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2/26 Last Friday of the Korean stock market (travel theme stocks, commodity related stocks, China related stoc

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As everyone knows

It was a world-wide blue chapter.

Still, the KOSPI 3000 line was kept.



The day before, Fed Chairman Powell said he would go with a three-year austerity policy,

(To freeze the base rate)

Market interest rates continued to rise.


Therefore, it was a bad thing because there was instability in the investment market such as stocks and coins, and interest rates rose.



Currently, Korean securities firms are being adjusted because they have risen too much, and they will not turn to a downtrend.

Like I'm struggling at Boxpe

They say.





I picked a theme that could be carried out together in the future.

Travel Theme Week: Hotel Shilla, Korean Air, Hanjin Kal, Asiana Airlines, Good Travel, Mode Tour

Duty Free: Shinsegae, Hotel Shilla

Raw materials, especially steel: POSCO, Hyundai Steel


Transporters, HMM, etc. will continue to show good looks,


Lastly, the cycle is good for the semiconductor side as well. Samsung Electronics, Hana Micron, DB Hitech.

China-related stocks: SM Entertainment, YG Entertainment, It's Hanbul, Amorepacific



Well, as everyone knows, I'll finish it by holding it back once again.

There is not much to write.


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