Securities
Issues & Trends
“Strong Semiconductor Earnings Alone Are Not Enough”… The Key to a KOSPI Rebound Lies in Big Tech’s Monetization
As the domestic stock market continues to experience extreme volatility—in contrast to global markets—analysts predict that the key to a short-term rebound will lie not in the earnings of semiconducto…
Issues & Trends
FINE TECHNIX CO., LTD Completes Investment in EuclidSoft… Becomes Second-Largest Shareholder
FINE TECHNIX CO., LTD(106240)is expanding its next-generation AI business through a strategic equity investment in AI platform company EuclidSoft.
(Photo courtesy of FINE TECHNIX CO., LTD)
FINE …
Issues & Trends
“KOSPI Has Bottomed Out”…“Time to Buy Back AI and Semiconductor Leaders”
Analysts suggest that the KOSPI, which has experienced extreme stock price plunges and supply-demand instability, has now passed through its medium- to long-term bottom range. While a range-bound mark…
Issues & Trends
“Further Sharp Drop in KOSPI Stabilizes”… Expectations for a Technical Correction as Semiconductor-Led Rally Eases
While the likelihood of a further sharp decline in the KOSPI has diminished, forecasts suggest that a prolonged correction may continue for the time being rather than a rapid rebound in the index. Ana…
Issues & Trends
'8,200 points' is a 'crossroads of destiny'… Break through and it’s 10,000; fail to break through and it could fall below 7,000
Analysts say the KOSPI is at a critical crossroads regarding whether it will stabilize above the 8,200 level. If the index breaks above the 8,200 level with a strong rebound backed by heavy trading vo…
Issues & Trends
"Concerns Over AI Investments: A Recurring Theme Over the Past Three Years… We Need to Increase Our Allocation to Semiconductors" [Center Director’s View]
"Concerns about a slowdown in artificial intelligence (AI) investment have been a recurring theme over the past three years. There is no need to overinterpret the shock triggered by Meta."Yang Ji-hwan…
Issues & Trends
Penny Stocks Fight for Survival to Boost Valuation… “Without Earnings, It’s All for Nothing”
With delisting requirements for so-called “penny stocks”—stocks priced below 1,000 won—taking effect in July, stock consolidations by low-priced companies continue. This involves combining multiple sh…
Issues & Trends
As the KOSPI Rides a Roller Coaster, ‘Inverse ETFs and Leveraged ETFs’ Are in High Demand… Sweeping the Top Spots in ETF Trading
As the KOSPI has recently experienced repeated sharp swings, trading in inverse products—which bet on a decline—and leveraged products—which aim to capitalize on a rebound—is simultaneously heating up…
Issues & Trends
"Patriotic Retail Investors" Drive 100% Surge; Honam Semiconductor Sector Booms… Thematic Stocks Sweep Through the Bear Market
Amid a decline in the domestic stock market last week, theme stocks surged, driven more by positive online stories and expectations for regional development than by corporate earnings or new orders. B…
Issues & Trends
KOSPI Down 11% Amid Semiconductor Plunge… Rotational Trading Spreads to Entertainment and Banking Stocks
While the KOSPI struggled to gain momentum as major semiconductor stocks faltered, entertainment, leisure, and banking stocks showed notable strength. Although SamsungElectronics and SK hynix fell in …