Banks occupied the top of the market cap in the 1980s
Chinese economic development halo wears heavy and heavy
The 2000 era opened in the 2000s
Semiconductor, bio, battery, platform, etc.
In the 3,000 era, new growth industries are the trend
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The fact that the KOSPI index exceeded 3,000 during the market is not irrelevant to the reorganization of the Korean stock market from the traditional manufacturing industry to a new growth industry. If the stock market in the 1980s, which opened the KOSPI 1,000 point era, was centered on banking stocks, it has passed the 2,000 point era led by large value stocks, and now semiconductors, secondary batteries, batteries, Internet, and electric vehicles are at the center of the stock market. The stock market reflected the restructuring of the industrial structure.
According to the Korea Exchange on the 6th, the stock with the largest market cap in the stock market on March 31, 1989, when the KOSPI index recorded 1,003.31 for the first time, opened an era of 1,000 points. Next, Hanil Bank, Cheil Bank, Seoul Trust Bank, Korea Commercial Bank, and Choheung Bank were located, and all of them ranked second to sixth in market capitalization. Samsung Electronics (005930)Was followed by 7th place, followed by Geumseong Corporation in 8th place, Hyundai E&C in 9th place, and Yugong, the predecessor of SK Innovation, in 10th place. As it is in the era of high growth, traditional industries that are directly connected to the lives of the people have been ranked at the top of the market cap.
It was a large value stock that opened the 2,000-point era in the 2000s. On July 25, 2007, when the KOSPI index reached 2,004.22 for the first time, and reached a 2,000 point notice, Samsung Electronics was still the number one in the market capitalization of the securities market. But from second place POSCO(005490)·KEPCO·Kookmin Bank·Hyundai Heavy Industries·Shinhan Holding·Woori Finance·Hyundai Motor (005380)· Hynix·SK Telecom, followed by heavy-duty long-term industries, economically sensitive stocks, and traditional value stocks, which were in the light of the rapidly growing Chinese economy. However, as the growth potential of China’s economy began to decline, most of these stocks were pushed out of the top 10 market cap, and the KOSPI index continued to be a boring’boxpi’.
On the other hand, the stocks with the current market capitalization, which achieved the KOSPI index of 3,000, show a balance between various industries. With Samsung Electronics, the semiconductor industry SK hynix (000660)Rechargeable battery businessmen with the first and second place in market capitalization LG Chem (051910)and Samsung SDI (006400)Put their names in 3rd and 7th place respectively. Bio blacksmith Samsung Biologics (207940)Ranked 4th, a pioneer in the domestic biosimilar industry. Celltrion (068270)It is also in 6th place. With Internet platform company NAVER Kakao (035720)Last year, when the new coronavirus infection (Corona 19) swept the world, it was ranked 5th and 9th respectively. Hyundai Mobis (012330)Occupies 8th and 10th place respectively. It is a new growth company classified as a so-called fourth industry that has opened the era of 3,000 points in the KOSPI index. IBK Investment & Securities Research Center Director Jeong Yong-taek said, “The KOSPI index exceeded 3,000 points in the end reflects changes in the industrial structure. Considering that the stock market reflects the growth potential of companies, the stocks formed now can be said to be reasonable.” Said.
/ Reporter Park Seong-ho [email protected]
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