Money Today Reporter Kim Jin-seok | 2024.01.26 16:04
[내일의 전략]
KOSPI and KOSDAQ, which started lower, closed higher side by side. Foreign investors led the stock market rebound by showing net buying in the two major markets. Secondary battery stocks, which had shown sluggish stock prices so far, rebounded rapidly and led the upward trend.
On the 26th, the KOSPI index closed at 2478.56, up 8.22 points (0.33%) from the previous trading day. Foreign and institutional investors drove the index by purchasing 375.9 billion won and 5.4 billion won respectively. On the other hand, individual investors alone poured out 387.2 billion won worth of properties.
By industry, the construction industry and securities showed strength in the 2% range. In the securities industry, Mirae Asset Securities showed the largest increase, recording 7,680 won, up 540 won (7.56%) from the previous day. Hanwha Investment & Securities, Eugene Investment & Securities, Daishin Securities, and Buguk Securities all closed strong in the 3% range.
The strong performance of securities stocks on this day was due to the news of Mirae Asset Securities’ share purchase. The day before, Mirae Asset Securities announced that it would purchase 10 million shares of common stock and 500,000 shares of secondary preferred stock. This is equivalent to approximately 2.2% or 0.4% of the number of outstanding shares. It is interpreted that the sentiment of buying at low prices due to the decline so far has also been triggered.
The distribution, chemical, and communications industries closed strong at around 1%. The service industry, textiles and garments, machinery, non-metallic minerals, and electricity and gas industries were completed by Kangbohapkwon. On the other hand, medical precision showed weakness in the 1% range. Pharmaceuticals, transportation equipment, electrical and electronics, and insurance ended trading at the drug coverage level.
Among stocks with the highest market capitalization, secondary battery stocks Samsung SDI, LG Energy Solution, and POSCO Holdings rose by around 3%. LG Chem was strong at around 2%. Kia, Kakao, and Samsung C&T closed in strong agreement. On the other hand, Samsung BioLogics and SK Hynix fell by 1%. Samsung Electronics closed at a weak close.
In relation to this, Kim Jeong-yoon, a researcher at Daishin Securities, said, “KOSPI, which was particularly sluggish in January, appears to be trying to fill the gap in yield due to the rapid rebound in secondary batteries.” He added, “In the rise of KOSPI, LG Energy Solutions, Samsung SDI, POSCO Future M, LG Chem, and POSCO. “The contribution of holdings is 50%,” he said.
/Illustration=Reporter Lim Jong-cheol. The strength of secondary battery stocks continued in the KOSDAQ market. EcoPro and EcoPro BM soared 9.28% and 7.49%, respectively. The rally of secondary battery stocks such as L&F (1.21%), Cosmo Advanced Materials (3.39%), Chunbo (3.36%), and Nano New Materials (2.76%) continued.
Due to the strength of secondary battery stocks with a high market capitalization, the KOSDAQ index closed at 837.24, up 13.50 points (1.64%) from the previous trading day. Foreign investors picked up 178.3 billion won worth of stocks. On the other hand, individual and institutional investors sold 154.1 billion won and 9.9 billion won, respectively.
By industry, finance rose by 6%. General electric and electronics rose around 5%. Manufacturing and communication equipment both showed strength in the 2% range. Entertainment culture, software, metal, publishing media reproduction, and chemistry rose by 1%. On the other hand, communication services and semiconductors closed down 2%.
Among the top stocks by market capitalization, superconductor-related stock Shinsung Delta Tech rose by 22%. Enchem and HLB rose by 19%. Alteogen rose by 4%. On the other hand, Soulbrain fell around 6%. Eo Technics fell around 5%. Reno Industrial showed a weakness of around 3%.
On this day, the won/dollar exchange rate closed at 1336.3 won, up 0.5 won from the previous trading day.
Next week, major indicators such as the US FHFA housing price index for November, the job vacancy report for December, and the CB consumer expectations index for January will be announced. In addition, global companies such as Microsoft and Alphabet will announce their performance. In Korea, Samsung Engineering, POSCO Future M, and Cheil Worldwide announce their performance.
[저작권자 @머니투데이, 무단전재 및 재배포 금지]
2024-01-26 07:04:02
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