01 017800.KS Hyundai Elevator Co., Ltd Loading... : Bullish and Bearish Analyst Opinions

Inter-Korean economic cooperation stocks like Ananti and Hyundai Elevator should be avoided due to poor earnings, significant deficits, and high risks.

While North Korea-related theme stocks are surging on news of scheduled dialogues, investors should avoid trading these highly volatile theme stocks in the current market, as they can quickly lead to heavy losses if timing is wrong.

North Korea cooperation could become a second-half theme because Trump may use North Korea reconciliation as his remaining foreign policy card, Seoul has floated formal end-of-war dialogue, and the Tumen River development project involving China, Russia and North Korea could create a new inter-Korean cooperation value chain. Historically Hyundai Elevator was the top inter-Korean cooperation play, though this cycle may differ.