NH-Amundi Asset Management Presents Promising July Themes: Nuclear Power, K-Culture, High Dividends

NH-Amundi Asset Management announced on July 2 that it has published the "July HANARO ETF Monthly Report," which covers the outlook for the domestic stock market and promising investment themes.

The report highlights that the KOSPI has surged more than 14% within a month of the new administration's inauguration, regaining the 3,000-point level, and analyzes that the domestic stock market has entered a new upward cycle. It identifies the resolution of political uncertainty and expectations for shareholder-friendly policies as factors behind the "honeymoon rally," and points to the government’s expansion of energy and infrastructure investment, as well as the push for amendments to the Commercial Act, as the main drivers of the stock market’s rise.

NH-Amundi Asset Management presented three major promising themes in the domestic market: ▲nuclear power and power equipment ▲K-culture ▲high dividends.

According to the "11th Basic Plan for Electricity Supply and Demand," the government is proceeding as scheduled with two large-scale nuclear power plants and the SMR project. With Korea’s nuclear technology gaining global competitiveness, as seen in the recent nuclear power plant contract in the Czech Republic, there is a growing possibility of expanded policy support for the Korean nuclear industry.

The government is implementing the "Energy Highway" policy to build a large-scale nationwide power grid infrastructure. Expanded investment in the power grid and a comprehensive energy policy encompassing both renewable energy and nuclear power are expected to provide new growth opportunities for the power equipment and nuclear-related industries.

In the K-culture theme, President Lee Jaemyung has made the realization of a "K-culture powerhouse" a central national policy, drawing increased attention to related industries. Amid a practical diplomatic stance, expectations for improved Korea-China relations are rising, which is likely to lead to the lifting of the Hallyu ban and an expansion of content exports.

The push for capital market advancement policies, such as amendments to the Commercial Act, is also supporting the upward trend of the domestic stock market. Strong policy initiatives to enhance corporate value, such as increased dividends and mandatory cancellation of treasury shares, are raising expectations for a shift toward a more shareholder-friendly capital market. In this context, investment in high-dividend stocks is emerging as an effective long-term investment strategy.

The three major promising domestic equity themes suggested by NH-Amundi Asset Management can be accessed through ▲HANARO Nuclear Power iSelect ▲HANARO Power Equipment Investment ▲HANARO Fn K-POP&Media ▲HANARO K-Beauty ▲HANARO High Dividend, among others.

Kim Seungcheol, Head of ETF Investment at NH-Amundi Asset Management, said, "As the domestic stock market has entered an upward phase, selectively approaching promising sectors can yield excellent results," adding, "By utilizing HANARO ETFs, investors can effectively invest in the themes leading the domestic stock market."

NH-Amundi Asset Management provides the "HANARO ETF Monthly Report" at the beginning of each month through the HANARO ETF website, summarizing key market issues and ETF investment ideas for investors.