조선·방산·원전 악재 없이 빠졌다면 오히려 기회일까요? [염블리의 비밀노트/10월 2주차 2부]

머니올라_KBS

머니올라_KBS

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[Video Filming Date: October 8]

Collaboration Inquiries: kbsnewbonsa@gmail.com

00:00 Opening

00:10 Q1) What are the key stock market events for the third week of October?

00:52 Q2) What variables should we watch out for in the stock market next week?

02:01 Q3) ASML, what is the business structure that generates sustainable profits?

04:18 Q4) Industrial sectors such as shipbuilding, defense, nuclear power, and construction plunge... What is the background?

07:14 Q5) KOSDAQ materials, parts, and equipment sectors surge while biotech sectors plunge... Will the leading stocks change?

10:34 Q6) What is the background behind the surge in secondary battery stocks?

13:34 Q7) The slump in automotive stocks... How long will it continue?

18:23 Q8) Q3 earnings season: Which companies and disclosures should we watch?

21:57 Q9) Ahead of dividend season, have shareholder returns changed this year? 24:48 Q10) KOSPI gives up the 7,000 mark... What investment strategy is needed now?

26:38 Q11) What is this week's report?

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#Semiconductor #MaterialsPartsEquipment #KOSDAQ #MoneyUp #KBS #Economy