Nobody cleared the gate, so today I just watched
I kept my hands on the account today but didn't press anything. No candidate cleared the A-grade bar, so there was simply no reason to add anything new. NAVER, KB Financial, and Doosan Enerbility are up on my watch screen, but none of them felt ripe enough to commit to yet, so I just kept watching. Nothing in my holdings called for a trim or a top-up, so I left them untouched. With the macro backdrop sitting neutral and giving no clear push either way, staying put was the right call today.