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Jun 06
Jun 06
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.
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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 idea tracked. Latest voices: Lee Ju-hyeon.