[인포스탁데일리=박상철 기자]

◇ The theme of entertainment, music, and music rises in the news of K-POP group US Billboard charts

Investor sentiment toward entertainment is improving as K-pop singers continue to perform well on the US Billboard charts.

BTS Jimin’s first regular album title song ‘Like Crazy’ was ranked on the US Billboard ‘Hot 100’ for two consecutive weeks, and K-pop girl group Fifty Fifty’s ‘Cupid’ also ranked 3rd. rose for weeks in a row.

Also, on the 11th (local time), TWICE’s 12th mini album ‘READY TO BE’ ranked 46th on the ‘Billboard 200’ on the 15th, and the group ‘Tomorrow X Together’ (TXT Tubatoo)’s 5th mini album ‘The Name Chapter: TEMPTATION’ released last January ranked 78th on the ‘Billboard 200’ chart this week.

Hana Securities reported through the report that in addition to the incredible growth in album sales of existing artists, 10 new groups debuted this year, which is the highest level ever, raising expectations. Even Hive said that its performance is expected to be similar to last year, which was the highest ever.

In particular, in the second quarter of this year, SM/JYP/YG are expected to post record-high quarterly earnings, and the combined operating profit of the four major agencies is expected to record a record high of KRW 179.8 billion (+27% YoY).

In addition, the biggest investment idea for K-pop is that the album sales of major new groups exceed 1 million copies within a year, and 10 teams from the 4 major agencies are said to be debuting. The most important momentum is Hive and JYP’s American girl group debuting in collaboration with Universal Music.

It is expected to be materialized externally through the media or platforms in May-June, and it is analyzed that the maximum expected sales per group in case of box office is expected to contribute 500 billion won to 700 billion won in operating profit and around 50 billion won in operating profit.

In this news, entertainment, music and music themes such as SM, JYP Ent., Dear You, Fan Entertainment, and FNC Entertainment rose.

◇ Pharmaceutical and bio themes are on the rise, with fundamentals improving in the second half and prospects for a full-fledged rebound

DB Financial Investment announced that there are many materials that will improve fundamentals in the pharmaceutical bio sector as we move into the second half.

In particular, as there are various issues such as Samsung Biologics’ stabilization of plant 4 operation rate, domestic Humira biosimilar product launch in the US, Yuhan Corporation’s possibility of expanding Lazertinib as a first-line treatment, and re-applying for BLA to the US FDA for Green Cross IVIG, etc. analyzed to be noticed.

In addition, last year, the interest rate hike caused a lot of investment risk as it was a sector with many funding issues, but as the attractiveness of interest rate products decreased due to the decline in market interest rates, personal funds were expected to be invested.

Kiwoom Securities analyzed that the main factors behind the surge in stock prices in the pharmaceutical and bio sectors were external factors such as expectations for the end of the interest rate hike cycle and circular purchase supply and demand. In addition, it is judged to be a short-term overheating, but it is predicted that the breadth and depth will not be long even if various and rich events such as clinical presentations/approval/conferences are adjusted in the middle.

In this regard, pharmaceutical/bio-related stocks such as SK Bioscience, Daehwa Pharm, Riyeon Pharm, Medipost, Tego Science, Jeil Pharm, and Hanall Biopharma rose. SK bioscience had a positive effect on news of the confirmation of immunogenicity and safety of the booster shot in the phase 3 clinical trial of the COVID-19 vaccine GBP510.

◇ Mfox (monkey pox) theme rises, such as news of raising the monkeypox crisis alert to ‘caution’

With the ninth Mpox (monkeypox) confirmed case in Korea occurring on the followingnoon of the previous day, the Korea Centers for Disease Control and Prevention (KCDC) raised the crisis alert level from ‘attention’ to ‘caution’ on this day in accordance with the recent increase in domestic Mpox (monkeypox) patients.

The infectious disease crisis alert level consists of 4 stages: interest → caution → alert → serious, and caution is issued in the case of an inflow of a new infectious disease from abroad or limited transmission of an unknown or re-emerging infectious disease in Korea.

Amid such news, Mfox (monkey pox) themes such as Myco Biomed, GeneMatrix, Green Cross Holdings, and Boditech Med rose.

Reporter Park Sang-cheol [email protected]