Chapter 740 – Secondary Battery
Electric car.
It is the center of the eco-friendly wind blowing around the world.
‘Because it is the most effective and realistic way to solve carbon emissions.’
There are also examples.
Until a century ago, steam locomotives were mainstream.
It’s revolutionary.
Logistics transportation becomes overwhelmingly faster.
In return.
“Just like steam locomotives, it is an inevitable fate that internal combustion locomotives will disappear. It really makes no sense to have more than a billion cars emitting exhaust fumes.”
The air is polluted.
It wasn’t just that, it was completely destroyed.
‘Smog.’
This is a word you may have heard at least once during your school days.
It is a strange phenomenon created in England.
Smoke + fog.
The air quality was bad enough for the two to merge.
“Are you saying electric vehicles will become the trend?”
“Of course.”
“But Mr. Lee, you said it was a running coffin some time ago, right?”
“…”
Air pollution in the 21st century is a charm.
People died because they couldn’t breathe.
‘It was solved when the steam locomotive disappeared.’
A similar phenomenon.
People have expectations.
It is no coincidence that electric cars took off.
There is no other solution.
No matter what the process is, the result is certain.
“This is the story of Tesla. There are still many obstacles to overcome before electric vehicles can enter the commercialization stage.”
The future is a world of electric vehicles.
It is a fact that cannot be denied.
‘That doesn’t mean that electric vehicle companies will benefit.’
The process also has meaning.
This is a problem that should not be thought of only one-dimensionally.
“We’re already selling hundreds of thousands of cars?”
“Tesla’s fair value is $2,000!”
“Stop watching Tepong TV.”
It was enough for some audience members to grit their molars.
There are already many investors.
Especially Tesla.
It’s almost like a religion.
I am following Elon Musk like a god.
“Tepong TV…?”
“There is a YouTube channel where an old woman, called Teppong TV, comes out and incites people to buy a Tesla for $2,000. There are more than one or two people who have been victims of that.”
“Oh my god.”
” Haha!””
Last November.
There was an explosive rise.
They say they will take over the entire electric vehicle market.
‘They say electric cars are useless now.’
It doesn’t matter who makes it or how it is made.
Why?
No one uses it except early adopters.
“There are still many people who have dreams and fantasies at Tesla. But you must remember: Tesla is a subcontractor. It is nothing more than a manufacturer that creates the framework of the car.”
Most prisoners did not accept it.
When I tried it, it turned out to be a bright apricot.
‘And investment.’
It’s not something you do for a dog like that.
Especially growth stocks with an uncertain future.
“Stupid!”
“Tesla is number one in the electric vehicle industry.”
“No matter how much Lee Chan-wook is, he’s no match for Elon Musk.”
Certain growth.
Stable profits.
A company that looks at that reality.
‘It’s over for growth stocks.’
People must have no idea.
What I say must sound like bullshit.
“A person’s dream!!! It’s not over!!!”− Marshall D. Teach
That’s when dreams are created.
Expectations are formed that the value of the company will increase.
“Are you now a subcontractor after being a running coffin?”
“Yes.”
“You are denying the significance of the existence of electric vehicles…”
“Yes, but technology is bound to develop at some point.”
Selling medicine.
It instills fantasy.
That is the essence of growth stocks.
‘How do you give a high PER to a company with substance?’
At most, it is 10 to 20 lines.
If you use a calculator, you will get an approximate number.
A true growth stock?
It must seem infinitely large.
And very little consensus.
“There are two problems with electric vehicles now. One is that they are not environmentally friendly, and the other is that they are not practical at all.”
Electric vehicles will become the mainstream.
This is a fact that all market participants know.
‘The ruler is not an electric car company.’
Already proven market.
Interest has already increased.
It’s enough to start a fire.
The price is also cheap.
Rather than Tesla, whose stock price has gone to Mars.
“Then the electric car itself…”
“You have to think differently.”
“?”
“These two problems can only be solved with the development of batteries.”
This is selling.
There is someone to buy.
At least the electric car pie.
‘Even if you bring it as standard, it still remains.’
Such calculations are made.
The principles of growth stocks are not complicated.
The bigger fool theory.
As long as there is someone who will buy it more expensively than me, it will be overflowing.
“With existing LFP batteries, even if you die and wake up, it is impossible. Ternary batteries can do this if technology advances.”
More than that.
If I say it, I can achieve it.
No matter how absurd the medicine is.
‘Do you think medicine sellers would perform for no reason?’
It depends on how the medicine seller sells it.
All you have to do is make them want to buy it.
“LFP? Ternary system? What exactly is that…”
“If an LFP battery is a feature phone, a ternary battery can be thought of as an iPhone.”
“IPhone?”
“And here you are in 2007. Now, feature phones dominate the market.”
And speaking style.
They try to coax the public.
There is no need for detailed explanations.
‘Do you understand?’
What about LFP~.
What about the three-way system~.
I have no idea.
I don’t even want to know.
“But I think that in the future, we will come to an era where we can make calls, watch videos, and even play games with just this small smartphone. It’s a ridiculous idea, but I think so.”
A simple analogy is needed.
It’s so difficult to understand batteries.
‘If you say it’s the iPhone of the battery world.’
Feature phone vs iPhone.
It is natural to see which side will be the final winner.
“I certainly had no idea that the iPhone would change the world to this extent… Does this mean there will be such innovation in the battery industry as well?”
“Yes, that’s right.”
“Where are those companies?”
“It’s Korea.”
“?!!”
It is a kind of marketing.
It’s been a long time since the world of investment changed that way.
‘Chicken and egg.’
There is no need for one side to take the lead.
Once you save up the funds, you’re good to go.
“This is also connected to the Ray Dalio short ETF. Short is good, but if you want to approach it from a long, value investment perspective, I strongly recommend the CW secondary battery ETF.”
Money is being taken from Korea.
* * *
Influence.
〔Reddit − Stock〕
─Future car Hyoniq 5 battery fire
─Valuation of CW Securities ETF is strange
─Batteries are a field dominated by China
─Chanwook Lee criticized Tesla and strongly recommended the purchase of battery stocks
．
．
．
It has to be there.
The presence of the three letters Lee Chan-wook.
─Chanwook Lee criticized Tesla and strongly recommended the purchase of battery stocks
“Tesla is a subcontractor. It is merely a manufacturer that creates the framework of the car.”
His direct and strong remarks shocked the market.
On this day, Tesla completed an adjustment of -3%.
└My Tesla!!
└It is clear that Lee Chan-wook is jealous of Elon Musk
└What is battery stock?
└Lee Chan-wook’s View is worth reference
Arouses investor interest.
It shows the epitome of high risk, high return.
That mulberry taste.
Once you know it, you can’t help but be fascinated.
However, it is too hasty to follow suit.
─Batteries are a field dominated by China
[Three Korean battery companies fall due to Chinese competitors’ overseas expansion. News]
Adoption of Chinese LFP batteries is increasing.
The manufacturing cost is low, and it is less vulnerable to fire.
Lee Chan-wook argues that Korean batteries are more future-oriented and will regain market share.
└Why are we losing market share when we are competitive?
└(KEKW cone)
└Tesla is also adopting LFP batteries
└If it’s cheaper and safer, it’s better 😀
Risk is involved.
It feels dangerous.
Moreover, Korean stocks.
I don’t know anything.
The market outlook doesn’t look very good either.
─Valuation of CW Securities ETF is strange
[CW secondary battery ETF portfolio capture. Jpg]
The average PER is close to 150
Some stocks are over 300
└(Screaming Frog Con)
└It’s absurd
└This is a stock from a third country, not the United States, Europe, or Japan
└I trust Lee Chan-wook, but I will skip secondary batteries
The price is also expensive.
Companies that don’t make any money have high valuations.
General investors.
It’s worth feeling puzzled.
It is definitely not a stock worth buying.
─Future car Hyoniq 5 battery fire
[Article that the Hioniq 5 battery exploded. News]
The Hioniq 5 of Korean automobile company Mirae Motors was engulfed in fire.
The cause is presumed to be a burnout of the battery.
Electric vehicle batteries are vulnerable to shock and can sometimes lead to fire.
└”Running Coffin”
└Hyonic 5’s battery is made in Korea
└Invest in electric bombs LoL
└Can Lee Chan-wook refute this news?
We are hearing various bad news.
Safety.
No matter how you look at it, it looks vulnerable.
I can’t imagine the future going well.
It was natural for investors to be scared.
─Lee Chan-wook’s secondary battery ETF rises in the 10% range
[CW secondary battery ETF daily. Jpg]
The stock price, which had stagnated due to the Hioniq 5 fire, recorded a major turnaround.
A CW Securities analyst explained the reason for the rise, saying, “The market has digested the negative news, and we expect dynamic growth from K-Battery.”
└(?? Frog Cone)
└OMG
└Is an exploding battery good news?
└This is not common sense!
Expected.
Jump over it lightly.
It is soaring by ignoring bad news.
The same phenomenon continues.
It makes me think there must be some secret.
─I am a Korean investor. Trust Lee Chan-wook
He is crazy
Secondary battery is a sector that will definitely rise more than 10 times compared to now
└Why does the stock price rise when the battery explodes?
Author− This is resolving bad news. This means that the probability of explosion in the future has decreased
└What does that mean? Human
└Korea is crazy. Lee Chan-wook is even crazier
Falling in love with K-stocks.
