Summary of 지금은 2차전지, 카카오 보단 '이 주식'을 사야 합니다｜이주영 대표 3부

00:00:00 - 00:10:00

In this section, the speaker emphasizes the investment potential of second-generation energy solutions and the importance of proper risk assessment. They highlight the growth prospects of stocks like 2nd generation batteries and platforms like Naver and Kakao, particularly in the electric vehicle market. However, they caution investors about the lack of dividends in this market and the resulting volatility in stock prices. The speaker also mentions that the electric car market is currently undervalued and presents an attractive opportunity for those willing to take the risk.

• 00:00:00 In this section, the speaker discusses the future prospects of the second-generation energy solutions and the expectations of investors. They mention LG Energy Solution as an example of a company in the industry with a market capitalization of 120 billion dollars. However, they express that the actual operating profits of LG Energy Solution are at a level of one billion dollars per year. The speaker also discusses the expectations of investors for other second-generation energy solutions companies. They mention KT&G and the telecommunication industry as an example of a
• 00:05:00 In this section, the speaker discusses the investment potential of two stocks: 2nd generation batteries and platforms like Naver and Kakao. They highlight the financial stability and growth potential of these stocks, particularly in the electric vehicle market. However, they caution that while these stocks may be attractive, investors should be aware of the risks involved and not get carried away by excessive expectations. They emphasize the importance of proper risk assessment and caution when making investment decisions.
• 00:10:00 In this section, the speaker explains how the lack of dividends in the second-generation venture capital market can result in significant growth and fluctuations in stock prices. They suggest that investors should be aware of this and be cautious before investing. Additionally, they mention that the electric car market, such as in the case of Hyundai and Kia, has higher capital values and is currently undervalued, making it an attractive investment opportunity for those willing to take the risk. The speaker also expresses their confidence in this market, stating that it is an enjoyable experience.