2260, KOSPI, worried about the weakness of the market … The stock of semiconductors "shakes" in the mid-micron situation – Chosunbiz



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Entry date: 2018.07.04 16:47

The KOSPI index ended on a steady decline as the border dispute intensified on April 4.

The KOSPI fell from 7.30 points (0.32%) to 2265.46. The KOSPI, which started at 2270.95, fell 1.81 percentage points (0.08%) from yesterday and recovered to 2280.81 in the morning to fall to 2261.34. 39, afternoon.

When the United States and China plan to impose mutual tariffs July 6), the fact that both sides have no margin for negotiation has exacerbated the feeling of investment in the emerging markets, including the Korean stock market.

The United States plans to impose tariffs of $ 34 billion on 818 items, including machinery, automobiles and electronics, on the 6th of next month. China will also levy the same amount of duty on 545 items such as agriculture, livestock and automobiles from midnight on the same day, Reuters said. Stock market badysts predict that the stock market will continue to weaken after the six-day period, when US trade disputes are widespread.

The won-dollar exchange rate has been declining steadily for two consecutive trading days, although net purchases continued for 4 consecutive trading days, concerns on the US trade dispute made it difficult for the stock market to rebound. The won-dollar exchange rate closed at 1114.5 won per dollar, down 4.2 watts from yesterday's close. This is the lowest level in five days after 29 days (1114.5 won).

The same day, individual investors bought KRW129 billion and foreigners bought KRW100 million, while net institutions sold KRW153.4 billion. Until now, the institute has recorded net sales for four consecutive trading days. In the equity futures market, individuals and institutions bought 163 contracts and 199 contracts, while foreigners sold 434 contracts. The program's business figure was the net sale of 144 billion KRW in arbitrage trading and the net sale of 117.4 billion KRW in non-arbitrage trading.

Among the best market capitalizations Samsung Electronics (005930) (0.22%), NAVER (035420) (2.81%), Samsung Corporation (028260) Samsung Techwin said that the number of Samsung Techwin shares rose 0.89 percent over the same period last year, while that of Samsung H & (-1.45%) , (1.45%), (-1.45%), (1.45%), In particular, Hyundai (005380) (-2.05%) recorded 1119500 won, and the Closing price fell below 120,000 won after 8 years since April 19, 2010. [19659003] The KOSDAQ index ended up 3.39 percentage points (0.43%) at 799.10, while that the KOSDAQ index closed down 0.65 point (0.45%) compared to the previous day. (19459020) (- 4.75%), Vyromed (084990) The market leader, who left 795.06, rose to 802.92 in the market . ] – (2.93%), Hitchhiker (028300) (- 0.45%), Dragon Studio (253450) (0.71%), Celltrion Pharma (068760) (- 1.16%), and POSCO Chemtech (003670) (-0.11%). "/>

DB Shipbuilding

stocks The Korean semiconductor stocks 'tremble'. in China Micron

The Chinese court temporarily banned the sale of Micron products in the Chinese market, I swayed a lot.

Micron brought a lawsuit against the US court in California in December last year for the alleged violation of its patents and business secrets by UMC and Fujian Evolved Integrated Circuits in China . The company has filed a lawsuit against Chinese local courts to suspend sales in China and repay up to RMB 270,000. The day before, the Chinese District Court announced that Micron semiconductor products could not be sold in China, while the Philadelphia Semiconductor index fell by 5.5% and 1.8% respectively.

The decline in semiconductor supply and demand in China due to the halt of Micron's market share in China and semiconductor prices will rise accordingly, this which will benefit Korean semiconductor manufacturers. He said.

However, in the long run, other experts claim that this will have a negative impact on the Korean semiconductor industry. Half of Micron's sales come from China, which is hard to give up easily. Some badysts say this will increase shipments to the US and Europe, as well as China, while increasing shipments to spot markets in Taiwan and reselling them to China.

There is also an badysis that the Chinese government has used complicated strategies favorable to its own country and it is difficult to benefit domestic firms. "The Micron sanctions could be a way for the Chinese government to prevail in favor of high-priced commercial disputes in China and to adjust the price of DRAMs to manufacturers in their home country," he said. said Dohyeon Woo, a researcher at NH Investment & Securities. "It is also badumed that memory semiconductor companies in Korea have a complex goal of securing technology."

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