코스피 1만은 시간문제! 지금 주목할 '이 주식'｜김수현 DS투자증권 리서치센터장 | 내일전략

KOSPI hits all-time high! Based on the record-breaking performance of the semiconductor industry's top two giants, the era of the KOSPI reaching 10,000 points is approaching. We present the real beneficiaries of the record-breaking dividend inflows expected in the second half of the year, as proposed by Kim Soo-hyun, Head of Research at DS Investment & Securities, as well as investment strategies for low-PBR, dual-listed holding companies that will be re-evaluated due to the amendment of the Capital Markets Act (mandatory immediate disclosure of M&A). [Quick View via Timeline] 00:00 KOSPI hits all-time high! "Why Reaching 10,000–12,000 for KOSPI Is Only a Matter of Time" 01:17 KOSDAQ 30th Anniversary Policy Momentum and Forecast of Spreading Buying Demand to Oversold Biotech and SME Stocks 02:22 The Butterfly Effect of Massive Dividend Inflows: Analysis of Samsung and SK Group Companies' Shareholder Return Policies 03:26 200 Trillion Won Market Cap SK Square vs. 70 Trillion Won Market Cap Samsung C&T, the 'Gap' Inevitably Narrowing 04:38 Samsung C&T's Clear Dividend Formula and Hidden Construction Business Performance 06:52 Anti-Stock Price Suppression Law Scheduled for Introduction! Capital Markets Act Amendment to Change the Fate of Low PBR Companies 07:17 Mandatory Immediate Disclosure of M&A Acquisition Proposals: A Strong Warning to Low PBR Owners 08:44 Focus on Re-evaluating Existing Dual-Listed Holding Companies through the Japanese Case 09:21 Chairman Kevin Warsh’s First FOMC Outlook: Scenarios for Easing Short-Term Interest Rate Upward Pressure 10:02 The Nature of New Profitability Index (PPI) Pressure Brought About by the Spread of AI Data Centers #KOSPI10000 #SamsungC&T #SKSquare #LowPBR #ShareholderReturn #CenterHeadKimSooHyun #KoreaEconomicTV #TomorrowStrategy #MandatoryM&ADisclosure [Successful Investment Afternoon Market] ● Anchor Lee Hye-soo Guest: Kim Soo-hyun, Head of Research Center, DS Investment & Securities -------------------------------- Production: PD Lee Young-kyung, Writer Lee Hyun-ju, AD Lee So-hyun, FD Lee Soo-bin, FD Oh Chang-hwa ※ This content is for reference only for investment purposes. You are solely responsible for any investment decisions. AD SKIP 00:00 Main Episode 00:07 ------------------------------------------------- 🎯 Investment Decisions: Information is the Key. Check out fast and accurate key information now on the official Korea Economic TV Telegram. 🎁 Free Subscription 👉 https://t.me/wowtv_official ------------------------------------------------- ※ This content is for reference only, and you are solely responsible for any investment decisions.