Heightened China market volatility and potential spillover concerns have driven significant foreign de-risking. The region saw large foreign selling of US$17bn since July, based on the exchange data for seven EM Asian markets (ex-China), bringing cumulative selling this year to US$42bn. This year’s FII outflows have followed US$62bn selling from peak-to-trough during the Covid shock last year and net annual outflows of US$33bn for 2020. This implies that foreign investors are under-positioned in the region, which is corroborated by a pool of over $2tr of global mutual funds which are more than 800bp underweight vs. the regional benchmark (2.1 s.d. below 10yr mean). Moreover, our risk appetite and sentiment indicators tell a similar story with our equity risk barometers (ERBs) at neutral to low levels across Asian markets
일단 많이 빠진 하이비젼 씨이랩등이 먼저 반등 하네요. SK도 움직임이 좋고 리폿 나온 티앤엘 YG PLUS등도 반등하네요 말씀 드렸듯이 반등후에 어떤 전략을 취해야 할 지 고민할 시점입니다
Adaptation to 4th industrial revolution: R&D spending as % of GDP is high (Korea 4.6%, Taiwan 3.5%). Themes such as AI/robotics, EV, 3D sensors and the green economy are pricing well in Taiwan, and Korea’s BBIG index (biotech, battery, internet and gaming) is now 20% of market cap vs. 5% in 2015. Both markets offer exposure to attractive long-term growth themes
Positioning has lightened: Foreign have been heavy recent sellers in Korea, notably in semiconductors, and have been net selling in Taiwan as well. Foreign ownership is down to 29% in Korea (-2 s.d.) and 29% in Taiwan ex TSMC
지금 시장은 기술적 반등이 나오고 있는중입니다 우리는 반등의 폭을 계산해 보고 다시 하락 할 가능성에 대해서도 생각 해 봐야 합니다
https://www.mk.co.kr/news/stock/view/2021/08/811935/
카카오 자회사들은 전부다 상장하나요?? 카카오페이지도 준비중이라더니.. 구글이 그 수많은 잘 나가는 자회사들 상장한게 있었나요??
카카오 자회사들은 전부다 상장하나요?? 카카오페이지도 준비중이라더니.. 구글이 그 수많은 잘 나가는 자회사들 상장한게 있었나요??
매일경제
[단독] `대리운전 택시 호출` 카카오모빌리티, 코스피 상장 채비...기업가치 7~8조 기대 - 매일경제
지난 20일 입찰제안요청서 발송…내년 상반기 상장 목표 예상 기업가치 7조~8조원 기대