Chapter 233 – Never Ignore Korea Again
Rachel’s portfolio.
———————————————+
Ohsung Electronics │900 shares │−1.92%
Ohsung Life │420 shares │−2.50%
CD finance │796 shares │−3.74%
Uranus Healthcare │512 weeks │−5.87%
Helioplus │2801 shares│−2.65%
+———————————————
If you look at the composition and timing, it is truly perfect.
You could even call it textbook.
‘It’s a pattern of accumulation that institutions often see in a recession.’
The point at which the game peaks and breaks.
It is usually closely related to interest rate hikes.
It shifts money to stocks that will benefit from rising interest rates.
It is a strategy that must have worked in the United States.
“I would have thought it would be like that in Korea.”
“Joy!”
“Wipe the stain on your cheek.”
“What, did you bury it?”
Insurance and financial stocks.
Earnings increase when interest rates rise.
The dividend is also high, so institutions are very fond of it.
‘So I must have bought Ohsung Life Insurance and CD Finance.’
Invest according to the business cycle.
Even if you can’t see a big benefit, you won’t lose anything.
“This is Joseon.”
“Yes?”
“There is such a thing.”
It doesn’t have one color.
If you think of an insurance company as a financial stock, you will get hurt.
‘Korean stocks have a complex charm.’
Interact with each other
Stocks and stocks are linked.
“Ohsung Life is a holding company, not an insurance company.”
“Governor…, Yo?”
“Yes. I own close to 9% of Ohsung Electronics’ shares.”
“!!”
The horse is 9%.
It is an enormous amount of over 20 trillion even if it is converted only at the current market price.
‘It’s bigger than the market capitalization of Ohsung Life Insurance.’
The navel is bigger than the stomach.
It doesn’t matter how well Ohsung Life’s main job did.
It moves in proportion to Ohsung Electronics’ stock price.
I did not know this deformed structure, so I suffered.
“Still, until the Fed’s pivot is confirmed in financial stocks…”
“This is Joseon.”
The same goes for financial stocks.
It is considered to be the biggest beneficiary of the interest rate hike.
This is because when interest rates rise, you can have fun with interest business.
‘Korea is government-controlled finance.’
Intervention in the country.
If you want to bank in Korea, you are threatening to hand over your money.
Joint to support policy funds.
Joint to adjust the loan interest rate.
Joint to moderate dividends.
“?”
“The dividend is not taught in the current year, but announced in the following year, so people are reluctant to buy after seeing the dividend.”
The reasons to buy financial stocks are dividends and stability.
They do not know how much dividends they will give, and the government even extorts them, so there is no reason to live.
‘Actually, it’s good for the common people.’
When interest rates rise, the common people suffer.
Real estate loans, as well as self-employed people, groan.
It’s like the bank is taking a loss.
But it’s bad for banks, and it’s obviously interpreted as bad news for investors.
〔Youtube〕
「Offro TV. When the KOSPI fell, financial stocks flew. Why is it rising? (Director Yuan Yeom)” − 500,000 views · 1 month ago
“Stock Counseling Center. [Hearing from analysts] What is the outlook for insurance stocks as havens for interest rate hikes?” − 70,000 views · 1 month ago
“CBS Economy. ‘Financial stocks’ are better than deposits… Dividend yield only ‘4-5% per annum’” − 100,000 views · 1 month ago
This is the reason why you invest after seeing the cycle.
Institutions set up pre-orders and sell them all at the right time.
‘This is why the kids who analyze it have no choice but to get along.’
Theoretically, blah blah blah~.
Korea is the place where you can experience “Life is a real battle.”
“Ohsung Electronics is a stock for driving the futures index.”
“…”
“Healthcare? It’s just bio ops.”
“…”
“Telecommunications stocks? Are there any places left to connect lines in this palm-sized country? Long-term downward trend confirmed.”
There are a couple of things to consider when buying.
If you don’t check properly, it’s easy to get hit in the back of the head.
‘That’s why Korean stocks are difficult.’
Isn’t the original stock difficult?
In fact, developed markets are not so complicated.
Because the financial system protects them.
Large-cap stocks do not move without fundamentals.
“Warren Buffett is also a country that ran away after hitting GG.”
“Warren Buffett…”
“Never ignore Korea again.”
Daily life in Korea.
No, it is not unreasonable to say that the KOSPI itself is Chews Cam.
‘Foreigners can’t make money with ordinary investments.’
To the ants, foreigners feel omnipotent.
The stock price seems to move freely.
The truth is not so.
Foreigners have no idea where Korean stocks will bounce.
That means getting behind the wheel.
Up when you want to go up, down when you want to go down.
“If you move money so recklessly, rival organizations won’t be able to see it…”
“Because there is no such thing.”
“Yes?”
“It’s a Go-Stop that is all made up and played.”
That risk.
It is impossible in other stock markets.
But in Korea, because institutions are incompetent.
‘It’s something I can play around with.’
It looks like they made a pact with each other.
Even if there are minor disputes, we cooperate in the big picture.
Eating ants.
This is why people who have been stocks for a long time in Korea are so obsessed with dog japchae.
“”State Gejob?”
“Yes, because large stocks always play around. From a certain point of view, dog stocks are rather safe.”
It must have been embarrassing for Rachel.
They are investing in a 180 degree different way from the US.
‘Everything has a reason.’
Most American individual investors make long-term investments.
That side has tax benefits and is good in many ways.
The long-term investment of Korean individual investors?
It’s just a synonym for stuck.
Only those who hit singles survived.
“So…”
“That’s why I’m actively recommending short hits to my club members. Because Korea is a place where understanding the market’s psychology is far more important than analysis.”
“I understand.”
Fastest country in the world.
In order to make a profit in the bureau, you have to read psychology and madness.
‘It will become more important in the future.’
The reason Jangtoo works in the U.S. Is because it has trended upward in the long run.
The other reasons are actually secondary.
Not so in the future.
Only the strong can survive on the battlefield where the weaklings become the strongest.
… That is my investment philosophy.
There could be a difference of opinion from Rachel’s point of view.
“That’s an interesting point of view.”
“Huh?”
“Certainly, short-term investments are driven by the psychology of the moment. If you’re thinking of digging into it seriously, I don’t laugh at your investments.”
Old Rachel would have snorted her first.
He must have made a cheeky expression that he didn’t know what you were thinking.
‘It’s different from Lecas.’
Young Rachel was flexible.
He is listening to my story and seems to be quite interested in Korea.
“I thought Korean food was stimulating, but today I think I know why.”
“It’s probably just the tip of the iceberg.”
“I guess so.”
Of course old Rachel is hot too.
Although her beauty may have died down a bit, the flowing atmosphere has become more noble.
A realm of possibility even after reaching the age of fifty.
Like Bordeaux wine, it is alive even after long aging.
‘Stubborn shit is a problem because it’s fully blossomed.’
I’m just a fucking bitch, but I know you’re proud.
If I give a straight pin, Rachel spins it round and round and gives it a pin.
Well, well!
A chance to break through it.
While chewing the duck, scan it from head to bottom.
‘The taste is very stable.’
It tastes good no matter how you eat it.
This little duck that Rachel mentioned is very active, so it has less fat and is light.
Chewy without being chewy.
It is a high-quality meat that will be delicious no matter how you eat it.
However, you have to boil duck soup to eat the spinal cord.
“Did you eat well.”
“Me too.”
“Yes? You brought me…”
“Because I’m going to eat it soon.”
“!!”
Warm atmosphere.
Even inside the store, it is full of uncles and aunties, so they don’t pay attention to our table.
‘I told you from the beginning.’
Where is the end of today’s date?
As if he remembered it only then, his expression suddenly hardened.
Gulp!
Just bet
There is no compulsion to keep promises.
Being savvy, she doesn’t know the option of running away.
“Can I eat it?”
“Are you asking that now?”
“I’d be happy if you allowed me to say anything.”
It’s already past 9 o’clock.
The sun had completely set, and the air outside was chilly.
Hug you from behind
No matter how many coats you wear, the inside is fluttering pieces of fabric.
Pounding! Pounding!
The cold skin gradually becomes warmer.
I am definitely aware that my heartbeat is also getting faster.
“Your story…, I don’t hate it.”
“Oh.”
“If you promise not to be harsh.”
“I promise.”
“And… If you go to the end, you’ll have to take responsibility.”
He turns her head away in response.
Her unassuming attitude proves her inner thoughts.
‘I knew a bitch would do this.’
The first male in charge is less than 10% of the total.
But why am I
Golden Sun and Ada bombers across the country will be in a frenzy.
This is clear discrimination.
“All right.”
“What, what is it?”
“I’ll take responsibility if you do it until the end.”
“…Yes.”
Such absurdity.
You have to be able to overcome it to become a top-notch investor.
‘Because returns are built on risk.’
Head to the hotel
As if he really made up his mind, he entered the room smoothly.
As soon as the door is closed, he eats his lips violently.
Embarrassed, Rachel shouts as she pushes me away.
“Wait a minute. Stop it!”
“Why? Are you hesitating now?”
“Let me take a shower…”
First experience.
For her with her awesome obsession, it looks like she’s on her nerves.
That much can be allowed.
Instead, I deliver one small request.
“I washed up and came out.”
“What did you ask for?”
“I did, but why did I do this…”
Come out with a towel wrapped around you.
What catches the eye more than a slimmer body?
‘Good.’
Nice ass.
He is standing in an awkward posture with one hand covered.
“It’s like using an enema.”
“Will we find out soon?”
“Yes?”
Enjoy pleasure without responsibilities.
