◆아주경제 주요뉴스
▷'불안한 상승세'…뉴욕발 반도체 한파에도 코스피 반등, 메타 실적이 분수령
- On October 19, the Korea Exchange reported that the KOSPI closed at 5,768.01, up 99.96 points (1.76%) from the previous trading day.
- The index opened at 5,488.41, down 179.64 points (3.17%), but reversed course during the day. Institutions recorded a net purchase of 574.8 billion won, while individuals and foreigners sold a net 1.086 trillion won and 36.5 billion won, respectively.
- Attention is focused on the volatility of major semiconductor stocks. Samsung Electronics and SK Hynix both dropped 4% during the day but managed to recover slightly by the close.
- Investors are keenly awaiting Meta's third-quarter earnings report, set to be released after the U.S. market closes on October 21.
- The Financial Times predicts that Meta's third-quarter revenue will exceed $63 billion, amid ongoing concerns about slowing growth and rising costs associated with AI investments.
◆주요 리포트
상상인證 "JYP, 저연차 성장적 가시화되지 않아…목표가 5만2000원 하향"
- Samsung Securities has assessed that JYP Entertainment lacks growth potential in its lower-tier intellectual property (IP).
- The target stock price has been lowered to 52,000 won, while maintaining a 'buy' recommendation.
- Positive outlook for expanding the next-generation lineup through new IPs starting in 2024. The lower-tier IP NMIXX is set for its official debut in Japan in the fourth quarter.
- The third-quarter earnings forecast is expected to fall short of consensus, with revenue projected at 237.3 billion won and operating profit at 41.1 billion won. Increased costs for domestic performances and lack of excess revenue from Stray Kids' Western tour are contributing factors.
- Annual revenue is projected to decline by 7.3% year-on-year to 761.5 billion won.
◆장 마감 후(19일) 주요공시
▷에이엔피, 공매도 과열종목 지정
▷에스엠벡셀, 투자경고종목 지정예고
▷ 대상홀딩스, 단기과열종목(가격괴리율, 3거래일 단일가매매) 지정 연장(대상홀딩스우)
◆펀드 동향(16일 기준, ETF 제외)
▷국내 주식형: 392억원
▷해외 주식형: -102억원
◆오늘(19일) 주요일정
▷독일: 생산자물가지수(9월), ZEW 경제심리지수(10월)
▷미국: 주택착공, 허가 건수(9월)
▷중국 LPR 금리 결정
▷NVIDIA GTC Berlin 2026(~22일)
▷VMware Explore on Tour Tokyo(~21일)
▷장전 실적: GE에어로스페이스(GE), GM, RTX, 노스롭그루먼(NOC), 3M(MMM)
▷장후 실적: 넷플릭스(NFLX), 스페이스X(SPCX), 인튜이티브서지컬(ISRG), 캐피털원(COF)
* This article has been translated by AI.
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