瑞银将韩国综合指数预期从8800点下调至8000点 因利率油价汇率等因素影响盈利

格隆汇
Sep 21

9月21日,瑞银将韩国股市KOSPI指数12个月目标位下调9%,原因是利率上升、油价上涨以及本币走强将影响企业盈利。将预期从8,800点下调至8,000点;KOSPI指数的上涨/下跌目标分别为9,200、5,100。

包括Yong-Suk Son在内的分析师在周五的报告中写道:“尽管KOSPI仍有可观的上涨空间,但我们认为,在即将到来的第三季度/第四季度财报季能够更清晰地展现盈利可持续性和股东回报计划之前,该指数可能仍将维持区间震荡”。鉴于外国投资者和散户投资者的活动较为低迷,市场流动性有所缓和,鉴于韩元大幅升值,外汇市场的不利因素尚未完全反映在市场中。

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