Expectations Rise for Gaming and Bio Stocks Amid Market Growth
I Soo-hyung, CEO of AK Partners Asset Management, recently shared his outlook on the domestic stock market during an interview. He anticipates that gaming stocks, which are expanding their business territory, and bio stocks, which have high expectations for technology transfer, will soon stand out in the market.
I Soo-hyung noted that the KOSPI index, having easily surpassed the 5000 mark, could rise to 6500 by the end of the year, driven by global liquidity and corporate performance. He mentioned that any corrections would likely be limited, citing government policies to bolster the stock market, strong corporate earnings, and abundant deposits as key supporting factors.
He pointed out that if large-cap stocks, which have been leading the indexs rise, take a breather, there could be a rotation to the KOSDAQ market, making it a good time to focus on gaming and bio stocks that have previously been overlooked. In particular, he sees potential for reevaluation of companies like Shift Up and NCSoft, which are expanding their territories through intellectual property (IP) and content. Regarding bio stocks, he is watching companies like Rigakemba Bio and ABL Bio, which have high possibilities for additional technology transfers.
I Soo-hyung also highlighted the need for careful selection among emerging robotics stocks. He emphasized the importance of evaluating whether these companies possess the technology to implement physical artificial intelligence (AI) and whether they are generating actual revenue. Furthermore, he urged a cautious approach to stocks related to secondary batteries.
When discussing U.S. stocks, he asserted that there are still opportunities in big tech companies, notably NVIDIA. He pointed out that NVIDIA dominates the graphics processing unit (GPU) market, which is crucial for AI computations, and is expanding its ecosystem through data centers and AI application software.
Overall, I Soo-hyungs insights suggest a dynamic shift in the market, with rising interest in gaming and bio sectors amidst ongoing developments in technology and corporate performance.
I Soo-hyung noted that the KOSPI index, having easily surpassed the 5000 mark, could rise to 6500 by the end of the year, driven by global liquidity and corporate performance. He mentioned that any corrections would likely be limited, citing government policies to bolster the stock market, strong corporate earnings, and abundant deposits as key supporting factors.
He pointed out that if large-cap stocks, which have been leading the indexs rise, take a breather, there could be a rotation to the KOSDAQ market, making it a good time to focus on gaming and bio stocks that have previously been overlooked. In particular, he sees potential for reevaluation of companies like Shift Up and NCSoft, which are expanding their territories through intellectual property (IP) and content. Regarding bio stocks, he is watching companies like Rigakemba Bio and ABL Bio, which have high possibilities for additional technology transfers.
I Soo-hyung also highlighted the need for careful selection among emerging robotics stocks. He emphasized the importance of evaluating whether these companies possess the technology to implement physical artificial intelligence (AI) and whether they are generating actual revenue. Furthermore, he urged a cautious approach to stocks related to secondary batteries.
When discussing U.S. stocks, he asserted that there are still opportunities in big tech companies, notably NVIDIA. He pointed out that NVIDIA dominates the graphics processing unit (GPU) market, which is crucial for AI computations, and is expanding its ecosystem through data centers and AI application software.
Overall, I Soo-hyungs insights suggest a dynamic shift in the market, with rising interest in gaming and bio sectors amidst ongoing developments in technology and corporate performance.
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