Song Ho
Song Ho
companies earnings half industry outlook recovery second technology
Technology companies will see a recovery in earnings in the second half so the outlook for the industry is positive.
capacity china increases korean somewhat speed
The speed of capacity increases in China is somewhat threatening to Korean shipbuilders.
depends foreign franklin including mutual support win
It all depends how much support they can win from other foreign shareholders, including Franklin Mutual Advisers.
industry leadership positive reflects stock
This reflects the leadership they have in the industry and it's positive for their stock prices.
concerns earnings falling growth hurting industry prices raise
Falling prices raise concerns that growth in the industry will slow, hurting earnings at chipmakers.
benefit concerns easing economy growth seems slow technology
Concerns the U.S. economy will slow are easing and growth seems to be going strong. That should benefit exporters, especially technology companies.
crazy watching
It was crazy -- everyone was watching the game.
continue stock strong support
Strong fundamentals should continue to support the stock market's advance.
continue domestic economy last outlook stock strong support year
The outlook for the domestic economy this year is even better than last year's. Strong fundamentals should continue to support the stock market's advance.
concern corporate currency earnings outlook weaker
The weaker currency eases concern that exporters' earnings will be hurt. The outlook for corporate earnings should improve.
affecting biggest easing factor helps investor market oil prices
Oil is the biggest factor affecting the market right now, so an easing in prices helps investor sentiment.
coming fairly korean low products yards
Korean yards can concentrate on high-end products like LNG carriers. China's yards are coming from a fairly low productivity base.
asset demands dividends heat higher position push sales
He'll probably be in a better position to push for the asset sales, higher dividends and other demands he's been making now that he's inside. Things could heat up.
increasing stock trend
Individuals are increasing their investments in the stock market, and that kind of trend will continue.