Goldman Sachs: South Korean stocks are expected to see a broad rally in the second half of the year, maintaining a KOSPI target of 12,000 points
By: rootdata|2026/07/06 12:42:09
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Goldman Sachs' latest research report indicates that the upward trend in the South Korean stock market in the second half of the year is expected to spread from AI storage leaders like Samsung Electronics and SK Hynix to more industries such as energy, raw materials, and industrial manufacturing. Overseas funds are gradually positioning themselves in the upstream and downstream of the AI industry chain and other independent investment opportunities.
In response to market concerns about a bubble in Korean stocks, Goldman Sachs believes that the current increase in financing balance is mainly due to the growth in the net value of leveraged ETFs, rather than new borrowing by investors. The assets of South Korean residents are still primarily in real estate, cash, and overseas stocks, and the domestic stock market still has room for incremental capital inflows.
Goldman Sachs expects that the overall net profit of South Korean companies will grow by approximately 320% year-on-year in 2026, and will maintain a growth rate of about 35% in 2027. They maintain a target of 12,000 points for the Korea Composite Stock Price Index (KOSPI) over the next 12 months, which still represents more than a 20% upside from the current level, but they anticipate that market volatility will increase in the future.
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