한국 종목별 히트맵 (20260522 기준)
미국 종목별 히트맵 (20260522 기준)
☀️ KR Dawn Briefing (2026-05-22)
🇺🇸 SPY +0.20% QQQ +0.19% IWM +0.94%
SPY fluctuation 1.06% 🟡 CAUTION
📈 Dominant Sectors: XLU (+1.10%) XLK (+0.82%) XLV (+0.69%)
🎯 Top 3 candidates:
1. SFA Semiconductor (036540) [XLK] acc=0.56 corr=1.00 rank=0.736
2. Jusung Engineering (036930) [XLK] acc=0.55 corr=1.00 rank=0.732
3. Samsung Electronics (005930) [XLK] acc=0.54 corr=1.00 rank=0.722
Reasons for each item:
• SFA Semiconductor: XLK strong (+0.82%) + acc=0.56 corr=1.00 [risk=CAUTION]
• Jusung Engineering: XLK strong (+0.82%) + acc=0.55 corr=1.00 [risk=CAUTION]
• Samsung Electronics: XLK strong (+0.82%) + acc=0.54 corr=1.00 [risk=CAUTION]
💎 Undervalued recommendation (improving earnings + low industry fwd PER):
[XLU → renewable_energy] median fwd PER 12.0
· Korea Gas Corporation (036460) PER 26.2 → fwd 4.0 profit improvement +84.8% ⚠️ TTM bottom and consensus reliability need to be confirmed
[XLK → semiconductor] median fwd PER 22.0
· Samsung Electronics (005930) PER 24.2 → fwd 7.0 profit improvement +71.1% ⚠️ Need to confirm TTM bottom and consensus reliability
· SK Hynix (000660) PER 18.7 → fwd 7.0 profit improvement +62.6%
[XLV → pharma_bio] median fwd PER 29.0
· T&L (340570) PER 13.5 → fwd 10.0 profit improvement +26.1%
· Dongkook Pharmaceutical (086450) PER 14.3 → fwd 11.0 profit improvement +23.2%
📅 Remaining of this week + major economic schedule for the next week (~ 05/29)
All times are in UTC (Coordinated Universal Time).
| date | Time (UTC) | country | Event | Importance |
|---|---|---|---|---|
| 05/26 (Tuesday) | 14:00 | 🇺🇸 | CB Consumer Confidence (May) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | 🇺🇸 | Core PCE Price Index (MoM) (Apr) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | 🇺🇸 | Core PCE Price Index (YoY) (Apr) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | 🇺🇸 | Durable Goods Orders (MoM) (Apr) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | 🇺🇸 | GDP (QoQ) (Q1) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | 🇺🇸 | Initial Jobless Claims | ⭐⭐⭐ |
| 05/28 (Thursday) | 14:00 | 🇺🇸 | New Home Sales (Apr) | ⭐⭐⭐ |
| 05/29 (Fri) | 13:45 | 🇺🇸 | Chicago PMI (May) | ⭐⭐⭐ |
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