๐Ÿ“Œ ํ•ต์‹ฌ๋งŒ ๋น ๋ฅด๊ฒŒ ์•Œ๊ณ  ์‹ถ๋‹ค๋ฉด? ํ•˜๋‹จ์—์„œย โ€œTL;DRโ€๋ฅผ ํ™•์ธํ•˜์„ธ์š”.

MSGY 720% ๊ธ‰๋“ฑ, BTTC 612% ์ƒ์Šน - ์†Œํ˜•์ฃผ ํญ๋“ฑ

NYSE | NASDAQ
2025. 10. 2. | ์˜คํ›„ 9:00

์ผ์ผ ์‹œ์žฅ ์š”์•ฝ โ€“ 2025๋…„ 10์›” 2์ผ

๋ฏธ๊ตญ ์†Œํ˜•์ฃผ ์„นํ„ฐ๊ฐ€ 10์›” 2์ผ ๊ด‘๋ฒ”์œ„ํ•œ ์ƒ์Šน์„ธ๋ฅผ ๋ณด์˜€๋‹ค. ๋‹น์‚ฌ๊ฐ€ ์ถ”์ ํ•˜๋Š” ๋ชจ๋“  ์ข…๋ชฉ์ด ์ƒ์Šน ๋งˆ๊ฐํ–ˆ๋‹ค. ์—๋„ˆ์ง€ ๊ด€๋ จ์ฃผ์™€ ๊ธฐ์ˆ  ์ธ์ ‘์ฃผ๊ฐ€ ์ƒ์Šน์„ ์ฃผ๋„ํ–ˆ์œผ๋ฉฐ, ์ผ๋ถ€ ๋งˆ์ดํฌ๋กœ์บก์€ ์„ธ ์ž๋ฆฟ์ˆ˜ ํผ์„ผํŠธ ์ƒ์Šน๋ฅ ์„ ๊ธฐ๋กํ–ˆ๋‹ค. ๋ช‡๋ช‡ ์ข…๋ชฉ์—์„œ ๊ฑฐ๋ž˜๋Ÿ‰์ด ํŠนํžˆ ์ง‘์ค‘๋˜๋ฉด์„œ ํˆฌ์ž์ž๋“ค์˜ ํˆฌ๊ธฐ์„ฑ ๋งค์ˆ˜ ๊ด€์‹ฌ์ด ๋ถ€๊ฐ๋๋‹ค.

์ข…๋ชฉ ์ฝ”๋“œ์ „์ผ ์ข…๊ฐ€ํ˜„์žฌ๊ฐ€๊ฑฐ๋ž˜๋Ÿ‰๋ณ€๋™๋ฅ (%)
UFG0.811.518,681,378+85.71%
ASBP0.290.39347,564,500+35.64%
CIGL2.914.4927,162,479+54.39%
TSHA3.795.0482,742,909+32.91%
ANGX8.149.293,820,602+14.14%
TNMG0.240.3242,318,743+34.97%
BENF0.720.997324,929,909+39.41%
NVNI0.270.365033,143,278+34.86%
IVDA1.511.9843,757,825+30.99%
BTTC3.2022.762,617,501+611.68%
DFLI0.631.54264,856,051+142.96%
FPAY0.210.30843,810,129+48.07%
CHR0.090.135330,133,879+58.12%
MSGY0.362.972,851,473+720.77%
BKKT31.5843.797,283,706+38.69%
EPSM8.8514.73877,753+66.48%
SMTK1.412.15813,949+52.94%
ONDS7.469.1069,948,745+21.93%
RVPH0.350.507730,729,712+44.27%

์‹œ์žฅ ๋™ํ–ฅ ๋ฐ ํŒจํ„ด

์‹œ์žฅ์€ ๋งˆ์ดํฌ๋กœ์บกยท์†Œํ˜•์ฃผ์—์„œ ๋‘๋“œ๋Ÿฌ์ง„ ํญ๋“ฑ ๋ž ๋ฆฌ๊ฐ€ ์ง€๋ฐฐํ–ˆ๋‹ค. MSGY(720.8% ์ƒ์Šน)์™€ ๋ฐฐํ„ฐ๋ฆฌ ๊ธฐ์ˆ  ์ข…๋ชฉ DFLI(143.0% ์ƒ์Šน) ๋“ฑ ๊ธฐ์ˆ  ๊ด€๋ จ์ฃผ๊ฐ€ ๋ง‰๋Œ€ํ•œ ๊ฑฐ๋ž˜๋Ÿ‰์„ ๋™๋ฐ˜ํ•˜๋ฉฐ ์ฃผ๋ชฉ๋ฐ›์•˜๋‹ค. MSGY๋Š” ์•ฝ 290๋งŒ ์ฃผ, DFLI๋Š” 2์–ต6,400๋งŒ ์ฃผ ์ด์ƒ ๊ฑฐ๋ž˜๋๋‹ค. ๋””์ง€ํ„ธ ์ž์‚ฐ ์ฑ„๊ตด ์—…์ฒด BTTC๋Š” 300๋งŒ ์ฃผ ๊ทœ๋ชจ์˜ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ธ‰์ฆ๊ณผ ํ•จ๊ป˜ 611.7% ๊ธ‰๋“ฑํ–ˆ๊ณ , ํ”„๋ฆฌ๋ฏธ์—„ ์Œ๋ฃŒ ์ˆ˜์ž…์—…์ฒด EPSM์€ ๋น„๊ต์  ์ ์€ ๊ฑฐ๋ž˜๋Ÿ‰์—๋„ 66.5% ์ƒ์Šนํ–ˆ๋‹ค.

์ „ ์ข…๋ชฉ์ด ๋‘ ์ž๋ฆฟ์ˆ˜ ์ƒ์Šน๋ฅ ์„ ๊ธฐ๋กํ•˜๋ฉฐ ํˆฌ์ž์ž๋“ค์˜ ๋ฆฌ์Šคํฌ ์˜จ ์‹ฌ๋ฆฌ๋ฅผ ๋ฐ˜์˜ํ–ˆ๋‹ค. ๊ฑฐ๋ฒ„๋„Œ์Šค ์—…๋ฐ์ดํŠธ ์ดํ›„ 85.7% ์˜ค๋ฅธ ์—๋„ˆ์ง€ยทํ•ด์–‘์—ฐ๋ฃŒ ๊ณต๊ธ‰์—…์ฒด UFG๊ฐ€ ๋‹จ์ผ ์ข…๋ชฉ ์ค‘ ์ตœ๊ณ  ์ƒ์Šน์„ธ๋ฅผ ๋ณด์˜€๊ณ , ์ƒ๋ช…๊ณผํ•™ยท๋ฐ”์ด์˜ค ์ธ์ ‘์ฃผ CHR๊ณผ FPAY๋Š” ๊ฐ๊ฐ 48% ์ด์ƒ ์˜ฌ๋ž๋‹ค.

๊ฑฐ๋ž˜๋Ÿ‰์€ ๊ทน์ ์ธ ์ฃผ๊ฐ€ ์›€์ง์ž„์„ ๋ณด์ธ ์ข…๋ชฉ์— ์ง‘์ค‘๋๋‹ค. DFLI์™€ ASBP๊ฐ€ ํ•ฉ์ณ 6์–ต ์ฃผ ์ด์ƒ์„ ์ฒ˜๋ฆฌํ–ˆ๋‹ค. ๋ฐ˜๋ฉด EPSM๊ณผ SMTK ๊ฐ™์€ ์ค‘์žฅ๊ธฐ ์„ฑ์žฅ์ฃผ๋“ค์€ ์ˆ˜์‹ญ๋งŒ~๋ฐฑ๋งŒ ์ฃผ ์ˆ˜์ค€์˜ ๊ฑฐ๋ž˜๋Ÿ‰์— ๊ทธ์ณค์ง€๋งŒ, ์ƒ์Šน ํญ์€ ๋‘๋“œ๋Ÿฌ์กŒ๋‹ค.

Small-cap gains

Small-cap gains by Yang Deng

์ฃผ์š” ์ƒ์Šน ์ข…๋ชฉ

  • MSGY: Form 20-F ๊ณต์‹œ ๋ฐ IPO ์ดˆ๊ณผ๋ฐฐ์ •๋ฌผ๋Ÿ‰ ํ™•์ • ์†Œ์‹์— 720.8% ๊ธ‰๋“ฑํ–ˆ๋‹ค.
  • BTTC: ์•”ํ˜ธํ™”ํ ์ฑ„๊ตด ํ•˜๋“œ์›จ์–ด ํ™•์žฅ ๊ณ„ํš ๋ฐœํ‘œ ํ›„ 611.7% ์ƒ์Šนํ–ˆ๋‹ค.
  • DFLI: ๊ตญ๋‚ด LiFePOโ‚„ ๋ฐฐํ„ฐ๋ฆฌ ์…€ ์ƒ์‚ฐ ํ™•๋Œ€ ๋ฐ ์‹ ๊ทœ OEM ํŒŒํŠธ๋„ˆ์‹ญ ๊ณ„ํš ๋ฐœํ‘œ๋กœ 143.0% ์˜ฌ๋ž๋‹ค.
  • EPSM: 500๋งŒ ๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ IPO ์ข…๊ฒฐ ๋ฐ ์ž๊ธˆ ์กฐ๋‹ฌ ๊ณ„ํš ๋ช…ํ™•ํ™” ์†Œ์‹์— 66.5% ์˜ฌ๋ž๋‹ค.
  • CIGL & CHR: ๋Œ€๋งˆ์ดˆ ์ธํ”„๋ผ ๋ฐ ๋‰ดํŠธ๋ผ์Šˆํ‹ฐ์ปฌ ์—ฐ๊ตฌ๊ฐœ๋ฐœ์— ๋Œ€ํ•œ ํˆฌ๊ธฐ์  ๊ด€์‹ฌ์œผ๋กœ ๊ฐ๊ฐ 50% ์ด์ƒ ์ƒ์Šนํ–ˆ๋‹ค.

tl;dr

  • ์ถ”์  ์ข…๋ชฉ 19๊ฐœ ์ „ ์ข…๋ชฉ์ด ์ƒ์Šน ๋งˆ๊ฐํ–ˆ๋‹ค.
  • MSGY(+720.8%), BTTC(+611.7%)๊ฐ€ ํญ๋ฐœ์  ์ƒ์Šน์„ ์ด๋Œ์—ˆ๋‹ค.
  • DFLI์™€ EPSM์€ ์„ฑ์žฅยท์ž๊ธˆ ์กฐ๋‹ฌ ์†Œ์‹์œผ๋กœ 66% ๋„˜๊ฒŒ ์˜ฌ๋ž๋‹ค.
  • DFLI ๊ฑฐ๋ž˜๋Ÿ‰์€ 2์–ต6,400๋งŒ ์ฃผ, MSGY๋Š” 290๋งŒ ์ฃผ ์ด์ƒ์ด์—ˆ๋‹ค.
  • ์—๋„ˆ์ง€ยท๊ธฐ์ˆ ยท๋ฐ”์ด์˜ค ์ „๋ฐ˜์— ๊ฑธ์ณ ๋ฆฌ์Šคํฌ ์˜จ ์‹ฌ๋ฆฌ๊ฐ€ ์šฐ์„ธํ–ˆ๋‹ค.
โ€ป ATTN์—์„œ ์ œ๊ณตํ•˜๋Š” ์ฃผ์‹ ์ •๋ณด๋Š” ๋‹จ์ˆœ ์ฐธ๊ณ ์šฉ์ผ๋ฟ, ํˆฌ์ž ์ œ์•ˆ ๋ฐ ๊ถŒ์œ , ์ข…๋ชฉ ์ถ”์ฒœ์„ ์œ„ํ•ด ์ž‘์„ฑ๋œ ๊ฒƒ์ด ์•„๋‹™๋‹ˆ๋‹ค. ๋ณธ ์‚ฌ์ดํŠธ์— ๊ฒŒ์žฌ๋˜๋Š” ์ •๋ณด๋Š” ์˜ค๋ฅ˜๊ฐ€ ์žˆ์„ ์ˆ˜ ์žˆ์œผ๋ฉฐ, ๊ทธ ์ด์šฉ์— ๋”ฐ๋ฅด๋Š” ์ฑ…์ž„์€ ์ด์šฉ์ž ๋ณธ์ธ์—๊ฒŒ ์žˆ์Šต๋‹ˆ๋‹ค.
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MSGY 720% ๊ธ‰๋“ฑ, BTTC 612% ์ƒ์Šน - ์†Œํ˜•์ฃผ ํญ๋“ฑ