3. 5. Korean stock market summarizing
feature theme |
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theme market conditions | summarize |
Most of the major themes also rose, as the stock market continued to strengthen after the previous day's surge.
In particular, pharmaceutical and bio-related themes such as stem cells, umbilical cord blood, immunotherapy, and pharmaceutical companies showed strong strength in the strength of US healthcare-related stocks and expectations of the American Cancer Research Society,
Electric cars, autonomous vehicles and secondary battery themes rise amid GM's announcement of its investment plan for electric cars/autonomous vehicles.
In addition, semiconductor-related themes have risen in the analysis of securities firms that Corona 19 will have little impact on semiconductor demand, and the virtual currency theme has also risen in the news of the passage of the special law law. Securities themes continued to rise on the back of continued growth prospects and strong stock market, while petrochemical themes rose on undervaluation analysis.
Other airline and low-cost airline themes have risen sharply due to continued expectations for market restructuring, and shipping, general trading companies, travel, duty-free shops, shipbuilding, dehumidifiers, carbon nanotubes, resource development, construction representative stocks, cosmetics and convenience store themes have recorded the highest growth rate.
On the other hand, education/online education, sound source/music record, and bank themes have fallen, while Meditox has fallen sharply due to concerns over Botox lawsuits, while some Botox themes have also fallen. | |
pharmaceutical/bio | Strengthening US healthcare-related stocks and expectations for AACR |
Vice President Biden is seen as a candidate for the Democratic Party's leading primary, with former Vice President Joe Biden winning an unexpected victory over Sanders in the "Super Tuesday" race held on the 3rd (local time). As a result, Biden's support for "expansion of Obama care" has been highlighted, and health care-related stocks have been strong, including a surge in the United Health Group (+10.72%) in the US stock market last night, as well as Johnson & Johnson (+5.82%) and Pfizer (+6.12%.)
In addition, expectations for the announcement of clinical pipelines by some domestic companies are growing ahead of the American Cancer Research Society (AACR) in San Diego in April.
Also, the CEVI (New Virus) fusion research team of the Korea Institute of Chemical Technology is known to have found antibodies that can counter Corona 19 infectious diseases, and expectations are growing that it will lead to the development of antibodies and vaccines for the treatment of Corona 19 in the future. | |
a secondary battery/electric vehicle/autonomous vehicle | GM to rise on news of plans to invest in electric/autonomous vehicles |
GM announced on the 4th that it will invest more than $20 billion (about 23.6 trillion won) in next-generation electric cars and autonomous vehicles by 2025 at the Electric Vehicle Day event held in Detroit. GM CEO Mark Royce said, "It is an opportunity to change the company image and reset the brand. We have done everything."In particular, it has developed a new electric vehicle battery that can run up to 400 miles (643.7 km) on a single charge, and it is said it plans to use it for future electric vehicle models.
Korea Investment & Securities is expected to see strong demand for rechargeable battery materials in the first half of the year. Korea's battery market share of 50 ~ 60% in January, Europe's electric car sales increased by more than 50% compared to the previous year, and it has grown mainly in pure electric cars with high battery usage.
In the news, the themes of secondary batteries/electric vehicles/autonomous vehicles such as LG Chem, DIC, GMB Korea, Cosmo new materials, and mobile appliances, including LG Chem, which announced its alliance with GM in the electric vehicle battery business, recorded an upward trend.In addition, stocks with GM as major customers such as Unique and Dong-A Hwaseong are also up | |
semiconductor related stock | Corona 19, rising in analysis that its impact on semiconductor demand will be minimal |
Korea Investment & Securities is worried about the economic slowdown due to the spread of corona 19, but if the spread to developed countries is not serious, the impact on the demand of data center companies will not be significant.
There is no supply disruption, saying that there is no significant impact on memory supply and demand, and supply and demand are expected to be tight despite the decrease in mobile demand due to strong demand from servers and increased purchases of customers expecting supply shortages in the second half. In addition, if suppliers maintain conservative facility investment due to sluggish demand, the impact of Corona 19 on memory supply and demand is expected to be limited.
Samsung Electronics, SK Hynix, El Otibe, Intec Plus, and Nepes have posted an upward trend in the analysis. | |
Virtual currency (bitcoin, etc.) | News of passage of special law judicial committee rises |
The day before, the Judiciary Committee held a general meeting and passed the "Report and Use of Financial Transaction Information Act (Special Act) Amendment" to incorporate the cryptocurrency (virtual asset) industry into the system. The amendment to the Specialty Act is known to contain the definition of virtual assets (cryptocurrency) operators, maintenance of business-related reporting systems, and special cases based on the characteristics of transactions.
In the news, the theme of virtual currency (such as bit coin) such as BTIWON's investment in technology and SCI evaluation information has been on the rise.
On the other hand, the National Assembly plenary session finalized the amendment to the Act on the Reporting and Use of Specific Financial Transaction Information (Special Act), which focuses on the cryptocurrency exchange authorization and permission system (conditional reporting system) after the closing of the day.The revised special payment law is scheduled to take effect in March next year. | |
securities | Profit growth outlook and strong stock market |
Hyundai Motor Securities is expected to continue to grow in capital-based business for the securities industry. This is due to the increase in interest-bearing assets due to issuance notes, increased corporate finance, and future capital expansion. In addition, while sustainable profit-oriented growth continues, real estate PF regulations and share price declines due to Corona 19 are an opportunity.
In addition, the domestic stock market has risen sharply on the day after the previous day's surge.
In particular, SK Securities, Meritz Securities, Hanwha Investment & Securities, and Korea Financial Group posted rising securities themes. | |
petrochemical | Excessive undervaluation analysis rises |
Hana Financial Investment has lowered its support line at the time of the triple-high-end dominance of the oil price collapse, sluggish demand, and expansion of US-centered supply at the end of 2014, while the valuation of the current macro uncertainty is undervalued. Therefore, the petrochemical company's share price attractiveness has definitely increased from the point of view of 'price' rather than 'time'.
In particular, Kumho Petrochemical, Hanwha Solution and Hyosung Chemical, which have fallen excessively due to demand concerns, are presented as top picks despite the strengthening of fundamentals due to changes in business structure.
Petrochemical themes such as Kumho Petrochemical, Kolon Inder, and KPX Chemicals have risen in this news. |
feature upper limit and stock price
stocks | Uprising Reason |
1,150원 (↑29.94%) | The upper limit on the re-emergence of news of the sale of management rights amid rising themes of autonomous vehicles |
4,665원 (↑29.94%) | The upper limit on the issue of individual issues in the news of 'Aktemra' medication in the treatment of Corona 19 |
17,150원 (↑29.92%) | upper limit on first day of change listing |
18,250원 (↑29.89%) | BIOGENTECH, Investor in the Rise of Pharmaceutical/Biotheme, Corona 19 Virus Diagnosis Technology |
10,000원 (+26.58%) | In the middle corona 19 treatment, 'Aktemra' medication news in the news of individual issues, |
31,100원 (+24.40%) | In the middle corona 19 treatment, 'Aktemra' medication news in the news of individual issues, |
5,300원 (+21.98%) | Corona 19, the impact on semiconductor demand will be minimal, the system semiconductor theme rises sharply |
5,190원 (+20.00%) | Expectations for a full-fledged management dispute surge |
5,460원 (+14.47%) | The decision to transfer petroleum product retail sales (gas stations) business and the decision to acquire treasury stocks have skyrocketed |
4,910원 (+13.79%) | Prosthetics, a subsidiary, has surged in the emergence of individual issues in the news of 'Aktemra' in the treatment of Korona 19 |
5,220원 (+12.14%) | GM surges on the fact that parts supply is highlighted in news of announcement of investment plan for electric car/autonomous vehicle |
34,500원 (+11.65%) | System Semiconductor Theme Rising RTL Design Specialist 'Egglam' 100% stake in the decision to acquire momentum |
8,240원 (+11.65%) | In the middle of Corona 19, 'Aktemra' medication news is highlighted as a related stock in the market, |
62,100원 (+10.89%) | A surge in pharmaceutical and bio-related stocks due to strong US healthcare-related stocks and expectations for AACR |
3,490원 (+10.79%) | GM surges amid rising self-driving car themes on news of investment plan announcement of electric car/autonomous vehicle |
16,250원 (+10.54%) | A surge in pharmaceutical and bio-related stocks due to strong US healthcare-related stocks and expectations for AACR |
2,200원 (+9.18%) | Former President Park Geun-hye's prison message has surged amid rising political/human relations themes |
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