4 Major Financial Holding Companies Say "Value Up is a Model Student" [3-Minute Brief]

[3-Min Brief 3-Second Summary]
① Samsung, SK, etc. Consider Restricting HBM Supply to China
② Delisting Conditions Based on Market Cap May Be Eased
③ Next Year's Jeonse Prices Raise Concerns of 'Reverse Jeonse' Crisis

MARKET INDEX

- US New York Stock Exchange's three major indices all declined
- Concerns of recession due to slowdown in manufacturing and employment indicators
- US 10-year Treasury yield back in the 3% range for the first time in six months

Top3 NEWS

■ "US Considering Restrictions on HBM Supply to China from Samsung, SK, etc."

- Bloomberg reports new semiconductor regulatory measures
- Restrictions on HBM exports to China from Samsung, SK Hynix, etc.
- However, “No final decision has been made yet”

■ 'Improving Listing Eligibility to Boost Valuation'…Delisting Criteria May Be Relaxed Based on Market Capitalization

- August contract for ‘Stock Exchange Market Structure Reform’ service
- Plan to finalize exchange reform measures within the year
- Core focus on easing delisting conditions such as ‘market cap criteria’

■ Next Year’s Jeonse Prices May Fall Below Record High of 2021, Triggering 'Reverse Jeonse'

- Lease Protection Act 2 implemented the following year, 2021
- Jeonse prices then reached an all-time peak
- If prices next year are lower than four years ago, ‘Reverse Jeonse’ may occur

Graphic News: Aging and High Turnover Worsen in Seoul Village Buses

- Sharp decline in passengers causing operational and staffing difficulties for village buses
- Likely migration to city buses, courier, and delivery sectors
- Serious aging problem due to young drivers leaving

the Chart: Four Major Financial Holding Companies’ Unstoppable Growth This Year…‘Model Students’ for Value-Up in Second Half

- Earnings surprise in first half…average stock price up 47%
- KB Financial Group up 64%…Woori Financial Group up 22.6%
- First half results exceeded market expectations, boosting stock prices

Terms in the News: Trump Criticizes Paris Olympics 'Drag Queen' Performance…"Won't Be at LA Olympics"

- Performance exaggerating femininity with wigs, high heels, makeup
- Featured in the 2024 Paris Olympics opening ceremony
- Trump harshly criticized it as "shameful"

Today’s Key Schedule

○ Domestic
- 08:00 July Consumer Price Index
- 2nd: KOSDAQ Bankware Global subscription, public offering price 16,000 KRW
- 2nd: KOSDAQ Kyobo 16th SPAC subscription, public offering price 2,000 KRW

○ Overseas
- 10:30 Australia Q2 Producer Price Index
- 21:00 Brazil June Industrial Production
- 21:30 US July Average Hourly Earnings
- 21:30 US July Unemployment Rate
- 23:00 US June Factory Orders

◇ Lunch & Commute Weather

○ Low temperature 26℃(0℃) ｜High temperature: 33℃(0℃)
○ Precipitation probability Morning 60%｜Afternoon 30%
○ Fine dust Morning Good｜Afternoon Good

OK in 3 minutes, essential time-efficient economic news. Published daily at 8 AM.

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