One New Name Today—Rino Industries—Everything Else on Watch
Markets didn't lean either way today, just sat there neutral. In that mood I picked up Rino Industries—valuation and sentiment looked decent enough, but fundamentals, risk, technicals, and any real catalyst were all just average, so this isn't a high-conviction bet, more like dipping a toe in on the cheap-valuation story with a small position. Mirae Asset Securities and Korea Zinc stay on my watchlist for now—I just don't see a clear trigger yet. Everything else in the book stays put today, no reason to sell, no reason to add.