■ Starring: Lee In-cheol, Director of Economic Research Institute,
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◇ Anchor> Isn't lowering interest rates a good thing for the stock market? Both KOSPI and KOSDAQ closed lower last Friday. How do you see the reason?
◆Lee In-cheol>First of all, the lead is absent, it's serious. Samsung Electronics accounts for more than 20% of preferred stocks, but it is now a new 52-week low. In the past month or so, only Samsung Electronics has been selling nearly 10 trillion won by foreigners. There is a side where interest rate cuts are reflected. And last weekend alone, foreigners were selling almost KRW 600 billion in the securities market. On top of that, the corporate value-up index was released, but when I opened the lid, there was not much to eat. Disappointment. And here's the issue of the moratorium on financial investment, and here's the uncertainty that the stock market hates the most right now. As a result, Korea's stock market has a lower return than Russia, which is at war.
◇ Anchor> The aforementioned large stock, Samsung Electronics, and preferred stocks account for 20% of the total stock market in Korea. What do you expect? Can Samsung Electronics' stock price fall further in the future?
◆Lee In-cheol> It reads semiconductor winter and writes Samsung Electronics' own winter. I just saw the performance announcement, Nvidia, Earnings Surprise. Micron earnings surprise, TSMC earnings surprise. That's why Samsung Electronics is not even second in Korea from the world's first place. You're in second place in Korea, too.
Excerpted from
: Lee Mi-young, editor of the digital news team
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