Calls
4
Noriko Honda Chen
Equity Portfolio Manager, Capital Group
Win Rate
66.7%
return
+5.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 21
$87.14
-
Japanese and Korean companies are undergoing structural reforms and better capital allocation, which will lead to higher profitability and valuations over multiple years, making them attractive long-term investments.
Equity Indexes
Long
Apr 21
$146.79
+11.1%
Japanese and Korean companies are undergoing structural reforms and better capital allocation, which will lead to higher profitability and valuations over multiple years, making them attractive long-term investments.
Equity Indexes
Long
Apr 21
$464.66
+19.7%
AI is the next-generation transformational technology for the decade, and investments in the enablers—chip companies, infrastructure companies, and data centers—make sense and present opportunities.
Thematic ETFs
Long
Apr 21
$35.10
-13.6%
The infrastructure layer, particularly data centers, is a clear opportunity for AI with a very long-term growth outlook that can be underwritten, as it represents the picks-and-shovels approach to the AI buildout.
Thematic ETFs
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Noriko Honda Chen has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: SMH, EWJ, EWY.
