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摩根大通将韩国Kospi目标点位上调至5,000点
Ge Long Hui A P P· 2025-10-28 23:58
Core Viewpoint - Morgan Stanley has raised the 12-month benchmark target for the Korea Composite Stock Price Index (Kospi) to 5000 points, suggesting to accumulate on dips [1] Group 1: Market Outlook - Despite recent gains, the valuation of the Kospi remains lower than regional and global peers based on price-to-earnings and price-to-book ratios [1] - In an optimistic scenario, the target for the index could reach 6000 points [1] - The Kospi closed at 4010.41 points on Tuesday [1] Group 2: Stock Recommendations - Morgan Stanley's preferred stocks include Samsung Electronics, SK Hynix, and Hanwha Aerospace [1] - The least favored stocks are Elltrion, Kakao, and Posco Future M [1] Group 3: Investment Strategy - The Korean market is still considered Morgan Stanley's top overweight market in the Asia region [1]