“Investment in technology stocks ends with this product… “Diversified investment in large domestic tech stocks” [자이앤트TV] – Maeil Business Newspaper

“Artificial intelligence (AI) innovation demonstrated by ChatGPT and others will be another growth opportunity for various tech industries such as semiconductors, internet, and games. “As stock prices basically follow long-term profit prospects, we should pay attention to places with growth potential, such as the tech industry.”

Jeong Seong-in, manager of Kiwoom Investment and Asset Management, who recently appeared on Giant TV, selected the tech industry as an industry that can expect long-term profitability.

Director Jeong said, “Both domestically and overseas, domestic tech companies will be promising for the time being,” adding, “Emerging market stock markets, including Korea, are expected to benefit from the weakening dollar strength, and their relative undervaluation compared to U.S. tech companies stands out.” said.

The explanation is that a representative product suitable for investing in domestic tech companies is the ‘KOSEF K-Tech TOP10 ETF (Exchange-Traded Fund).’

This ETF contains 10 of Korea’s leading tech companies, including SK Hynix, Samsung Electronics, Naver, Kakao, LG Electronics, Samsung SDS, Krafton, Samsung Electro-Mechanics, NCSoft, and LG Innotek. SK Hynix’s proportion is the highest at 23.48% (as of November 24).

Manager Jeong said, “KOSEF K-Tech TOP10 ETF is a product that invests in megatrends that will grow explosively over the next 10 years,” adding, “Across the domestic KOSPI and KOSDAQ markets, the industry is classified as ‘technology’ in the stock classification system. “We are including 10 stocks in order of largest market capitalization,” he said.

He added, “As a result, with this product, we can achieve the effect of diversifying investments in specific industries such as semiconductors, internet, platforms, electric vehicles, electronics, and games.”

Another feature of the KOSEF K-Tech TOP10 ETF is that its portfolio is centered around large-cap stocks.

Director Jeong said, “The strengths of large-cap stocks include expectations of benefits from foreign supply and demand, fundamentals that can overcome the high interest rate phase, and low volatility.”

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Compared to products invested in specific industries such as semiconductors, the Internet, and games, the ability to secure stability was considered a strength.

Manager Jeong emphasized, “Although you can increase the expected rate of return by investing only in a specific industry, volatility and risk also increase,” adding, “This can also be seen in the fact that some industries that have been attracting attention until recently are suffering from overheating and overvaluation controversies.” .

He explained, “The KOSEF K-Tech TOP10 ETF invests only in companies with proven growth potential and stability across various tech industries, so it is characterized by ‘comfortable long-term investment’ without anxiety even though it rides on growth stocks.”