Officer Black Belt: A Gripping Tale of Action, Justice, and Personal Growth 4 Nov 2024, 5:05 am

 “Officer Black Belt” is a film that skillfully blends action and drama while addressing complex issues in modern society. The story revolves around the growth and conflicts of the protagonist, Lee Jun (played by Kim Hyun-soo), delivering a powerful message to the audience.



Plot Summary Lee Jun is an ordinary office worker living a peaceful life with his family. However, when his family is threatened by a criminal organization, his life takes a drastic turn. Lee Jun decides to undergo training as an officer black belt and dives into a war against crime. The film focuses on his internal conflicts and external pressures as he fulfills his role as an officer black belt.


Lee Jun fights against the criminal organization alongside his colleagues, redefining his beliefs and values in the process. His determination to protect his family deeply moves the audience. Lee Jun’s journey goes beyond a simple revenge story, exploring the essence of humanity and justice.


Review “Officer Black Belt” is not just an action movie; it depicts the struggles and growth of its characters. The psychological depth of each character is well portrayed, and the bonds between Lee Jun and his colleagues provide genuine emotional impact. Particularly, the decisions Lee Jun makes in the latter part of the film are pivotal moments that change his life entirely, leaving a strong impression on the audience.


The visual elements and music are also outstanding, adding thrill to the action scenes and depth to the emotional moments. This film keeps the audience immersed and maintains tension until the very end.


In conclusion, “Officer Black Belt” achieves a perfect balance of action and drama, offering both emotional impact and thought-provoking content. By raising questions about human nature and justice, this film leaves a lasting impression on its viewers.


The Judge from Hell Episode 2: Kang Bit-na's Choices and Conflicts 4 Nov 2024, 4:23 am

 In episode 2 of "The Judge from Hell," the story focuses on Judge Kang Bit-na's choices and conflicts. As a judge from hell, she punishes evildoers and delivers satisfying revenge. In this episode, Kang Bit-na seeks out Jeong Tae-kyu for retribution, dragging him to the hell court and inflicting the worst suffering upon him to achieve her revenge.


Additionally, Kang Bit-na receives a three-year special leave from Bael, allowing her to spend time with her beloved Han Da-on and comfort the victims and their families. However, Bael presents a troubling proposition: if she kills ten sinners and sends them to hell within a year, she will be allowed to live as a human.


Caught in a dilemma, Kang Bit-na grapples with the weight of her choices, torn between her desire for revenge and the pursuit of justice. Ultimately, she makes a righteous ruling, bringing episode 2 to a gripping conclusion.


This episode not only showcases Kang Bit-na's internal struggles but also deepens the exploration of moral complexities in her quest for justice. Stay tuned for more developments in her journey!

The First Meeting of Jeongnyeon and Heo Yeongseo: The Beginning of Conflict 4 Nov 2024, 4:09 am

 In episode 2, the first meeting between Jeongnyeon and Heo Yeongseo is portrayed. After being accepted as a trainee at the Maeran National Theater, Jeongnyeon encounters Heo Yeongseo, who does not acknowledge Jeongnyeon's talent and maintains a prickly attitude. Despite the conflict with Heo Yeongseo, Jeongnyeon strives to prove her abilities. She decides to audition for a performance as a trainee and is cast as Bangja in "Chunhyangjeon." Jeongnyeon gives her all to demonstrate her skills, working to overcome the tension with Heo Yeongseo.

Korean variety SNL 코리아 리부트 shows Introduction 11 Oct 2024, 2:36 am

 1. Program Overview SNL 코리아 리부트 is a Korean comedy program based on the American SNL (Saturday Night Live). The recently rebooted Season 5 is highly anticipated, featuring a new cast and various segments. It airs every Saturday at 8 PM and consists of 10 episodes.

2. Cast Introduction Season 5 features a diverse cast including Shin Dong-yup, Ahn Young-mi, Jung Sang-hoon, Kim Min-kyo, Jung Sung-ho, Jung Yi-rang, Kwon Hyuk-soo, and Lee Soo-ji. Their unique personalities and humor bring richness to the show, and Shin Dong-yup, with his long career, is expected to provide stability at the program’s core.

3. Broadcast Time SNL 코리아 리부트 airs every Saturday at 8 PM, a prime time for families to watch together. Fans eagerly await the program each week.

4. Ratings and Episode Information Season 5 has garnered high ratings from its very first episode, drawing significant interest. Each episode tackles various themes, with collaboration segments featuring celebrities creating a lot of buzz.

5. History of the Show SNL 코리아 first aired in 2013 and has since gone through several seasons, gaining a loyal fan base. It initially gained attention for its variety of segments and cast, and over time, it has continued to expand its audience. The rebooted Season 5 builds on this history while introducing fresh changes.

6. Meaning and Expectations of the Reboot The reboot isn’t just a restart; it brings fresh entertainment with new cast members and segments. Season 5 is making various attempts to attract not only long-time fans but also new viewers, and there are high expectations for the upcoming episodes.

7. Viewer Reactions Viewers have shown very positive responses to SNL 코리아 리부트. Many appreciate the fresh dynamic between the new cast and the creative segments, while long-time fans express their affection and excitement for the show’s return.

8. Conclusion and Future Plans Looking forward, SNL 코리아 리부트 Season 5 promises to deliver even more enjoyment with its diverse segments and cast. As many fans eagerly await the upcoming episodes, there’s much anticipation for what’s next. Make sure to tune in and enjoy the fun!

June 10, 2022 Overseas Stock Exchange Report 16 Jun 2022, 9:34 am

 ◇ U.S. stock market investment strategy


 


1. Market Radar: Instead of G2 Stock / Weekly Data Book (22.05.31~06.07)


- [United States] Until the Fed's rate hike is interpreted as confidence in economic recovery. Value stocks (financial, consumer goods) response.


  Growth stocks (IT, healthcare, ESG, electric vehicles & secondary batteries, aerospace, metaverse) are purchased in installments in the first half of the year (especially in May) when price adjustments are made



- Continuing to contract economic sentiment following the promotion of common wealth. Policy efforts to defend the economic slowdown continue.


  The stock market level was higher than the previous year. 1Q and 4Q can be traded based on political events. Attention is paid to leading domestic companies and low-carbon (electric vehicles, secondary batteries)/ESG companies




 


 


◇ US Company REPORT


 


1. [NAS:AAPL] Shinhan, the leading U.S. IT H/W and S/W company represented by iPhone



 Representative IT H/W and S/W companies in the United States represented by iPhone and iOS platforms. Establishment of monopoly position in global premium smartphone market. $600 to $799, 76% and 83% share over $800 respectively



 FY2021 iPhone 52%, service 19%, wearable 10%, MAC 10%, iPad 9%



 Annual iPhone shipments in 2020 are 25.5 million (+4.1% YoY) and 16% market share, ranking second (+2%p)



 Estimated annual iPhone sales of 230 million units in 2021. Shipments are expected to reach 250 million units in 2022. 3rd generation of low-end iPhone SE, iPhone 14 design changes are expected to cause sales to soar in the U.S., which is a major market



 Demand for wireless earphones 'AirPods' and smartwatches 'Apple Watch' continues to boost wearable performance



 It is expected that AR/VR headset will be released as early as the end of 2022. Synergy with service department due to new device release. Expect the business feasibility of existing subscription-type services to be more



 Payable subscribers in the service sector rose 26% from 620 million in 2020 to 7.85 billion in FY1Q22



 1.8 billion users of Apple devices perceive as potential demand; service sector growth potential is valid



 


-------------------------------------------------------------------------------------------------------------


■ Chinese stock market investment strategy


 


1. Introduction of a policy to accelerate the construction of chargers and expectations for rapid growth of battery switching stations



- Accelerating the deployment of charging equipment, the market for chargers is forecast to grow 72% annually over four years: On June 1, China's State Council announced policies and measures to stabilize the economy


- Key parts suppliers benefiting from high growth of DC chargers and increased penetration rate of fast chargers: Because the most important thing for NEVs is electricity replenishment, DC chargers with high charging speed are generally installed in places with high charging demand, such as highways


- Balance of supply and demand at battery exchange stations within the 14th five-year plan, battery-switched EVs will drive profitability: Some companies have announced plans for battery exchange for the 14th five-year plan, with 1,298 total exchanges in 2021.




 


 


■ Special Report


 


1. Self-propelled artillery - raw materials, food and FOMC SK



[Stock] Week 2 of June Preview: Mitigating monetary policy uncertainty that the FOMC will give in June


 ⚫ The biggest event in the stock market in the second week of June is FOMC in June (June 16 (Thursday) early morning)


▪ The current stock market reflects most of the 50bp increase in the FOMC in June and July, respectively


▪ Federal funds rate futures are currently betting on a 50bp increase in FOMC in September and a 2.75-3% interest rate level at the end of this year


▪ The stock market at the beginning of the week is expected to be largely affected by the results of the May U.S. CPI announcement at 9:30 p.m. on June 10 (Fri)


▪ With the U.S. CPI forecast of 8.2~8.3% YoY formed in May, if it exceeds expectations, the stock market is feared to fall as expectations of interest rate hikes from the September meeting are shaken


▪ This trend is expected to continue before the FOMC in June. Presenting guidance on future interest rate paths in dotplots, reducing uncertainty and the possibility of stabilization



⚫ Rising KOSPI profit consensus despite gloomy macro situations


▪ The KOSPI profit consensus has been raised since the end of April. 12MF net profit +3.7% increased and fell to 12MFP/E 9.56 times


▪ In terms of net profit, the contribution to increase is high in the order of semiconductor > transportation > energy, while the contribution to increase is high in the order of utilities < non-ferrous/wooden <insurance


▪ Expected to raise the consensus of transportation, trading/capital goods and utilities (Korea Gas Corporation) in the future when comparing the adjustment rate of the one-month moving average consensus of the KOSPI profit estimate with that of the three-month basis. On the other hand, the consensus of machinery and display industries is expected to be lowered

How U.S. Stock Investment Is Different from Domestic 16 Jun 2022, 9:31 am

 Seohak Ant (individual investors in overseas stocks) is steadily increasing, leaving the domestic stock market and turning to overseas stock markets. This is because volatility in the domestic stock market is expanding due to unfavorable internal and external factors such as global austerity and the war between Russia and Ukraine. In particular, as the number of domestic individual investors investing in the U.S. stock market increased, attention was also paid to what stocks were mainly included. The industry predicts that the proportion of Seohak ants among domestic investors will increase further unless anxiety factors about the domestic stock market are calmed down in the future. I looked into the reason and report card of the Seohak ant craze.


Amid the so-called concentration of U.S. stocks by Seohak ants, there are many voices calling for careful investment after closely grasping the characteristics of the U.S. stock market and information on investment stocks. This is because the U.S. stock market operating system has a structural difference from the domestic market. 


Due to the growth of U.S. technology stocks, global quantitative easing, and expansion of investment channels by securities firms, Seohak ants' investment in U.S. stocks has recently drawn a steep upward curve. According to the Korea Securities Depository, domestic investors' payments (buying + selling) for U.S. stocks jumped about 15 times from $22.47 billion (about 27.2786 trillion won) at the end of 2018 to $3705 billion (about 449.24 trillion won) at the end of last year. The share of U.S. stocks in the total overseas stock storage amount (investment balance) increased from 47% to 87% during the same period.


First, the U.S. stock market has no limit on the range of stock price fluctuations. Unlike the domestic market, where the price fluctuation limit is applied at ±30%, there is no upper and lower limit system. As a result, stock prices can fluctuate sharply due to various market variables. In addition, due to the time difference between domestic and local, it may not be smooth for domestic investors to respond quickly from time to time. 


For example, Yandex, Russia's largest Internet company, plunged 40.3 percent to $20.32 from $34.04 on February 24, when Russia invaded Ukraine. Chinese drone development and production company Lee Hang plunged 62.7% from $124.09 to $46.30 when global investment company Wolfpack Research released a short-selling report on February 16 last year. It was a report containing claims that the sales of the port may have been manipulated and that the factory in Guangzhou in the port was not properly equipped.


Unexpected risks such as delisting and trading restrictions may be encountered. Unlike Korea, the U.S. stock market has a delisting system based on price flows. The New York Exchange (NYSE) can be delisted if the stock price is less than $1 for 30 consecutive trading days. In late February, when Russia invaded Ukraine, the sale of shares of Russian-related companies listed on the U.S. stock market, including Kiwi Yandex and Ozone Nexus, was suspended.


There is also a possibility of high-rate taxation according to the local taxation system. In Korea, the same stock dividend income tax (15.4%) is applied. However, the U.S. stock market can be taxed at a high rate of more than 30% or additional taxes depending on the type of securities. In fact, "X-Links Monthly Pay 2x Leveraged Mortgage REIT ETN," an ETN that pays twice the dividend income of a particular real estate investment trust ( REITs), is taxed at a 30% tax rate on dividend income, considering it as derivatives-linked securities, not general stocks. According to Section 871(m), the US taxation system, additional taxation is also incurred at a 15% tax rate on generated profits. Section 871(m) is a system in which non-residents in the United States impose taxes on investments in U.S. ETP (ETF, ETN) based on derivatives. It is necessary to clearly understand the local taxation system and the nature of investment stocks and invest.


"The Korea Securities Depository is doing its best to keep domestic investors' foreign currency assets stable, but information such as foreign currency securities transactions and markets needs additional confirmation from domestic securities firms," said an official at the Korea Securities Depository 

best 1 16 Jun 2022, 9:21 am

 

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Watch out for foldable phones in the second half of the foldable Smartphone 18 May 2022, 1:57 am

 The IT sector is continuing its sluggish stock price trend amid concerns over a decline in global demand. It is natural that demand for IT products decreases when the economy worsens. Analysts say that the foldable market is in the early stages of blooming, and core parts stocks are worth paying attention to. It's better to put related stocks together and check them out. 




Demand Peak-out Concern 



Demand for IT sets is hard to be optimistic about. It is because of the high base of COVID-19 for two years. Already, the decline trend is clear in major set families. 



- Smartphones, TVs, and tablets are clearly seeing a decline in demand. (3Q21 Peak-out)


 - Sales of laptops have also begun to decline. (1Q22 Peak-out) 


- Home appliances are also feared.(2Q22 Peak-out expected) / 


- Only the server is solid. 



GOS controversy is also an obstacle to Samsung Electronics' Galaxy strategy, which was aiming to restore its market share. It is a negative factor for Korea's IT parts industry. It is also pessimistic that Galaxy has been giving up its market share to its competitors over the past two years. It is estimated that sales of sets in 2022 will decrease by 2-10% year-on-year, respectively. In an environment where demand prospects are uncertain, an investment strategy for selecting bottom-up stocks is needed. 



Second half of 2022 – notice differentiated product lines, foldable 



We had a tour meeting with 70 companies. Companies are considering uncertainties in the second half of the year, although the current situation is solid. It is cautious to expect a sharp rebound in demand in the second half of the year. Attention should be paid to industries/products/business groups that can be differentiated from the overall flow of IT demand. 



I think the IT momentum that stands out the most in the second half is foldable. 



① Even if IT is sluggish in 2022, the foldable industry will grow (more than +100% year-on-year).


② Orders for foldable parts from secondary parts manufacturers are increasing. Continuous upward revision of the consensus (recently compared to the end of the year) is expected. 


③ The benefits of the foldable will be concentrated on some parts manufacturers. 


④ Stock prices of companies with a high proportion of foldable companies in the company's operating profit will rise significantly. 


⑤ It pays attention to parts makers that can diversify their customers to Chinese companies. 


⑥ Foldable 'Display and Hinge' will be upgraded in 2023. Growth in 2023 and 2024, not this year's performance, should also be considered. 



영화리뷰 strategy – to distinguish between good and bad parts such as foldable parts 



Amid concerns over IT demand, it is not easy to find the top-down momentum of the parts/electronics industry. It is required to distinguish between good and bad stocks related to technological changes. Selectively, it is necessary to supply new items, increase market share, and discover corporate groups related to supply pharmaceutical products. 



First, it points to foldable as momentum for technology change in the second half of the year. Fine Technics (106240), KH Batech (060720), Interflex (051370), and Segyeong Hi-Tech (148150) are recommended as foldable beneficiaries. Other items of interest are BH (090460) and Novatech 285490.


inflation, supply and demand 16 May 2022, 1:24 am

 Inflation



The idea of inflation, rising energy prices, and growth in emerging economies



I was greatly influenced by Son Ji-woo's "Fear of Oil."



(It may be more of a brainwashing because it is a book I read when I started to be interested in going around the world.)



The one message that remains the strongest in "Fear of Oil" is 



Korea can grow real in an inflation/high oil price environment 



It's been a long time since I read it, so there may be distortion in my memory.




Since the inflation was revealed, it's clear now



When it comes to inflation, it's a good thing for Korea, so I'm only looking at Korea.




the supply and demand ends



What I'm most concerned about right now is 



It means that we should get close to the supply chain in some way.




(Supply side) Resources - Production - Distribution - Service - Consumption (Demand side)



In this trend, the inflationary situation is 



Players who are close to the supply chain pick the fruit 



I am determined to take a step closer to the supply side



If you're distributing it, you have to step up to production somehow 



If you're producing it, you'll get a step closer to the resources.




Investment



Investment is also viewed from the same point of view.



The big fluctuations started in the resource group and the waves came through production and into distribution.



Catch the road, spray traps, set nets, and wait for waves.



Construction rather than new construction or factories, warehouses, land



Manufacturing rather than IT 



More than being cool and comfortable, something that's essential and indispensable



Business 



One of the recent ideas is that my grit is pretty good 



I think I found one after a month.

Similar dollars and doubts and expectations 16 May 2022, 1:22 am

 The thought of LUNA is from being uncomfortable to being anxious

from uneasiness to expectation 

Conditions for Sustainable Defi 2.0


Defi 2.0 is criticized for its structure


Intuitively, the structure of our world is also similar to Defi 2.0.

In order to keep the system of our world from collapsing,


Maintaining governance is key.

They need to have more than half of their core resources


You have more than half of the core liquidity 


Allows the system to operate without disruption.


Defi 2.0 is not going to collapse 


Governance tokens and currencies. Creating a structure that allows administrators to dominate them is key.



It talks about the game theory for maintenance and the trust of the participants



In the first place, the easiest answer is for administrators to take complete control of governance and get the system up and running.


Luna's Sustainability



Luna created a structure that allowed both token control and currency control



Wouldn't they have overwhelming control of the system at this point? That's the judgment.



He's built up enough control to expand the system in abundance


The preparations are complete and we expect a full-fledged expansion.


Yesterday, Jaro Luna was connected to the mainstream (binance) via UST.


What do you expect?



Assuming growth and considering the different speeds, I think there will be two pictures. 



1. Create adjustable speed expansion while maintaining firm control?


2. What does control mean? A sudden loss of control and the resulting rapid pumping and dumping? 


Except for this anxiety factor,


The risk is not to bet.

Metabus_buy virtual world property 16 May 2022, 1:19 am

 A blockchain-based game called Big Time is being prepared for launch 


The game is not released yet, but the pre-Land sale starts tomorrow at 6 a.m. on the 22nd.


The coinage atmosphere is generally sluggish, but the individual NFT market is still hot.


In particular, pre-sales, minting, and subscriptions are boiling whether it's coins or real estate.


Real Estate in Virtual World 1


When I first came across this idea, I thought, "The virtual world's real estate is different from the real world."


Real estate is the underlying asset of our ecology, which is the basis of production 


It was judged that real estate in the virtual world was actually like an industrial product. 


It's not like land, it's like a locker room.


It's not like we're going to have real estate 


If you're going to take a limited share of the land, which is the fundamental asset, 


Real estte in the virtual world has a very weak intrinsic scarcity and the role of underlying assets within the blockchain network


I thought I couldn't do it at all.



Real Estate in Virtual World 2



And at some point, even if you buy property in the virtual world,


I thought it was time for some competition for the metaverse platform to be outlined against the dominant platform

Rather 


In the virtual world, the ones that have similar positions to real estate 


It's not every pretty pixel 


I think Layer 1 platform coins Ether, Solana, and Luna have the characteristics of land (real estate).

a slump in the Japanese stock market 15 May 2022, 6:08 am

Profitability of Japanese listed companies is a benefit of management innovation and profitability improvement.


This year, the investment boom is hot due to abundant liquidity and low interest rates caused by the COVID-19 incident.


U.S. stocks hit a record high, selling investors amid a struggling and waning Korean stocks.


In the previous work, we looked at the Japanese real estate market, which is still strong despite low birthrates and declining population.


This time, we will look at how Nikkei 225 has continued to rise over the past decade, focusing on the Japanese stock market.


The key to many factors is structural reform.


"Data 1" shows the changes in labor productivity in Japan since the 1960s paper series 21J027. Labor productivity refers to the amount of output produced by workers.


In the 1960s, it grew at an annual rate of 8 percent.


In the final analysis, the Japanese stock market sent a "lost decade" in 1990 due to active interest rate hikes in policy as well as a decline in corporate management efficiency.


Koizumi's government pushed for reform strongly


How to deal with a fall in the Japanese stock market!

Recently, the Japanese stock market has been falling sharply.


As of January 19, 2022, the Nikkei 225 index recorded 27,467.23 points, down 4.6% from 28,791.71 points as of the end of December 2021.


Even in this falling Japanese stock market, futures trading can generate large profits through short contracts.

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