[뉴스토마토 백아란 기자]It is expected that the domestic stock market will move sideways in the box area ahead of the closing on the 30th. As major policy events have been exhausted, it is analyzed that they will continue to take their breath for the time being. In particular, the emergence of the variant Corona 19 virus, the valuation burden due to short-term overheating, and the amount of ex-dividend and avoidance of large shareholders are expected to limit the index increase. On the other hand, expectations for an economic recovery and the spread of the corona vaccine are expected to have a positive effect on improving investment sentiment.
According to the Korea Exchange on the 27th, the stock market closed at 2806.86, up 47.04 points (1.70%) compared to the previous trading day on the 24th. The KOSPI recorded a new history of the Korean stock market by recording an all-time high thanks to the influx of self-sufficiency of foreign investors. Market experts predicted that the domestic stock market will rise thanks to abundant liquidity, but assessed that short-term volatility should be vigilant. This week (December 28-January 1) suggested 2700~2780p for the KOSPI band.
Labor-gil, NH Investment & Securities researcher, cited expectations for an economic recovery and the supply of a Corona 19 vaccine as the factors that raised the stock price. Researcher Roh said, “After the US Congress passed an additional stimulus package worth $900 billion, President Trump expressed his intention not to sign the stimulus package unless he increased the cash payment per person from $600 to $2,000.” It is not a material that will cause a lot of volatility in that it is difficult to completely reverse it, but uncertainty about the stimulus remains.”
Ahn So-eun, a researcher at IBK Investment & Securities, said, “The vaccine-related expectations that led the stock market’s rise were offset by the spread of the variant Corona 19, and expectations of US stimulus measures that supported investor sentiment weakened as Trump put a brake on it.” It is a situation where the uptrend has weakened due to such factors, and it is necessary to pay attention to uncertainties at the end of the year and the beginning of the year.”
The main events that could affect the stock market this week were the dividend reduction on the 29th, the Brexit development deadline scheduled for the 31st, and the Chinese manufacturing PMI announcement. Researcher Roh said, “The current KOSPI level reflects a large part of expectations related to dividends.” “Expectations are more concentrated on stocks that are expected to improve the dividend policy within the KOSPI 200 rather than traditional dividend stocks. Relative returns are an environment that could slow down somewhat by the end of the year.”
He said, “The time when the relative return on large cap stocks can rise again will be early next year, when foreign spot net purchases can be expected.” The strategy will also be effective,” he predicted.
Dae-Joon Kim, a researcher at Korea Investment & Securities, also said, “At the end of the economic year, the KOSPI is expected to move sideways in the range of 2700~2780p.” It analyzed that the burden placed on the market will act as a factor that blurs the direction of the index.”
Researcher Kim said, “It may be more important to think about what will be the leading industry that will lead the market in the future than to change the investment position.” “The trend of new cases of Corona 19 and the COVID-19 vaccine developed by global pharmaceutical companies will be effective. You also have to look at what you pay.”
Meanwhile, the Korea Exchange has designated the 31st as a holiday at the end of the year, and the stock and derivatives markets will operate only until December 30th this year. The regular market for the stock and derivatives market for next year will open at 10:00 am on January 4.
On the morning of the 24th, when the KOSPI broke through the 2780 line, a dealer is working in a dealing room at Hana Bank in Myeong-dong, Jung-gu, Seoul. Photo/Newsis
Reporter Baek A-ran [email protected]
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