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Choi Chang Hoon
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“The outlook on the steel industry is not that positive with increased production from China and price declines.”
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“The high oil price can't be ignored and it is starting to have a negative impact on consumption in the U.S.. Oil will remain the biggest risk for the stock market.”
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“Unlike last year, only a few big stocks are likely to lead the market in 2006, so it will be tough to select the ones that outperform.”
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“Samsung can continue to generate profit growth and earnings this quarter will be positive. The outlook this year is favorable.”
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“Samsung can continue to generate profit growth, and earnings this quarter will be positive.”
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“An end to the interest rate increases will support demand from the U.S., helping shares of exporters.”
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“A weaker local currency and lower oil ease concern about earnings at exporters.”
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“Brokerage firms will benefit from the regulatory changes as they sell more diversified products.”
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“Higher oil prices continue to pose threats to the stock market. Weaker consumer sentiment raises concern about a slowdown in the U.S. economy.”
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“The rise of the Chinese yards is definitely a risk factor for Korean shipbuilders. Competition is increasing.”
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