It is focusing on sourcing various target
It is focusing on sourcing various target convertible funds compared to the second half of the year. Among them, the core strategy is value up
For now, bearing operation starts. Most of the various convenient tools around our lives are those that use electromagnetic force as mentioned in physics.
The semiconductor is an indispensable key component of these electromagnetic tools. There is only a difference in precision, but the basic principle is the same semiconductor.
Quantum technology is currently being talked about as a technology that goes beyond the limits of digital technology using electromagnetic force in the current situation where it is limited to making more precise semiconductor design, which is a key component of the device, and many companies have been born to convert to quantum technology and technological advancement is taking place.
However, before anticipating the current development of quantum technology, we need to reconsider how digital technology has developed in the 20th century.
It is as if today's quantum computers are comparable to large computers from a long time ago, such as the vacuum tubes of the past or the Eniak from more than 80 years ago when early large transistors were installed.
In the future, if digital technology is converted and developed into quantum technology, it is possible to estimate how or how future quantum technology should be compared to past digital technology developments.
In that respect, let's take a look at how personal computers have been built in the past. There will probably be several scenes where people our age will kneel down saying yes.
~ The beneficiary stocks selected by analysts are value-up related stocks. As the government is mobilizing all of its capabilities to sell "value-up" at home and abroad, there is no theme that receives this clear momentum.
Park So-yeon, a researcher at Shinyoung Securities, said, "The domestic stock market is attractive to value-type and dividend-type stocks, which are related to the value industry due to the expansion of investment," adding, "As various discussions such as separate taxation of dividend income and value-up incentives are scheduled in the revision of the tax law to be announced in July, the value-up momentum will be able to raise the KOSPI level to the next level."
Lee Eun-taek, a researcher at KB Securities, said, "In the second half of the year, we should pay attention to small and medium-sized stocks that have not had a significant effect on the value-up." "In the first half of the year, there was the first phase that appeared mainly in finance, automobiles, and landlords, and among them, there was a second phase in which financial stocks were particularly supported," he said. "The third phase of the second half will be more difficult to invest in value-up as policies become more detailed at the legislative stage."
"If you look at the case of Japan, it is time for supply and demand to spread to small and medium-sized stocks," he said, recommending △ Classies and Hugel (company with the lowest shareholders' equity ratio) △ Jeryong Electric, T&L, HUMEDICS, and Hi-Rock Korea (company whose largest shareholder is positive about returning shareholders) △ Hanjin Kal, Binggrae, and NICE evaluation information (company that has nothing to do with the largest shareholder's equity ratio but is active in returning shareholders).
However, stock markets saw the U.S. presidential election scheduled for November 5 as one of the risk factors for the stock market. It is possible that both the Democratic Party and the Republican Party will come up with policies focusing on their own countries ahead of the presidential election. It could lead to economic, political and military conflicts with countries that are at odds for internal solidarity. He recommended reviewing the portfolio before and after the presidential election, saying that even the possibility of such scenarios poses uncertainties to the market.