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| 국민연금 (사진=연합뉴스) |
[Alpha Biz=(Chicago) Reporter Paul Lee] According to the Financial Supervisory Service's electronic disclosure system on the 3rd, the National Pension Service announced the change in shares made last month for 10 stocks on the previous day. The National Pension Service reduced the portion of Hyundai Department Store from 8.03% in January this year to 6.93% on the 4th of last month. Hite Jinro's stake also dropped from 9.29% last year to 5.7% on the 28th of last month.
This is interpreted as an investment strategy in response to slowing consumption. Stock markets are also recommending a conservative approach to the stocks. According to FnGuide, four securities firms lowered their target price of Hyundai Department Store last month. Seven securities firms also lowered their target stock prices for Hite Jinro last month.
Hyundai Department Store's boom last year is expected to be a burden this year. In the case of department store performance, it is predicted that the goal will be to maintain the previous year.
The National Pension Service reduced its stake in Hanwha Aerospace, a defense stock whose stock price soared this year, from 10.13% in September last year to 9.12% on the 6th of last month. Shinhan Holdings, the bank's owner, also reduced its stake from 8.76% to 7.76%.
On the other hand, nuclear power plant owners, the main beneficiaries of the policy, were subject to the expansion of the National Pension Service's stake. The National Pension Service raised its stake in Doosan Energy, the owner of the nuclear power plant, to 6.55 percent on April 25 from 5.53 percent in April last year.
During President Yoon Seok-yeol's state visit to the U.S., Doosan Energy also drew attention by signing a memorandum of understanding (MOU) with U.S. nuclear power company Nuscale Power and the Export-Import Bank of Korea on the small module nuclear power plant (SMR) sector. The plan is to strengthen cooperation by producing and supplying nuclear power plants designed by Nuscale Power by Doosan Energy.
Meanwhile, the National Pension Service also expanded its stake in LG Innotek, an IT component owner, from 9.04% to 10.13%. Experts explained that performance rebound is possible in line with the launch of new products by Apple, a major customer in the second half of the year. LG Innotek supplies Apple with major products such as camera modules.
Alphabiz Reporter Paul Lee(hoondork1977@alphabiz.co.kr)
