prediction
The possibility of bargain buying remains due to the short-term excessive decline, and a selective approach centered on quality companies with solid AI and cloud results and strong cash generation is needed.
A prediction by HANA Global Weekly. Statements are as reported by the cited publishers — not verified by DecisionGateway.
다만 단기 낙폭 과대에 따른 저가 매수 유입 가능성이 상존하며, AI 및 클라우드 부문의 견조한 실적과 강력한 현금창출력을 보유한 우량 기업 중심의 선별적 접근이 필요합니다.
Related claims
Bargain hunting is expected to flow in after the short-term excessive decline, and Microsoft (MSFT.US) has been newly added to the portfolio.HANA Global Weekly · predictionThe current share price reflects weak performance and is at a historical low, so a low-price buying strategy looking toward next year is valid.report author · statementBargain hunting flowed in, with oversold stocks such as semiconductors, secondary batteries, power equipment and aviation leading the rebound.퀀틴전시 플랜 · statementAfter a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.摩根大通全球市场策略主管Dubravko · predictionThe current share price is at a 12-month forward PER of 7x and PBR of 0.4x, making low-price buying valid at this point.report author · statementKOSPI attempted a rebound led by semiconductor stocks as bargain hunting flowed in after the recent short-term plunge; financial investment firms' net buying supported the index, but foreign net selling continued and limited the upside.FICC리서치부 전략/시황: 이경민 · statement