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11:00
Jun 06
Lee Ju-hyeon Director, Xangle 815 Money Talk (815머니톡)
Domestic consumption stocks are defensive plays.
Domestic consumption stocks including department stores, travel, casino, and leisure (Hyundai Department Store, Shinsegae, Paradise, GS, PNL, Lotte Tour Development) are defensive and expected to benefit from domestic demand resilience, especially as overseas growth slows. Their earnings season in the second half provides a catalyst.
PNL 1ST
MED

About PNL Analyst Coverage

Buzzberg tracks PNL across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.