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미국주식 종목분석

[April 9th major issue] I'm sending it to you.

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[April 9th major issue] I'm sending it to you.

# United States of America
ABC News announced on the 8th (local time) that a total solar eclipse will occur in the U.S., Canada and Mexico. Millions of people are expected to move to observe the next total solar eclipse before 2045. Airbnb said most of its accommodations have been booked along the total solar eclipse route from southern Texas to northeastern Maine. Total solar eclipses are expected to have an economic effect of 6 billion dollars

Reuters reports that the U.S. government's subsidies for Samsung Electronics will be second only to TSMC amid the U.S. government's announcement that it will provide $6.6 billion in subsidies to Taiwan's TSMC under the Semiconductor Support Act. Currently, Samsung Electronics is investing $17 billion to build a semiconductor plant in Taylor, Texas, and plans to announce additional investment plans on the 15th. Sources expect the U.S. government to announce subsidies for semiconductor laws between $6 billion and $7 billion for Samsung Electronics next week

# China
Reuters reports China's commerce minister said China's anti-dumping investigation into European brands is not retaliation. A source at the French Ministry of Finance and Economy said in a meeting with his French counterpart, "China's anti-dumping investigation into French brands has nothing to do with the EU's anti-subsidy investigation into Chinese electric vehicles." "An anti-dumping investigation will not necessarily lead to the imposition of tariffs."

# Korea
Although the net profit of major domestic financial holding companies increased slightly last year, the possibility of credit risk expansion has increased as the soundness deteriorated due to real estate PF risks and high interest rates. Meanwhile, according to the management performance of financial holding companies in 2023, announced by the Financial Supervisory Service, the total consolidated assets of 10 financial holding companies were 3.5 trillion won as of the end of last year, up 112.6 trillion won from the end of the previous year. Banks still accounted for the highest proportion of assets by region of financial holding companies at 74.9%, followed by financial investment at 10.3%, insurance at 6.8%, and women's companies at 6.7%

Yonhap News Agency analyzed all business reports of top 100 non-financial listed companies in sales, and found that the number of employees employed by companies increased by 8.7 thousand last year compared to the previous year. Although major domestic industrial business conditions, including semiconductors, worsened significantly in the aftermath of last year's economic downturn, it suggests that large companies are still playing a big role in hiring. In particular, the number of employees has increased significantly in industries such as automobiles, secondary batteries, and shipbuilding

# Other
Al-Kahera News reports progress is being made in ceasefire negotiations between Israel and Hamas, citing a high-ranking official. The parties to the negotiations have made significant strides in reaching an agreement on basic matters, and plans to finalize the terms of the agreement in Cairo, Egypt. The Israeli military's announcement of withdrawal from southern Gaza on the day of the resumption of negotiations is expected to be related to a ceasefire. British media analyze possibility that stalled negotiations will lead to fruition

# economic indicators
Germany's industrial production 2.1% month-on-month in February (0.6% forecast, 1.3% previous estimate)

[Investment strategy of Daishin Securities / Telegram channel]

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