Is Liquidity from Semiconductors Spreading to Consumption? Time to Focus on Beneficiary Stocks

It is analyzed that the liquidity generated in the market due to the favorable conditions in the semiconductor industry is spreading to consumption, leading to improved performance at department stores. In particular, growth is accelerating in high-end consumer categories, resulting in better-than-expected sales trends for the distribution sector in the first quarter. Despite concerns raised by some about a slowdown in growth, double-digit sales growth has continued into April, indicating that overall consumption conditions remain solid.

In addition, changes in the exchange rate environment have increased the purchasing power of foreign consumers, raising expectations for improved profitability in the duty-free channel as well. Both an increase in purchasing power among key customer groups and a reduction in cost burdens are being observed, suggesting a recovery trend in the industry. Although the recovery of the external economy remains a variable, if the link between consumption and liquidity is maintained, the overall improving performance across the distribution sector is likely to continue for the time being.

원본보기 아이콘

Meanwhile, there is growing interest in stock-backed loans (stock loan). Investors are turning their attention to stock loan products, which allow them to utilize more funds for stock purchases in order not to miss out on rare investment opportunities.

Another advantage of stock loan products is that, even if investors who are using margin or credit accounts face a forced liquidation crisis due to a sharp drop in stock prices, they can easily switch without providing additional collateral or selling their holdings and wait for a market rebound.

◆ AllNewStockLoan launches industry-lowest interest rate products in the 5% range per year, including products not subject to DSR!

AllNewStockLoan has released a linked stock credit product with industry-lowest annual interest rates in the 5% range, allowing any investor to use stock loan services without burden. This product can be used for both stock purchases and refinancing of margin or credit accounts at securities firms, and can be utilized up to four times the investor's own capital, regardless of credit rating.

Additionally, products that are not subject to the DSR (Debt Service Ratio) are available for investors who have found it difficult to use traditional stock loan products due to DSR limits. Investors using alternative trading systems (NXT) are also eligible.

Investors who want to learn more about AllNewStockLoan can contact the customer service center (☎1599-8666) for a convenient consultation with a specialist at any time, regardless of loan eligibility.

○ Launch of industry-lowest interest rate products in the 5% range per year!

○ No restrictions based on existing loan amounts or income! (Not subject to DSR)

○ ETF trading available

○ Up to 4x leverage for stock funds! (Including own funds)

○ Immediate same-day refinancing of margin/credit accounts at securities firms!

○ Alternative trading system (NXT) trading available

○ Even stocks that were difficult to purchase with traditional securities firm credit or stock loan products are now OK!

* AllNewStockLoan Customer Service Center: 1599-8666

Go directly: https://allnewstockloan.co.kr

Hanmi Semiconductor, SAMSUNG E&A, Daewoo Engineering & Construction, HD Hyundai Heavy Industries, Hanwha Solutions

※ The above content is unrelated to the editorial direction of The Asia Business Daily, and all responsibility lies with the information provider.

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