오랜만에 글 씁니다.
25년 말 기준, 외국인 보유잔액 1326조
26년 5월말 기준, 외국인 보유잔액 2852조 로 약 2배 상승.
올해 누적 순매도는 154 조 이니
전체 보유 잔액에서 약 4% 정도에 불과하네요.
폭탄 매도라 할 수는 없네요.
너무 올라서 조정이 있는 것 같은데
앞으로 마구 흔들면서 더 가지 않을까요?
네. 그렇게 생각합니다 ㅎㅎ
하닉의 올해 영업이익 전망이 삼전을 추월이군요.
요즘 클로드를 사용하는데, 너무 좋습니다.
Sudah lama tidak menulis.
Berdasarkan data akhir tahun 25, kepemilikan asing berjumlah 1326 triliun won.
Pada akhir Mei tahun 26, kepemilikan asing meningkat menjadi 2852 triliun won, hampir dua kali lipat.
Penjualan bersih kumulatif tahun ini mencapai 154 triliun won,
yang hanya sekitar 4% dari total kepemilikan.
Tidak bisa dikatakan sebagai penjualan besar.
Mungkin naik terlalu tinggi sehingga terjadi penyesuaian,
apakah akan terus berfluktuasi dan tidak naik lagi?
Ya. Saya pikir begitu ㅎㅎ
Keuntungan operasional tahun ini untuk Hanik diproyeksikan akan melampaui Samsung.
Saya menggunakan Claude akhir-akhir ini, sangat bagus.
Long time no see.
As of the end of 2025, foreign holdings amounted to KRW 1,326 trillion.
As of the end of May 2026, foreign holdings increased to approximately KRW 2,852 trillion, about twice the amount.
This year's cumulative net selling is KRW 154 trillion,
which accounts for only about 4% of the total holdings.
It can't be called a bomb sell-off.
It seems like there's an adjustment because it has risen too much,
do you think it will go further after shaking up?
Yes, I think so ㅎㅎ
Hanick's operating profit outlook for this year is expected to surpass Samsung.
I've been using Claude lately, and it's great.
