瑞银将南韩KOSPI指数的12个月目标由8,800点下调至8,000点,以反映利率上升、韩圜走强及油价上涨。包括三星电子及SK海力士的记忆体芯片股仍然首选行业,但监于增长势头放缓以及流动性收紧,该行正转向具备股东回报的价值股及优质股。瑞银称,南韩企业盈利增长仍然强劲,预计今年南韩KOSPI指数成分股的每股盈利将大幅增长256%,明年增长38%,估计指数可能仍将保持区间波动,直到第三季及第四季季绩...
Source Link瑞银将南韩KOSPI指数的12个月目标由8,800点下调至8,000点,以反映利率上升、韩圜走强及油价上涨。包括三星电子及SK海力士的记忆体芯片股仍然首选行业,但监于增长势头放缓以及流动性收紧,该行正转向具备股东回报的价值股及优质股。瑞银称,南韩企业盈利增长仍然强劲,预计今年南韩KOSPI指数成分股的每股盈利将大幅增长256%,明年增长38%,估计指数可能仍将保持区间波动,直到第三季及第四季季绩...
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