☞ 【POINT】 What is the breakthrough for the stock market amid the COVID-19 impact...? (Click)
External volatility has become higher than ever. While external instability continues, the earnings of listed companies are heavily clouded, and the outlook for the stock market has been significantly lowered. As the foggy market situation persists, stock investors’ sighs are deepening. With ongoing domestic and international instability, stock selection is not easy, and the avoidance of risky assets is becoming more pronounced.
The domestic stock market has long been dominated by short-term trading using various theme stocks, while long-term investment focusing on corporate value has been neglected. Because of this, value investing, which requires a long-term perspective, has always been sidelined during boom periods. However, in the recent momentum-lacking market environment, value investing aiming for a trend reversal with a long-term view is being reappraised.
☞ 【POINT】 Comprehensive summary of leading stocks by sector (Check)
Value investing experts who focus on earnings sustainability and predictability express concerns about the semiconductor-centered skewed industrial structure. If the semiconductor market declines, the overall economy could be severely impacted, and there are not many sectors to replace it.
One expert said, "The biggest Korea discount factor is the vulnerability of the industrial structure, and it is concerning that stocks like semiconductors, steel, chemicals, and shipbuilding are excessively numerous in our country."
As a result, it is recommended to first identify stocks with sufficient dividend attractiveness due to excessive price drops and favorable global conditions, and then check the corresponding sectors.
Today’s stocks of interest
#NVH Korea #Cornerstone Networks #NE Neungyule #Aprogen Pharmaceuticals #Visang Education
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