[At a Glance]
① [Market] Goldman Sachs raises KOSPI index target from 7,000 to 8,000
② [Commodities] US eases sanctions on Russian oil at G20's request
③ [Defense Industry] Hyundai Wia considers selling its defense division to Hyundai Rotem
MARKET INDEX : Year to date
TOP 3 NEWS
■ Goldman Sachs raises its forecast to 220% again..."KOSPI will reach 8,000, driven by semiconductors"○ KOSPI upper limit revised upward from 7,000 to 8,000
○ Demand for AI-related semiconductors serves as a key driver
○ Nomura Securities also predicts the 8,000 mark, supported by the semiconductor sector
■ US Energy Secretary: "Gasoline prices will return to below $3 next year"○ The average US gasoline price was in the $2.90 range per gallon last February
○ Currently, prices have surged to the $4.10 range per gallon, showing a steep upward trend
○ "Gasoline prices have peaked... Expected to drop by the end of this year or next year"
■ "If sold, 370 billion to 880 billion won"…Hyundai Wia considers selling its lucrative defense division, but why?○ The defense business, though lucrative, is being considered as an asset for sale
○ Value ranges from 370 billion to 880 billion won, depending on the valuation method
○ Betting on future businesses: 1 trillion won for thermal management and 400 billion won for robotics
Money-Making Laws
■ "From customs clearance to litigation, a joint response"...Increased collaboration between law firms and customs corporations○ Customs risk is expanding, leading to increased collaboration between law firms and customs corporations
○ Trade issues are increasingly developing into criminal and litigation cases
○ Strengthening integrated legal and customs strategies from the initial response stage
☞Read the article: https://view.asiae.co.kr/article/2026042015171919998
■ The battlefield is 'Hormuz,' the strategy room is 'Seoul'...Law firms expand their trade advisory services○ Heightened tensions in the Middle East are increasing demand for trade advisory services
○ More companies are seeking advice on crude oil supply and sanction risks
○ Expanding into comprehensive advisory services, including contracts and insurance
☞Read the article: https://view.asiae.co.kr/article/2026042015142187813
■ Hit by a marathon participant while crossing the street..."Organizers and others ordered to pay 350 million won in damages"○ Collision during a marathon event results in severe injury to a pedestrian
○ Organizers and agencies found negligent in safety management and held liable for compensation
○ Liability limited to 70% after accounting for the victim's contributory negligence
☞Read the article: https://view.asiae.co.kr/article/2026042015190527003
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