Trump Wants to Buy Foreign Ships... K Shipbuilding Smiles [3-Minute Brief]

[At a Glance]
① Trump's Determination to Rebuild US Shipbuilding Industry
② 'Big' National Pension Service Increases Domestic Stock Holdings
③ Growing Volatility in Korean Stock Market... Opening Price Distortion in Focus

MARKET INDEX : Year to date

○ US New York Stock Exchange's three major indices closed higher simultaneously
○ A historic rollercoaster market over the week
○ Volatility expected to continue amid tariff uncertainties

Top3 NEWS

■ Positive signs for Korean shipbuilding... Trump says "May buy advanced ships from other countries to rebuild shipbuilding industry"

○ Trump emphasizes commitment to rebuilding US shipbuilding industry
○ "May request purchase funds from Congress"
○ Trump also spoke with Acting Prime Minister Han Duck-soo, mentioning shipbuilding as a cooperation area

■ National Pension Service increased domestic stocks in Q1... Moves to respond to US tariffs

○ Significantly increased holdings of major stocks in domestic market
○ Bought petrochemicals and cosmetics expecting benefits from China
○ Reduced clothing OEM, realized gains from Hanwha Engine and others

■ Abnormal signs in various places amid rollercoaster market... Beware of price distortions

○ SK Hynix, second largest by market cap, hit upper limit in pre-market
○ Distortion of opening prices highlighted amid increased volatility
○ ETF premium/discount disclosures reached highest number this year

Graphic News: Private sector 'lifetime type & non-recourse' on the test... Risk diversification is key

○ For private market activation, "Stable lifelong pension payments like the Korea Student Aid Foundation are needed"
○ Banks and insurance companies need risk diversification... securing long-term funding sources
○ Loan regulations such as DSR also hinder activation

the Chart: "Loan benefits are good" word of mouth... 1.4 trillion KRW worth of Bogeumjari loans sold

○ Bogeumjari loan sales in February reached 1.4424 trillion KRW
○ Highest in 14 months
○ Influenced by government household loan suppression policies and preferential interest rates for multi-child families

Today's Key Schedule

○Domestic

○Overseas

13:00 Japan Industrial Production (MoM) (February)

18:30 Germany 12-month Bubill government bond auction

20:00 OPEC Monthly Report

◇ Lunch & Commute Weather

○ Lowest temperature 4℃(0℃) ｜ Highest temperature: 10℃(0℃)
○ Precipitation probability morning 60%｜afternoon 60%
○ Fine dust morning moderate｜afternoon moderate

OK in 3 minutes, essential time-efficient economic news. Published daily at 8 AM.