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) #...

#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)](https://i.ytimg.com/vi/JrA_yu2T9Eg/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLBKl8brKVq8wR0BbzLxVrnxgO1swQ)
[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

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

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

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 ...

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

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)

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...

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

한국경제신문 30분 만에 읽기 | 20260625🌞#모닝루틴

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 #...

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...](https://i.ytimg.com/vi/e8vFhAEs4ew/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCEq_jnSOaBu4mcNcymyewdI7E-BA)
