Super Ant Kim Jung-hwan “Samsung Electronics goes 130,000 won”

[황순민 기자의 ‘더 인플루언서’] The stock market is really’hot’. Accordingly, it is evaluated that the heyday of investment-related content has now begun. Books related to stock investment are being sold on fire as stock buying craze is blowing among individual investors. Along with the financial craze, financial related content through YouTube channels is also on the rise.

However, some voices are also concerned about’bubble’. This is because some stocks have risen too quickly compared to the company’s original value and performance. Investment experts agree that at times like this, a sober evaluation of the company they are trying to invest in is necessary. It is said that stocks are not buying and selling, but rather’buying up’, but experts warn that it is dangerous to buy stocks of companies that are not worth stopping. Their advice is that only when the timing and period of investment and the value of the company are carefully weighed and established and invested, they can laugh even after the bull market has stopped. Special attention is also required when acquiring investment information. In the midst of stimulating investment-related content, there is a need to sort out the cornerstones of information.

Influencer Kim Jeong-hwan, CEO of K-Space, to be introduced today is the first generation’super ant’ that started with 70 million won in capital and has become an asset price of 20 billion won. He is a believer in principle and value investment by buying stocks that are undervalued compared to corporate fundamentals and selling them at their worth. After the global financial crisis in 2008, numerous super ants appeared and disappeared, but he has been in the position of’absolute master’ for more than 10 years. Since last year, he created the stock YouTube channel’Super Ant Kim Jung-hwan’ and has been passing on investment know-how from basic information about stocks to mental management to Jurin (stock + children). Jurin, who claims to be the elder brother of ants, is called’dog type (ant type)’ by subscribers. His YouTube channel reached 500,000 followers, and the cumulative number of views exceeded 37 million. The book’My First Investment Class 1 and 2′, which he wrote with his daughter, was published and ranked first in the best-selling overall. It has been 20 years since the’rich dad poor dad’ that the economic book series has reached the best overall.

In an interview with Maeil Economic Daily, “It is true that negative perceptions are still prevalent in Korean society, but in the long-term low growth and low interest rates, it is difficult to keep up with inflation on the basis of labor income alone.” It is important to study and make wise investments, not speculation,” he stressed. In particular, he believes that it is most important to teach the growing generations the right economic concept and investment mind. This is why he wrote a book about’Economic Studies’, which he passed on to his only daughter, and released it to the general public.

-Please introduce yourself. I am also curious about what made you start investing.

▷I joined e-Samsung China, a Samsung subsidiary in my early 30s, as a manager. He also worked as the CEO of SK Group when he founded eSKetch, a company of a similar type. From around 2004, I became interested in stock investment. I thought that an ordinary salaryman had no merit anymore. I thought I had to succeed with stocks to get economic freedom. At the time, I thought real estate was expensive as it is now. We decided that the only way to make money was investing in stocks. From then on, I started studying investment and learning value investment became the biggest turning point. Investment is also study. Although he is not active at the moment, he continued to listen to lectures by investment experts such as Kim Chul-sang, who was a financial investor at the time. I read numerous investment books and thought about how to valuate the company. While working at a company, I studied value investment six hours a day.

-What advice can you give to individual investors? What is the’Unabsolute Investment Secret’ mentioned in the video?

▷ In simple terms,’investment that does not lose’ means buying a company’s stocks at a low price. To this end, it is necessary to find companies that are undervalued compared to their original value through valuation. It is necessary to look at the growth trend of corporate sales and operating profit over the past three years. My favorite company is’a company whose sales and operating profit increase for more than 3 years’, but it is difficult for the stock price of such a company to fall. At this point, if the valuation of a particular company is undervalued, I buy that stock. Furthermore, we need to look at the company’s growth potential and future growth value. The return on equity (ROE), which shows how much a company’s profits relative to capital, is also an indicator to look at.

-What kind of attitude should you have when it comes to investment?

▷ Investment mind is very important. First of all, the investment is in the details. When analyzing a company, you have to dig as deeply as the company’s CEO. I need to know all the circumstances of the companies I invest in. In my case, I go on a business tour myself, and I talk to the company’s stock manager hundreds of times. The process of getting to know the details of your chosen company is really important to your investment. In addition, it is necessary to carefully check the situation of the company through various disclosures. Also look closely at the hiring metrics. Investing in stocks is like taking a test. What I usually study hard, and the effort I put in, comes out as a result. As if studying for an exam, you thoroughly study for a company and be notified of the results. When buying corporate stocks, you must analyze and move thoroughly as if preparing for the SAT exam. Investing in stocks is not a bet. It is a thorough study.

-It is a difficult part for’Jurin’ like me to know how long to take the holding period after making an investment.

▷ Basically, I prefer long-term investment. Some stocks are held for 10 years. The important thing is to set your own standards. It is important to sell when I am at my target price. Some stocks hold for as little as one year. However, if you have partially reached your target price in the first place, and there are other good stocks, you will earn time, so you take a short position.

-There is also a reality that it is difficult for busy office workers to look at various companies. How many companies are in your investment portfolio?

▷ We focus on less than 10 portfolios. In the past, we kept three or four. When the market is good, we increase the number of holdings, and when the market is on a downtrend, we adopt a focused strategy to reduce the number of holdings. In reality, it is difficult for ordinary investors to see more than 10. The investment and detail you choose and focus on are important.

-The interest in the stock market is so hot that the words Donghak ant and Seohak ant come out. How do you view this market situation?

▷ Newly initiated investors are also concerned that they have only seen a good market. I think that it seems that the donghak gae and the seohak gae are less careful. Let’s experience a bearish market If Donghak and Seohak ants perceive stock investment as an easy way to make money and are overconfident and proud, it can be very difficult even in a small adjustment market. You need to be careful until you have experienced at least two or three bear markets. It is important to study about the companies you will or will have on an ongoing basis.

-I know you prefer Korean stocks over the US. How do you forecast major industries such as semiconductors?

▷I think our country is blessed. The semiconductor supercycle, which is our flagship, has arrived, and I think the price of memory semiconductors will increase further. This is because the demand for semiconductors such as autonomous driving, servers, and cloud is exploding. The same goes for AP and CPU. When the era of autonomous driving begins in earnest, graphics cards will also advance, and I think the demand for semiconductors will increase explosively in the future. I am paying attention to the semiconductor industry. Samsung Electronics’ sales and operating profit are expected to improve further thanks to robust semiconductor supercycles and handset divisions. In the mid- to long-term, I think you can go up to 120,000~130,000 won. In addition, the drone market is also a market that I pay attention to.

-The book’My First Investment Class’, written with my daughter, Ian Yang, climbed to the top of the list at the same time as it was published.

▷ The book was written based on the content that I gave my only daughter (6th grader) directly to economic education. This book is designed to capture the correct economic concept and investment mind for both parents and children. Now, regardless of the business, we are entering an era in which everyone must be bright in investment, but if we have to do this, we need to study properly and invest wisely, not speculation. In particular, it has become more important how parents should approach their child’s economic education. Jews and developed countries, the world’s most prosperous peoples, have parents give their children practical economic studies from an early age. Even if it is not systematic study, it catches the idea of ​​economy early. This is possible because parents also have economic education. However, our country still hasn’t. As a result, the succession of wealth and poverty continues, and the gap is deepening.

-It seems that the social perception and atmosphere of investment will also need to change.

▷Now, I think that a social atmosphere should be created in which our society can discuss and study with confidence in asset management and investment in a transparent and healthy way. It is simply to perceive stock investment as speculation or luck, and to lose valuable assets and time in life. Rather, I think we must actively study so that we can constructively manage our portfolio. In addition, I think the investment environment in the market should be improved.

-You are an investor known as a super ant and an influencer with 500,000 followers. Is there a reason you started YouTube?

▷ I had nothing to do after the stock market crashed in Corona 19. In fact, I wasn’t interested in (Youtube) because I was old and I wasn’t the generation who watched YouTube. I started YouTube at the recommendation of my daughter. I also wanted to share my investment knowledge with many people when the market was bad. I posted about 200 videos on how to invest on my YouTube, covering everything from how to do business valuation, which I learned when investing in the early days, to the advanced level.

-Don’t you regret starting YouTube?

▷I think you did a really good job starting YouTube. Above all, it is recommended that more people see it. It is good for many people to listen to and sympathize with the records of investment I think. In addition, it is good to advertise value investment, even if it is weak. Recently, we are constantly analyzing market conditions every morning, and there are times when the number of simultaneous viewers exceeds 10,000 to 20,000. The reason we analyze the market situation every day is to reduce the analysis time for many investors and to help them psychologically withstand a bearish market.

-I am curious about your daily routine.

▷I have a very regular routine. Every day is the same. I usually sleep for about 4 hours. I fall asleep around 2 am. Read all industry reports for all companies investing. I’ve never been out for lunch before. I ordered a lunch box. After the bowel closes, I go to exercise right away. Sometimes I even have a mixed drink. Sleep is also sleeping in the office. I save my time as much as possible and spend it on (stock) study. I know how difficult it is to invest, so I am keenly looking at stock investment books even in the bull market. At least once a year, I take a month off investment to cool my hair and go on a trip. When I go on a trip, I sell stocks. It’s been over 10 years since I did this.

-Do you have any goals in the future?

▷ My goal is to disappear nicely from the bull market someday. The amount doesn’t matter, I want to show results.

※’My first investment class to learn from super ant Kim Jung-hwan’, recently published by CEO Kim Jeong-hwan, is a book he wrote in 12 years. In order to instill a correct perception of wealth, economics, investment mind and philosophy for her 13-year-old daughter, she actually wrote a class that started in 2020. He has sincerely and sincerely included the lack of financial education in our society, his children’s economic education, the family’s discourse on economic worries and the attitude toward investment. In particular, it contains the regrets of the lack of substantial economic education in Korean society and the concerns of parents with children, including the author himself. ‘How can I raise a child who is economically self-sufficient?’ The answer to’What kind of preparation is needed to support a child’s dream leisurely?’ is included. The answer, he suggests, is, “First you need to raise your parents’ financial index.” It is explained that parents who will teach their children must first be financially awake to educate them. To this end, Kim explains that it is necessary to understand the principles of capitalism and know the financial market. He explains that it’s not just that you’re lucky enough to accidentally invest well and make a few percent return, but that it’s important to acquire useful skills that will not fail a lifetime.

[황순민 기자]

Start the series. The opportunity for anyone to become an influencer has now opened up. We will introduce an ecosystem of influencers that build their own originality and create fresh content.

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