Poongsan
Something's wrong with the logo.
It seems like he was trying to make it stylish, but it would have been cool if he went with a more honest feeling.
Does it feel like a good local brand is wearing luxury?
The CEO of Poongsan is Jin Ryu.
He has inherited from his father, Ryu Chan-woo, the founder, and is leading it.
After graduating from Seoul National University and graduating from Dartmouth College in Business Administration, he took only two-year-old elite courses.
Therefore, a sophisticated management method was introduced, such as changing the company into a holding company and improving its constitution.
It can be seen as a successful second-generation company.
What Poongsan does is manufacture and sell non-ferrous metals such as aluminum.
Here we are working hard in the defense industry, especially in the field of ammunition.
Shindong now means copper and non-ferrous metals.
Above is the sales table, 1.8 trillion won from Shindong and non-ferrous metals, and about 700 billion won from defense industry.
The reason I chose Poongsan this time is because there are many things that can act as a positive factor in the current international situation.
Once non-ferrous metals, aluminum
At the beginning of this year, related stocks soared due to a shortage of aluminum supply.
Russia is the world's third-largest producer, and the current war is in short supply.
In addition, demand for semiconductors and electric vehicles is on the rise.
The aluminum shortage is protracted.
I think the situation in Russia is far from calming down anytime soon.
And in this situation, not only aluminum, but also as a defense stock takes a great advantage.
for making ammunition
There
Conflict between the US and China continues to escalate
This time I can just pass by
China is betting on Taiwan.
Looking at this Russian crisis, the intention is to eat Taiwan before it prolongs.
By 2035, a high-speed rail between Beijing and Taiwan will be built.
China's construction of high-speed rail means that it will strengthen its dominance while narrowing the physical distance.
In particular, the plan is to dominate the long-distance undersea tunnel by setting up an extremely long ground bridge.
It is said that Hong Kong has already built a bridge by 25 years, Macau is already over, and Xinjiang is already ruled over.
It is part of this neutralization work.
If the high-speed rail is completed in 2035, the occupation will begin or end by 2030.
Here, the defense owner, Poongsan, takes advantage.
In addition
Serbia and Kosovo also show signs of starting war.
Since Kosovo is a member of NATO, there is a possibility that NATO may participate in the war, so there is a possibility of an escalation.
let's see the chart
For now, it is going up in a very euphemistic U-shape.
If this is a picture like this, it will take some time to bend it once in the vicinity of the present.
Trading volume is also not unique.
Looking at the monthly candle, there seems to be a slight upward trend.
First of all, the trading volume has been pouring in tremendously in 2021.
It is the highest in the past 5 or 6 years.
And with no trading volume in the downtrend, I see very little selling.
And last month, the bottom of the tail came out, giving me a hint that this time around, it will rise to a rebound.
The results are very neat, and the operating profit comes out by hundreds of billions of dollars.
It is a cost-effective stock with dividends of 3% per year.
The National Pension Service is also included, so I think the price will be well protected.
The stop-loss price is 23,000 won. It is a low on the daily candle.
Target price 1st 33,000 won / 2nd 45,000 won / 3rd super long-term holding
summary:
Poongsan silver aluminum + defense stock
Aluminum was involved in the Russian war
Defense related to the Russian War + Serbian War + Taiwan War
The dividend rate is 3%, so I take it seriously
A stock worth taking for a little while.
