[Click e Stocks] "5 Promising Defensive Investment Stocks"

Research Alume urged on the 10th that the domestic stock market is entering a phase of increased volatility and that it is time to focus on performance-based defensive stocks.

Choi Seonghwan, a researcher at Research Alume, explained, "The impeachment trial of President Yoon Seok-yeol could increase political uncertainty," adding, "Overseas financial markets are also closely watching U.S. economic indicators and the Federal Reserve's interest rate policy changes scheduled for the 20th."

He continued, "Since volatility may somewhat increase, it is necessary to build a portfolio centered on economically defensive stocks supported by solid earnings."

He analyzed, "Due to the burden of a high exchange rate, new overseas investments are limited," adding, "The high exchange rate situation increases the risk of foreign exchange losses for overseas investors, which acts as a factor that makes them hesitant to make new overseas investments." Furthermore, he advised, "Recently, the government has started to limit benefits for overseas investments, with policies such as restrictions on high-risk derivative investments and reduction of tax deferral benefits for overseas equity TR ETFs being announced, so it is necessary to review investment strategies."

Recommended promising investment stocks included ▲Krafton ▲Korea Electric Power Corporation ▲Pharmaresearch ▲JYP Entertainment ▲SPC Samlip.

Researcher Choi analyzed, "Krafton is moving beyond being a simple game developer and is focusing on expanding new businesses utilizing artificial intelligence (AI) and metaverse technologies," adding, "Considering expectations for new releases and the potential for technological expansion, it is undervalued."

He also explained, "Korea Electric Power Corporation has been out of the market's spotlight due to a deficit trend over the past few years," but noted, "It is gaining attention again following a return to profitability last year and expectations for improved profitability this year."

He emphasized, "The Rejuran craze is not a temporary trend but will act as a long-term growth driver in line with the global beauty and regenerative medicine market growth," adding, "Pharmaresearch should be noted as it plans to actively promote its beauty device business this year."

Researcher Choi also predicted, "With the recent possibility of regulatory easing in the Chinese market, a positive atmosphere is forming across the K-pop industry," and added, "The entertainment industry is a sector free from U.S. tariff policies, making it a stable investment destination." He recommended JYP Entertainment.

He continued, "This year, SPC Group is finding a full-fledged growth engine in the U.S. market," explaining, "Following the SPC U.S. corporation's return to profitability last year, it plans to complete a large-scale bakery factory in Texas by 2027." He added, "SPC Samlip has a partnership with H Mart, the largest Asian distribution channel in the U.S., so benefits are expected."