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Summary of Financial Strategies, Market Analyses, and Business Trends

Main Financial Strategies and Market Insights:

• TomoCube Stock Outlook:
  • Currently experiencing a technical rebound without new material news.
  • The presenter advises a wait-and-see approach in the short term unless additional positive material emerges.
  • Suggested buying points are when the stock price is pressed down to certain levels (around 25,000 won, 23,100 won, and 20,000 won).
  • Emphasis on medium to long-term holding due to expected growth and upcoming materials.
  • The presenter expects the stock to reach or exceed 50,000 won eventually.
• Trading Volume and Supply-Demand Analysis:
  • Large trading volumes (around 4.8-5 million shares) indicate significant institutional interest.
  • Price movements with low trading volume suggest profit-taking by major holders.
  • Individual investors are currently buying steadily.
  • Support zones and psychological price barriers are key to timing purchases.
• Market Environment:
  • The overall market is strong with a positive outlook due to political changes and policy-driven stock movements.
  • Stocks related to the new president’s policies are active.
  • Peptron is highlighted as a stock with volatile but strong upward potential, similar to TomoCube.

Business Trends and Material Developments:

• Glass Substrate Technology:
  • Glass substrates are identified as the next significant growth material for TomoCube.
  • SKC is leading glass substrate test production in 2025 and plans full-scale mass production in 2026.
  • Samsung Electronics and Intel are expected to follow with production in 2027 and 2030, respectively.
  • TomoCube is in active discussions and partnerships with two domestic companies (possibly LG Display and LG Innotek) related to glass substrates.
  • Glass substrates are critical in the AI era for advanced semiconductor and quantum technologies requiring high-end microscopes.
• Bio and Non-Bio Market Growth:
  • TomoCube’s overseas sales account for 64%, with bio sales currently dominating but expected to be surpassed by non-bio (glass substrate-related) sales.
  • The bio sector, including cancer treatment and organoids, remains a major market with international standards.
  • The company is expanding its inspection equipment applications to secondary batteries, aligning with government policies.
• Future Profitability and Sales Projections:
  • TomoCube is expected to turn a profit in 2026.
  • Sales are projected to reach 100 million won by 2028.
  • The company’s technology is positioned to benefit from multiple high-growth sectors: biotechnology, glass substrates, AR/XR glasses, and secondary batteries.

Methodology / Step-by-Step Guide for Investors:

• Monitor the stock for technical rebounds and wait for confirmation of additional positive materials.
• Consider buying at key support price levels:
  • First buying point: around 25,000 won if the price is pressed.
  • Second buying point: around 23,100 won.
  • Third buying point: around 20,000 won.
• Watch trading volumes closely to identify institutional buying or selling.
• Stay informed about developments in glass substrate commercialization and partnerships.
• Follow the overall market trend and invest in stocks benefiting from current political and economic policies.
• Engage with the presenter’s communication channels for timely updates and personalized advice.

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Presenters / Sources

• Presenter: 문선생 (Moon Seonsaeng)
• The video content is based on the presenter’s personal analysis and communication with subscribers.
• References to market data, news articles (dated February 11, 2025), and company information about TomoCube, SKC, LG Display, LG Innotek, Samsung Electronics, Intel, and Peptron.