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'Soul' will soon disappear Entertainment is bearish


On the 22nd Jisomi ends … Patriotism is mixed

Defense-related stocks fell because the end of the Korea-Japan Military Information Protection Agreement (GSOMIA) is approaching two days. On the other hand, entertainers, who are expected to limit their activities in Japan if their friction with Japan is prolonged, is weak.

According to the Korea Exchange on the 20th, at 2:30 pm that day, Victech was trading at 3275 won, up 325 won (11.02%) from the previous trading day. Specco (3.89%), Huneed (3.82%) and Firstek (1.79%) are on the rise.

However, Korea Aerospace and LIG Nex1 fell -0.27% and -1.88% respectively. Hanwha Aerospace fell -2.28%.

Enter the stock that dropped. The comforting weakness is caused by the prospect that if the conflict between Korea and Japan continues, the activities of artists in Japan might be limited.
YG Entertainment (-2.01%), JYP Entities (-1.7%) and SM (-1.53%) fell, so shares classified as patriotic themes did not respond. Monami (0.51%), Hite Jinro Holdings (1.04%) and Divine Trade (-2.43%) varied.

Earlier, President Moon Jae-in maintained his previous position on June 19 that if there were no changes in Japan's position, it would end. Gisomia ends at the end of the 22nd.

President Moon Jae-in was asked whether to end Gisomia or not in "Conversations with Citizens", which was broadcast live on MBC on the afternoon of the 19th. I will work with Japan if I can avoid it. "

Jisomia weighed towards the end of the story. There is a possibility of last minute arbitration and US-Japanese coordination in the US, but pessimism is valid for now.

The United States is urging to restore Jisomia, but the Korean government has said it cannot extend Jisomia without Japan's proactive steps to export control measures. It's also burdensome to talk about extending the Japanese Empire without changing Japan's attitude.

According to the polling agency Real Meter, CBS commissioned public opinion on the decision to end Gisomia and found that 55.4% of respondents had to defend the decision on termination, not 33.2%. That's 22.2 percentage points higher. In the survey conducted on the 6th, the response to & # 39; termination of response & # 39; up 7.1 percentage points compared to 48.3 percent.


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