2022년 5월 15일 일요일

Real Estate Transactions in the Virtual World

 As Samsung Electronics joined the K Metabus Alliance, Metabus-related stocks also showed a big rise in stock prices due to expectations. This is because Samsung Electronics (82,900 +1.84%) joined the Metabus Alliance, which was formed to build an innovative metabus platform through super-cooperation between industries and companies. In the United States, Meta (formerly Facebook) has announced its goal of transforming into a metaverse company, raising interest in domestic and foreign related stocks. The securities industry is paying attention to the extended reality (XR) as a technology that will realize true metaverse in the future. Therefore, it is predicted that parts manufacturers that need XR will show high growth in the future.

Related stocks are also doing well


What kind of companies are related to stocks that soared on the news of joining Samsung Electronics' joining? As of August 4, Course (13,150 +29.56) reached the upper limit, Dexter (13,050 +20.28%), Optis (31,700 +24.80%), HanbitSoft (6,580 +11.53%), GiantStep (89,300 +11.21%), WiGames Studio (17,850 +7.21%), YGames (27.27%), and MacSystem (27.27%). Stock prices soared on news of Samsung Electronics' joining. Samsung Electronics has experience in developing virtual reality (VR) devices such as Gear VR and Odyssey Plus, and is also currently developing augmented reality (AR) glass.


What's a metaverse?


What the hell is a metaverse? It is a combination of "meta," an English word for "virtual" and "universe," which means the universe, and refers to a three-dimensional virtual world in which socio-economic and cultural activities such as the real world take place. It is a more evolved concept than virtual reality, and it has the advantage of not only enjoying games or virtual reality by using avatars, but also being able to engage in social and cultural activities such as real life. In particular, the metaverse spread greatly after the commercialization of ultra-fast ultra-connected ultra-low delay 5G and the COVID-19 pandemic. Technologies that can implement virtual reality (VR), augmented reality (AR), and mixed reality (MR) have developed, and metaverse is drawing attention as expectations for a non-face-to-face society increase.


I ran Earth 2 myself


I experienced Metabus in person, and it is Earth2, which is called the leader of Metabus.


Metabus, other companies scramble to Compete


Deputy Prime Minister and Minister of Economy and Finance Hong Nam-ki posted a video on the Ministry of Economy and Finance's YouTube channel titled "Talking about the Korean version of the new deal on Metabus!" and U.S. hip-hop artist Travis Scott held a performance with his avatar in April last year. In Korea, Black Pink communicates with fans through Geppetto, and global fashion brands such as Gucci, Crispan Luboutin, MLB, and Nike are also selling products that fit their avatars.


Distributors are also jumping into the market. CU, a convenience store operated by BGF Retail, will open the CU Geppetto Hangang Park branch on Geppetto, a metaverse platform, in August. Geppetto is also said to be located in Hangang Park, a popular place, so that customers can order CU products and use parasols and tables. GS Retail is trying to collaborate with Cyworld, which has recently returned. GS Retail plans to open a shopping channel in Cyworld at the end of November today so that users can quickly purchase the products they want and receive delivery services immediately through convenience store GS25, supermarket GS The Fresh, and home shopping GS Shop. Cyworld is also preparing various services optimized for The Metabus from the existing mini homepage. Lotte Hi-Mart is also a popular game using Metabus in June It also opened its own brand "HIMADE Island" in Animal Crossing.


Metabus has recently grown rapidly as it has gained great popularity and demand from MZ generation. It also benefited a lot from the spread of non-face-to-face culture due to COVID-19. However, it cannot be revealed because it is an unconditionally bright outlook. If the vaccination rate increases and face-to-face activity increases again, it may remain a short-lived issue. For now, it is expected to be used as an effective business platform over the next few years, but investors should invest in various aspects.

investment property

 I do a variety of investments and investments, but the most preferred of them is definitely 'real estate' investment.


Because empirically, it was a very safe investment without the risk of principal loss, and at the same time it brought a very good return. Therefore, for a busy office worker like me, there seems to be nothing like investing in real estate due to salary management.


But real estate investment has its downsides.


1. I need a lot of money.


2. The exchange rate is very low.


Real estate cannot be challenged with a small amount of money like stocks, so the entry barrier is very high, making it difficult to experience it several times in a lifetime. I also want to invest a lot in real estate, but I don't experience it often because I need a lot of time to save a lot of money. In addition, if you need money urgently, you can dispose of the stock immediately, but the exchangeability is very low because it usually takes months to dispose of the real estate.

Japanese stock market hits record high in 30 years..."Control Bubble." The fear has grown

 The central bank of Japan may be able to buy stocks in a policy manner. It is a country of national character that celebrates itself even without interest, but I wondered if there were many people investing in stocks. By the way, is the central bank boosting the market by buying stocks other than anywhere else?



Nevertheless, I am curious about the exit strategy. If the central bank's selling point is judged to be the peak of the cycle, the stock market will fall from then on, but I don't know if I can sell it and organize it... I feel like I was bitten the moment I bought it.


Japanese stock market hits record high in 30 years..."Control Bubble." The fear has grown



The Bank of Japan is the only central bank in major countries in the world that directly intervenes in the stock market. The annual purchase limit, which was 450 billion yen when the system was introduced, increased to 12 trillion yen on four occasions. This is the result of former Japanese Prime Minister Shinzo Abe's cabinet, which was so sensitive to the stock market that it was called a "shareholder regime," strengthened its stimulus measures since taking power in December 2012. As stock prices plunged in the aftermath of COVID-19 in March and April, the Bank of Japan bought more than 1 trillion yen of ETF every month to support the market. Makoto Sengoku, a researcher at the Tokyo Research Center, analyzed that every time the Bank of Japan purchases KRW 1 trillion in ETF, the Nikkei 225 index rises by 260 points. It is estimated that the Bank of Japan bought 32.5 trillion yen worth of stocks during the Abenomics period between January 2013 and August 2020. In other words, the Bank of Japan pushed up 8,450 points from the Nikkei 225 index, which rose to the 26,500 level by simple calculations.

Stock market schedule for May

 Monday, May 2nd 


Stock markets in China, Taiwan and Hong Kong are closed (Labor Day)


UK-oriented closure (Bank Holiday)


(United States)


April ISM Manufacturing Index Announcement


March Construction Expenditure Announcement


April PMI for Manufacturing Industry Announcement


*Performance announcement: Moody's / NXP Semiconductor / On Semi-conductor / Expedia / Clorux / MGM Resort / Global Payments / Devon Energy



(Korea)


Transition Committee Announces Third Plan of Government Affairs by Yoon Seok-yeol


Bidding for 30-year treasury bonds (KRW 4.2 trillion)


Seoul Institute of Technology Opens a Pilot Experimental Metabus Service 


2022 Korea-Europe Battery Day (5/2~13) 


Unobligation to wear an outdoor mask


Webzen union to strike


*Performance announcement: Lotte Chilsung / Kakao Pay / Korea Aerospace Exploration / DL E&C / DL Construction / F&F / Meritz Securities / Wonik Materials



Green Snake Media Trading Suspension (Merger of Shares): Trading Suspension Period - 5/2~5/24


Tobac Korea trading suspension (stock merger): trading suspension period - 4/13~5/4


Resume trading with us (decision to maintain listing)


Resumption of overnight trading (decision to maintain listing)



CS bearing rights (paid capital increase): Base price - KRW 16,050



GWBitech's additional listing (BW event) - 1,654,676 shares (domestic private equity bond bond subscription right exercise)


AB Pro Bio's additional listing (CB conversion) - 1,534 785 shares (conversion of domestic private equity convertible bonds)


AT Semicon additionally listed (CB conversion) - 2,047,240 shares (conversion of domestic private equity convertible bonds)


Additional listing of Cham Engineering (CB conversion) - 49,833 shares (CB conversion in Korea)


Additional listing of Inskovi (CB conversion) - 41,237 shares (CB conversion in Korea)




(Europe)


Eurozone announces PMI for manufacturing in April


Tuesday, May 3rd 


China's Stock Exchange Closed (Labor Day Holiday)


Japan Stock Exchange Closed (Constitutional Day)


(United States)


Day 1 of FOMC Regular Meeting


March job openings and job losses (JOLTs) report released


Factory Order Announcement in March


April Automobile Sales Announcement


Blizzard "Warcraft" Mobile Game Revealed



*Performance announcement: Starbucks / Pfizer / AMD / Biogen / DuPont / Biogen / S&P Global / Airbnb / Hilton / AIG / Marathon Patolium / Match Group / Paramount Global / Lift / BP / Restaurant Brands



(Korea)


April Consumer Price Trend Announcement


International Electrical Vehicle Expo (IEVE) held: 5/3~6


*Performance announcement: Kakao Bank / Hive / Kakao Games / Wanted Wrap / Batech / Lairance / Kolon Industries / Eco-Pro / Eco-Pro HN / Lairance / Doosan



Public subscription for Daemyung Energy (5/3~4)


- Organizers: Korea Investment & Securities, Samsung Securities


- Desired public offering: KRW 15,000 to KRW 18,000


- Final public offering: KRW 15,000



Resumption of SI resource transactions (decision to maintain listing)



KH Electron's additional listing (paid capital increase) - 5,783,867 shares (third-party allocation capital increase) 


KH Electronics' additional listing (paid capital increase) - 5,783,867 shares (third-party allocation capital increase)


Truwin Additional Listing (Free capital increase) - 1 share per share


Philoptics' additional listing (stock conversion) - 1,036,091 shares (conversion of preferred shares to common shares)


T-Scientific's additional listing (BW event) - 78,173 shares (Korea private equity bond bond bond exercise)


Additional listing of Siswok (BW event) - 1 week (exercise of bonds with domestic public offering)


TS Trillion's additional listing (CB conversion) - 2,451,838 shares (conversion of domestic private equity conversion bonds)


Additional listing of McNulty Korea (CB conversion) - 248,344 shares (conversion of domestic private equity conversion bonds)


SL Bionics' additional listing (CB conversion) - 383,196 shares (conversion of domestic private equity convertible bonds)


Jangwon Tech's additional listing (CB conversion) - 596,205 shares (conversion of domestic private equity convertible bonds)


Additional listing of Asian seedlings (CB conversion) - 386,454 shares (conversion of domestic private equity convertible bonds)


Additional listing of yellow balloons (CB conversion) - 127,954 shares (conversion of domestic private equity conversion bonds)


ENPlus Additional listing (CB conversion) - 447,627 shares (CB conversion in Korea)


Additional listing of Kwangmu (CB conversion) - 6,465 shares (conversion of domestic private equity convertible bonds)



Kakao Pay Protection Jesus Release - 76,246,370 shares (57.55%)


Blueberry NFT Protective Jesus Release - 5,194,805 (16.06%)


Picogram Protection Jesus Release - 100,000 shares (3.19%)




(Europe)


Eurozone Finance Ministers' Council Meeting


Eurozone unemployment figures for March


Eurozone March Producer Price Index (PPI) released

2022년 5월 13일 금요일

인플레이션

 미국 CPI는 주식 투자자라면 반드시 알아야 하는 지표로 '소비자물가지수'라고도 불린다. 사전적 의미로는 소비재 및 서비스 시장에 대한 소비자가 지불하는 가격의 변동을 의미한다. 인간이 살아가는 데 있어서 필수로 소비할 수밖에 없는 주거비, 의류는 물론 외식비, 의료비 등 대부분의 분야에서 이를 종합하고 반영한다. 쉽게 말해서 물가 상승에 대한 지표라고 봐도 무방하다.

만약 CPI 지표가 상승을 한다면 가계의 실질임금은 감소하게 된다. 임금 액수는 그대로일지는 몰라도 물가가 상대적으로 올랐기 때문이다. 따라서 CPI 지표는 인플레이션을 측정하는 중요한 지표로 활용될 수 있으며 연준의 금리 인상에 큰 영향을 주기도 한다.


미국 증시는 6일(현지시간) 올 들어 최악의 날을 맞았다.
제롬 파월 미국 연방준비제도이사회(Fed·연준) 의장은 5일 오후 50베이시스포인트 이상의 향후 금리인상은 "연준이 적극적으로 검토하고 있는 것이 아니다"며 투자자들을 안심시키며 시장의 강세 상승을 이끌었다. 주요 지수는 모두 약 3% 성장했고 S&P 500과 다우지수는 거의 2년 만에 최고치를 기록했다.

그러나 투자자들은 바로 다음날 정신을 차리며 연준이 치솟는 인플레이션을 억제할 수 있을지에 대한 의심을 가지며 내던지기 시작했다.

다우지수는 3.3% 하락했으며 S&P 500지수는 3.7% 하락했다. 나스닥 종합지수는 5.2% 폭락해 2020년 이후 최악의 날이었다.

Selemix Stock Chart Analysis - Selling Major Shareholder Stocks! The stock price is like this

 The share price of Celemix is...As soon as I looked at the chart...I wonder what this is. It's a stock that rebounded once after the li...