2024-06-28 08:01:41
Mr. Kim (35), who has diversified his investments in home shares, continued to promote Naver shares this 12 months and used the money obtained to purchase LG Innotek to alleviate his “bitter abdomen.” It’s because as of the twenty fifth of this month, Naver’s inventory worth fell by 26%, however LG Innotek rose by 9% throughout the identical interval, considerably decreasing losses.
Mr. King’s inventory selecting and buying and selling standards are Nationwide Pension Traits. The pension fund’s “large cash” is claimed to have continued to promote Naver and improve its stake in LG Innotek.
He mentioned, “I consider Apple will stay robust within the period of synthetic intelligence (AI). LG Innotek, which provides digicam components to Apple, is predicted to carry out effectively and we plan to extend it.” .
This 12 months, the inventory costs of listed firms wherein pension firms have elevated their holdings have been rising, whereas quite the opposite, the inventory costs of listed firms wherein pension firms have diminished their holdings have plummeted, forming a “polarization” phenomenon. Due to this fact, among the many purchases of retirement funds such because the Nationwide Pension Service, “follow-up buying and selling” of shopping for blue-chip shares with improved efficiency within the second quarter has turn out to be more and more widespread, with returns larger than the market.
Among the many shares bought by retirement funds previously month (Might 24 to June 24), APR and LG Electronics are among the many shares with a inventory worth return of greater than 10% previously month, and second-quarter working income are anticipated to extend in contrast with final 12 months. For greater than 30%, the very first thing that involves thoughts is LG Innotek and HD Hyundai Heavy Industries. They’re additionally assessed as undervalued in comparison with different public firms in the identical business.
Give attention to home listed firms invested by the Nationwide Pension Service
In a inventory market pushed by efficiency and provide and demand, the long-term funding methods of retirement funds such because the Nationwide Pension Service have attracted a lot consideration.
Final month, the Nationwide Pension Service introduced a five-year mid-term asset allocation technique from 2025 to 2029. The core is to cut back the proportion of home shares and improve the proportion of abroad shares and various investments.
The goal proportions of home shares and overseas shares by the tip of subsequent 12 months are 14.9% for home shares and 35.9% for overseas shares respectively. A securities business supply mentioned, “Plans are being mentioned to cut back the proportion of home shares to 13% by 2029. On the similar time, locations the place the nationwide pension is rising usually tend to be ‘worthwhile’ than ever earlier than.” Representatives caught on this vortex The sexually listed firm is Naver. Regardless of steady efficiency, Naver’s inventory worth has continued to fall, and the Nationwide Pension Service’s discount in its stake is taken into account to be one of many causes.
In keeping with the Monetary Supervisory Service, as of the tip of 2020, the Nationwide Pension Service held 11.56% of Naver’s shares, however as of the tip of March, this shareholding ratio had dropped to 7.96%. In distinction, LG Innotek introduced this month that it just lately elevated its stake from 8.32% to 10.02%. On this method, the shopping for and promoting tendencies of the nationwide pension can solely be understood by the general public announcement of the pension.
Revenue price: 19% of AP bought by the Nationwide Pension Service
Retirement funds together with the Nationwide Pension Service purchased 116.6 billion gained price of AP shares previously month, making AP third when it comes to web purchases. It’s listed on the inventory market (KOSPI) together with Celltrion (161.8 billion gained), HD Hyundai Marine Resolution (121.5 billion gained) and LG Electronics (113.1 billion gained), with web purchases exceeding 100 billion gained.
Nevertheless, not like different shares, it’s a “new inventory” listed on KOSPI in February final 12 months.
APR was evaluated as a “horrible newcomer”. Along with persevering with its robust efficiency within the second quarter, the corporate has additionally aggressively pursued shareholder returns, akin to writing off its personal inventory. This additionally attracted the eye of the Nationwide Pension Service. In keeping with disclosures on the twenty first, the Nationwide Pension Service holds 819,012 AP shares, accounting for 10.75% of the entire shares.
When it comes to shareholding ratio alone, it’s the similar as LG Innotek (10.02%), which is well-known amongst foreigners. Provided that LG Innotek’s overseas shareholding ratio reached 24.4% (as of June 24) and the APR was solely 8%, it’s anticipated that elevated overseas funding is feasible.
Foreigners purchased a web 20.5 billion gained price of APR shares over the previous month, supporting expectations. Based in 2014, APR sells by 5 manufacturers, together with residence magnificence gear and cosmetics. The core model is “Medicube AGER”, which is legendary within the magnificence business as “actor Kim Hee Solar’s skincare gadget”.
Market tendencies on the twenty fifth confirmed that Medicube AGER ranked first within the home residence magnificence gadget market with a market share of 32%. The model consists of seven units, starting from facial remedies to focus areas just like the eyes, to full physique remedies.
The corporate mentioned that as of the tip of final 12 months, cumulative home gross sales have been 1.68 million items, accounting for 40.5% of APR’s complete gross sales.
In keeping with FnGuide’s report that day, gross sales and working revenue within the second quarter of this 12 months are anticipated to be 172.2 billion gained and 33.4 billion gained respectively. The anticipated working revenue margin is nineteen.4%.
LG Electronics’ second-quarter revenue rises 31%
As a consequence of “double optimistic components” akin to efficiency (improved second-quarter efficiency) and provide and demand (retirement fund purchases), LG Electronics’ inventory worth has additionally risen 14.3% previously month, considerably surpassing KOSPI (up 1.5%).
The inventory market’s stance is that LG Electronics must be re-evaluated as an “synthetic intelligence-related inventory.” LG Electronics’ efficiency is predicted to develop in new progress engines akin to robots, residence home equipment, and cars.
In keeping with statistics from KB Securities, as of the tip of March, LG Electronics had 55 senior AI executives, rating first among the many prime 30 teams in South Korea.
LG Group’s technique is to determine the LG AI Analysis Middle centered on LG Electronics in 2020 and proceed to learn from its efficiency because the AI market grows sooner or later. Specifically, LG Electronics joined fingers with LG CNS to create the ultra-large AI language mannequin “ExaOne 2.0”. ExaOne has 45 million patents and papers.
Kim Dong-won, head of the analysis division of KB Securities, mentioned, “Exaone’s content material assortment {of professional} paperwork and pictures is second solely to Naver in Korea,” including, “By making use of Exaone AI to 700 million folks, we are going to create AI synergy.” LG Electronics’ residence home equipment shall be launched globally within the second half of this 12 months. “I am wanting ahead to it,” he mentioned.
LG Electronics expects working revenue within the second quarter of this 12 months to be 971.3 billion gained, a rise of 30.9% from the identical interval final 12 months. Though the inventory worth has been rising within the second half of the 12 months, some folks say that the inventory worth is undervalued in contrast with the efficiency. The value-to-earnings ratio (PER) primarily based on subsequent 12 months’s outcomes is simply 9.53 occasions. The value-to-book ratio (PBR), which is the ratio of the inventory worth to LG Electronics’ belongings, can be 1.01 occasions.
HD Hyundai Heavy Industries first dividend anticipated
Securities analysts mentioned HD Korea Shipbuilding & Marine Engineering Co.’s latest re-entry into the ten trillion gained market capitalization membership was as a result of progress of HD Hyundai Heavy Industries. HD Korea Shipbuilding and Marine Engineering Co., Ltd. owns three main shipbuilding firms: HD Hyundai Heavy Industries, HD Hyundai Mipo, and HD Hyundai Samho.
Calculated primarily based on cumulative gross sales from January to Might this 12 months, HD Hyundai Heavy Industries’ gross sales elevated by 19.3% in contrast with the identical interval final 12 months. Greater than HD Hyundai Mipo (5.5%) and decrease than HD Hyundai Samho (20.3%). HD Hyundai Samho is an unlisted firm, so HD Hyundai Heavy Industries has larger funding alternatives.
HD Hyundai Heavy Industries’ second-quarter gross sales and working revenue are anticipated to be 3.2792 trillion gained and 93.3 billion gained respectively. Revenue is predicted to develop by 36.2% in contrast with the identical interval final 12 months.
Choi Gwang-sik, a researcher at Daol Funding & Securities, predicted: “Ranging from HD Hyundai Heavy Industries within the second quarter, the development of accelerating high-priced buying and selling quantity will proceed within the second half.” The shipbuilding firm recorded a report excessive within the two years from 2021 to 2022 With a deficit of greater than 1 trillion gained, it’s anticipated to report a surplus each this 12 months and final 12 months. Consequently, expectations for this 12 months’s first dividend, anticipated to be 173 gained per share, are rising.
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