Calls
4
Sean Taylor
CIO and Portfolio Manager, Matthews Asia
Win Rate
100.0%
return
+7.8%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$54.69
+10.9%
Korean equities have incredibly strong fundamentals. Memory semiconductor leaders have become structural growth stories with multi-year earnings not yet priced in. The market ex-semiconductors is cheap at nine times earnings and earnings revisions have surged from 6-7% to over 30%. The industrial angle is underappreciated. The recent correction from overheated retail leverage provides an attractive entry. The Matthews Korea Active ETF MKOR offers active exposure to these multiple drivers.
Equity Indexes
Long
Jun 08
$28.67
+17.9%
In the ASEAN region, Singapore is performing well and serves as a relatively safe haven compared to other markets like Indonesia and the Philippines.
Equity Indexes
Long
Jun 08
$175.19
+2.3%
The current selloff is a technical correction in a longer-term structural bull market driven by AI demand. Professional investors should view it as an opportunity to increase exposure to Korea, where earnings continue to rise.
Equity Indexes
Long
Jun 08
$17.99
+0.3%
Vietnam offers good opportunities in industrials, as it is not widely covered by investors.
Thematic ETFs
Showing 4 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Sean Taylor has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: EWY, VNM, EWS.
