🇰 Korean stock recommendation (February 2024)

admin3 weeks ago

Based on Singapore, CNA has this great documentary about Korea’s recent political turmoil and its influence.

🎥 Korea’s 6 -hour martial arts confusion and President Yoon’s “Political Suicide” | insight (CNA internal rich) 46:56 minutes (December 2024)

On December 3, Korea was in turmoil. President Yoon Suk YEOL proclaimed martial law with a shocking movement. The lawmakers sought to vote to raise orders, despite the fact that the soldiers were instructed to block them. In the end, Korea received a martial law for six hours before it was tense for six hours. In the next two weeks, this country will struggle to deal with what happened.

Why did Yoon aroused martial law? Was there a legitimate reason, or was this an attempt to embezzle power? INSIGHT explores the fateful night of December 3, how it suffered from Korea, and what happened for the next few weeks.

00:00 introduction

01:53 After the martial law was declared

07:47 Korea’s past under military rule

11:22 The back to increase the martial law

13:50 Trade unions take action against Yoon

15:27 President Yoon caught power on the basis of shaking

19:34 S. Korea’s longest strike: medical workers’ strike

21:48 S. How was the government of the Korean government to be grid

24:14 Why Yun demanded martial law

25:39 Economic congestion and approval of Yoon

30:13 Scandal related to first lady

32:56 The first stage of Yoon’s impeachment

35:45 The first impeachment vote fails

38:07 Holm, which has no one in S. Korea

42:08 The second impeachment vote and the next thing to happen

Except for the recent political turmoil, the potential more potential problem with Korean stock investors (or Korean automotive stocks) comes from the threat of tariffs.

💻 Japanese automakers face fatal profits from Trump’s car tariffs. (Zero hedge) March 2025 🗃️

hyundai In the statement, the company said, “We are dedicated to the long -term growth of the US auto industry through localized production and innovation.” We hire 570,000 people in the United States. Unfortunately, according to Trump, you have to hire more and the company It imports almost 60%of the cars sold in the United States. To avoid tariffs, you need to hire more American workers, but also build more American plants. Oh, and this is just the beginning. When the mutual tariff begins next week, Korean exporters will find themselves in the world of pain.

but:

📰 Hyundai, Trump March 2025

korea Hyundai motor (KRX: 005380 / at: sleeve / otcmkts: hymtf)) On Monday, the White House, along with President Donald Trump, announced $ 20 billion in investment in the United States.

Investment includes a new $ 5.8 billion Modern steel joint (KRX: 004020)) Louisiana’s plants produce more than 2.7 million tons of steel every year to create more than 1,400 jobs. The steel plant is expected to supply steel to Alabama and Georgia’s automotive factories.

In addition, Korean media are slightly different about market hiccups.

📰 KOSPI falls below 2,600 people due to tariffs, and short sales are afraid of the rattling market. (Chosun daily) March 2025

Korean stocks weighed the emotions of investors as the market uncertainty increased on Thursday Restoration And the launch of mutual tariffs with the United States. The benchmark Korea Complex Price Index (KOSPI) has dropped to less than 2,600 critical prices, and the cosmetics Dark, which has a lot of technology, fell to less than 700 for the first time in three months.

“The domestic market is especially experiencing the peak uncertainty of the president’s impeachment.” Regional intermediary officials said. “There is a growing feeling that ‘something big is coming next week’.”

LEE JAE-Won, a researcher at Shinhan Investment Corp., said next week that KOSPI is producing two major events, that is, short sales revenue and mutual tariffs. We file a flight from risk assets.

Otherwise, investors should pay attention to this news a few days ago.

📰 Korea’s Next Securities Exchange debut; YG Entertainment Tops 1 Day (Korea Economy Daily) March 2025

It was released with 10 blue chips, an alternative securities exchange Nxt Plan to expand the listing pool to 800 stocks by the end of March

korea First Alternative Securities Exchange NEXTRADE (NXT) started trading on Tuesday and challenged the long monopoly of Korea Exchange (KRX).

New exchange designed to introduce competition in the capital market of the state LOTTE SHOPPING CO LTD (KRX: 023530).

The NXT operator said it plans to expand the listing pool to 110 stocks by March 17, to 350 to 350 by March 24 and March 31.

All that says, Korea is more than just. Hyundai motor (KRX: 005380 / at: sleeve / otcmkts: hymtf)),,, Kia Corpur (KRX: 000270 / otcmkts: Gimp)),,, Samsung Electronics (KRX: 005930 / 005935 / LON: BC94 / at: ssun / otcmkts: ssnlf))etc.

Korean stocks applied to the rest of this post (with our simple explanation Japan, Korea and Taiwan Stock Index Plus price/book, forward P/E, futures dividend yield and long -term technology chart):

(Note: The table of container tables created in the desktop browser appears to the left side of each stock.

Bh co LTD,,, Hanall Biopharma,,, sour,,, POSCO International & Seah Steel Holdings Corp,,, Highbe,,, Cosmax Inc,,, hmm,,, Yuhan Corp,,, DB insurance,,, HD Hyundai Marine Solution,,, Inbody,,, Samsung Life Insurance,,, LG Uplus,,, SK communication,,, Kt corp,,, Meritz Financial Group,,, Rainbow robot engineering,,, Batte Tech,,, Modern engineering and construction,,, DL E & C CO LTD,,, KB Financial Group,,, HD Hyundai Heavy Industries,,, KEPCO Plant Service & Engineering CO LTD,,, T’Way Air & Tway Holdings Incorporation,,, Lotte Tour Development,,, Netmarble corp,,, Classys,,, Kakao Corporation,,, Hurdell,,, Neowiz,,, Soop Co LTD,,, Studio Dragon,,, Samsung Fire & Marine Insurance,,, CJ ENM CO LTD.,,, viewer,,, Ncsoft corp,,, Samyang Foods CO LTD,,, Kakao Game,,, Craftton,,, CJ logistics,,, Korean Aerospace,,, Naver,,, Samsung Electronics,,, PharmareSearch CO LTD,,, OCI Holdings,,, Move CORP,,, April CO LTD,,, Hanwha Systems CO LTD,,, Daewoong Pharmaceutical,,, SM Entertainment Co LTD,,, Lotte Chemical,,, Magnachip semiconductor corp,,, L & F CO LTD,,, LX International,,, Korea Aerospace Industry,,, Korean air,,, HL Mando Corp,,, Shinhan Financial Group,,, Sk biopharmaceuticals,,, BNK Financial Group,,, Hyundai Glovis,,, Douzone bizon,,, Hanha solution,,, Modern rotation,,, Samsung Heavy Industries,,, GS Engineering & Construction Corp,,, Young Poong Precision Corporation,,, Hana Financial Group,,, Samsung C&T Corp,,, Cosmecca Korea & Englewood Lab,,, Pay Kakao,,, KIWOOM securities,,, Hao Castle Heavy Industries Corporation,,, Kuho Petrochemical,,, Hanmi Ferma,,, Pulmuone Corporate,,, LG CNS CO LTD,,, Chong Kun Dang Pharmaceutical Corp,,, LG Chem,,, Dong-A ST CO LTD It was. Hyundai motor

And as always, this post is Only for information purposes (And to make your life easier…). Investment advice and/or recommendations are not configured…

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Japan, Korea and Taiwan Stock Index

Frontier and emerging market stock index

🔬 BH (090460 KS/BUY) -The normalization value evaluation (Mirae Asset Securities) 02.28.2025 ⚠️

🇷 Bh co LTD (KRX: 090460)) -FPCB (FLEXIBLE Printed Circuit Board), mobile, laptop, TV, game console, automatic display, VR, VR, automatic smartphone wireless charger and electric vehicle battery pack applications. 🏷️
Price/Book (Current): 0.64
Advance P/E: 6.02 / Futures annual dividend yield: 1.71% (yahoo! financial resources))

🔬 Hanall Biopharma (009420 ks/Buy) -1Q25 core inflection points (Mirae Asset Securities) 02.27.2025 ⚠️

🔬 Seegene (096530 KQ/BUY) -Setold for growth (Mirae Asset Securities) 02.27.2025 ⚠️

🌐 sour (KRX: 096530)) -Diagnostic product in the test (molecular diagnostic). Analysis and screening for sepsis, respiratory diseases and STDs. The United States, Canada, Germany, Italy, Mexico, Brazil and Middle East. 🇼 🏷️
Price/Book (Current): 1.13
Treal P/E: 39.53 (No front P /E) / Futures annual dividend yield: 3.19% (yahoo! financial resources))