​​[아주증시포커스] ‘KOSPI 3000’ surpassed in anticipation of Blue Wave… Biden benefited from rising waves

◆Very Economic News

▷’KOSPI 3000′ exceeded in anticipation of Blue Wave… Biden benefited from rising waves

-The first 3,000 KOSPI vehicles closed

-As the Democratic Party of the United States completes’Blue Wave’ by winning all the Senate constituencies in Georgia, the KOSPI finished trading at the 3030 line, a record high in anticipation of economic stimulus.

-Joe Biden-related stock surged in anticipation that the new administration’s policy would be strengthened.

-The stock price is expected to continue on a weak dollar basis, and the stock price of the service sector, which was severely damaged by Corona 19, is also expected

◆Main Report

▷ INNOCEAN, earnings normalize faster than expected… Target price’up’ (Daeshin Securities)

-Revised up the target stock price from KRW 81,000 to KRW 90,000. Maintain investment opinion’buy’

-Gross profit in the fourth quarter of last year was KRW 1.67 trillion, an increase of 9.3% compared to the same period last year. Operating profit expected to increase by 3.1% to 41.2 billion won

-Marketing execution, which had been contracted by Corona 19, resumed online-oriented from the third quarter of last year, and expectations that the vaccine could return to normal this year led to an increase in marketing expenses.

-In particular, as Hyundai Motor’s GV80 US sales began in November last year, US earnings are recovering rapidly, and the launch of the GV70 last month has boosted domestic marketing.

-In the case of Kia Motors’ CI, INNOCEAN has finished design work by the end of last year. At the beginning of the year, Kia Motors headquarters in Yangjae-dong, Seoul, changed the logo and released a new logo and brand slogan on YouTube and Facebook on the 6th. ‘New Kia Brand Showcase’ will be held online on the 15th

-Following good performance in the fourth quarter of last year, Kia Motors’ CI changes and new car marketing effects are reflected.

◆Major announcement after closing (30 days)

▷Hyundai Motor resumes production at the Asan plant in Chungnam

▷ NCsoft changed to National Pension Service from 9 others including Kim Taek-jin, the largest shareholder

▷Hana Pharm acquires domestic product license from the Ministry of Food and Drug Safety, Remimazolam, a general anesthetic

▷Shinyoung Securities decides to acquire 2.6 billion won worth of treasury stock to increase shareholder value and compensate for employee performance. Decision to acquire a stake in Shinyoung Real Estate Trust worth 38.6 billion won

▷Kakao Games, Kang Yong-gyu resigned as outside director

▷Star Mobility signs M&A investment contract with Charmzone Life & Health Consortium

◆ Fund Trend (6 days)

▷ Domestic stock type -72.2 billion won

▷Overseas stock type +90.9 billion won

◆Today (8th) main schedule

▷USA

-December employment report

-Dec. ISM service PMI

-November wholesale inventory

-November Consumer Credit Index

▷EU

-November unemployment rate

▷Japan

-November leading index (provisional)