๐ Weekly opening comments
Last week's flow 05-18 ▼1.2% → 05-19 ▼0.1% → 05-20 ▼0.7% → 05-21 ▲1.0% → 05-22 ▲0.2% Cumulative SPY -0.72%
Leading industries Energy (XLE) · Healthcare (XLV) · Utilities (XLU)
Relative weakness Communications, industrial goods, real estate
Friday US market ⚠️ SPY +0.20% QQQ +0.19% IWM +0.94%
Friday NXT AFTER (2026-05-22) ๐ Average +0.30%
Early Outlook Mixed US market → flat in early stages, watch for macro events and foreign trends
☀️ KR Dawn Briefing (2026-05-25)
๐บ๐ธ SPY +0.39% QQQ +0.42% IWM +0.93%
SPY fluctuation 0.60% ๐ข NORMAL
๐ Dominant Sectors: XLV (+1.17%) XLK (+1.00%) XLU (+0.78%)
๐ฏ Top 3 candidates:
1. Samsung Electronics (005930) [XLK] acc=0.64 corr=1.00 rank=0.783
2. SFA Semiconductor (036540) [XLK] acc=0.62 corr=1.00 rank=0.770
3. Jusung Engineering (036930) [XLK] acc=0.62 corr=1.00 rank=0.769
Reasons for each item:
• Samsung Electronics: XLK strong (+1.00%) + acc=0.64 corr=1.00
• SFA Semiconductor: XLK strong (+1.00%) + acc=0.62 corr=1.00
• Jusung Engineering: XLK strong (+1.00%) + acc=0.62 corr=1.00
๐ Undervalued recommendation (improving earnings + low industry fwd PER):
[XLV → pharma_bio] median fwd PER 30.0
· Pharma Research (214450) PER 21.5 → fwd 16.0 profit improvement +25.5%
· T&L (340570) PER 13.1 → fwd 10.0 profit improvement +23.7%
[XLK → semiconductor] median fwd PER 24.0
· Samsung Electronics (005930) PER 23.6 → fwd 7.0 profit improvement +70.4% ⚠️ TTM bottom and consensus reliability need to be confirmed
· SK Hynix (000660) PER 18.8 → fwd 7.0 profit improvement +62.7%
[XLU → renewable_energy] median fwd PER 12.0
· Korea Gas Corporation (036460) PER 26.1 → fwd 4.0 profit improvement +84.7% ⚠️ TTM bottom and consensus reliability need to be confirmed
๐ This week’s major economic schedule (US, China, Japan, Korea)
All times are in UTC (Coordinated Universal Time).
| date | Time (UTC) | country | Event | Importance |
|---|---|---|---|---|
| 05/26 (Tuesday) | 14:00 | ๐บ๐ธ | CB Consumer Confidence (May) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | ๐บ๐ธ | Core PCE Price Index (MoM) (Apr) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | ๐บ๐ธ | Core PCE Price Index (YoY) (Apr) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | ๐บ๐ธ | Durable Goods Orders (MoM) (Apr) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | ๐บ๐ธ | GDP (QoQ) (Q1) | ⭐⭐⭐ |
| 05/28 (Thursday) | 12:30 | ๐บ๐ธ | Initial Jobless Claims | ⭐⭐⭐ |
| 05/28 (Thursday) | 14:00 | ๐บ๐ธ | New Home Sales (Apr) | ⭐⭐⭐ |
| 05/29 (Fri) | 16:00 | ๐บ๐ธ | Crude Oil Inventories | ⭐⭐⭐ |
| 05/29 (Fri) | 13:45 | ๐บ๐ธ | Chicago PMI (May) | ⭐⭐⭐ |
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