Chapter 862 – Cultural Marketing
Issue.
It was natural for it to emerge as a major topic in the stock market.
〔Korea Stock Gallery〕
─Men’s Stock Heungkuk
─Does Korean food pcha make sense?
─You really need to be careful with the kids holding the food market
─Food market “HANSIK” Launched
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It ranks first in KOSPI market capitalization.
Not only did countless people buy stocks.
─Food market “HANSIK” Launched
[Article about Korean food franchises entering the U.S. News]
Based on domestic and overseas know-how
It is said that they created a new Pcha that did not exist before
You can think of it as fast food of Korean food
First, the local response is good
└Real Korean food haha
└(Shinjiro Koizumi)
└Can you eat Korean food as fast food?
└It feels a bit like Chipotle or Halal Guys
It has a high PER.
Stock prices rise without knowing that they are sky-high.
The reason.
It’s because of expectations.
This is a common phenomenon in the stock market.
─You really need to be careful with the kids holding the food market
Although it is possible to roughly predict domestically,
You don’t know whether it will do well overseas or not?
The food market was filled with those expectations
But if the truth is revealed
There is no longer any basis to support the stock price
└I said I wasn’t worried about celebrities and Lee Chan-wook
Author− Lee Chan-wook is not going to work. Shareholders are screwed
└(Nuiye nuye~ Con)
└Adjustments may be inevitable for a while
That was a little harsh.
The PER is hundreds of times higher.
Is this correct?
Is this okay?
The market sided with the food market.
It just cannot continue forever.
As long as it is a growth stock, an inflection point will inevitably come.
‘I can’t meet expectations.’
‘I will definitely hit you down.’
‘The current PER is not at a level that can be maintained.’
Short sellers are also gnashing their teeth.
Until now, I have been dealt with many times.
Because they are not good enough?
No.
If it’s something like that, I’ll just give in.
“The expectations for overseas expansion are ridiculous. This figure is only possible if we build thousands of stores!”
Expectations are too much.
The company’s performance is evaluated only objectively.
Tens of millions of people.
With them looking in the same direction.
“There are only 4,000 KFCs!”
“This is not the realm of reason.”
“People view stocks emotionally.”
A flow is created.
Maybe it’s the US, where there are many market participants.
‘They took advantage of the narrow characteristics of the Korean market.’
Performance in Korea?
I admit it.
It is true that they are doing well in Japan as well.
But America is different.
There is a difference in the basic food culture itself.
“I lived in America for 30 years. Americans eat Korean food every day? That doesn’t make sense!”
I can’t imagine.
Americans eat bulgogi and kimchi.
‘It might be like that for a day or two.’
I myself sometimes eat rice noodles.
It is also eaten with curry with naan.
But what if you eat it every day?
No, even once a week is a bit much.
“There may be some Korean Wave fans, but most Americans are not familiar with Asian culture.”
“It’s completely different from what I used to eat.”
“I sat down ignoring reality.”
Koreans can eat Asian food.
Japanese food and Southeast Asian food both roughly suit my taste.
The story is that Americans are not like that.
I know it painfully because I have experienced it myself.
Wow!
It smells like kimchi.
It smells like garlic.
I don’t know how much discrimination I faced during my school days.
I can’t imagine how Americans will change.
This is especially true because I have lived in the United States.
─Short sell order has been filled!
Short selling forces.
Most of them are from the elite.
I am from a foreign country or studied abroad.
That’s basic in today’s world
I know the local situation better than anyone else.
“This time I’m sure.”
“It’s not a technology stock…”
“The day will come when you realize reality.”
I also covet it.
Growth stocks.
You must know that it is a double-edged sword.
I am looking forward to the growth of this company.
This level of PER is established.
The moment that logic collapses.
“This is a chart where a major correction is bound to happen at least once. There is no better reason than the expansion into the US.”
Feedback is also strong.
The market’s evaluation is bound to change 180 degrees.
Daily News− “Meta and Netflix’s humiliation as their stock prices plummet… From the 24th, it will become a ‘value stock'”
This is why Meta plummeted to $90 and Netflix to $180.
Big Tech, which was doing so well.
Food markets are no exception.
The moment the results come out, the current stock price is insanely high.
‘It’s more than enough to make up for all the losses I’ve lost so far.’
It plummets.
The trend change begins with the mass selling of institutions.
〈The 6th Food Market Shareholders’ Meeting starts now! Everyone’s warm cheers! Let’s shout together and let’s go~~~!!〉
That turning point.
A general shareholders’ meeting is held.
It’s no use saying anything.
Performance expressed in numbers cannot be lied to.
Abolish short selling.
〈 It’s spring. 〉
After that funny kid passed by.
I feel like they’re making fun of me, so I get angry for no reason.
‘We’ll see…’
Short sellers also know
Such shows strengthen the solidarity of shareholders.
It is almost at the level of a religious organization.
This is why it is not easy to short the food market.
〈Entering into e-commerce has led to rapid growth in domestic sales, and confidence in growth will continue in the future.〉
There comes a moment when even a flying bird falls.
Domestic sales have already been pre-projected.
I know what kind of business I will do in the future.
In other words, the only basis for explaining the current PER is.
‘At most, we’ll build a few hundred stores.’
13,000 in the United States.
There are 34,000 around the world.
McDonald’s also has a market capitalization of only 250 trillion.
It has become three times that amount.
No matter how much other business there is, it cannot be explained.
〈The newly launched Korean food franchise Hansik is creating a stir in the United States. We plan to open 500 additional stores within this year.〉
It goes as expected.
500.
This number is within the prediction range.
It is meaningless unless the scale is in the thousands.
Even if you unplay.
‘Who would believe that?’
It’s too much optimism.
There is no franchise that has expanded that quickly.
It only raises suspicion in the market.
Unlike ants, institutional investors have no blood or tears.
〈 And at the request of local Korean food fans, we are reviewing about 1,000 franchises. Accordingly, the guidance for the overseas sector was raised to three times the previous level, and the domestic sector was also adjusted upward.〉
More than that.
You have to show something.
If there is no evidence, I do not believe it.
It has been proven in such a capitalist world.
At CEO Lee Chan-wook’s briefing.
Waaaaa~!!
Ants, organs, and gods alike are worthy of cheers.
It’s an earnings surprise.
“No, no matter what…”
“It’s a simple request, right? You don’t know whether it will be true or not, right?”
“Fuck…”
Short sellers fall into panic.
An unexpected situation happened.
Basis.
If you ask me, I can do anything.
The problem is that we cannot prevent the market from overflowing.
—————————–±
『Food Market』
8,050,000 won ▲1,160,000 won (+16.83%)
[Graph that has been adjusted and is now in vain. Jpg]
±——————————————–
I believe it is good news.
I am optimistic that it will go well.
No matter what anyone says, it is a fire that will not cool down.
‘…’
The market has never been rational.
* * *
Chasm.
It refers to a phenomenon in which a new technology or product fails to become popular and stagnates.
‘Apart from the fact that there are many Korean Wave fans.’
It is true that he is still maniac.
There is a gap between the internet and reality.
Make up for it.
They want to make up for it.
The thing that becomes that stepping stone.
“Three times is too much! I don’t understand that such explosive growth is possible in just one quarter.”
It becomes a franchise industry.
Infiltrating Korean culture into the daily lives of Americans.
I don’t understand that.
One short bug is unable to understand the atmosphere.
“This is impossible with a Korean food franchise alone.”
“As expected, it’s exaggerated…”
“We need to think about the changes the franchise industry will bring.”
“?!”
This is a common scene at general shareholders’ meetings.
Money is at stake.
I can’t believe it.
Sometimes swear words are exchanged along with shouting.
Dressed in a fancy suit.
‘It cannot hide human nature.’
It is bound to be revealed in desperate situations.
I feel like I’m in a hurry.
“Interest in Korean food and Korean products is increasing. We have already seen meaningful data and have reflected it in our guidance. And this is just the beginning.”
He teaches kindly.
Answers and rebuttals are also the CEO’s role.
Waaaaa~!!
The meaning.
There are some people who don’t understand.
But institutional investors would know.
‘That we have broken the chasm.’
It doesn’t end as a short-term fad.
Laying the foundation for creating long-term value.
It is natural that expectations are reflected.
To Short Chung who doesn’t understand that.
“Those of you who hit short, honestly raise your hands.”
” Haha!””
I teach you.
The shareholders’ meeting requires some performance.
It looks like he is looking forward to it.
It may give you a chance to escape.
No, even a revision of the guidance.
‘I wonder if there is one.’
Guidance is just guidance.
Even the CEO doesn’t know if it’s true or not.
But one thing is certain.
Expectations will be a boost to stock prices and business.
“I hope you hit yourself in the head with that.”
This is how growth stocks grow.
