Summary of 토모큐브 주가전망 - 🌕 재료가 나오면 이미 주가는 "이 가격" 지금부터 매수 타점 놓치지 마세요. #토모큐브주식 #문선생
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:
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.
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.
Category
Business and Finance