[Anchor]
Our stock market has not been in full swing since the second half of this year.
Foreign investors turned their back, and Samsung Electronics sold the most.
I'm reporter Lee Hyungwon.
[Reporter]
At the beginning of this year, the outlook for our stock market was optimistic.
On the premise that the timing of the U.S. benchmark rate cut will be accelerated along with the improvement of the semiconductor industry,
It was even mentioned up to the 3,000 mark of the
course.
[Securities company official (January): There are factors that can be seen as higher in terms of performance and the economy and valuation, so we can open up to the 3,000 mark....]
But I missed my expectations.
U.S. cuts interest rates only in September,
The outlook for Korea's exports, centered on
semiconductor, has also darkened.
In the second half of the year, our stock market was shaken greatly as foreigners withdrew their investments.
In fact, foreigners bought more than 24 trillion won until July, but
Now, the net purchase has shrunk to around KRW 2 trillion.
It was Samsung Electronics that encouraged foreigners to escape.
It lost more than 10 trillion won, ranking first in net sales.On the other hand, SK Hynix ranked second in net foreign purchases
, and the joys and sorrows of our semiconductor Big 2 were mixed.
[Na Jung-hwan / NH Investment & Securities researcher: Whether or not they are delivering HBM (high bandwidth memory), the difference in net purchase supply and demand between Samsung Electronics and SK Hynix occurred there. Both Samsung Electronics and SK Hynix are exporting companies, and Trump will be there next year. Performance is a little conservative....]
Considering the high exchange rate and trade barriers from Trump, it will not be easy for foreign investor sentiment to revive for the time being, given the growing uncertainty in our economy due to the aftermath of the emergency martial law.
I'm Lee Hyungwon of YTN.
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