Research Alom analyzed on the 14th that if you are looking for low PBR (price-to-book ratio) beneficiary stocks, it is necessary to look for investment opportunities in the financial industry rather than manufacturing.


Choi Seonghwan, a researcher at Research Alom, explained, "The financial industry has minimal machinery and inventory assets, so there are not many assets that are excessively recorded," and added, "Since most assets are valued at market price, attention is needed for low PBR-related stocks."


He continued, "Among financial sectors, more interest is needed in banking and insurance rather than securities, which carry PF risks," and analyzed, "In the case of banks, recent government policies to ease licensing conditions for commercial banks have emerged, so regional banks are expected to stand out as low PBR beneficiary stocks."



He emphasized, "Jeju Bank has qualified to convert into a commercial bank but has not clearly proceeded," meaning "it is carefully considering the opportunity." Additionally, he explained, "Jeju Bank's value can be re-evaluated, and it may be possible to find a strategic partner or even expect a sale opportunity under favorable conditions."


This content was produced with the assistance of AI translation services.

© The Asia Business Daily(www.asiae.co.kr). All rights reserved.

Today’s Briefing