키움증권은 삼성E&A가 정부의 팹 건설 기간 단축 계획과 삼성전자 증설 계획에 따라 하반기 수주가 기대된다며 목표주가를 7만2천원으로 상향했다. 중동 수처리 수주 7억9천만불 규모를 받은 점과 화공, 뉴에너지 부문 수주 전망도 긍정적이다.
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키움증권은 삼성E&A가 정부의 팹 건설 기간 단축 계획과 삼성전자 증설 계획에 따라 하반기 수주가 기대된다며 목표주가를 7만2천원으로 상향했다. 중동 수처리 수주 7억9천만불 규모를 받은 점과 화공, 뉴에너지 부문 수주 전망도 긍정적이다.
Seoul's KOSPI surged over 4% to 7,096.89, driven by a tech rally fueled by strong Alphabet earnings and foreign investor buying of semiconductors. The Korean won also strengthened against the U.S. dollar, while Middle East tensions added some downward pressure.
KB Financial Group reported a record-high net profit of 1.99 trillion won (US$1.36 billion) in Q2, up 14.6% year-on-year, driven by increased interest and non-interest income. Its flagship unit, KB Kookmin Bank, saw a 3.2% decline in net profit due to higher loan-loss reserves.
The South Korean won reached a two-month high against the U.S. dollar and a 20-month low against the Japanese yen, driven by better-than-expected Q2 GDP growth of 0.6% and strong semiconductor exports. Overseas investors bought 2.1 trillion won in local stocks, pushing the KOSPI up 4.4%.
추미애 경기도지사는 경기미래투자공사 TF 전략회의를 주재하며 10월 초까지 반도체 관련 9개 시와 공동출자 업무협약 체결을 지시했다. 이는 반도체·AI 등 전략산업에 장기 투자를 지원하는 새로운 정책금융 플랫폼을 구축하기 위함이다.
South Korea's trade watchdog, the Korea Trade Commission (KTC), will recommend the finance ministry impose antidumping duties of 8.32% to 19.17% on Chinese butyl acrylate, citing harm to the domestic industry. Provisional duties are already in effect, and investigations into other Chinese imports are ongoing.
Seoul stocks experienced sharp gains late Thursday morning, with the benchmark KOSPI rising 2.42 percent, as investors responded to Alphabet's better-than-expected second-quarter earnings, driven by strong cloud business growth and increased AI capital expenditures, despite a dip in major U.S. indexes.
