When a selective investment is needed for each stock
종목 별 선별적 투자가 필요한 시점
Cape Investment Securities | 2018.03.12
[Shipbuilding] Stock prices are on the rise. This is supported by an increase in orders and an increase in ship prices. However, strong won, strong steel prices, slow maritime freight rates, and news of offshore plant orders are still burdensome.
[Machinery / electrical equipment / defense products] Hyundai E & C has surged in February as excavator sales in China have surpassed expectations. On the other hand, Hyundai Elevator is emerging as a theme park for inter-Korean economic cooperation and it will be controversial whether it is appropriate valuation.
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