30d +56.1% ✓90d in 13d
삼성전자 반등에 코스피 6,299선 상승 자금 저울질 속 화장품 폭등 vs 광통신주 급락 충격 l 허반석·박우신·황유현 l 더 워룸 2부
KOSPI rises to the 6,299 level on Samsung Electronics' rebound — cosmetics soar vs optical communication stocks' plunge shock, as funds weigh their options ｌ Heo Ban-seok, Park Woo-shin, Hwang Yu-hyeon ｌ The War Room Part 2
7d -3.4% ✗30d -6.3% ✗90d in 13d
When Others Are Anxious, That's Your Opportunity! Buy Power, Materials/Components/Equipment, and ...
Reclaiming the previous high will not be easy for SK Hynix in the short term; trend reversal requires restored confidence in earnings durability and shareholder returns.
7d -0.3% ✓30d +20.5% ✗90d in 13d
증권주, 지금 봐야하는 '이유' | #출발증시 한경 베스트 애널리스트 전략
Brokerage stocks, the 'reason' you should look now | #StartTheMarket Hankyung Best Analyst Strategy
7d -2.3% ✗30d -3.8% ✗90d in 12d
삼전·닉스 반격 카드 나온다 8월 말까지 반도체 버텨야 하나? l 원상필 l 박현상
Samsung Elec·Hynix counterattack card is coming, do we have to hold semiconductors until the end of August? l Won Sang-pil l Park Hyun-sang
7d -3.0% ✗30d +6.2% ✓90d in 12d
작은 이익에 눈이 멀어 큰 이익을 잃지 않으려는 자세가 필요한 시점ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
A moment that calls for an attitude of not losing big gains by being blinded by small gains | Lee Chang-hwan, Director at iM Securities · Lee Dong-geun, CEO of GEI | The War Room
7d +1.1% ✗30d +4.1% ✗90d in 12d
작은 이익에 눈이 멀어 큰 이익을 잃지 않으려는 자세가 필요한 시점ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
A moment that calls for an attitude of not losing big gains by being blinded by small gains | Lee Chang-hwan, Director at iM Securities · Lee Dong-geun, CEO of GEI | The War Room
7d -0.7% ✗30d -0.5% ✗90d in 12d
작은 이익에 눈이 멀어 큰 이익을 잃지 않으려는 자세가 필요한 시점ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
A moment that calls for an attitude of not losing big gains by being blinded by small gains | Lee Chang-hwan, Director at iM Securities · Lee Dong-geun, CEO of GEI | The War Room
7d -2.4% ✗30d +6.9% ✓90d in 12d
KOSDAQ Soared Higher... Now Is the Time to Select the Leading Sectors for Capital Inflow | Stock ...
Pick 인텔리안테크 (Intellian Technologies) on LEO satellite communication antenna supply
7d -11.0% ✗30d -17.6% ✗90d in 12d
KOSDAQ Soared Higher... Now Is the Time to Select the Leading Sectors for Capital Inflow | Stock ...
Short-term pick 저스템 (Justem), having secured Samsung Electronics, SK Hynix, Micron as customers
7d +14.2% ✓30d +19.4% ✓90d in 12d
KOSPI Rises as Semiconductor Titans Take a Breather; Space & Aerospace Stocks Surge on Space Cent...
Aju IB Investment surging on SpaceX-related growth expectations.
7d +6.0% ✓30d -9.6% ✗90d in 12d
KOSPI Rises as Semiconductor Titans Take a Breather; Space & Aerospace Stocks Surge on Space Cent...
Mirae Asset Venture Investment surging on SpaceX-related growth expectations.
7d -3.8% ✗30d -1.6% ✗90d in 12d
KOSPI Rises as Semiconductor Titans Take a Breather; Space & Aerospace Stocks Surge on Space Cent...
Voronoi stimulated by its Canadian lung cancer treatment trial application.
7d -1.1% ✗30d -16.9% ✗90d in 12d
KOSPI Rises as Semiconductor Titans Take a Breather; Space & Aerospace Stocks Surge on Space Cent...
Focus on core aerospace companies with real order-book strength such as Intellian Technologies for earnings growth.
7d -11.0% ✗30d -17.6% ✗90d in 12d
KOSPI Rises as Semiconductor Titans Take a Breather; Space & Aerospace Stocks Surge on Space Cent...
Kencoa Aerospace surging on SpaceX growth acceleration and expanding LEO satellite communication launches.
7d +1.2% ✓30d -9.9% ✗90d in 12d
Even With Dwindling Trading Volume, It Remains High... "Once It Starts Rising, It's Straight to t...
Kiwoom Securities flagged for second-half re-rating on earnings, dividend yield and retail business expansion.
7d -5.5% ✗30d -8.5% ✗90d in 12d
Even With Dwindling Trading Volume, It Remains High... "Once It Starts Rising, It's Straight to t...
Samsung Securities flagged for second-half re-rating on earnings, dividend yield and retail business expansion.
7d -4.2% ✗30d -5.7% ✗90d in 12d
Even With Dwindling Trading Volume, It Remains High... "Once It Starts Rising, It's Straight to t...
Korea Investment Holdings flagged for second-half re-rating on earnings, dividends and shareholder returns; pre-emptive entry at current levels seen as valid.
7d -3.3% ✗30d -2.4% ✗90d in 12d
Policy, Supply & Demand, Earnings' KOSDAQ Tailwind... Who Are the First-League Contenders? | Cas...
Pharma Research named a KOSDAQ Select inclusion candidate with expected inflows.
7d -5.8% ✗30d -16.2% ✗90d in 12d
Policy, Supply & Demand, Earnings' KOSDAQ Tailwind... Who Are the First-League Contenders? | Cas...
EO Technics named a KOSDAQ Select inclusion candidate with expected inflows.
7d +12.3% ✓30d +23.5% ✓90d in 12d
Policy, Supply & Demand, Earnings' KOSDAQ Tailwind... Who Are the First-League Contenders? | Cas...
Korea Aerospace Industries cited among non-semiconductor earnings stocks in a rebound trend.
7d +3.3% ✓30d -1.8% ✗90d in 12d
Policy, Supply & Demand, Earnings' KOSDAQ Tailwind... Who Are the First-League Contenders? | Cas...
Hyosung Heavy Industries cited among non-semiconductor earnings stocks in a rebound trend, benefiting from power equipment demand.
7d +5.4% ✓30d +2.1% ✓90d in 12d
삼성전자 '200조 배당설'? 12월 이후를 조심하세요| 송재경의 복선 | 성공투자 오후증시
Samsung Electronics' '200 trillion won dividend rumor'? Beware of what comes after December | Song Jae-kyung's Foreshadowing | Successful Investing Afternoon Market
7d +12.1% ✗30d +12.3% ✗90d in 12d
오라클 주가가 시장 힌트", '1xx불' 가면 시장 위기 | 조윤남 코어16 대표 | 마켓 인사이트
"Oracle's stock price is the market's hint", if it goes to '1xx dollars' the market is in crisis | Cho Yoon-nam, CEO of Core16 | Market Insight
7d +6.2% ✓30d +0.9% ✓90d in 12d
KOSDAQ Soared Higher... Now Is the Time to Select the Leading Sectors for Capital Inflow | Stock ...
Final pick 제주반도체 (Jeju Semiconductor) on deepening LPDDR shortage
7d -16.2% ✗30d -12.8% ✗90d in 12d
LG전자, 로봇만 보셨나요. 진짜 핵심은 냉각 기술입니다ㅣ반종민 프레스티지경영전략연구소 소장
LG Electronics, were you only looking at robots? The real core is cooling technology | Ban Jong-min, Director of Prestige Management Strategy Research Institute
7d +9.8% ✓30d +7.9% ✓90d in 11d
메모리 다이어트?... HBM 몸값에 멈칫한 빅테크 | 박정언 캐스터
Memory diet?... Big Tech hesitates at HBM's price tag | Caster Park Jung-eon
7d +17.0% ✓30d +30.7% ✓90d in 11d
주요 핵심 섹터 상승세 전면 확산! 가짜 반등에 낚이지 말고 진짜 대장주 잡아야 한다 #반도체장비관련주 #주도섹터 #국내증시전망
The rally in the major core sectors spreads across the board! Don't get hooked by a fake rebound, you have to catch the real leading stock #SemiconductorEquipmentRelatedStocks #LeadingSector #DomesticMarketOutlook
7d +16.7% ✓30d +17.2% ✓90d in 11d
코스피 6,258선 숨 고르기 속 2차전지 ESS 훈풍 반등 vs SK하이닉스 루머·배당 아쉬움 속 로봇주 쉬어가기 l 김장열·김우식·김태성 l 더 워룸 2부
KOSPI catches its breath around the 6,258 line — secondary-battery ESS tailwind rebound vs. SK Hynix rumors and dividend disappointment, robot stocks taking a break l Kim Jang-yeol·Kim Woo-sik·Kim Tae-seong l The War Room Part 2
7d +4.6% ✗30d +1.0% ✗90d in 9d
상승분 반납하고 숨고르기 들어간 코스피…지금은 다음 시나리오를 짜야 할 때다ㅣ종목쇼ㅣ 260807 #코스피지수 #반도체전망 #수급분석
KOSPI gives back its gains and takes a breather…now is the time to draw up the next scenarioㅣStock Showㅣ 260807 #KOSPIindex #semiconductoroutlook #flowanalysis
7d +4.5% ✓30d -6.8% ✗90d in 9d
상승분 반납하고 숨고르기 들어간 코스피…지금은 다음 시나리오를 짜야 할 때다ㅣ종목쇼ㅣ 260807 #코스피지수 #반도체전망 #수급분석
KOSPI gives back its gains and takes a breather…now is the time to draw up the next scenarioㅣStock Showㅣ 260807 #KOSPIindex #semiconductoroutlook #flowanalysis
7d -6.3% ✗30d -6.0% ✗90d in 9d
코스피 6,258선 숨 고르기 속 2차전지 ESS 훈풍 반등 vs SK하이닉스 루머·배당 아쉬움 속 로봇주 쉬어가기 l 김장열·김우식·김태성 l 더 워룸 2부
KOSPI catches its breath around the 6,258 line — secondary-battery ESS tailwind rebound vs. SK Hynix rumors and dividend disappointment, robot stocks taking a break l Kim Jang-yeol·Kim Woo-sik·Kim Tae-seong l The War Room Part 2
7d -3.1% ✗30d +10.3% ✓90d in 9d
SK하이닉스 프리마켓서 '또' 하한가 기록…극강의 변동장세 이겨낼 투자 방법 이거다ㅣ종목쇼ㅣ 260806 #코스피지수 #변동성장세 #반도체대장주
SK Hynix hits the lower limit 'again' in the pre-market…this is the way to invest through an extremely volatile market ㅣStock Showㅣ 260806 #KOSPIIndex #VolatileMarket #SemiconductorLeader
7d +18.9% ✓30d +1.0% ✓90d in 8d
SK하이닉스 프리마켓서 '또' 하한가 기록…극강의 변동장세 이겨낼 투자 방법 이거다ㅣ종목쇼ㅣ 260806 #코스피지수 #변동성장세 #반도체대장주
SK Hynix hits the lower limit 'again' in the pre-market…this is the way to invest through an extremely volatile market ㅣStock Showㅣ 260806 #KOSPIIndex #VolatileMarket #SemiconductorLeader
7d -16.0% ✗30d +1.7% ✓90d in 8d
신차로 회복, 로봇으로 도약... 현대차 다시 보는 이유 | 이재규 SK증권 WM 1영업본부 차장 ㅣ하경민 앵커
Recovery through new cars, a leap through robots... the reason to look at Hyundai Motor again | Lee Jae-gyu, deputy manager, SK Securities WM 1st Sales Division | anchor Ha Kyung-min
7d +10.1% ✓30d +6.2% ✓90d in 8d
SK하이닉스 10% 급락 마감! 전문가들 "HBM 치명적 악재 떴다" (2026년 8월 6일 장 마감)｜성공투자 오후증시｜파이널콜
SK Hynix Closes Down 10%! Experts Say "Fatal Bad News for HBM Has Emerged" (Market Close, August 6, 2026)｜Successful Investing Afternoon Market｜Final Call
7d +8.1% ✓30d +11.1% ✓90d in 8d
단일종목 레버리지 ETF 규제에 수급 진정 코스닥으로 퍼지는 온기 언제까지 이어질까?ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
Supply and demand calm down as single-stock leveraged ETFs are regulated; how long will the warmth spreading into KOSDAQ last?ㅣKim Ji-hyuk, Eugene Investment & Securities PB · Park Yun-jin, B&B Economic Research Institute partnerㅣThe War Room
7d +15.5% ✓30d +20.6% ✓90d in 8d
SK하이닉스 프리마켓서 '또' 하한가 기록…극강의 변동장세 이겨낼 투자 방법 이거다ㅣ종목쇼ㅣ 260806 #코스피지수 #변동성장세 #반도체대장주
SK Hynix hits the lower limit 'again' in the pre-market…this is the way to invest through an extremely volatile market ㅣStock Showㅣ 260806 #KOSPIIndex #VolatileMarket #SemiconductorLeader
7d -11.1% ✗30d -19.4% ✗90d in 8d
SK하이닉스 프리마켓서 '또' 하한가 기록…극강의 변동장세 이겨낼 투자 방법 이거다ㅣ종목쇼ㅣ 260806 #코스피지수 #변동성장세 #반도체대장주
SK Hynix hits the lower limit 'again' in the pre-market…this is the way to invest through an extremely volatile market ㅣStock Showㅣ 260806 #KOSPIIndex #VolatileMarket #SemiconductorLeader
7d +9.9% ✓30d +9.5% ✓90d in 8d
클래리티법' 통과는 시간문제...디지털자산 판이 바뀐다ㅣ김세희 유진투자증권 연구원
Passage of the 'CLARITY Act' is only a matter of time... the digital asset landscape is changing｜Kim Se-hee, analyst at Eugene Investment & Securities
7d +4.7% ✓30d -4.6% ✗90d in 7d
글로벌 반도체 업체와 장기 협력 구축! 다시 뛰는 반도체 소부장주를 주목하자ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
Long-term cooperation with a global semiconductor company established! Let's pay attention to semiconductor materials/parts/equipment stocks that are running again | Park Geun-hyung, IBK Department Head · Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +9.9% ✓30d -1.9% ✗90d in 7d
미증시 최고가 행진에 국내증시도 '들썩'…빅테크 실적 발표 속 내가 봐야 할 종목은?ㅣ종목쇼ㅣ 260805 #호르무즈재개방 #미증시신고가 #빅테크실적발표
Domestic Stocks Stir Too as US Markets March to Record Highs… Which Names Should I Watch Amid Big Tech Earnings Releases? l Stock Show l 260805 #HormuzReopening #USMarketRecordHigh #BigTechEarnings
7d +7.4% ✓30d +6.1% ✓90d in 7d
미증시 최고가 행진에 국내증시도 '들썩'…빅테크 실적 발표 속 내가 봐야 할 종목은?ㅣ종목쇼ㅣ 260805 #호르무즈재개방 #미증시신고가 #빅테크실적발표
Domestic Stocks Stir Too as US Markets March to Record Highs… Which Names Should I Watch Amid Big Tech Earnings Releases? l Stock Show l 260805 #HormuzReopening #USMarketRecordHigh #BigTechEarnings
7d -1.5% ✗30d -15.4% ✗90d in 7d
미증시 최고가 행진에 국내증시도 '들썩'…빅테크 실적 발표 속 내가 봐야 할 종목은?ㅣ종목쇼ㅣ 260805 #호르무즈재개방 #미증시신고가 #빅테크실적발표
Domestic Stocks Stir Too as US Markets March to Record Highs… Which Names Should I Watch Amid Big Tech Earnings Releases? l Stock Show l 260805 #HormuzReopening #USMarketRecordHigh #BigTechEarnings
7d +1.5% ✓30d -3.5% ✗90d in 7d
미증시 최고가 행진에 국내증시도 '들썩'…빅테크 실적 발표 속 내가 봐야 할 종목은?ㅣ종목쇼ㅣ 260805 #호르무즈재개방 #미증시신고가 #빅테크실적발표
Domestic Stocks Stir Too as US Markets March to Record Highs… Which Names Should I Watch Amid Big Tech Earnings Releases? l Stock Show l 260805 #HormuzReopening #USMarketRecordHigh #BigTechEarnings
7d +3.5% ✓30d -4.8% ✗90d in 7d
삼전닉스•비반도체 동반 급등! 전문가들 "삼성전기 지금 팔 때" (2026년 8월 5일 장 마감)｜성공투자 오후증시｜파이널콜
Samsung Elec & Hynix • non-semiconductors surge together! Experts say "Now is the time to sell Samsung Electro-Mechanics" (market close, August 5, 2026)｜Successful Investing Afternoon Market｜Final Call
7d +15.4% ✓30d +51.2% ✓90d in 7d
미증시 최고가 행진에 국내증시도 '들썩'…빅테크 실적 발표 속 내가 봐야 할 종목은?ㅣ종목쇼ㅣ 260805 #호르무즈재개방 #미증시신고가 #빅테크실적발표
Domestic Stocks Stir Too as US Markets March to Record Highs… Which Names Should I Watch Amid Big Tech Earnings Releases? l Stock Show l 260805 #HormuzReopening #USMarketRecordHigh #BigTechEarnings
7d +10.2% ✓30d -1.3% ✗90d in 7d
미증시 최고가 행진에 국내증시도 '들썩'…빅테크 실적 발표 속 내가 봐야 할 종목은?ㅣ종목쇼ㅣ 260805 #호르무즈재개방 #미증시신고가 #빅테크실적발표
Domestic Stocks Stir Too as US Markets March to Record Highs… Which Names Should I Watch Amid Big Tech Earnings Releases? l Stock Show l 260805 #HormuzReopening #USMarketRecordHigh #BigTechEarnings
7d +9.1% ✓30d +9.1% ✓90d in 7d
코스닥, 3거래일 연속 사이드카 발동…지금 안 담으면 후회할 이 종목!ㅣ종목쇼ㅣ 260804 #코스피지수 #코스닥전망 #국내증시전망
KOSDAQ, sidecar triggered for 3 consecutive trading days… this stock you'll regret not buying now!ㅣStock ShowㅣAug 4, 2026 #KOSPIIndex #KOSDAQOutlook #DomesticMarketOutlook
7d -6.6% ✗30d -21.1% ✗90d in 6d
美 베센트 "미국 엔화 지원에 모든 조치를 취할것"ㅣ엔 캐리 트레이드 청산 우려 급증 개인투자자들의 투자전략ㅣ 이성웅 다올투자증권 영업부 부장·강준혁 한국경제연구소 대표ㅣ더 워룸
US Bessent: "We will take every measure to support the yen" | Soaring fears of yen carry trade unwinding — retail investors' investment strategy | Lee Seong-woong, Daol Investment & Securities sales division director, Kang Jun-hyuk, Korea Economic Research Institute CEO | The War Room
7d -3.7% ✗30d +16.7% ✓90d in 6d
무너지는 코스피, 홀로 솟은 코스닥…외인·기관 이탈 속 8월 증시 생존법은 '이것'ㅣ종목쇼ㅣ 260803 #코스피분석 #코스닥전망 #변동성장세
KOSPI collapsing, KOSDAQ rising alone… amid foreign and institutional outflows, 'this' is how to survive the August marketㅣStock Showㅣ260803 #KOSPIanalysis #KOSDAQoutlook #volatilemarket
7d +23.2% ✓30d +8.5% ✓90d in 5d
무너지는 코스피, 홀로 솟은 코스닥…외인·기관 이탈 속 8월 증시 생존법은 '이것'ㅣ종목쇼ㅣ 260803 #코스피분석 #코스닥전망 #변동성장세
KOSPI collapsing, KOSDAQ rising alone… amid foreign and institutional outflows, 'this' is how to survive the August marketㅣStock Showㅣ260803 #KOSPIanalysis #KOSDAQoutlook #volatilemarket
7d +6.9% ✓30d -4.8% ✗90d in 5d
코스피, 반도체 하락에도 상승 종목은 오히려 많아지는 숨고르기 장세 속 어떤 종목과 섹터를 봐야할까?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
KOSPI: in a breather market where advancing stocks actually increase despite semiconductor declines, which stocks and sectors should we watch?ㅣLee Chang-hwan, Director at iM Securities·Lee Dong-geun, CEO of GEIㅣThe War Room
7d +18.9% ✓30d -2.8% ✗90d in 5d
코스피, 반도체 하락에도 상승 종목은 오히려 많아지는 숨고르기 장세 속 어떤 종목과 섹터를 봐야할까?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
KOSPI: in a breather market where advancing stocks actually increase despite semiconductor declines, which stocks and sectors should we watch?ㅣLee Chang-hwan, Director at iM Securities·Lee Dong-geun, CEO of GEIㅣThe War Room
7d +7.5% ✓30d +0.7% ✓90d in 5d
코스피, 반도체 하락에도 상승 종목은 오히려 많아지는 숨고르기 장세 속 어떤 종목과 섹터를 봐야할까?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
KOSPI: in a breather market where advancing stocks actually increase despite semiconductor declines, which stocks and sectors should we watch?ㅣLee Chang-hwan, Director at iM Securities·Lee Dong-geun, CEO of GEIㅣThe War Room
7d +7.1% ✗30d +3.9% ✗90d in 5d
무너지는 코스피, 홀로 솟은 코스닥…외인·기관 이탈 속 8월 증시 생존법은 '이것'ㅣ종목쇼ㅣ 260803 #코스피분석 #코스닥전망 #변동성장세
KOSPI collapsing, KOSDAQ rising alone… amid foreign and institutional outflows, 'this' is how to survive the August marketㅣStock Showㅣ260803 #KOSPIanalysis #KOSDAQoutlook #volatilemarket
7d +10.8% ✓30d +34.4% ✓90d in 5d
코스피, 1,000포인트 대폭등 랠리 ! 당장 다음 주 월요일도 상승 추세 이어간다ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
KOSPI, a 1,000-point mega-surge rally! The uptrend continues right into next Monday tooㅣSon Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEOㅣThe War Room
7d +5.3% ✓30d +0.8% ✓90d in 2d
[ETF골든타임] 변동성이 만들어 준 기회 코스피200 ETF를 봐야 하는 결정적 이유 / 김성일 업라이즈투자자문 대표 | 07.31
[ETF Golden Time] The opportunity created by volatility — the decisive reason you must look at KOSPI200 ETFs / Kim Sung-il, CEO of Uprise Investment Advisory | 07.31
7d -0.9% ✗30d +8.6% ✓90d in 2d
코스피, 1,000포인트 대폭등 랠리 ! 당장 다음 주 월요일도 상승 추세 이어간다ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
KOSPI, a 1,000-point mega-surge rally! The uptrend continues right into next Monday tooㅣSon Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEOㅣThe War Room
7d -0.3% ✗30d +2.1% ✓90d in 2d
삼성전자 컨퍼런스콜 호재에도 코스피 5600 붕괴 하락 마감…개미들 환호 곡소리로 바꼈다 ㅣ종목쇼ㅣ 260730 #코스피지수 #하락장대응 #수급분석
Despite good news from Samsung Electronics' conference call, KOSPI 5600 collapsed and closed lower…retail investors' cheers turned into walls of grief ㅣStock Showㅣ 260730 #KOSPIindex #bearmarketresponse #flowanalysis
7d +7.1% ✓30d +4.9% ✓90d in 1d
삼성전자 컨퍼런스콜 호재에도 코스피 5600 붕괴 하락 마감…개미들 환호 곡소리로 바꼈다 ㅣ종목쇼ㅣ 260730 #코스피지수 #하락장대응 #수급분석
Despite good news from Samsung Electronics' conference call, KOSPI 5600 collapsed and closed lower…retail investors' cheers turned into walls of grief ㅣStock Showㅣ 260730 #KOSPIindex #bearmarketresponse #flowanalysis
7d +4.4% ✓30d +1.1% ✓90d in 1d
연이틀 양 시장 서킷브레이커 폭탄! 하이닉스 역대급 실적도 삼킨 외인 투매… 美 중국 로봇 전면 규제에 로봇주 상한가 폭발 l 이종원·현상준·신학수·안인기·이영노 l 더 워룸 2부
Circuit breaker bombshells in both markets for two straight days! Foreign dumping swallowed even Hynix's record earnings… robot stocks explode to the upper limit on the US's sweeping regulation of Chinese robots l Lee Jong-won, Hyun Sang-jun, Shin Hak-soo, Ahn In-ki, Lee Young-no l The War Room Part 2
7d +32.0% ✓30d +17.1% ✓90d +20.7% ✓
연이틀 양 시장 서킷브레이커 폭탄! 하이닉스 역대급 실적도 삼킨 외인 투매… 美 중국 로봇 전면 규제에 로봇주 상한가 폭발 l 이종원·현상준·신학수·안인기·이영노 l 더 워룸 2부
Circuit breaker bombshells in both markets for two straight days! Foreign dumping swallowed even Hynix's record earnings… robot stocks explode to the upper limit on the US's sweeping regulation of Chinese robots l Lee Jong-won, Hyun Sang-jun, Shin Hak-soo, Ahn In-ki, Lee Young-no l The War Room Part 2
7d +21.3% ✓30d +9.2% ✓90d —
연이틀 양 시장 서킷브레이커 폭탄! 하이닉스 역대급 실적도 삼킨 외인 투매… 美 중국 로봇 전면 규제에 로봇주 상한가 폭발 l 이종원·현상준·신학수·안인기·이영노 l 더 워룸 2부
Circuit breaker bombshells in both markets for two straight days! Foreign dumping swallowed even Hynix's record earnings… robot stocks explode to the upper limit on the US's sweeping regulation of Chinese robots l Lee Jong-won, Hyun Sang-jun, Shin Hak-soo, Ahn In-ki, Lee Young-no l The War Room Part 2
7d +31.2% ✓30d +23.5% ✓90d —
연이틀 양 시장 서킷브레이커 폭탄! 하이닉스 역대급 실적도 삼킨 외인 투매… 美 중국 로봇 전면 규제에 로봇주 상한가 폭발 l 이종원·현상준·신학수·안인기·이영노 l 더 워룸 2부
Circuit breaker bombshells in both markets for two straight days! Foreign dumping swallowed even Hynix's record earnings… robot stocks explode to the upper limit on the US's sweeping regulation of Chinese robots l Lee Jong-won, Hyun Sang-jun, Shin Hak-soo, Ahn In-ki, Lee Young-no l The War Room Part 2
7d +7.4% ✓30d +27.2% ✓90d +40.1% ✓
韓 메모리, 선단공정 집중 수혜 기대, 8월 시장은 점진적 반전의 흐름이 나온다!ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
Korean memory: hopes of concentrated benefits from leading-edge processes; the August market will show a flow of gradual reversal! | Park Geun-hyung, IBK Department Head · Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +27.2% ✗30d +32.9% ✗90d +18.9% ✗
韓 메모리, 선단공정 집중 수혜 기대, 8월 시장은 점진적 반전의 흐름이 나온다!ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
Korean memory: hopes of concentrated benefits from leading-edge processes; the August market will show a flow of gradual reversal! | Park Geun-hyung, IBK Department Head · Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +14.4% ✓30d -1.5% ✗90d +58.6% ✓
韓 메모리, 선단공정 집중 수혜 기대, 8월 시장은 점진적 반전의 흐름이 나온다!ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
Korean memory: hopes of concentrated benefits from leading-edge processes; the August market will show a flow of gradual reversal! | Park Geun-hyung, IBK Department Head · Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +11.0% ✓30d +7.7% ✓90d -9.7% ✗
검은 화요일 이어 검은 수요일 되나…사상 첫 이틀 연속 양시장 서킷브레이커ㅣ 종목쇼 ㅣ 260729 #서킷브레이커 #코스피급락 #하락장대응
After Black Tuesday, will it be Black Wednesday… circuit breakers in both markets two days in a row for the first time ever｜Stock Show｜260729 #CircuitBreaker #KospiPlunge #BearMarketResponse
7d +14.4% ✓30d -1.5% ✗90d —
연이틀 양 시장 서킷브레이커 폭탄! 하이닉스 역대급 실적도 삼킨 외인 투매… 美 중국 로봇 전면 규제에 로봇주 상한가 폭발 l 이종원·현상준·신학수·안인기·이영노 l 더 워룸 2부
Circuit breaker bombshells in both markets for two straight days! Foreign dumping swallowed even Hynix's record earnings… robot stocks explode to the upper limit on the US's sweeping regulation of Chinese robots l Lee Jong-won, Hyun Sang-jun, Shin Hak-soo, Ahn In-ki, Lee Young-no l The War Room Part 2
7d +11.5% ✓30d +25.4% ✓90d -5.4% ✗
중국發 반도체 공습 본격화삼전·닉스 '초격차' 이상무?ㅣ 이성웅 다올투자증권 영업부 부장·강준혁 한국경제연구소 대표ㅣ더 워룸
China-originated semiconductor air raid goes full-scale — are Samsung Electronics and Hynix's 'unrivaled gap' all clear?ㅣLee Sung-woong, Sales Dept. Director, Daol Investment & Securities · Kang Joon-hyuk, CEO, Korea Economic Research InstituteㅣThe War Room
7d +26.8% ✓30d +42.2% ✓90d -29.3% ✗
한 가닥 희망? 공매도 전문꾼, 타겟 변화 조짐 | 韓 ‘삼전닉스 주식’에서 日 ‘엔화와 국채’로 | 한상춘 한국경제신문 논설위원
A ray of hope? Short-selling specialists show signs of changing targets | From Korea's 'Samjeon-nix stocks' to Japan's 'yen and government bonds' | Han Sang-choon, Editorial Writer at the Korea Economic Daily
7d -0.4% ✓30d -0.9% ✓90d +0.2% ✗
중국發 반도체 공습 본격화삼전·닉스 '초격차' 이상무?ㅣ 이성웅 다올투자증권 영업부 부장·강준혁 한국경제연구소 대표ㅣ더 워룸
China-originated semiconductor air raid goes full-scale — are Samsung Electronics and Hynix's 'unrivaled gap' all clear?ㅣLee Sung-woong, Sales Dept. Director, Daol Investment & Securities · Kang Joon-hyuk, CEO, Korea Economic Research InstituteㅣThe War Room
7d -2.0% ✗30d +17.8% ✓90d +0.3% ✓
오늘 폭락의 진짜 이유... 반도체에 무슨 일이? | 박정언 캐스터
The real reason for today's plunge... What happened to semiconductors? | Caster Park Jung-eon
7d +20.9% ✓30d +28.8% ✓90d +30.9% ✓
코스피, 개인·기관 쌍끌이 매수에 상승 마감…멀미나는 '롤러코스피', 언제 멈추나ㅣ종목쇼ㅣ260727 #코스피전망 #실적발표 #반도체관련주
KOSPI closes higher on dual buying by retail and institutions… when will the dizzying 'roller-KOSPI' stop?ㅣStock ShowㅣJuly 27, 2026 #KOSPIoutlook #earningsannouncement #semiconductorstocks
7d +4.3% ✓30d +5.9% ✓90d +0.4% ✓
코스피, 개인·기관 쌍끌이 매수에 상승 마감…멀미나는 '롤러코스피', 언제 멈추나ㅣ종목쇼ㅣ260727 #코스피전망 #실적발표 #반도체관련주
KOSPI closes higher on dual buying by retail and institutions… when will the dizzying 'roller-KOSPI' stop?ㅣStock ShowㅣJuly 27, 2026 #KOSPIoutlook #earningsannouncement #semiconductorstocks
7d +3.4% ✓30d +6.3% ✓90d +14.1% ✓
제 2의 반도체는 '화장품'...인디 이어 대형사도 살아난다ㅣ이해니 유진투자증권 연구원
The second semiconductor is 'cosmetics'... After the indies, the big companies come back to life tooㅣAnalyst Lee Hae-ni, Eugene Investment & Securities
7d +8.7% ✓30d +31.3% ✓90d -14.8% ✗
반도체 쉬니 순환매 전개 실적·정책 호재 갖춘 종목은?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
Semiconductors take a breather, sector rotation unfolds, which stocks have both earnings and policy catalysts?ㅣLee Chang-hwan, Director at iM Securities·Lee Dong-geun, CEO of GEIㅣThe War Room
7d +14.1% ✗30d +13.1% ✗90d -35.5% ✓
코스피, 개인·기관 쌍끌이 매수에 상승 마감…멀미나는 '롤러코스피', 언제 멈추나ㅣ종목쇼ㅣ260727 #코스피전망 #실적발표 #반도체관련주
KOSPI closes higher on dual buying by retail and institutions… when will the dizzying 'roller-KOSPI' stop?ㅣStock ShowㅣJuly 27, 2026 #KOSPIoutlook #earningsannouncement #semiconductorstocks
7d +14.0% ✓30d +12.2% ✓90d +2.1% ✓
기계가 던지는 투매에 속지 마라ㅣ김홍범 유경PSG자산운용 주식운용본부장
Don't be fooled by the panic selling the machines are throwing out | Kim Hong-beom, head of equity management division, Yookyung PSG Asset Management
7d +2.2% ✓30d +12.6% ✓90d -10.2% ✗
오늘 폭락의 진짜 이유... 반도체에 무슨 일이? | 박정언 캐스터
The real reason for today's plunge... What happened to semiconductors? | Caster Park Jung-eon
7d +12.0% ✓30d +6.4% ✓90d -3.9% ✗
[숏담화] '창신메모리'가 소금 뿌렸다? '초대형 동맹'에도 증시는 왜?ㅣ박건희ㅣ허반석
[Short Talk] Did 'ChangXin Memory' Throw Salt on It? Why Is the Market Down Even With the 'Mega Alliance'?ㅣPark Geon-heeㅣHeo Ban-seok
7d +11.0% ✓30d +13.6% ✓90d -10.7% ✗
코스피, 개인·기관 쌍끌이 매수에 상승 마감…멀미나는 '롤러코스피', 언제 멈추나ㅣ종목쇼ㅣ260727 #코스피전망 #실적발표 #반도체관련주
KOSPI closes higher on dual buying by retail and institutions… when will the dizzying 'roller-KOSPI' stop?ㅣStock ShowㅣJuly 27, 2026 #KOSPIoutlook #earningsannouncement #semiconductorstocks
7d +13.7% ✓30d +15.8% ✓90d -16.6% ✗
외인 2.8조 매도·CXMT 쇼크 뚫은 코스피! 엔비디아-네이버 AI 동맹에 로봇손 상한가 폭발 l 이종원·현상준·김문석·최수창 l 더 워룸 2부
KOSPI breaks through 2.8 trillion won of foreign selling and the CXMT shock! Robot hands explode to the daily limit on the NVIDIA-Naver AI alliance l Lee Jong-won·Hyun Sang-joon·Kim Mun-seok·Choi Su-chang l The War Room Part 2
7d +1.8% ✓30d +19.0% ✓90d +44.3% ✓
기계가 던지는 투매에 속지 마라ㅣ김홍범 유경PSG자산운용 주식운용본부장
Don't be fooled by the panic selling the machines are throwing out | Kim Hong-beom, head of equity management division, Yookyung PSG Asset Management
7d +5.1% ✓30d -25.2% ✗90d -37.0% ✗
제 2의 반도체는 '화장품'...인디 이어 대형사도 살아난다ㅣ이해니 유진투자증권 연구원
The second semiconductor is 'cosmetics'... After the indies, the big companies come back to life tooㅣAnalyst Lee Hae-ni, Eugene Investment & Securities
7d +3.4% ✓30d +67.1% ✓90d +22.8% ✓
반도체 쉬니 순환매 전개 실적·정책 호재 갖춘 종목은?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
Semiconductors take a breather, sector rotation unfolds, which stocks have both earnings and policy catalysts?ㅣLee Chang-hwan, Director at iM Securities·Lee Dong-geun, CEO of GEIㅣThe War Room
7d +5.7% ✓30d +53.3% ✓90d +45.2% ✓
또 한번의 '검은 금요일', 6700선도 무너진 코스피, 다음주 더 빠질까 | 넥스트시그널｜김성준｜박창윤
Another 'Black Friday' — KOSPI breaks below 6,700 too, will it fall further next week? | Next Signal｜Kim Seong-jun｜Park Chang-yoon
7d -2.6% ✗30d +11.1% ✓90d -17.2% ✗
유가 급등에 코스피·코스닥 '비명'…지금은 기다리는게 정답?ㅣ종목쇼ㅣ260724 #유가 #SK하이닉스 #삼성전자
KOSPI and KOSDAQ 'scream' as oil prices surge…Is waiting the right answer now? | Stock Show | 260724 #OilPrices #SKHynix #SamsungElectronics
7d -3.6% ✗30d +4.4% ✓90d -3.4% ✗
유가 급등에 코스피·코스닥 '비명'…지금은 기다리는게 정답?ㅣ종목쇼ㅣ260724 #유가 #SK하이닉스 #삼성전자
KOSPI and KOSDAQ 'scream' as oil prices surge…Is waiting the right answer now? | Stock Show | 260724 #OilPrices #SKHynix #SamsungElectronics
7d -9.2% ✗30d -10.0% ✗90d -18.9% ✗
코스닥 기관 수급 포착 ! 천스닥은 이제 시간 문제!?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
Institutional flows spotted in KOSDAQ! Is 1000-KOSDAQ now just a matter of time!?ㅣSon Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEOㅣThe War Room
7d +2.2% ✓30d +17.1% ✓90d +17.6% ✓
코스닥 기관 수급 포착 ! 천스닥은 이제 시간 문제!?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
Institutional flows spotted in KOSDAQ! Is 1000-KOSDAQ now just a matter of time!?ㅣSon Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEOㅣThe War Room
7d -4.5% ✗30d -5.6% ✗90d -26.1% ✗
유가 급등에 코스피·코스닥 '비명'…지금은 기다리는게 정답?ㅣ종목쇼ㅣ260724 #유가 #SK하이닉스 #삼성전자
KOSPI and KOSDAQ 'scream' as oil prices surge…Is waiting the right answer now? | Stock Show | 260724 #OilPrices #SKHynix #SamsungElectronics
7d -6.6% ✗30d -7.0% ✗90d -3.6% ✗
반도체 또 악재 터졌다? 주가 하락의 '진짜 이유' (이완수 그레너리투자자문 대표, 반종민 프레스티지경영전략연구소 소장)
More bad news has hit semiconductors? The 'real reason' for the share price decline (Lee Wan-su, CEO of Greenery Investment Advisory, Ban Jong-min, Director of Prestige Management Strategy Research Institute)
7d -17.1% ✗30d -3.0% ✗90d -17.7% ✗
국내증시 급락 진정 국면?…지금 봐야할 '핵심' 종목은? ㅣ종목쇼ㅣ260721 #SK하이닉스실적발표 #구글실적발표 #코스피
Is the domestic stock market's plunge calming down?…Which 'core' stocks should you look at now? | Stock Show | 260721 #SKHynixEarnings #GoogleEarnings #KOSPI
7d -1.7% ✗30d -3.9% ✗90d -23.9% ✗
흔들린 소부장株, 2분기 반등을 준비하는 종목은?ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
Shaken Materials-Parts-Equipment Stocks — Which Names Are Preparing a Q2 Rebound?ㅣKim Ji-hyeok, PB at Eugene Investment & Securities · Park Yun-jin, Partner at B&B Economic Research InstituteㅣThe War Room
7d +19.3% ✓30d +13.3% ✓90d +23.2% ✓
코스피 7천선 회복·코스닥 5% 급등 매수 사이드카! 구글 303조 AI 투자에 전력망 폭발 vs 외인 4조 매집 l 허반석·안인기·김동엽·서용원 l 더 워룸 2부
KOSPI recovers the 7,000 line, KOSDAQ surges 5% — buy-side sidecar! Google's 303 trillion won AI investment blows up the power grid vs. foreigners accumulating 4 trillion won l Heo Ban-seok·Ahn In-ki·Kim Dong-yeop·Seo Yong-won l The War Room Part 2
7d -19.2% ✗30d +8.2% ✓90d -6.4% ✗
빅테크 실적 시즌 개막 속 구글 '축포'…국내증시 훈풍 이어가나ㅣ260723ㅣ종목쇼 #구글실적발표 #반도체소부장 #AI투자
Google's 'celebratory fireworks' as Big Tech earnings season opens… will the domestic market keep its warm breeze? | 260723 | Stock Show #GoogleEarnings #SemiconductorMaterialsPartsEquipment #AIInvestment
7d -6.1% ✗30d +19.2% ✓90d -4.8% ✗
빅테크 실적 시즌 개막 속 구글 '축포'…국내증시 훈풍 이어가나ㅣ260723ㅣ종목쇼 #구글실적발표 #반도체소부장 #AI투자
Google's 'celebratory fireworks' as Big Tech earnings season opens… will the domestic market keep its warm breeze? | 260723 | Stock Show #GoogleEarnings #SemiconductorMaterialsPartsEquipment #AIInvestment
7d -5.5% ✗30d +6.0% ✓90d -7.7% ✗
흔들린 소부장株, 2분기 반등을 준비하는 종목은?ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
Shaken Materials-Parts-Equipment Stocks — Which Names Are Preparing a Q2 Rebound?ㅣKim Ji-hyeok, PB at Eugene Investment & Securities · Park Yun-jin, Partner at B&B Economic Research InstituteㅣThe War Room
7d +19.3% ✓30d +13.3% ✓90d +23.2% ✓
코스피 7천선 회복·코스닥 5% 급등 매수 사이드카! 구글 303조 AI 투자에 전력망 폭발 vs 외인 4조 매집 l 허반석·안인기·김동엽·서용원 l 더 워룸 2부
KOSPI recovers the 7,000 line, KOSDAQ surges 5% — buy-side sidecar! Google's 303 trillion won AI investment blows up the power grid vs. foreigners accumulating 4 trillion won l Heo Ban-seok·Ahn In-ki·Kim Dong-yeop·Seo Yong-won l The War Room Part 2
7d -7.7% ✗30d +4.7% ✓90d -38.5% ✗
코스피 7천선 회복·코스닥 5% 급등 매수 사이드카! 구글 303조 AI 투자에 전력망 폭발 vs 외인 4조 매집 l 허반석·안인기·김동엽·서용원 l 더 워룸 2부
KOSPI recovers the 7,000 line, KOSDAQ surges 5% — buy-side sidecar! Google's 303 trillion won AI investment blows up the power grid vs. foreigners accumulating 4 trillion won l Heo Ban-seok·Ahn In-ki·Kim Dong-yeop·Seo Yong-won l The War Room Part 2
7d -5.3% ✗30d -6.2% ✗90d -25.0% ✗
엔비디아보다 위에 있는 오픈AI·앤트로픽의 정체 l 이춘광 l 정경민 l 박진희
The true identity of OpenAI and Anthropic, who stand above Nvidia l Lee Chun-gwang l Jung Kyung-min l Park Jin-hee
7d -15.6% ✗30d -15.3% ✗90d -46.0% ✗
엔비디아보다 위에 있는 오픈AI·앤트로픽의 정체 l 이춘광 l 정경민 l 박진희
The true identity of OpenAI and Anthropic, who stand above Nvidia l Lee Chun-gwang l Jung Kyung-min l Park Jin-hee
7d -6.6% ✗30d +20.3% ✓90d -7.6% ✗
국내증시 급락 진정 국면?…지금 봐야할 '핵심' 종목은? ㅣ종목쇼ㅣ260721 #SK하이닉스실적발표 #구글실적발표 #코스피
Is the domestic stock market's plunge calming down?…Which 'core' stocks should you look at now? | Stock Show | 260721 #SKHynixEarnings #GoogleEarnings #KOSPI
7d -4.0% ✗30d +29.3% ✓90d +21.2% ✓
삼성바이오로직스 다시 간다... 2조 M&A 승부수 | 이재규 SK증권 경인지점 차장 ㅣ김치형 앵커
Samsung Biologics is going again... a 2 trillion won M&A bet | Lee Jae-gyu, Deputy Manager, SK Securities Gyeongin Branch | Anchor Kim Chi-hyung
7d -4.8% ✗30d +7.7% ✓90d -10.1% ✗
흔들린 소부장株, 2분기 반등을 준비하는 종목은?ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
Shaken Materials-Parts-Equipment Stocks — Which Names Are Preparing a Q2 Rebound?ㅣKim Ji-hyeok, PB at Eugene Investment & Securities · Park Yun-jin, Partner at B&B Economic Research InstituteㅣThe War Room
7d +0.2% ✓30d +7.7% ✓90d -15.0% ✗
AI시대 에너지안보 필수...태양광+BESS가 핵심ㅣ한병화 유진투자증권 연구위원
Energy security is essential in the AI era...solar + BESS is the key ㅣHan Byung-hwa, Research Fellow at Eugene Investment & Securities
7d -20.2% ✗30d +5.8% ✓90d +1.9% ✓
AI시대 에너지안보 필수...태양광+BESS가 핵심ㅣ한병화 유진투자증권 연구위원
Energy security is essential in the AI era...solar + BESS is the key ㅣHan Byung-hwa, Research Fellow at Eugene Investment & Securities
7d -41.0% ✗30d -27.2% ✗90d -34.1% ✗
美빅테크 실적발표 임박, 국내 반도체株 아직 상승탄력 남았다 !ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
US Big Tech Earnings Announcements Imminent — Domestic Semiconductor Stocks Still Have Upward Momentum Left! | Park Geun-hyung, IBK General Manager·Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d -36.0% ✗30d -24.5% ✗90d +16.1% ✓
美빅테크 실적발표 임박, 국내 반도체株 아직 상승탄력 남았다 !ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
US Big Tech Earnings Announcements Imminent — Domestic Semiconductor Stocks Still Have Upward Momentum Left! | Park Geun-hyung, IBK General Manager·Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d -21.4% ✗30d +2.8% ✓90d -21.7% ✗
2주째 코스피 사들이는 '외국인'…국내증시, 본격 상승은 언제?ㅣ260722ㅣ종목쇼 #코스피 #레버리지 #구글실적발표
'Foreigners' Buying KOSPI for a Second Straight Week… When Will the Domestic Market's Real Rally Begin?ㅣ260722ㅣStock Showㅣ#KOSPI #Leverage #GoogleEarningsRelease
7d -25.5% ✗30d -7.8% ✗90d -9.0% ✗
[숏담화] 바닥 가능성 높아졌지만 레버리지 청산 안 끝났다ㅣ송재경ㅣ이동근
[Short Talk] The odds of a bottom have risen, but the leverage liquidation isn't over | Song Jae-kyung | Lee Dong-geun
7d -35.3% ✗30d -1.5% ✗90d -14.5% ✗
코스피 막판 급락의 진실! 전문가들 "내일 이것만 확인하자" (2026년 7월 22일 장 마감)｜성공투자 오후증시｜파이널콜
The truth about KOSPI's late plunge! Experts say "let's just check this one thing tomorrow" (market close, July 22, 2026)｜Successful Investing Afternoon Market｜Final Call
7d -29.3% ✗30d -26.0% ✗90d -42.3% ✗
코스피 막판 급락의 진실! 전문가들 "내일 이것만 확인하자" (2026년 7월 22일 장 마감)｜성공투자 오후증시｜파이널콜
The truth about KOSPI's late plunge! Experts say "let's just check this one thing tomorrow" (market close, July 22, 2026)｜Successful Investing Afternoon Market｜Final Call
7d -40.0% ✗30d +1.3% ✓90d +25.1% ✓
2주째 코스피 사들이는 '외국인'…국내증시, 본격 상승은 언제?ㅣ260722ㅣ종목쇼 #코스피 #레버리지 #구글실적발표
'Foreigners' Buying KOSPI for a Second Straight Week… When Will the Domestic Market's Real Rally Begin?ㅣ260722ㅣStock Showㅣ#KOSPI #Leverage #GoogleEarningsRelease
7d -29.0% ✗30d -1.9% ✗90d -9.5% ✗
美빅테크 실적발표 임박, 국내 반도체株 아직 상승탄력 남았다 !ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
US Big Tech Earnings Announcements Imminent — Domestic Semiconductor Stocks Still Have Upward Momentum Left! | Park Geun-hyung, IBK General Manager·Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d -50.4% ✗30d -27.4% ✗90d +12.2% ✓
2주째 코스피 사들이는 '외국인'…국내증시, 본격 상승은 언제?ㅣ260722ㅣ종목쇼 #코스피 #레버리지 #구글실적발표
'Foreigners' Buying KOSPI for a Second Straight Week… When Will the Domestic Market's Real Rally Begin?ㅣ260722ㅣStock Showㅣ#KOSPI #Leverage #GoogleEarningsRelease
7d -17.8% ✗30d -0.3% ✗90d -13.3% ✗
삼성전자, 대표 직속 로봇사업 조직 신설 이슈에 로봇주 일제히 '급등' 주가 쏘아올릴 로봇주는 여기!?ㅣ 이성웅 다올투자증권 영업부 부장·강준혁 한국경제연구소 대표ㅣ더 워룸
On the news that Samsung Electronics is creating a robot business unit reporting directly to the CEO, robot stocks 'surge' across the board — the robot stock that will shoot up is here!?ㅣ Lee Seong-ung, Daol Investment & Securities Sales Dept. Head·Kang Jun-hyuk, Korea Economic Research Institute CEOㅣThe War Room
7d -16.5% ✗30d -30.7% ✗90d -35.9% ✗
반도체 비중 줄일 때다... 로봇·거버넌스로 분산을 | 박병창 MP파트너스 대표 ㅣ김치형 앵커
It's time to cut semiconductor weighting... diversify into robotics and governance | Park Byung-chang, CEO of MP Partners ㅣAnchor Kim Chi-hyung
7d -13.7% ✗30d +4.3% ✓90d -13.0% ✗
모건스탠리 "매도" → "매수"? "너무 자주 바뀌는거 아니에요?"ㅣ조연주 NH투자증권 연구위원, 권미정 캐스터, 이담교 캐스터
Rainbow Robotics named as strong on Samsung's new robot business organization and actuator export surge.
7d -14.2% ✗30d -5.1% ✗90d -22.4% ✗
또 한번 블랙먼데이! 전문가들 "6500선이 바닥" (2026년 7월 20일 장 마감)｜성공투자 오후증시｜파이널콜
Another Black Monday! Experts say "6500 is the bottom" (July 20, 2026 market close)｜Successful Investing Afternoon Market｜Final Call
7d -20.4% ✗30d +7.0% ✓90d +0.1% ✓
양 시장 또 다시 매도 사이드카, '블랙 먼데이' 삼전 닉스 저가 매수의 기회?!ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
Sell sidecars again in both markets, 'Black Monday' — a chance to buy Samsung Electronics and Hynix cheap?! | Lee Chang-hwan, iM Securities director · Lee Dong-geun, GEI CEO | The War Room
7d -0.8% ✗30d +1.8% ✓90d -12.4% ✗
이자이익·비이자이익 동시 개선...은행주 하락하면 잡아라ㅣ박혜진 대신증권 연구위원
Interest income and non-interest income improving at once... if bank stocks fall, grab them ㅣ Park Hye-jin, Daishin Securities Research Fellow
7d +3.5% ✓30d +31.5% ✓90d +18.3% ✓
이자이익·비이자이익 동시 개선...은행주 하락하면 잡아라ㅣ박혜진 대신증권 연구위원
Interest income and non-interest income improving at once... if bank stocks fall, grab them ㅣ Park Hye-jin, Daishin Securities Research Fellow
7d -1.7% ✗30d +9.7% ✓90d +16.9% ✓
이자이익·비이자이익 동시 개선...은행주 하락하면 잡아라ㅣ박혜진 대신증권 연구위원
Interest income and non-interest income improving at once... if bank stocks fall, grab them ㅣ Park Hye-jin, Daishin Securities Research Fellow
7d -1.5% ✗30d +0.7% ✓90d -1.8% ✗
AI 쇼크에 무너진 반도체...지금이 기회일까? | 박정언 캐스터
Semiconductors crushed by the AI shock... Is now the opportunity? | Caster Park Jung-eon
7d -11.3% ✗30d -3.1% ✗90d -29.3% ✗
하반기 주도주 교체... 방산 시대 시작 | 이효정 한국투자신탁운용 ETF 운용본부 팀장 ㅣ김치형 앵커
Leading sectors change in the second half... the defense era begins | Lee Hyo-jung, team head of the ETF management division at Korea Investment Management | anchor Kim Chi-hyung
7d +3.7% ✓30d +17.1% ✓90d -11.2% ✗
지금 매수 기회 잡으세요ㅣ강관우 더프레미어 대표
Seize the buying opportunity now ㅣ Kang Kwan-woo, CEO of The Premier
7d +4.7% ✗30d +8.4% ✗90d -18.3% ✓
하반기 주도주 교체... 방산 시대 시작 | 이효정 한국투자신탁운용 ETF 운용본부 팀장 ㅣ김치형 앵커
Leading sectors change in the second half... the defense era begins | Lee Hyo-jung, team head of the ETF management division at Korea Investment Management | anchor Kim Chi-hyung
7d +11.0% ✓30d +12.8% ✓90d +2.3% ✓
저평가에도 굳게 닫힌 외인 지갑...정부의 '이 대책'이 반전 열쇠?ㅣ최석원 전 SK증권 미래전략부문 대표
Foreigners' wallets stay shut despite undervaluation... Is the government's 'this measure' the key to a turnaround?ㅣChoi Seok-won, former Head of Future Strategy Division, SK Securities
7d -12.0% ✗30d -0.7% ✗90d -0.9% ✗
하반기 주도주 교체... 방산 시대 시작 | 이효정 한국투자신탁운용 ETF 운용본부 팀장 ㅣ김치형 앵커
Leading sectors change in the second half... the defense era begins | Lee Hyo-jung, team head of the ETF management division at Korea Investment Management | anchor Kim Chi-hyung
7d +1.0% ✓30d +24.3% ✓90d +35.3% ✓
저평가에도 굳게 닫힌 외인 지갑...정부의 '이 대책'이 반전 열쇠?ㅣ최석원 전 SK증권 미래전략부문 대표
Foreigners' wallets stay shut despite undervaluation... Is the government's 'this measure' the key to a turnaround?ㅣChoi Seok-won, former Head of Future Strategy Division, SK Securities
7d -18.3% ✗30d -6.7% ✗90d -32.9% ✗
멀미나는 증시…반도체주 급락 '언제까지?' ㅣ종목쇼ㅣ260716 #코스피 #코스닥 #급락
A market that makes you carsick… semiconductor stocks plunging, 'until when?' ㅣStock Showㅣ260716 #KOSPI #KOSDAQ #plunge
7d +15.6% ✓30d +29.4% ✓90d -16.4% ✗
멀미나는 증시…반도체주 급락 '언제까지?' ㅣ종목쇼ㅣ260716 #코스피 #코스닥 #급락
A market that makes you carsick… semiconductor stocks plunging, 'until when?' ㅣStock Showㅣ260716 #KOSPI #KOSDAQ #plunge
7d -0.9% ✗30d +6.9% ✓90d +0.1% ✓
SK하이닉스 '메타 쇼크'에 14% 하락, 증권가 평균 목표가 400만원 마지막으로 잡을 수 있는 기회?ㅣ김지혁 유진투자증권 PB·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
SK Hynix down 14% on the 'Meta shock,' brokerages' average target price of 4 million won — the last chance to get in? ㅣKim Ji-hyeok, Eugene Investment PB · Kim Jung-gi, Alpha Conductor HoldingsㅣThe War Room
7d +9.0% ✓30d +1.8% ✓90d -13.1% ✗
조선주 다시 폭발?...미국이 한국을 찾았다 | 박정언 캐스터
Shipbuilding stocks explode again?...The US came looking for Korea | Caster Park Jeong-eon
7d -0.8% ✗30d -1.2% ✗90d -7.4% ✗
금리 브레이크·레버리지 규제, TSMC 사상 최대 실적 폭발에도 요동치는 국장… 트럼프 수혜 조선주 불장 vs 전력기기 속도 조절 l 허반석·안인기·김동엽·최창규 l 더 워룸 2부
Rate brakes and leverage regulation: the domestic market shakes even as TSMC's record earnings explode... Trump-beneficiary shipbuilding stocks on fire vs. power equipment easing off | Heo Ban-seok, Ahn In-gi, Kim Dong-yeop, Choi Chang-gyu | The War Room Part 2
7d +5.7% ✓30d +9.3% ✓90d -25.0% ✗
ESS가 주가 바꾼다...삼성SDI 반등 근거 공개ㅣ이재규 SK증권 경인지점 차장ㅣ김치형 앵커
ESS changes the stock price... Grounds for Samsung SDI's rebound revealedㅣLee Jae-gyu, Deputy General Manager, Gyeongin Branch, SK SecuritiesㅣAnchor Kim Chi-hyung
7d +5.4% ✓30d +5.4% ✓90d +3.8% ✓
반도체 랠리에 돌아온 '외국인'…개미들 다시 웃을까 ㅣ종목쇼ㅣ260715 #SK하이닉스 #반도체 #한미반도체
'Foreigners' return on the semiconductor rally… will retail investors smile again ㅣStock ShowㅣJuly 15, 2026 #SKHynix #Semiconductors #HanmiSemiconductor
7d +12.4% ✓30d +31.4% ✓90d -13.5% ✗
반도체 랠리에 돌아온 '외국인'…개미들 다시 웃을까 ㅣ종목쇼ㅣ260715 #SK하이닉스 #반도체 #한미반도체
'Foreigners' return on the semiconductor rally… will retail investors smile again ㅣStock ShowㅣJuly 15, 2026 #SKHynix #Semiconductors #HanmiSemiconductor
7d -1.3% ✗30d +2.5% ✓90d +4.3% ✓
한미반도체 상한가 마감! "앞으로 더 오를 겁니다" (2026년 7월 15일 장 마감)｜성공투자 오후증시｜파이널콜
Hanmi Semiconductor closes at the upper limit! "It will rise even more from here" (market close, July 15, 2026)｜Successful Investing Afternoon Market｜Final Call
7d +5.2% ✗30d -2.9% ✓90d +3.6% ✗
현 시장, 기술적 과매도 구간! 코스피 바닥확인 끝! 이제는 올라갈 시간?ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
The current market is in a technically oversold zone! KOSPI's bottom confirmation is over! Now is it time to go up?ㅣPark Geun-hyung, IBK head·Kim Jung-ki, Alpha Conductor HoldingsㅣThe War Room
7d -20.3% ✗30d -1.7% ✗90d -5.9% ✗
코스피 '7천피' 탈환, 하이닉스 야간 ADR 27% 폭등 충격… AI 반도체 코어 부활 vs 데이터센터 전력 수혜 2차전지 폭발 l 현상준·유일한·안인기·이영노 l더 워룸 2부
KOSPI retakes '7,000', shock as Hynix's overnight ADR soars 27%… AI semiconductor core revival vs data center power beneficiary secondary batteries explode l Hyun Sang-joon·Yoo Il-han·Ahn In-gi·Lee Young-no lThe War Room Part 2
7d +4.8% ✓30d +6.3% ✓90d +20.0% ✓
마스가보다 데이터센터 기대..HD현대마린솔루션 주목ㅣ한승한 SK증권 연구위원
Data centers look more promising than MASGA.. keep an eye on HD Hyundai Marine SolutionㅣHan Seung-han, SK Securities research fellow
7d +4.4% ✓30d +5.0% ✓90d -20.0% ✗
마스가보다 데이터센터 기대..HD현대마린솔루션 주목ㅣ한승한 SK증권 연구위원
Data centers look more promising than MASGA.. keep an eye on HD Hyundai Marine SolutionㅣHan Seung-han, SK Securities research fellow
7d +7.2% ✓30d +0.4% ✓90d -15.0% ✗
마스가보다 데이터센터 기대..HD현대마린솔루션 주목ㅣ한승한 SK증권 연구위원
Data centers look more promising than MASGA.. keep an eye on HD Hyundai Marine SolutionㅣHan Seung-han, SK Securities research fellow
7d +6.0% ✓30d -4.7% ✗90d -15.0% ✗
마스가보다 데이터센터 기대..HD현대마린솔루션 주목ㅣ한승한 SK증권 연구위원
Data centers look more promising than MASGA.. keep an eye on HD Hyundai Marine SolutionㅣHan Seung-han, SK Securities research fellow
7d +7.0% ✓30d +2.0% ✓90d +10.2% ✓
반도체 랠리에 돌아온 '외국인'…개미들 다시 웃을까 ㅣ종목쇼ㅣ260715 #SK하이닉스 #반도체 #한미반도체
'Foreigners' return on the semiconductor rally… will retail investors smile again ㅣStock ShowㅣJuly 15, 2026 #SKHynix #Semiconductors #HanmiSemiconductor
7d -3.1% ✗30d +14.6% ✓90d +26.5% ✓
현 시장, 기술적 과매도 구간! 코스피 바닥확인 끝! 이제는 올라갈 시간?ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
The current market is in a technically oversold zone! KOSPI's bottom confirmation is over! Now is it time to go up?ㅣPark Geun-hyung, IBK head·Kim Jung-ki, Alpha Conductor HoldingsㅣThe War Room
7d -8.8% ✗30d -7.0% ✗90d +7.8% ✓
한미반도체 상한가 마감! "앞으로 더 오를 겁니다" (2026년 7월 15일 장 마감)｜성공투자 오후증시｜파이널콜
Hanmi Semiconductor closes at the upper limit! "It will rise even more from here" (market close, July 15, 2026)｜Successful Investing Afternoon Market｜Final Call
7d +1.6% ✓30d +21.5% ✓90d -10.7% ✗
마스가보다 데이터센터 기대..HD현대마린솔루션 주목ㅣ한승한 SK증권 연구위원
Data centers look more promising than MASGA.. keep an eye on HD Hyundai Marine SolutionㅣHan Seung-han, SK Securities research fellow
7d +2.9% ✓30d +2.4% ✓90d -22.8% ✗
코스피 반등 성공, 하이닉스 300만 재진입 9대 퍼즐 가동… 생산능력 증설 반도체 장비주 폭발 vs 현대차그룹 40% 급락 조정 l 허반석·김정기·박우신·황유현 l 더 워룸 2부
KOSPI rebound succeeds, Hynix re-enters 3 million, the 9 puzzles in motion… capacity expansion sends semiconductor equipment stocks exploding vs. Hyundai Motor Group's 40% plunge correction l Heo Ban-seok · Kim Jung-gi · Park Woo-shin · Hwang Yu-hyun l The War Room Part 2
7d -11.0% ✗30d -5.1% ✗90d +4.2% ✓
CPI 예상치 하회! 연준 금리인하 본격화되나?ㅣ손석우ㅣ이화진ㅣ윤진
CPI comes in below expectations! Will the Fed's rate cuts begin in earnest? | Son Seok-woo | Lee Hwa-jin | Yoon Jin
7d -2.2% ✗30d +9.4% ✓90d +6.3% ✓
SK하이닉스 대반격... 외국인 다시 돌아온다? | 박정언 캐스터
SK Hynix's Big Counterattack... Are Foreigners Coming Back? | Caster Park Jeong-eon
7d -23.4% ✗30d -34.4% ✗90d -27.1% ✗
코스피 반등 성공, 하이닉스 300만 재진입 9대 퍼즐 가동… 생산능력 증설 반도체 장비주 폭발 vs 현대차그룹 40% 급락 조정 l 허반석·김정기·박우신·황유현 l 더 워룸 2부
KOSPI rebound succeeds, Hynix re-enters 3 million, the 9 puzzles in motion… capacity expansion sends semiconductor equipment stocks exploding vs. Hyundai Motor Group's 40% plunge correction l Heo Ban-seok · Kim Jung-gi · Park Woo-shin · Hwang Yu-hyun l The War Room Part 2
7d -3.7% ✓30d +4.4% ✗90d -27.0% ✓
시장이 기다리는 신호! 본격 반등 '이때' 부터ㅣ김영환 NH투자증권 연구원 | #하우스뷰
The signal the market is waiting for! A full-scale rebound from 'this moment' | Kim Young-hwan, NH Investment & Securities analyst | #HouseView
7d -11.0% ✗30d -16.5% ✗90d -38.0% ✗
삼성전자 미 ADR 상장설, 삼전 측 “검토한 바 없어..” 그럼에도 기대되는 이유??ㅣ 이성웅 다올투자증권 영업부 부장·신학수 MJ스탁 대표ㅣ더 워룸
Rumor of Samsung Electronics listing a US ADR, Samsung's side says "We have not reviewed it.." Yet the reason for expectations?? ㅣ Lee Seong-ung, Daol Investment & Securities Sales Dept. Head·Shin Hak-su, MJ Stock CEOㅣThe War Room
7d -13.4% ✓30d +15.3% ✗90d +14.9% ✗
SK하이닉스 대반격... 외국인 다시 돌아온다? | 박정언 캐스터
SK Hynix's Big Counterattack... Are Foreigners Coming Back? | Caster Park Jeong-eon
7d -21.7% ✗30d -18.3% ✗90d -8.6% ✗
외인 귀환'에 급반등 마감! "다음은 무조건 폭등입니다" (2026년 7월 14일 장 마감)｜성공투자 오후증시｜파이널콜
Closed with a sharp rebound on the 'return of foreigners'! "Next is an all-out surge" (July 14, 2026 market close)｜Successful Investing Afternoon Market｜Final Call
7d -7.1% ✗30d +41.5% ✓90d +1.2% ✓
시장이 기다리는 신호! 본격 반등 '이때' 부터ㅣ김영환 NH투자증권 연구원 | #하우스뷰
The signal the market is waiting for! A full-scale rebound from 'this moment' | Kim Young-hwan, NH Investment & Securities analyst | #HouseView
7d -4.8% ✗30d +10.3% ✓90d -3.5% ✗
유통 애널리스트가 바빠진다..소비 양극화 속 백화점 강세 지속ㅣ조상훈 신한투자증권 연구위원
Retail analysts are getting busy.. department stores stay strong amid consumption polarization ㅣ Cho Sang-hun, Shinhan Investment Securities Research Fellow
7d -0.5% ✗30d -2.7% ✗90d -10.0% ✗
유통 애널리스트가 바빠진다..소비 양극화 속 백화점 강세 지속ㅣ조상훈 신한투자증권 연구위원
Retail analysts are getting busy.. department stores stay strong amid consumption polarization ㅣ Cho Sang-hun, Shinhan Investment Securities Research Fellow
7d -10.7% ✗30d -31.9% ✗90d -33.0% ✗
코스피 '급락'에 또 서킷브레이크…반도체주 본격 하락인가ㅣ종목쇼ㅣ260713 #SK하이닉스 #삼성전자 #중동전쟁
Another circuit breaker as the KOSPI 'plunges'… is this the start of a real decline in semiconductor stocks?ㅣStock ShowㅣJune 13, 2026 #SKHynix #SamsungElectronics #MiddleEastWar
7d +3.6% ✓30d +8.3% ✓90d -11.4% ✗
코스피 '급락'에 또 서킷브레이크…반도체주 본격 하락인가ㅣ종목쇼ㅣ260713 #SK하이닉스 #삼성전자 #중동전쟁
Another circuit breaker as the KOSPI 'plunges'… is this the start of a real decline in semiconductor stocks?ㅣStock ShowㅣJune 13, 2026 #SKHynix #SamsungElectronics #MiddleEastWar
7d +6.1% ✓30d +22.8% ✓90d +48.3% ✓
코스피 '급락'에 또 서킷브레이크…반도체주 본격 하락인가ㅣ종목쇼ㅣ260713 #SK하이닉스 #삼성전자 #중동전쟁
Another circuit breaker as the KOSPI 'plunges'… is this the start of a real decline in semiconductor stocks?ㅣStock ShowㅣJune 13, 2026 #SKHynix #SamsungElectronics #MiddleEastWar
7d +2.2% ✓30d -15.7% ✗90d -18.6% ✗
유통 애널리스트가 바빠진다..소비 양극화 속 백화점 강세 지속ㅣ조상훈 신한투자증권 연구위원
Retail analysts are getting busy.. department stores stay strong amid consumption polarization ㅣ Cho Sang-hun, Shinhan Investment Securities Research Fellow
7d +0.2% ✓30d -25.2% ✗90d -45.6% ✗
SK하이닉스 급락! 본주 공매도 공포 현실화?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
SK Hynix plunges! Is the fear of short selling the common stock becoming real? ㅣLee Chang-hwan, iM Securities Director · Lee Dong-geun, GEI CEOㅣThe War Room
7d -7.8% ✓30d -12.2% ✓90d +16.0% ✗
SK하이닉스 급락! 본주 공매도 공포 현실화?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
SK Hynix plunges! Is the fear of short selling the common stock becoming real? ㅣLee Chang-hwan, iM Securities Director · Lee Dong-geun, GEI CEOㅣThe War Room
7d +4.0% ✗30d +19.3% ✗90d +18.0% ✗
ADR 상장 다음 날 사이드카...SK하닉 190만 원 붕괴의 진실ㅣ김장열 유니스토리자산운용 리서치센터장
Sidecar the day after the ADR listing... The truth behind SK Hynix breaking below 1.9 million won | Kim Jang-yeol, Head of Research Center, Unistory Asset Management
7d -1.7% ✗30d +0.8% ✓90d -4.9% ✗
SK하이닉스 급락! 본주 공매도 공포 현실화?ㅣ이창환 iM증권 이사·이동근 지이아이 대표ㅣ 더 워룸
SK Hynix plunges! Is the fear of short selling the common stock becoming real? ㅣLee Chang-hwan, iM Securities Director · Lee Dong-geun, GEI CEOㅣThe War Room
7d +10.9% ✓30d +16.0% ✓90d +45.7% ✓
코스피 '급락'에 또 서킷브레이크…반도체주 본격 하락인가ㅣ종목쇼ㅣ260713 #SK하이닉스 #삼성전자 #중동전쟁
Another circuit breaker as the KOSPI 'plunges'… is this the start of a real decline in semiconductor stocks?ㅣStock ShowㅣJune 13, 2026 #SKHynix #SamsungElectronics #MiddleEastWar
7d -0.7% ✗30d +16.9% ✓90d +4.4% ✓
코스피 '급락'에 또 서킷브레이크…반도체주 본격 하락인가ㅣ종목쇼ㅣ260713 #SK하이닉스 #삼성전자 #중동전쟁
Another circuit breaker as the KOSPI 'plunges'… is this the start of a real decline in semiconductor stocks?ㅣStock ShowㅣJune 13, 2026 #SKHynix #SamsungElectronics #MiddleEastWar
7d +0.7% ✓30d +15.6% ✓90d -20.7% ✗
하이닉스 10% 급락... "지금은 아무것도 안해야" | 염승환 LS증권 이사ㅣ김치형 앵커
Hynix plunges 10%... "Right now you should do nothing" | Yeom Seung-hwan, Director at LS Securities | Anchor Kim Chi-hyung
7d -4.5% ✓30d -8.7% ✓90d +6.5% ✗
SK하이닉스 8% 급락... 지금이 매수 기회일까?| 박정언 캐스터
SK Hynix plunges 8%... Is now a buying opportunity? | Caster Park Jung-eon
7d -3.4% ✗30d +9.1% ✓90d +21.2% ✓
SK하이닉스 8% 급락... 지금이 매수 기회일까?| 박정언 캐스터
SK Hynix plunges 8%... Is now a buying opportunity? | Caster Park Jung-eon
7d -8.9% ✗30d +10.3% ✓90d +27.5% ✓
인버스 투자? 남는게 없습니다"ㅣ박현상 주머니투자자문 이사
"Inverse investing? There's nothing left in it" ㅣ Park Hyun-sang, Director at Jumeoni Investment Advisory
7d +3.7% ✗30d +1.8% ✗90d -3.8% ✓
반도체 투심 회복에 코스피 상승…하반기는 '이 섹터'가 주도한다ㅣ 종목쇼 ㅣ 260710 #SK하이닉스 #ADR #반도체
KOSPI Rises on Recovering Semiconductor Sentiment…'This Sector' Will Lead in the Second HalfㅣStock ShowㅣJuly 10, 2026 #SKHynix #ADR #Semiconductors
7d -8.0% ✗30d -4.5% ✗90d +4.1% ✓
SK하이닉스 나스닥 ADR 상장 앞두고 소부장 낙수효과 재점화… 장비주 급반등 vs HLB·펩트론 하한가 쇼크 l 김장열·안인기·김우식·황대근 l 더 워룸 2부
Ahead of SK Hynix's Nasdaq ADR listing, the trickle-down effect on materials-parts-equipment reignites... equipment stocks rebound sharply vs. HLB & Peptron limit-down shock | Kim Jang-yeol, Ahn In-ki, Kim Woo-sik, Hwang Dae-geun | The War Room Part 2
7d +0.3% ✗30d +69.2% ✗90d -17.3% ✓
SK하이닉스 나스닥 ADR 상장 앞두고 소부장 낙수효과 재점화… 장비주 급반등 vs HLB·펩트론 하한가 쇼크 l 김장열·안인기·김우식·황대근 l 더 워룸 2부
Ahead of SK Hynix's Nasdaq ADR listing, the trickle-down effect on materials-parts-equipment reignites... equipment stocks rebound sharply vs. HLB & Peptron limit-down shock | Kim Jang-yeol, Ahn In-ki, Kim Woo-sik, Hwang Dae-geun | The War Room Part 2
7d +19.1% ✗30d +58.7% ✗90d +73.1% ✗
SK하닉 ADR 나스닥 상장 첫날! 시장의 구원투수 연기금 귀환ㅣ이정욱 타임폴리오자산운용 ETF운용본부 부장
First day of SK Hynix ADR's Nasdaq listing! The market's relief pitcher, pension funds, return | Lee Jung-wook, Director, ETF Management Division, Timefolio Asset Management
7d -4.6% ✓30d +10.8% ✗90d -17.7% ✓
SK하닉 ADR 나스닥 상장 첫날! 시장의 구원투수 연기금 귀환ㅣ이정욱 타임폴리오자산운용 ETF운용본부 부장
First day of SK Hynix ADR's Nasdaq listing! The market's relief pitcher, pension funds, return | Lee Jung-wook, Director, ETF Management Division, Timefolio Asset Management
7d -5.8% ✗30d -10.3% ✗90d -24.1% ✗
작은 노이즈에도 뚝! 초민감 장세 속 포트 전략ㅣ박현상 주머니투자자문 이사
Dropping sharply even on small noise! Portfolio strategy in a hypersensitive market | Park Hyun-sang, Director of Jumeoni Investment Advisory
7d -5.3% ✗30d -0.7% ✗90d -18.3% ✗
작은 노이즈에도 뚝! 초민감 장세 속 포트 전략ㅣ박현상 주머니투자자문 이사
Dropping sharply even on small noise! Portfolio strategy in a hypersensitive market | Park Hyun-sang, Director of Jumeoni Investment Advisory
7d -3.1% ✗30d +3.9% ✓90d -27.1% ✗
반도체 투심 회복에 코스피 상승…하반기는 '이 섹터'가 주도한다ㅣ 종목쇼 ㅣ 260710 #SK하이닉스 #ADR #반도체
KOSPI Rises on Recovering Semiconductor Sentiment…'This Sector' Will Lead in the Second HalfㅣStock ShowㅣJuly 10, 2026 #SKHynix #ADR #Semiconductors
7d +24.8% ✓30d +26.0% ✓90d +42.7% ✓
코스닥 기관 수급 포착 ! 천스닥은 이제 시간 문제!?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
Institutional flows spotted in KOSDAQ! Is 1000-KOSDAQ now just a matter of time!?ㅣSon Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEOㅣThe War Room
7d +8.8% ✓30d +21.1% ✓90d -13.9% ✗
코스닥 기관 수급 포착 ! 천스닥은 이제 시간 문제!?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
Institutional flows spotted in KOSDAQ! Is 1000-KOSDAQ now just a matter of time!?ㅣSon Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEOㅣThe War Room
7d -19.5% ✗30d -11.3% ✗90d +0.2% ✓
코스닥 기관 수급 포착 ! 천스닥은 이제 시간 문제!?ㅣ손창현 24인베스트 팀장·박한샘 투자컨설팅 대표ㅣ 더 워룸
Institutional flows spotted in KOSDAQ! Is 1000-KOSDAQ now just a matter of time!?ㅣSon Chang-hyun, 24 Invest Team Leader · Park Han-saem, Investment Consulting CEOㅣThe War Room
7d -1.9% ✗30d +3.9% ✓90d +20.3% ✓
반도체 투심 회복에 코스피 상승…하반기는 '이 섹터'가 주도한다ㅣ 종목쇼 ㅣ 260710 #SK하이닉스 #ADR #반도체
KOSPI Rises on Recovering Semiconductor Sentiment…'This Sector' Will Lead in the Second HalfㅣStock ShowㅣJuly 10, 2026 #SKHynix #ADR #Semiconductors
7d -11.3% ✗30d +65.2% ✓90d +117.2% ✓
AI 다음 주도주는?...반도체 vs 전력기기 | 박정언 캐스터
What's the next leading sector after AI?...Semiconductors vs Power Equipment | Caster Park Jeong-eon
7d -4.8% ✗30d +10.1% ✓90d -15.9% ✗
SK하이닉스 'ADR상장 D-1'…미리 담을 반도체 '이 종목'ㅣ 종목쇼 ㅣ 260709 #SK하이닉스 #삼성전자 #반도체
SK Hynix 'ADR listing D-1'... the semiconductor stock 'to load up on' in advance | Stock Show | 260709 #SKHynix #SamsungElectronics #Semiconductors
7d -2.3% ✗30d +16.2% ✓90d +15.1% ✓
코스피 7300선도 붕괴! 전문가들 "SK하이닉스 지금 매수" (2026년 7월 9일 장 마감)｜성공투자 오후증시｜파이널콜
KOSPI 7300 line collapses too! Experts say "Buy SK Hynix now" (July 9, 2026 market close)｜Successful Investing Afternoon Market｜Final Call
7d -16.1% ✗30d +10.5% ✓90d +12.8% ✓
SK하이닉스 'ADR상장 D-1'…미리 담을 반도체 '이 종목'ㅣ 종목쇼 ㅣ 260709 #SK하이닉스 #삼성전자 #반도체
SK Hynix 'ADR listing D-1'... the semiconductor stock 'to load up on' in advance | Stock Show | 260709 #SKHynix #SamsungElectronics #Semiconductors
7d -19.4% ✗30d -34.7% ✗90d +0.4% ✓
코스피 7300선도 붕괴! 전문가들 "SK하이닉스 지금 매수" (2026년 7월 9일 장 마감)｜성공투자 오후증시｜파이널콜
KOSPI 7300 line collapses too! Experts say "Buy SK Hynix now" (July 9, 2026 market close)｜Successful Investing Afternoon Market｜Final Call
7d -24.6% ✗30d -18.9% ✗90d -16.2% ✗
인텔리안테크' 美 공장 가동... 지상국 안테나 수주 주목 | 한유건 하나증권 수석연구위원ㅣ김치형 앵커
'Intellian Technologies' U.S. plant goes online... Watch for ground station antenna orders | Han Yu-gun, senior research fellow at Hana Securities ㅣ Anchor Kim Chi-hyung
7d -18.0% ✗30d +15.8% ✓90d +56.5% ✓
SK하이닉스 'ADR상장 D-1'…미리 담을 반도체 '이 종목'ㅣ 종목쇼 ㅣ 260709 #SK하이닉스 #삼성전자 #반도체
SK Hynix 'ADR listing D-1'... the semiconductor stock 'to load up on' in advance | Stock Show | 260709 #SKHynix #SamsungElectronics #Semiconductors
7d -3.9% ✗30d -19.8% ✗90d -7.6% ✗
펩트론 앱장 하한가 그 이유는?ㅣ김지혁 유진투자증권 PB·박윤진 비앤비경제연구소 파트너ㅣ 더 워룸
The reason for Peptron's after-hours limit-down?ㅣKim Ji-hyeok, PB at Eugene Investment & Securities·Park Yun-jin, Partner at B&B Economic Research InstituteㅣThe War Room
7d -21.8% ✗30d -5.5% ✗90d -13.1% ✗
SK하이닉스 ADR 상장 환차손 없는 ‘그들만의 머니게임’l 곽병열 l 정경민 l 박진희
SK Hynix's ADR listing, a 'money game of their own' with no FX losses l Kwak Byung-yeol l Jung Kyung-min l Park Jin-hee
7d -7.9% ✗30d -21.3% ✗90d +7.0% ✓
20% 급락한 삼성전자... 이제 분할매수할 때?ㅣ이재규 SK증권 경인지점 차장ㅣ김치형 앵커
Samsung Electronics, down 20%... Is it time to buy in installments now?ㅣLee Jae-gyu, Deputy Manager, SK Securities Gyeongin BranchㅣAnchor Kim Chi-hyung
7d -8.5% ✗30d -6.3% ✗90d -11.1% ✗
코스피 7300선도 붕괴! 전문가들 "SK하이닉스 지금 매수" (2026년 7월 9일 장 마감)｜성공투자 오후증시｜파이널콜
KOSPI 7300 line collapses too! Experts say "Buy SK Hynix now" (July 9, 2026 market close)｜Successful Investing Afternoon Market｜Final Call
7d +1.0% ✓30d +43.8% ✓90d +18.3% ✓
SK하이닉스 'ADR상장 D-1'…미리 담을 반도체 '이 종목'ㅣ 종목쇼 ㅣ 260709 #SK하이닉스 #삼성전자 #반도체
SK Hynix 'ADR listing D-1'... the semiconductor stock 'to load up on' in advance | Stock Show | 260709 #SKHynix #SamsungElectronics #Semiconductors
7d +30.5% ✓30d +19.7% ✓90d +7.3% ✓
코스피 7300선도 붕괴! 전문가들 "SK하이닉스 지금 매수" (2026년 7월 9일 장 마감)｜성공투자 오후증시｜파이널콜
KOSPI 7300 line collapses too! Experts say "Buy SK Hynix now" (July 9, 2026 market close)｜Successful Investing Afternoon Market｜Final Call
7d -9.5% ✓30d +19.1% ✗90d -7.9% ✓
나흘 만에 터진 외인 귀환, 코스피 전환의 문턱 안착… 반도체 소부장 전방위 폭격 vs 중동 리스크 직격탄 항공주 폭락 l 허반석·유일한·김동엽·박현상 l 더 워룸 2부
Foreigners return in force after four days, KOSPI settles at the threshold of a turnaround... all-out bombardment of semiconductor materials/parts/equipment vs. airline stocks plunge in a direct hit from Middle East risk | Heo Ban-seok, Yoo Il-han, Kim Dong-yeop, Park Hyun-sang | The War Room Part 2
7d -5.2% ✓30d +0.4% ✗90d +14.8% ✗
모빌리티 혁명 온다...'SDV·피지컬 AI'로 도약ㅣ박광래 신한투자증권 연구위원
A mobility revolution is coming... leaping forward with 'SDV and physical AI'ㅣPark Kwang-rae, Shinhan Investment Securities Research Fellow
7d -5.1% ✗30d -8.1% ✗90d -27.6% ✗
SK하이닉스 ADR 상장 환차손 없는 ‘그들만의 머니게임’l 곽병열 l 정경민 l 박진희
SK Hynix's ADR listing, a 'money game of their own' with no FX losses l Kwak Byung-yeol l Jung Kyung-min l Park Jin-hee
7d 0.0% ✗30d -7.4% ✗90d +20.3% ✓
나흘 만에 터진 외인 귀환, 코스피 전환의 문턱 안착… 반도체 소부장 전방위 폭격 vs 중동 리스크 직격탄 항공주 폭락 l 허반석·유일한·김동엽·박현상 l 더 워룸 2부
Foreigners return in force after four days, KOSPI settles at the threshold of a turnaround... all-out bombardment of semiconductor materials/parts/equipment vs. airline stocks plunge in a direct hit from Middle East risk | Heo Ban-seok, Yoo Il-han, Kim Dong-yeop, Park Hyun-sang | The War Room Part 2
7d -14.9% ✗30d -23.8% ✗90d -0.1% ✗
인텔리안테크' 美 공장 가동... 지상국 안테나 수주 주목 | 한유건 하나증권 수석연구위원ㅣ김치형 앵커
'Intellian Technologies' U.S. plant goes online... Watch for ground station antenna orders | Han Yu-gun, senior research fellow at Hana Securities ㅣ Anchor Kim Chi-hyung
7d -20.0% ✗30d +8.4% ✓90d -13.1% ✗
투톱 시총 비중 비대화'...코스피 '거품' 아닌 '다이어트 중'ㅣ조연주 NH투자증권 연구위원
'Top-two market cap weighting ballooning'...KOSPI is not a 'bubble' but 'on a diet'ㅣJo Yeon-ju, Research Fellow at NH Investment & Securities
7d -1.9% ✗30d +4.0% ✓90d -0.1% ✗
투톱 시총 비중 비대화'...코스피 '거품' 아닌 '다이어트 중'ㅣ조연주 NH투자증권 연구위원
'Top-two market cap weighting ballooning'...KOSPI is not a 'bubble' but 'on a diet'ㅣJo Yeon-ju, Research Fellow at NH Investment & Securities
7d -6.6% ✗30d -0.6% ✗90d +28.7% ✓
SK하이닉스 ADR 상장 환차손 없는 ‘그들만의 머니게임’l 곽병열 l 정경민 l 박진희
SK Hynix's ADR listing, a 'money game of their own' with no FX losses l Kwak Byung-yeol l Jung Kyung-min l Park Jin-hee
7d -0.2% ✗30d -11.0% ✗90d +30.4% ✓
모빌리티 혁명 온다...'SDV·피지컬 AI'로 도약ㅣ박광래 신한투자증권 연구위원
A mobility revolution is coming... leaping forward with 'SDV and physical AI'ㅣPark Kwang-rae, Shinhan Investment Securities Research Fellow
7d -12.8% ✗30d -10.8% ✗90d -28.6% ✗
실적은 좋아지는데...주가는 왜 떨어질까?ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Earnings are improving... so why is the share price falling? | Han Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d +3.9% ✓30d +13.5% ✓90d -8.2% ✗
반도체 정점론'에 출렁이는 코스피…정점 VS 저점, 정답은?ㅣ 종목쇼 ㅣ 260708 #반도체관련주 #반도체전망 #코스피급락
KOSPI swaying on the 'semiconductor peak theory'…Peak VS Bottom, what's the right answer?ㅣStock ShowㅣJapanese 260708 #semiconductorstocks #semiconductoroutlook #KOSPIplunge
7d -7.6% ✗30d -6.7% ✗90d -13.0% ✗
반도체 정점론'에 출렁이는 코스피…정점 VS 저점, 정답은?ㅣ 종목쇼 ㅣ 260708 #반도체관련주 #반도체전망 #코스피급락
KOSPI swaying on the 'semiconductor peak theory'…Peak VS Bottom, what's the right answer?ㅣStock ShowㅣJapanese 260708 #semiconductorstocks #semiconductoroutlook #KOSPIplunge
7d -3.8% ✗30d +1.3% ✓90d +11.4% ✓
반도체 정점론'에 출렁이는 코스피…정점 VS 저점, 정답은?ㅣ 종목쇼 ㅣ 260708 #반도체관련주 #반도체전망 #코스피급락
KOSPI swaying on the 'semiconductor peak theory'…Peak VS Bottom, what's the right answer?ㅣStock ShowㅣJapanese 260708 #semiconductorstocks #semiconductoroutlook #KOSPIplunge
7d -0.2% ✗30d -11.3% ✗90d -13.6% ✗
반도체 정점론'에 출렁이는 코스피…정점 VS 저점, 정답은?ㅣ 종목쇼 ㅣ 260708 #반도체관련주 #반도체전망 #코스피급락
KOSPI swaying on the 'semiconductor peak theory'…Peak VS Bottom, what's the right answer?ㅣStock ShowㅣJapanese 260708 #semiconductorstocks #semiconductoroutlook #KOSPIplunge
7d -4.8% ✗30d +0.1% ✓90d -22.5% ✗
삼성전자 역대급 실적 폭발에도 터진 서킷브레이커, 호재의 역설과 셀온 쇼크… 뷰티 반도체 화장품의 구원 vs 삼전닉스 전방위 급락 l 허반석·김정기·박우신·황유현 l 더 워룸 2부
The circuit breaker that blew even amid Samsung Electronics' record-smashing earnings explosion, the paradox of good news and sell-on shock… beauty semiconductor cosmetics to the rescue vs across-the-board plunge in Samsung-Hynix l Heo Ban-seok·Kim Jung-gi·Park Woo-shin·Hwang Yu-hyun l The War Room Part 2
7d -3.5% ✗30d -14.9% ✗90d -22.7% ✗
실적은 좋아지는데...주가는 왜 떨어질까?ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Earnings are improving... so why is the share price falling? | Han Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d +8.1% ✓30d +23.4% ✓90d -6.4% ✗
삼성전자 역대급 실적 폭발에도 터진 서킷브레이커, 호재의 역설과 셀온 쇼크… 뷰티 반도체 화장품의 구원 vs 삼전닉스 전방위 급락 l 허반석·김정기·박우신·황유현 l 더 워룸 2부
The circuit breaker that blew even amid Samsung Electronics' record-smashing earnings explosion, the paradox of good news and sell-on shock… beauty semiconductor cosmetics to the rescue vs across-the-board plunge in Samsung-Hynix l Heo Ban-seok·Kim Jung-gi·Park Woo-shin·Hwang Yu-hyun l The War Room Part 2
7d +3.0% ✓30d +14.1% ✓90d +18.2% ✓
AI 전력 인프라 지속...건설, 발주가 깨어난다ㅣ박세라 신영증권 연구위원
AI power infrastructure continues... construction, orders are awakeningㅣPark Se-ra, research fellow, Shinyoung Securities
7d -2.2% ✗30d +13.7% ✓90d +12.8% ✓
역대급 변동성 장세 탈출구, "현금 비중 50% 늘리고 '이곳'에 묻어두세요" | 김지영 교보증권 리서치센터장 | 전략 인사이드
The way out of a record-breaking volatile market, "Raise your cash weighting to 50% and bury it 'here'" | Kim Ji-young, Head of Kyobo Securities Research Center | Strategy Inside
7d +1.5% ✗30d -8.5% ✓90d -17.6% ✓
기준금리 인상 수혜주? "은행주 주목하세요"｜김지영 교보증권 리서치센터장 | 전략 인사이드
Beneficiary Stocks of a Base Rate Hike? "Pay Attention to Bank Stocks"|Kim Ji-young, Head of Kyobo Securities Research Center | Strategy Inside
7d +6.9% ✓30d +4.9% ✓90d +2.9% ✓
급락한 코스피, 진짜 위험은 따로 있다…트럼프 리스크 이후 투자 전략ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
The Plunging KOSPI — The Real Danger Lies Elsewhere…Investment Strategy After the Trump Risk | Park Geun-hyung, IBK Head·Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +20.7% ✓30d -20.5% ✗90d +47.3% ✓
급락한 코스피, 진짜 위험은 따로 있다…트럼프 리스크 이후 투자 전략ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
The Plunging KOSPI — The Real Danger Lies Elsewhere…Investment Strategy After the Trump Risk | Park Geun-hyung, IBK Head·Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +8.5% ✓30d +4.6% ✓90d +28.5% ✓
금융위기 수준 'PER' 코스피 이제 바닥이다?! l 이재만 l 정헌정 l 이재규
A 'PER' at Financial-Crisis Levels — Is the KOSPI Finally at a Bottom?! l Jae-man Lee l Heon-jeong Jeong l Jae-gyu Lee
7d +7.0% ✓30d +16.8% ✓90d +19.1% ✓
급락한 코스피, 진짜 위험은 따로 있다…트럼프 리스크 이후 투자 전략ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
The Plunging KOSPI — The Real Danger Lies Elsewhere…Investment Strategy After the Trump Risk | Park Geun-hyung, IBK Head·Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d +0.3% ✓30d +10.1% ✓90d +8.5% ✓
반도체 정점론'에 출렁이는 코스피…정점 VS 저점, 정답은?ㅣ 종목쇼 ㅣ 260708 #반도체관련주 #반도체전망 #코스피급락
KOSPI swaying on the 'semiconductor peak theory'…Peak VS Bottom, what's the right answer?ㅣStock ShowㅣJapanese 260708 #semiconductorstocks #semiconductoroutlook #KOSPIplunge
7d -6.1% ✗30d -21.3% ✗90d +15.2% ✓
반도체 정점론'에 출렁이는 코스피…정점 VS 저점, 정답은?ㅣ 종목쇼 ㅣ 260708 #반도체관련주 #반도체전망 #코스피급락
KOSPI swaying on the 'semiconductor peak theory'…Peak VS Bottom, what's the right answer?ㅣStock ShowㅣJapanese 260708 #semiconductorstocks #semiconductoroutlook #KOSPIplunge
7d +2.9% ✓30d -12.8% ✗90d -21.6% ✗
SK하이닉스 아직 위험합니다, 지금은 '이렇게' 대응하세요 (황유현 신한투자증권 PB팀장, 박현정 우리은행 WM그룹 포트폴리오 매니저)
SK Hynix is still risky, respond 'like this' for now (Hwang Yu-hyun, PB Team Leader, Shinhan Investment; Park Hyun-jung, Portfolio Manager, WM Group, Woori Bank)
7d -15.7% ✓30d -35.0% ✓90d -21.2% ✓
역대급 변동성 장세 탈출구, "현금 비중 50% 늘리고 '이곳'에 묻어두세요" | 김지영 교보증권 리서치센터장 | 전략 인사이드
The way out of a record-breaking volatile market, "Raise your cash weighting to 50% and bury it 'here'" | Kim Ji-young, Head of Kyobo Securities Research Center | Strategy Inside
7d -8.3% ✓30d -17.3% ✓90d -3.4% ✓
실적은 좋아지는데...주가는 왜 떨어질까?ㅣ한민엽 유진투자증권 여의도WM센터 부센터장
Earnings are improving... so why is the share price falling? | Han Min-yeop, Deputy Head of Eugene Investment & Securities Yeouido WM Center
7d -2.2% ✗30d -6.3% ✗90d -22.8% ✗
AI 전력 인프라 지속...건설, 발주가 깨어난다ㅣ박세라 신영증권 연구위원
AI power infrastructure continues... construction, orders are awakeningㅣPark Se-ra, research fellow, Shinyoung Securities
7d +0.1% ✓30d +11.8% ✓90d +12.1% ✓
AI 전력 인프라 지속...건설, 발주가 깨어난다ㅣ박세라 신영증권 연구위원
AI power infrastructure continues... construction, orders are awakeningㅣPark Se-ra, research fellow, Shinyoung Securities
7d -8.6% ✗30d -11.2% ✗90d -11.2% ✗
코스피·코스닥 5% 동반 폭락, 양 시장 매도 사이드카 발동… 반도체 고점론 충격 vs 60일선 이탈 과매도 숏커버링 초초읽기 l 이종원·현상준·안인기·김종문 l 더 워룸 2부
KOSPI and KOSDAQ both plunge 5%, sell-side sidecars triggered in both markets… semiconductor peak-theory shock vs. breaking below the 60-day line, oversold short-covering down to the final count l Lee Jong-won·Hyun Sang-jun·Ahn In-ki·Kim Jong-mun l The War Room Part 2
7d +0.6% ✓30d +6.7% ✓90d +17.2% ✓
JP모간·모건스탠리 경고에도 반도체 더 오른다는 이유 | #반도체 #AI반도체 #삼성전자 #SK하이닉스
Why semiconductors will rise further despite warnings from JP Morgan and Morgan Stanley | #Semiconductors #AIChips #SamsungElectronics #SKHynix
7d -15.7% ✗30d -35.0% ✗90d -21.2% ✗
JP모간·모건스탠리 경고에도 반도체 더 오른다는 이유 | #반도체 #AI반도체 #삼성전자 #SK하이닉스
Why semiconductors will rise further despite warnings from JP Morgan and Morgan Stanley | #Semiconductors #AIChips #SamsungElectronics #SKHynix
7d -8.3% ✗30d -17.3% ✗90d -3.4% ✗
급락한 코스피, 진짜 위험은 따로 있다…트럼프 리스크 이후 투자 전략ㅣ박근형 IBK 부장·김정기 알파컨덕터 홀딩스ㅣ 더 워룸
The Plunging KOSPI — The Real Danger Lies Elsewhere…Investment Strategy After the Trump Risk | Park Geun-hyung, IBK Head·Kim Jung-ki, Alpha Conductor Holdings | The War Room
7d -5.2% ✗30d +2.9% ✓90d -20.6% ✗