As the KOSPI breaks through the 3000 line, individual investors are keen to invest in stocks. Unlike last year, when the stock market plunged and then rebounded in the aftermath of Corona 19, this year, attention is focused on stocks that can continue to grow.
We asked 12 heads of research centers at Yeouido Securities Co., Ltd. to see which stocks are promising this year. Research center heads overwhelmingly recommended Samsung Electronics (7 people), whose sales are expected to rise amid the recovery of the semiconductor industry. Samsung SDI, Hyundai Motor and Hyundai Mobis, which are expected to grow from the expansion of the electric vehicle market, and Kakao, which recorded record-high performances last year, were followed by two recommendations.
Hwang Seung-taek, head of the Hana Financial Investment Research Center, recommended a strategy to maintain stocks rather than sell to individual investors this year. Center manager Hwang predicted that businesses such as banking, display, information technology (IT), and cosmetics, which are industries with low corporate value and credit loan growth rates, are highly likely to do well. “We recommend Kumho Petroleum, which is expected to benefit from increased demand in China, and Samsung SDI due to the growing demand for electric vehicle batteries.” .
“Individual investors should buy stocks that thoroughly lead the stock market,” said Oh Hyun-seok, head of the Samsung Securities Research Center. “If the stock price of the leading stock is expensive, it is recommended to find and invest in related small and medium-sized stocks. For example, automotive and semiconductor equipment stocks.”
Seok-won Choi, head of SK Securities Research Center, looked at internet platform stocks as promising stocks. It is judged that even if Corona 19 calms down and offline activities revive, the inertia that has become accustomed to online services will continue.
In addition to Samsung Electronics, Hyundai Mobis, and Doosan Fuel Cell, Lee Seung-woo, head of the Research Center at Eugene Investment & Securities, also selected Kakao, a representative untact stock.
In addition to semiconductors, Noh Geun-chang, head of Hyundai Motor Securities Research Center, recommended the’Battery, Bio, Internet, Game (BBIG)’, which is called battery, bio, information technology, and game, as a promising item this year. Tae-bong Ko, head of the research center, also selected eco-friendly theme stocks in addition to semiconductor and automobile stocks. Shin Ji-yoon, head of KTB Investment & Securities Research Center and Kim Ji-san, head of Kiwoom Securities Research Center, selected Samsung Electronics, Hyundai Motors, Samsung Electro-Mechanics, Naver, and POSCO.
Reporter Beomsoo Kim [email protected]
Helper (in alphabetical order) Taebong Ko Hi Investment Securities, Jisan Kim Kiwoom Securities, Hak-gyun Kim Shinyoung Securities, Hyungryul Kim Kyobo Securities, Geunchang Noh Hyundai Motor Securities, Dongjun Shin KB Securities, Jiyoon Shin KTB Investment Securities, Taedong Oh NH Investment Securities, Hyunseok Oh Samsung Securities, Seungwoo Lee Eugene Investment & Securities ·Sukwon Choi SK Securities·Seungtaek Hwang Hana Financial Investment
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