COVID-19 Impact on the Stock Market Breakthrough! What Are the Top Priority Stocks?...

☞ 【POINT】 What is the breakthrough for the stock market amid the COVID-19 impact...? (Click)

External volatility has increased more than ever. Amid ongoing external uncertainties, the earnings of listed companies are heavily clouded, lowering the outlook for the stock market significantly. As the foggy market continues, stock investors' sighs grow deeper. With persistent domestic and international instability, stock selection is becoming more difficult, 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 current market environment lacking momentum, 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 biased industrial structure. If the semiconductor industry declines, the overall economy could suffer significant damage, and there are not many sectors to replace it.

One expert stated, "The biggest Korea discount factor is the vulnerability of the industrial structure, and it is concerning that stocks such as semiconductors, steel, chemicals, and shipbuilding are excessively concentrated 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 accordingly.

☞ 【Spotlight】 Expectations for government support! List of government policy beneficiary stocks by sector (Get)

Today's stocks of interest

#AccessBio #Iruon #GSmartGlobal #SHEnergyChemicals #BeomyangConstruction

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