The discussion revolves around the market trends and perspectives for the week's Monday market, which reflects the holiday season's quiet trend. The index is trying to hold onto the 2500 line, but the movement is unstable with a decrease in transaction amounts. The market's current situation is centered around the price of individual stocks, and any withdrawal of one stock would lead to redistribution among other stocks.
The semiconductor sector was also discussed, with attention paid to the Semiconductor Support Act and its impact on companies like Samsung Electronics. The panelists also touched upon the strategic matters, emphasizing the need for a selective strategy or dispersion, especially in the context of the fast-paced cycle of the semiconductor industry.
The conversation then moved to the consumer market, with a focus on the Chinese market's patriotic consumption. It was mentioned that while China has increased its competitiveness, South Korea's influence in the OLED sector remains strong.
The panelists also discussed the impact of the Chinese economy on chemical stocks, noting the increasing exports of steel and chemicals from China. They concluded by recommending LIG Nex1 as a potential opportunity for the future market, suggesting a goal of 100,000 won for the first half of the year.
1. The speaker listened carefully to the briefing and provided a professional perspective on the market situation.
2. The speaker is MTN expert Cha Young-joo, CEO of Fletcher.
3. The index is continuously trying to hold on to the 2500 line.
4. The index was last at the 2494 line.
5. The transaction amount has decreased a lot.
6. The top stocks today by market capitalization are Hyundai, Kia Motors, and Samsung Electronics.
7. Rechargeable batteries and the POSCO Group have all fallen sharply.
8. The market price itself is generally the index.
9. The market is centered around the market price of individual stocks.
10. The second half of the year may see a sluggish performance for Samsung's electronics.
11. Short selling is becoming a reality.
12. Short selling cannot sell stocks at the bid price when there is a sell price and a bid price.
13. There is a large amount of stock at stake in the case of stocks where short selling is being talked about a lot.
14. Today's decline should be seen as a reason for supply and demand rather than today's Ecopro BM's Selling Report.
15. Tesla also saw a sharp decline in electric vehicle sales in China.
16. There are interpretations about the US semiconductor support law, which affects companies receiving US subsidies.
17. The Semiconductor Support Act has some very old parts, and the company that benefits from this is Samsung Electronics.
18. The group price we have now is very far off compared to what we had previously expected or the long-term outlook.
19. The cycle for semiconductors is fast, and if the timing doesn't come for those parts, they will continue to be stuck.
20. Chinese consumer stocks showed a strong movement among stocks that were cheered on the issue of Xi Jinping's plan.
21. Samsung Electronics' market share is being affected by the sensitivity of Apple and Tesla to MS in China.
22. Apple has a separate Apple ecology and a separate modified version of iOS.
23. In China, the payment system for Chinese phones is very active.
24. China's competitiveness has already increased to a certain extent for consumers to simply feel that way.
25. Samwon's stock price is a semiconductor, but this influence cannot be ignored when it comes to smartphones.
26. China is now allowing group tours, and the discussion has been going on since before August.
27. China has regulated heavily from local governments in 2017 and 2018 are fake buildings.
28. The same is true in China right now, and in places far away from Saseong, there are now Eiffel arms.
29. The question of why China allows group tours like this is that China has become the market and has established some kind of diplomatic relationship.
30. From a stock perspective, it may be a little difficult to see that our own stocks will make much of a profit.
31. Commissioner Cha gave a good start to chemical stocks today due to the Chinese economy.
32. Lotte Chemical Kumho Petrochemical Petrochemicals are actually very heavy stocks.
33. The economic indicators of the Chinese economy are quite high.
34. However, in the case of steel and chemicals, we cannot confirm that China's export data has increased.
35. The problem is that China is not increasing its imports of steel and chemicals from Korea, but China's exports of steel and chemicals are increasing.