Investment is nothing else, but how much I will

I thought I was good at investing, but I've had a few big market moments.
Investment is nothing else, but how much I will earn if I get what I think right... and how much I will lose if I get it wrong... If you're a master, you'll be called a master by maintaining a position where you lose big when you earn and little when you lose. However, I lost so much when I lost, so I lost so much lol

Personally, the very marginalized stocks that have been completely abandoned by the market have begun to change internally... When it takes a long time to achieve that performance, the geo-style of buying and waiting in advance suits me surprisingly well. The reason for sticking to this position is not that I'm not good at trading.

This is the case with the game stocks that were devastated after the metaverse in 21 years... And the bio-sectors that devastated last year... This is the case. Since it's a low PBR this year, low-performance companies also performed very well, but even with the construction that I've analyzed for a long time, the company doesn't have any effort. In other words, there is no inherent investment point because there is no virtue to improve if the external environment worsens slightly. Among game stocks, for example, NC... This company succeeds in every game it plays, but turns 180 degrees
Start rolling every game... After that, we abandoned family management, reorganized it into a CBO system, and global IP, not Korean IP
They are reorganizing management and creating new ones. But the market doesn't care about these companies because it only remembers that they went bankrupt. However, when a company eventually comes to a different moment, there is a possibility that indicators will pop and prices will pop at some point. Of course, there is a possibility of failure. Therefore, it is a good idea to calculate the upside valuation of how much the price will rise when the price jumps, and on the contrary, the down valuation of how much it will fall when the price jumps, and if you catch it, it's a race against time. However, the longer it takes, the lower the annualized return rate, so it would be nice if it was short, but the market cannot predict that the investment rotation will come, so even if the market situation is long, if the probability is high, you should take that position.

Among other companies, there was WeMade. This company is so famous... But when the metaverse and P2E ended in 2021, there was a lot of criticism... But the company has changed its so-called weight class over the past two years... The stock price alone has been a quarter of a percentage point. The burden is changing a bit...

In addition, there are not a few companies in Korea that have this idea. In fact, it seems that you don't have to be attracted to fashion...

And in this kind of calculation, domestic real estate is not a good investment destination. The width of the side... is clear, and the houses without the upper limit are, after all, very high-end houses with trophy houses... In the end, the era of housing investment is expected to end soon instead of 240313. Daily

Instead, it's Kim Hyun-seok, a corporation.

# a weekly stock market schedule

-March 13 (Wednesday) : Dollar Tree earnings release
-March 14 (Thursday): PPI in February, retail sales week in February, number of unemployment claims, and announcement of Adobe performance  
-March 15 (Fri): The Federal Reserve Bank of New York (Fed) Empire State Manufacturing Index in March, Industrial Production in February, University of Michigan Consumer Sentiment Index and Expected Inflation in March
  

# Weekly Overseas Stock Exchange Trends  
- New York Stock Exchange Closes Higher Despite U.S. Consumer Price Index (CPI) In February Than Expected
- Semiconductor stocks rose after Oracle reported earnings that beat Wall Street forecasts and announced cooperation with Nvidia. Shares of Oracle rose 11.7% to a new high. Nvidia also jumped, with the Philadelphia Semiconductor index up 2.1%  
- The CPI rose 3.2% year-on-year in February, beating expectations (3.1%). It rose 0.4% month-on-month, above January's gain (0.3%) and core CPI growth, excluding volatile food and energy, also beat expectations. The core CPI rose 0.4% month-on-month in February, beating expectations (0.3%) and up 3.8% year-on-year, beating expectations (3.7%)

# Major stock report price new low
Exchange reporting price by period
-60 days: Doosan Energy, Samsung Heavy Industries, SKC, KEPCO Technology, Doosan, Dongwon Systems, Kuku Holdings, Hyundai Home Shopping
-52 Shares: Industrial Bank of Korea, NH Investment & Securities, Ssangyong C&E
- Historical: KB Financial Group

New low-priced stocks on the exchange by period
-60 Days: Hyosung, Cosmax, Kolmar Korea,  
- 52nd share: Daewoo Engineering & Construction Co., Ltd
- Historical: None

KOSDAQ reporting stock by period
-60 days: ISC, Nano New Materials, Large Kettle Materials, OSCOTECH, Gangwon Energy, APTC, KH Vatec, MK Electronics
-52 Shares: HLB Therapeutics, HLB Pharmaceuticals, Binex, TSE, Unitest, Segyeong Hi-Tech
-Historical: Techwing, STI, GST, Exicon

KOSDAQ new low-priced stocks by period
-60 Days: None
-52 weeks: Medytox
- Historical: None

#Such a surge in transactions

-Exchange: Kuku Holdings, POSCO International, Ssangyong C&E, KCC Glass, Sebang Battery, SKIE Technology, Kyobo Securities, Hushung, HDC Hyundai Industrial Development, NH Investment & Securities

-KOSDAQ: HUMEDICS, CAREGEN, EXICON, GST, Ubicare, Korea BNC, Segyeong Hi-Tech, Wizwick Studio, Robostar, Corestem Chemon
_____
* major index
Dow Jones: 39005.49 (0.61%)
S&P500: 5175.27 (1.12%)
Nasdaq: 16265.64 (1.54%)
Euro Stoxx: 4983.2 (1.07%)
FTSE100: 7747.81 (1.02%)
CAC40: 8087.48 (0.84%)
DAX30: 17965.11 (1.23%)
Nikkei 225: 38797.51 (-0.06%)
Shanghai Composite: 3055.935 (-0.41%)
Hang Seng: 17093.5 (3.05%)
VIX: 13.84 (-9.07%)
_____
* Key Indicators
Dollar Index: 102.96 (0.09%)
KRW: 1311.1 (-0.25%)
KRW: 8.88 (0.02%)
Yuan: 182.5 (-0.04%)
Yen Dollar: 147.6 (0.05%)
Dollar Euro: 1.09 (0.00%)
Yuan Dollar: 7.18 (-0.02%)
_____
* goods
WTI : 77.97 (0.53%)
Spot gold: 2158.04 (-0.01%)
_____
* Bonds
US 10y: 4.151 (5.255bp)
US 2y: 4.586 (5.020bp)
_____
* By S&P500 Sector
Communication: (1.18%)
IT: (2.54%)
Free consumer goods: (0.99%)
Essential consumer goods: (0.63%)
Energy: (-0.16%)
Healthcare: (0.48%)
Industrial goods: (0.45%)
Material: (-0.06%)
Utilities: (-0.99%)
Finance: (0.45%)
Real Estate: (-0.37%)
_____
* Major S&P 500 stocks fluctuate
Apple (0.28%)
Alphabet (0.49%)
Amazon (1.99%)
Netflix (1.69%)
Nvidia (7.16%)
Micron Technology (3.08%)
Tesla (-0.13%)
Intel (0.85%)
AMD (2.20%)
Disney (0.13%)
Starbucks (0.36%)
ExxonMobil (-0.64%)
JPMorgan Chase (0.82%)
Bank of America (0.20%)
Johnson & Jones (0.13%)