Domestic casino-related stocks showed a collective rally during trading on the 2nd. While the KOSPI and KOSDAQ declined due to weakness in large-cap semiconductor stocks, rotational buying flowed into the casino and tourism sectors, resulting in clear differentiation.

As of the afternoon, Kangwon Land is trading at 14,830 won, up 530 won (3.71%) from the previous trading day. GKL rose 320 won (3.11%) to 10,610 won, while Lotte Tour Development surged 620 won (4.16%) to 15,530 won. Paradise also traded at 14,770 won, up 330 won (2.29%). Meanwhile, Tovis, a casino display equipment company, remained flat at 16,090 won.

On this day, the KOSPI and KOSDAQ showed a downward trend during the session, influenced by weakness in U.S. semiconductor stocks and declines in large-cap stocks such as Samsung Electronics and SK Hynix. However, relatively steady buying interest continued in casino and tourism-related stocks.

The market is focusing on the recovery of foreign tourists, the increase in casino visitors, and the normalization of integrated resort operations as key factors for earnings improvement. Expectations for improvement are spreading, centered on Kangwon Land's domestic-only casino business, GKL and Paradise's foreigners-only casino business, and Lotte Tour Development's operation of the Jeju Dream Tower integrated resort.

Securities firms project that the recovery in tourism demand and the increase in casino users will have a positive impact on earnings across the industry. However, they view changes in consumer sentiment, exchange rates, and the number of foreign arrivals as key variables that will determine future stock price movements.

[※ This article was written with the assistance of AI. This article is not an investment recommendation, and the final decision and responsibility for investments lie with the investor.]