Record Earnings Yet Hollow Core? Investor Sentiment Freezes Despite Historic Results... "Shift in Focus to Profits, Profitability is Key"

[Ju Young-jin's News Briefing]

When quoting or reporting from this interview, please explicitly credit the program SBS <Ju Young-jin's News Briefing>. Copyright belongs to SBS.

■ Broadcast: SBS <Ju Young-jin's News Briefing> Mon-Fri (14:00–15:20)
■ Host: Anchor Ju Young-jin
■ Panelists: Park Yeon-mi, Economic Critic / Park Jin-ho, SBS Editorial Writer
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● Moneyverse

Park Jin-ho / SBS Editorial Writer
"Big tech companies face higher infrastructure investments like AI facilities, resulting in a deficit in free cash flow."
"While it is not at a worrisome level, concerns from investors and the market appear significant."
"With earnings announcements from the top 3 big tech companies, the return on investment compared to capital expenditure is expected to be a central indicator."
"Iran mentions 'submarine cables,' bringing up a new threat to the U.S."
"Possibility of the Iran war escalating if Netanyahu regains power."

Park Yeon-mi / Economic Critic
"KOSPI is undergoing a slight correction... SK Hynix sees a rebound effect, while Samsung Electronics remains in a wait-and-see mode."
"This week has many variables, including the earnings announcements of SK Hynix and Samsung Electronics."
"Astronomical investment funds poured into five big tech companies... whether profitability will materialize is the key."
"D-7 until the U.S. midterm elections... attention focused on the balance of power between Congress and the executive branch."
"Investment sentiment persists, but... it is not too late to enter the market after watching the U.S. midterm elections."

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※ Please note: This article was translated by AI and may contain errors.