7월에 증권주에 주목해야 하는 이유, 하반기 수익률 기대 1~5등은? (F. 삼성증권, 한국금융지주, NH투자증권 ) #윤정식 #투자스쿨 #토마토TV

============================= ▶Investment School ▶Host: Park Ye-ji ▶Webcam: Yoon Jeong-sik, Managing Director (Baro Asset Management) ============================= ▶Today's Learning Topic: Stock Stock Correction and Possibility of Rebound ▶Two Key Learning Points Session 1: Slump in Stock Stocks in May and June Correction began in May following the rise in stocks during the first half of the year Concerns over a peak-out following Q1 earnings announcements Decreased expectations for equity investment following the SpaceX IPO Average PBR of stocks has risen approximately threefold compared to last year Session 2: Future Outlook for Stock Stocks Upward multiple projections due to value-up programs such as shareholder returns Expansion of economic growth expectations driven by the arrival of the AI ​​investment cycle Rapid expansion of investment and financing markets globally Monthly massive stock market trading volume continues to break all-time highs Due to government policies such as the revitalization of the KOSDAQ Potential for Further Increase in Trading Volume ▶One-Point Lesson: Earnings Over Concentration ▶Overall Ranking (Stock Report Card) 1st Place "Samsung Securities": Surge in trading volume and expectations for integrated accounts for foreign investors Target Price: 140,000 KRW / Stop Loss: 90,000 KRW 2nd Place "Korea Financial Holdings": Diversified revenue structure including securities, savings banks, and capital 3rd Place "NH Investment & Securities": Outlook for further profit growth due to IMA approval 4th Place: Kiwoom Securities / 5th Place: Mirae Asset Securities ============================================== 💡A difficult stock market to make a profit in! Want to achieve a gap-up return? 📌1. After signing up for YouTube Membership / @tomatotv_official 📌2. Register for Jjeomsang https://jjeomsang.com Proceed with steps 1 and 2 in order to receive special information on achieving Jjeomsang returns, along with gifts! =============================================== 📌Mon-Fri 8:30 PM, the money-making quiz show 'Jeongsang Tong Pod'! (ง •̀ω•́)ง ✧ Win and get a prize! Gain economic knowledge through quizzes! Jeongsang Tong Pod to become rich! Jeongsang Tong is giving away up to 1 million won every day! Download the Jeongsang Tong app! How to participate ▶▶▶ https://pod.jjeomsang.com/app

Finally Bio? Build-up phase... Limited decline in AI semiconductors (f. AI Semiconductors, Bio) #...
▶︎

Finally Bio? Build-up phase... Limited decline in AI semiconductors (f. AI Semiconductors, Bio) #...

#2차전지 #반도체 #전력기기 #순환매 #신기수 #명인들의복기2차전지 가격 메리트 부각! 지금 주목해야 할 종목은?
▶︎

#2차전지 #반도체 #전력기기 #순환매 #신기수 #명인들의복기2차전지 가격 메리트 부각! 지금 주목해야 할 종목은?

[Lump Sum Lab] Don't Let Market Noise Shake You I Stock Market Lab 06/29/26 (Mon)
▶︎

[Lump Sum Lab] Don't Let Market Noise Shake You I Stock Market Lab 06/29/26 (Mon)

"SK하이닉스 12년 앞당기겠다" 최태원 회장 작정하고 '2100조’ 투자 깜짝 공개! SK의 어마어마한 투자 계획에 정부 관계자들도 화들짝
▶︎

"SK하이닉스 12년 앞당기겠다" 최태원 회장 작정하고 '2100조’ 투자 깜짝 공개! SK의 어마어마한 투자 계획에 정부 관계자들도 화들짝

이미 지표는 꺾였다...기대 수익률을 낮추세요 (김영익) | 인포맥스라이브 2026년 6월24일 방송
▶︎

이미 지표는 꺾였다...기대 수익률을 낮추세요 (김영익) | 인포맥스라이브 2026년 6월24일 방송

"한국형 인큐텔" 설립! 이재명 대통령 전폭 투자 선포에 현장 술렁~
▶︎

"한국형 인큐텔" 설립! 이재명 대통령 전폭 투자 선포에 현장 술렁~

5 Ways to Overcome Lethargy Instantly | Professor Yoon Dae-hyun Part 1 | Dr. Dingyo
▶︎

5 Ways to Overcome Lethargy Instantly | Professor Yoon Dae-hyun Part 1 | Dr. Dingyo

Inheritance and Gift Tax Saving Secrets from the Tax Accountant for the Top 1% | Shin Young-il’s ...
▶︎

Inheritance and Gift Tax Saving Secrets from the Tax Accountant for the Top 1% | Shin Young-il’s ...

'돈' 이렇게 관리하고 써야합니다! | 메리츠자산운용 존리 대표 | 새롭게 하소서
▶︎

'돈' 이렇게 관리하고 써야합니다! | 메리츠자산운용 존리 대표 | 새롭게 하소서

국책 사업 싹쓸이? 정부 메가프로젝트 수혜 터진 삼성전자, 역대급 랠리 준비 완료
▶︎

국책 사업 싹쓸이? 정부 메가프로젝트 수혜 터진 삼성전자, 역대급 랠리 준비 완료

이재용 회장 "솔직히 말해서..." 2천 조 투자 앞두고 '충격발언' 지도 펼치더니 '헉'(차영주 황연실) #뉴스토마토 #끝장뉴스 #이재명 #삼성전자 #SK하이닉스 (0629_월)
▶︎

이재용 회장 "솔직히 말해서..." 2천 조 투자 앞두고 '충격발언' 지도 펼치더니 '헉'(차영주 황연실) #뉴스토마토 #끝장뉴스 #이재명 #삼성전자 #SK하이닉스 (0629_월)

KOSDAQ/Semiconductors vs. KOSDAQ Policy Rotation / Biotech and Secondary Battery Rebound #HPSP #S...
▶︎

KOSDAQ/Semiconductors vs. KOSDAQ Policy Rotation / Biotech and Secondary Battery Rebound #HPSP #S...

Samsung Electronics & SK Hynix Earnings vs. 55 Trillion Won National Pension Sell-off. Will the K...
▶︎

Samsung Electronics & SK Hynix Earnings vs. 55 Trillion Won National Pension Sell-off. Will the K...

코스닥 오늘만 같아라...메가프로젝트 발표 효과 반도체 다음은 전기다?!(#ls일렉트릭 #KT #반도체)
▶︎

코스닥 오늘만 같아라...메가프로젝트 발표 효과 반도체 다음은 전기다?!(#ls일렉트릭 #KT #반도체)

Why South Korea’s AI Stock Mania Is a Warning to the World
▶︎

Why South Korea’s AI Stock Mania Is a Warning to the World

한국경제신문 30분 만에 읽기 | 20260625🌞#모닝루틴
▶︎

한국경제신문 30분 만에 읽기 | 20260625🌞#모닝루틴

Securing AI Supremacy Through Massive Investment? "The 3 Mega Projects Are Coming" [Afternoon Mar...
▶︎

Securing AI Supremacy Through Massive Investment? "The 3 Mega Projects Are Coming" [Afternoon Mar...

KOSDAQ Is the Star of the Day/Signs of Market Normalization Have Emerged #KOSDAQ #Semiconductor #...
▶︎

KOSDAQ Is the Star of the Day/Signs of Market Normalization Have Emerged #KOSDAQ #Semiconductor #...

Promising Sectors for the Second Half to Ride the Mega Projects! #Semiconductors #Shipbuilding #D...
▶︎

Promising Sectors for the Second Half to Ride the Mega Projects! #Semiconductors #Shipbuilding #D...

[June 29, Monday Market Update] Is the rotation finally starting?! KOSPI down 0.2%, but 818 stock...
▶︎

[June 29, Monday Market Update] Is the rotation finally starting?! KOSPI down 0.2%, but 818 stock...