Analysis and Forecast of Korean Stock Market Conditions : 2nd week May
목차
1. Stock market conditions in Korea and around the world
2. Global stock market conditions
3. Characteristics of the domestic stock market
1. Stock market conditions in Korea and around the world
All of the
nation's stock markets now hit an annual low on Thursday. So, starting from January 1st of the year, it has hit the lowest level among the indices so far, and if you look at the drop from January 1st, the NASDAQ has fallen so much that it is not comparable to Korea.
So, if you compare Korea with the fall, it is much less falling than the U.S. You may know that it falls so steeply that expectations for Chinese stocks are raised in the second half of the year. So the picture of money escaping and going to the Chinese market is not yet when it will come out.
2. Global stock market conditions
China is still miserable, so it's not good to say that the U.S. is not good, but it's going to be good, but it's going to be like that. So after June, the flow of global funds has already escaped from the U.S., so we just have to confirm that it's moving to China.
So since it hasn't been confirmed yet, there's nothing much to do about it, but I'm telling you to prepare for it, and stock markets around the world rebounded on Friday. So not only the KOSPI and KOSDAQ, but also the U.S. stock market rebounded on Friday, and the unique thing about futures is that foreigners sell gifts worth about KRW 1 trillion. So usually in the short term, a representative indicator of the bottom of the Korean index is foreign futures buying.
If you borrow 1 trillion won and come in more than 1 trillion won, you'll accept it in a short period of time. There's a rule. Since moving the index is now closely related to foreigners' futures buying and selling, individual stocks have little impact on foreigners, but the index has an absolute influence on foreigners, so you can think that it is an endless short-term bottom because 958.4 billion won came in now.
3. Characteristics of the domestic stock market
The KOSPI looks better when you look at it. Yes, in the case of KOSDAQ, there are a lot of bio stocks, but bio stocks are going up a lot on Friday. It's been a long time since bio stocks started to rise. If bio stocks keep going up, KOSDAQ might be better, but you'll be able to see that KOSPI chart is better than KOSDAQ. Anyway, next week. If there's nothing big this week, the index will be fine.
So the strategy of buying Codex leverage and doing it looks good. But you may not be able to expect such a huge profit, but you can say that there will be no plunge in the short term that you showed until last Thursday. Even if foreign purchases come in like this, you can sell them in about three days. That's why you have to think it's short-term and it can be long-term, but you don't know that.
First of all, there is a rebound in the short term, but I don't know in the long term, and when we look at inflation and things like that, inflation is not being controlled at all right now. So in June, we're now talking about a 0.75% rate hike. No matter how much YEONJUN says, everyone thinks it's 0.75. Because of the perception that inflation is not controlled at 0.5, so if it comes out again in 0.75 June, it can go down once again from the end of May to the beginning of June. So, if prices don't go down, you should know that this rebound is only a short period of time.
2024.02.26 - [분류 전체보기] - 아모레퍼시픽의 역사 : 2 체질 개선