'Samcheonpi' Workshop Continues... Recommended Stock is 'VVIIG'
[Asia Economy Reporter Ji Yeon-jin] The KOSPI index continues to battle around the 3000 level. It is analyzed that the market's upward momentum has temporarily slowed down as interest rates and the dollar rebounded on expectations of economic recovery.
On the 7th, Samsung Securities presented the future investment strategy as leading stocks of 'VVIIG,' given that the low interest rate and weak dollar trends driving the domestic stock market rise have not changed.
◆Vaccine·Value: International oil prices have shown a gradual recovery, returning to pre-COVID-19 levels last year, and the biggest beneficiary of economic normalization through vaccines is expected to be the refining sector. In particular, SK Innovation is awaiting the final verdict on the trade secret infringement lawsuit with LG Chem on the 10th (U.S. local time). Since SK Innovation lost the ruling last year, this result may serve more as a resolution of uncertainty rather than a reinterpretation. Although in the value stock category, Samsung C&T and Kia Motors, which could undergo corporate value reassessment, are also advised to be noted.
◆Initiative·IP (Intellectual Property): Samsung Electronics mentioned strategic facility investment expansion and M&A in last month's earnings announcement. Samsung Electronics, expected to be revalued due to strategic investments, and LG Electronics, transforming from the top home appliance company to an automotive electronics company, are forecasted to continue leading stocks. IP (Intellectual Property) is an issue to watch continuously this year, with NAVER and Kakao identified as key players.
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◆G (Green): With the inauguration of the Biden administration in the U.S., the green theme is emerging. Attention should be paid to representative companies in eco-friendly energy (solar, hydrogen), electric vehicles, and secondary batteries. Hyundai Mobis, expected to be the biggest beneficiary of Hyundai Motor Group's expansion of its electric vehicle platform business, is presented as a newly recommended stock in the green theme.
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