[Goyounghun financial newspaper reporter Korea - Kyobo Securities had forecast in April that suggests a high point from 2100 to 2200 than expected in March KOSPI band requires a rapid response to opportunities for profit taking.
Kyobo Securities Institute gimhyeongryeol March domestic market in Korea Exchange conference held in 28 days, said he was followed to reduce the reliance on the IT sector, it continued cyclical attention Seon Sunhwan been made to sell to institutional investors due to fund redemptions. Export led economic recovery posts, it was also raised first quarter profit.
Come April, but you can still see large valuation burden earnings forecast raised about the domestic market, the US stock market yieogan rally in anticipation of the government Trump diagnosis that shows the enemies also the highest level of valuations. However, it is expected to raise interest increased by biased due to the improved market situation, he pointed out that the sector should be boundaries.
Kim researchers' first game, reducing the sensitive main portion, and raise again the debt ratio, "said" Until now confident about the economic recovery has expanded its cyclical careful proportion "and" economic momentum, including inflation since the second half of the If the slowdown can be also modified the monetary policy stance of global central banks are still present attractive investment for bonds, "he said.
Following "the second is likely to be an individual sport responsiveness is to increase 'sector allocation strategy' rather than 'stock selection strategies' effectiveness" and "if you are winning large enterprises, reasoning the company's area diffused earnings due to the trickle-down effect this process is necessary, "he judged.
He added that the foundation industry within the dominance strong company, industry slump this company see forward progress was restructuring while continuing, mergers and acquisitions (M & A) and dividends, etc. should have an interest in such a company to present a new growth strategy.
April recommended stocks as proposed by IT, steel, telecommunications, cosmetics industries, including the existing IT, banking, chemical, shipbuilding and construction industries.
Top Pick stocks, the recommended Samsung Electronics (005930), BHI (090460), Innox (088,390), POSCO (005490) and Korea Zinc (010130), SK Telecom (017670), Amore Pacific (090,430).
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