Cherreads

Chapter 12 - Chapter 12: Steel Stocks Super Cycle

πŸ’¬ Comments β€” User Construction stocks have been rising lately too. β€” User What's color steel plate? β€” User Nothing moves without steel. β€” User Should I buy? β€” User What individual stocks are good?? β€” User I'm buying that one lol β€” User Steel, huh... β€” User It's the rice of industry, so why was it dumped for so long?

Even so, a nagging doubt lingers.

No matter how good a stock is, if you enter late, there's nothing left to eat in the stock market.

What if I entered late?

That worry shakes the viewers' hearts in an instant.

It's an opportunity that comes once every 10 years.

If not now, you'll never get it.

Should I buy or not?

πŸ“° Youtube "Money Up TV. Steel Stocks End the Dark Ages – Super Cycle Arrives!" – 100K Views Β· 1 Day Ago

It makes the wavering investors hit the buy button.

And with that, the video ends.

β€»Caution The investment information in this broadcast is for reference only. All investment decisions are the responsibility of the investor. This channel and its presenters are not responsible for price fluctuations in mentioned stocks. β—‡β—‡β—‡β—†β—‡β—‡β—‡

Group assignment.

"Oppa, can't you take this seriously?"

"What?"

"I mean... I looked at the stuff you prepared, and it's all weird!"

The most annoying thing in the world.

Yet here I am, sincerely donating my talents.

"Why inverse ETFs?"

"This sector benefits too, you know?"

"It doesn't match the professor's intent!"

"What's different? Commodity prices factor in shorts from the start."

I was going to do futures but switched to stocks via ETFs.

I don't get what her complaint is.

Kids these days complain too much.

We met at a cafe for midterm review.

Hye-ri, the bubbly one, chatters noisily.

"And what's with orange juice? Are you seriously messing around?"

"Orange juice, coffee, milkβ€”they're commodities like oil and natural gas. Agricultural commodities."

"Oh, really~ I didn't know, hehe."

She's the most reasonable in the group.

We've gotten close enough for playful bickering.

"Futures markets exist for major global food demand to enable effective price forecasting."

"Why do you think orange juice prices will rise?"

"There's an orange disease spreading in California lately. Supply drops, prices rise. It's been falling a lot, so long position looks good."

"Ooh."

Soo-hyun nods while sipping her iced Americano.

She's quiet, but we get along fine.

That bitch doesn't even show up.

Everyone except one.

Without the PokΓ©mon trainer, normal conversation happens.

"She's not coming because she hates you, oppa!"

"Agreed."

"..."

"Why are you mean only to Sora? Maybe you like her?"

They giggle, sharing some inside joke.

Not wrong, bottom line.

I'm interested in that juicy high.

Pretty rice cakes get eaten first.

I hate responsibility though.

"Maybe she's scared of losing to me."

"Doubt it."

"How would you know?"

"She texted me. Look!"

If not peacock, chicken's fine. These are A-grade, pretty faces.

Women's age is a killer.

Soo-hyun has a boyfriend, but that just makes conquering her more rewarding.

πŸ“° Iron Ore Supply Issues 1. Characteristics of Iron Ore Metal. Mainly traded in steel form as an intermediate product 2. Price Trends Fell 80% from 10-year high, but rebounding 30% this year 3. Reasons for Price Rise China's demand weakness persists, burdening steelmakers' overinvestment 4. Industry Status 14% employment drop in related industries since 2013 China rate cuts reduce interest costs Utilization rates down, China production -11% 5. Outlook China govt strengthening restructuring, further production cuts Watch for concrete moves post-'Two Sessions'

The PokΓ©mon trainer might be tricky.

Hye-ri forwarded her KakaoTalk.

Feels like a pro analyst report.

I see why she was confident.

"Way cleaner than what you did, oppa?"

"Stock's rising too!"

"So what? Life's about real combat."

"Again, scared of losing to Sora."

Hyeji Fund.

No, the Hedge Fund CEO.

She reads reports like this and makes final calls.

That's why she values capable analysts.

Boosts judgment accuracy.

If only the world spun so innocently.

But that doesn't mean I think like an analyst.

β—‡β—‡β—‡β—†β—‡β—‡β—‡

The sea.

A romantic dream destination for travelers.

Uh...?

But to seafarers, it's an object of fear and awe.

Becoming a retail investor in the stock market is...

β€” Alert Institutionals are massacring! β€” Alert Foreigners going wild!

Like drifting alone in a flimsy boat on the vast ocean.

Romantic when currents are calm.

Clearly has upside potential.

Real investing.

Feeling insulted by Chan-wook, Sora bought stocks herself.

She'd gained plenty of sim trading experience.

In excessive selling like now...

β€” Alert Sell order executed!

Retreat first.

Existing investors taking profits.

So-called correction.

Buy back when bottom solidifies, she learned.

Wait, is now the bottom?

Skyrockets right after selling.

Realizing her mistake, Sora hovers over buy.

Definitely going up.

Buy now, at worst break even.

That's right.

In sim trading, or a mere trip, she'd enjoy the waves.

βš” STATUS βš” πŸ’° Yoon Sora's Total Assets: 3,156,422 KRW πŸ“‰ Change: -180,567 KRW (-5.7%)

But real trading.

Account melting in real time.

Her real account, not fake sim.

If I wait..., it'll go up, right?

No one enjoys the scenery on a storm-tossed boat.

Next Episode

Retail investor.

πŸ’¬ [Donghae Steel] Stock Discussion β€” User Just bought 2000 shares~ β€” User PER says this is the cheapest lol β€” User Yeomblie's steel pick! β€” User Yeomra the Great's pick lmao

The weakest in the stock market.

Often seen as pitiful money-losers.

β€” User PER says this is the cheapest lol β€· Still undervalued, plenty of room to rise, so all-in ↳ Reply Donghae hit 60k when it was hot ↳ Reply Good choice ↳ Reply What's PER? ↳ Reply Lower PER = better company. Means more profit relative to size

Not all retail loses.

I'm different.

I don't drift with the flow.

Only one steel stock?

Many make steel.

Find the laggards.

β€” User Construction stocks looking fishy lately lol βš” Domestic Color Steel Plate Market Share 1. Donghae Steel 30% 2. KG Dongsu Steel 24% 3. Posco Steel Plate 20% 4. Saea Steel 10% 5. Mirae Steel 8% 6. Others 8%

Color steel plate? Donghae's the king~

Brazil CSP operational for a year, so with momentum, double the all-time high possible lol

β€” Reply 100k is 6x current? Too much γ… γ…  β€” OP Yep, aiming for 100k β€” User Big picture thinker~ Industry insider? β€” User Donghae's long-awaited dream was its own blast furnace. Let's watch as shareholders where it goes now.

And catalysts.

Beyond public info, uncover other upside drivers.

Has to rise.

This company must go up.

But the source providing that info...

β€” Alert Institutions are war gods!

Institutions.

Analysts on econ channels and YouTube are from them.

They get reports before viewers.

Even premium intel.

...

Investment ideas you slaved over? Analyzed long ago, priced in.

They know downsides too.

Why this won't rise.

Unaware retail stomps feet.

Clap!

Sora forces a bright smile.

Claps to shift mood.

Frowning won't make it rise.

Better recover stamina.

Rational choice.

"Hum~β™ͺ"

Hums while brewing coffee.

Drip coffee.

One thing she wanted post-grad, post-job, financial freedom.

Cheaper than thought?

Bought affordable gear, picked highly-rated beans carefully.

Drip~

One cup.

Should tickle nose with nutty, rich aroma.

Chirp! Chirp!

Enjoy morning leisure with sparrows, coffee.

A scene from dreamed life.

...

Can't taste it.

Would believe it's pencil-lead water now.

Tasteless?

No, taste buds malfunctioning.

First time emotions wreck body.

Please, please...

Hand holding mug trembles.

Splashes drops, then notices.

Thud!

Sets on desk.

Has leisure? Not at all.

Why keep selling? Selling cheap hurts you too.

Eyes on monitor.

Order book.

Real-time trade flow.

β€” Alert Foreigners ended institutionals' retail massacre!

Yes, time to pile in!

Hopeful news.

Stock down 2% rebounds to -1%.

Trend reversal start.

Retail shakeout, then up.

Foreigners know. This is a good stock.

Already trapped, Sora runs happy circuit.

Clinging to hope.

β€” Alert Foreigners got rekt!

Hope crushed.

β€” Alert Retail got rekt!

Double kill!

β€” Alert Foreigners ended institutionals' retail massacre! Foreigners got rekt!

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