[이번주 추천추] High-end and high-end …

Domestic stocks rebounded last week. Increasing hopes that economic indicators, such as the fundamentals of the economy and exchange rates, remain solid and that losses are recovering in the coming years. However, it is still possible that current trade disputes and concerns about the slowdown in the US economy could be a cause for concern. For this reason, the market is reorganizing its investment strategy focused on blue-chip stocks, large-cap stocks and value stocks.

Yuanta Securities has recommended GS E & C (006360) and SK (034730). GS E & C should see its profits improve through the reduction of losses related to projects abroad and should ensure a strong growth momentum by taking orders on 2H and by launching a pilot project at Vietnam. SK is expected to generate more than 13,000 billion KRW through IPOs of SK E & S, SK Siltron, BioPharm, SK Biotech and SK E & C. In addition, the liquefied natural gas (LNG) market ) is dynamic, the market capitalization of CGH, which holds a 15.7% stake in SK Corp., is up sharply. The company is expected to benefit from an increase in LNG demand from next year, ensuring an annual output of 1.2 million tonnes thanks to the gas field jointly developed with Continental.

Hana Financial Investment recommends SEMCO (009150) and Lotte Chemical (011170) as a recommendation. SEMCO expects the growth of multilayer ceramic capacitors (MLCCs) to continue in the medium and long term. In the first quarter of next year, profits will increase, as Samsung Electronics will provide a triple camera to the Galaxy S10. Lotte Chemical is expected to maintain revenue growth following NCC's expansion into Indonesia. Investors are also attracted by the fact that the dividend payout ratio will increase in line with the formation of the holding company.

SK Securities selected Korea Zinc (010130) and CJ ENM (035760). Korea Zinc offsets the increase in zinc and soft zinc sales despite lower prices for major metals. Since the beginning of the year, stock prices have fallen, but there is no reason to worry anymore. SK Securities said: "We expect a continued rise in share prices, including a low net badet value (NAV) ratio, a rebound in metal prices, rising bargaining power, and a rising interest rate. exchange rate won ".

CJ ENM is considered a beneficiary of the growth of mobile video consumption, the telecom usage environment being enhanced through the unlimited LTE rate system. As mobile video consumption increases, CJ ENM's demand for video content will increase not only for consumers in general, but also for platform operators. In addition, the value of CJ ENM's long-term earnings distribution ratio is expected to increase.
/ Reporter Yu Joo-hee [email protected]

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