Chapter 386 – Harvest
Press.
Shake people’s hearts
“Even if our semiconductor companies stop production for just one month, we will suffer trillions of won in damage…”
There can be no influence
The route most people get to is information.
‘Because it’s the press.’
The same goes for TV, newspapers, and the Internet.
Articles are uploaded by media outlets.
No, even YouTube is included.
I saw the people who filmed that YouTube.
“Come to think of it, Ohsung Electronics’ share price has also fallen a lot.”
“Yes. It fell too much, so although there was a technical rebound, the general opinion is that the semiconductor industry has had a long winter.”
That’s what the media is talking about.
Directly or indirectly affect thinking.
‘After all, it’s just one human being.’
I don’t believe
Am I not fooled?
Even those who say so are no exception.
Stock prices and house prices.
Control it like that
It is an open secret that securities companies and construction companies have stakes in media companies.
“I was an expert Kang-Yeon Son of Gaemi Investment & Securities. I will also listen to expert Chan-Wook Lee’s objection.”
This is why people who do stocks to some extent filter Korean news.
You can get caught up in it unconsciously.
‘Especially when an analyst comes out like this.’
It looks like it burns a lot of poop.
Recent uptrend.
Because the institution was completely marginalized.
———————————————+
『Purchase Trends by Investor Entity』
Individuals: +1,089.2 billion
Institution: −2753 billion
Foreigners: −695.1 billion
Pension Fund: +2,358.9 billion
+———————————————
Ants and pension funds swept it away.
Unlike foreigners who hit even preemption in the crash market.
“I agree.”
“Yes? If you admit it so coolly, we won’t be able to discuss it…”
“I would like to say that semiconductors will survive because Korean semiconductors have collapsed.”
“?”
The agency only hedged it.
When the bull market started, FOMO would have come.
‘I must have figured out the situation belatedly.’
The stock should be swept.
How?
There is no simpler and easier method than robbing ants.
− Bullshit ON
−Are you a zombie who survives from ruin haha
−Are you an expert?
−MC Embarrassment
−That person is always like that haha
− Profit and loss, what else are you talking about?
−The amazing thing is that it is correct in the end…
−Are you talking about DRAM prices?
Uncivilized, no, good citizens who don’t know it can be embarrassed.
You might think it’s bullshit.
“Haha… I think you should explain in more detail. Like every time.”
“It’s because of the semiconductor inventory.”
“Are you in stock?”
“Yes, to put it in a nutshell, semiconductors are petroleum produced in factories.”
“?!”
The stock market is where the bullshit can make money.
The analyst is certainly not wrong.
‘It depends on how I interpret it.’
Semiconductor performance is not good.
I don’t think it will be able to produce any more.
So the price goes up.
When people think of semiconductors, they often think of cutting-edge devices.
The reality is completely different.
It is a material that goes into that high-tech device.
It has to be seen as making some kind of raw material.
“If oil production goes down, won’t the price of oil go up?”
“Perhaps… That’s right, right?”
“If semiconductor production decreases, semiconductor prices are bound to rise.”
− Oh fuck persuaded
−What kind of persuasion is true haha
– Paradoxically, it’s good
−Why do you like the decrease in production?
Like other commodities, gifts exist.
To predict future prices.
———————————————+
『DRAM Price Trend』
[Graph continues to decline and bottoms out from July.Jpg]
+———————————————
It is the biggest factor that moves the stock price of semiconductor companies.
It is about to rebound.
“Originally, there was a prospect that the semiconductor cold wave would last longer, but with this sanctions, the rebound has been accelerated.”
“There was such a butterfly effect?”
“Wait a minute! The underlying problem has not been resolved!”
In July, the Korea-Japan trade dispute broke out.
It coincides exactly with the time when DRAM prices stopped falling.
‘It has no choice but to be.’
Korea’s DRAM market share reaches 75%.
If limited to high-performance chips, it rises even higher.
What if Korea stops production?
It has ripple effects beyond Saudi Arabia’s halting oil production.
“You keep saying it on the premise that production will be normal… If Japan cuts off key materials like this, you’ll lose all of the semiconductor pie!”
Analysts have a point.
That’s why the stock market fluctuated.
‘If I really thought that would happen.’
A foreigner would have sold more than anyone else.
Because he owns a 50% stake in Ohsung Electronics.
Why didn’t you do that.
Because I know it will work out somehow.
Percussion!
It is displayed on the data screen in an easy-to-understand manner.
No, it makes you feel good.
“What is this?”
“It’s Abe’s humiliation.”
“Why is that here…”
” Haha!””
Analysts are baffled.
A bundle of laughter erupts from the audience.
Korean Newspaper− 「Abe’s ‘extremely serving Trump’… The result is “Okay”」
Fact News− 「Abe’s promise to import 2.75 million tons of US corn, Japanese industry “I don’t want to buy…”
Anti-Japanese feelings.
There is little by little
Even more so for older people.
‘Separately from Korea-Japan relations, it becomes a news item.’
It is often a hot topic in Korea that Abe has been caught by Trump.
As much as that.
“The US industry, which is centered on IT, is hit when semiconductor prices rise. As long as Trump is in charge of Abe, it is unlikely that the situation will get worse here.”
“…”
There is no fragmentary evidence of US-Japan diplomacy.
Don’t go against the usa
−The person in charge haha
−Persuasive… !!
−K-Expert
−Analyst looks puzzled
−Understood in one shot
−Now is the low point, right?
− Ohsung Electronics Gazu Ah!
− Now who is the expert?
Political logic.
It is an important factor in stock price.
I just put it out witty.
‘Because I need it.’
It also suits your taste.
How the information is received depends on public preference.
“Thank you for your effort.”
“Yes, PD-sama too.”
“The audience’s reaction is so good~ If you continue to speak so easily like this…”
Broadcasters like it too.
It is a situation where such remarks are bound to be popular.
‘I calculated that and said it.’
The public accepts it, and broadcasters support it.
My words will have an impact.
You can move the market however you want.
I just can’t believe that much.
* * *
Agency.
It is the buying agent that exerts the greatest influence on the Korean market.
‘Among them is the pension fund.’
The position was set upwards.
Manager Lee Won-young reflects on the contents of the meeting.
It is easy to manipulate the market.
It is worth moving according to the command of the superior.
The US industry centered on 〈IT is hit when semiconductor prices rise. As long as Trump is in charge of Abe, it is unlikely that things will get worse from here.〉
〈…〉
There are some troubles.
An analyst who went out to promote anxiety.
‘It’s being robbed.’
The public is seduced by the strange logic of profit and loss.
That’s obviously not wrong.
─Sell order has been executed!
If you look at the market long term, that is.
But the short-term perspective is unconditional.
‘It’s psychological.’
Being able to shake it is an advantage of institutional traders.
[Korea Stock Gallery]
─Dom Huang Cha!!
─Narashima Cake haha
─Colboji Horo’s mother died haha
─I sold even the panties I was wearing, so I was spoiled for shorts
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What if the index goes down?
Accept that there are bad things
No, either way.
‘They would think it was reflected on the shelf.’
Both those who have a lot of stocks and those who have a little stock are all affected.
Mind is shaken.
I can’t make a rational decision.
To deliberately promote it.
─Sell order has been executed!
The short sale order has been executed!
There is a trading team.
Within the market they have shaken up.
‘The stock management team will take care of the stock.’
You can survive a day or two.
But if you shake it for a few days, it eventually falls out.
It depends on the psyche.
When stocks go up, they are robbed very easily.
─If you give me this money, I will sweat hard and earn money.
I will never do stock again.
└Won currency mining queue
└ I didn’t sell it and went to hell haha
└ No stock refund?
└ In my next life, I will be born with a force
It cannot happen in the US or other developed markets.
But this is Korea.
‘I have to shake off the ants well for the market to stabilize.’
From the point of view of the institution.
It is good to shake off the ants that chase after the medicine.
If it goes like this, great.
It will be more than enough to make up for what you lost with patriotic-themed stocks.
─Sell order has been executed!
It can also be returned to the profit and loss account.
Because what he is touching now is the derivative market.
‘If you make the call option value into a piece of toilet paper.’
Even if you are anxious, you lock your position.
No matter how long and long the flight is, an individual is an individual.
Lack of information
There is bound to be uncertainty about 2Q earnings.
《Internal collaborators… , No, according to officials, the earnings outlook is bleak.》
I know the details.
We have good relations with external stakeholders.
‘You lost this time.’
The outlook is right.
I honestly agree.
But the difference in scale.
Super ants are just ants after all.
He was trying to make me realize how small he was in the market.
Follow me ♪
Suddenly the phone rings.
Why are you bothering yourself, not an IB?
〈 Fucked. Clear all positions. Right now!〉
“Yeah? Can you explain a bit…”
〈 I came to see the company’s performance. Sell quickly before it is publicized!〉
Unbelievable news strikes.
