Сигналы
5
#778
Альфа-оценка 29.1
Choi Jeong-wook
Глава Hana Securities Research Center
Винрейт
20.0%
доходность
-6.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
16 июн
$109200.00
-6.3%
KB Financial Group (105560.KS) and Shinhan Financial Group (055550.KS) are top picks because they will report 2Q earnings well above consensus (KB near 2 trillion won net profit, Shinhan around 1.7 trillion won), benefit most from ELS provision reversals, enjoy strong fee income from securities subsidiaries, and see expanding net interest margins with rising rates.
Банки
Лонг
16 июн
$177400.00
-4.8%
KB Financial Group (105560.KS) and Shinhan Financial Group (055550.KS) are top picks because they will report 2Q earnings well above consensus (KB near 2 trillion won net profit, Shinhan around 1.7 trillion won), benefit most from ELS provision reversals, enjoy strong fee income from securities subsidiaries, and see expanding net interest margins with rising rates.
Банки
Лонг
16 июн
$18860.00
-19.9%
IM Financial Group (139130.KS) and BNK Financial Group (138930.KS), trading at PBR below 0.5x versus leading banks at 0.8-0.9x, are short-term catch-up plays that will be pulled higher as the leading bank stocks surge, due to high sector correlation and laggard catch-up dynamics.
Банки
Лонг
16 июн
$18430.00
-6.4%
IM Financial Group (139130.KS) and BNK Financial Group (138930.KS), trading at PBR below 0.5x versus leading banks at 0.8-0.9x, are short-term catch-up plays that will be pulled higher as the leading bank stocks surge, due to high sector correlation and laggard catch-up dynamics.
Банки
Лонг
16 июн
$66.86
+6.6%
Korean bank stocks are set to rise due to interest rate hike momentum improving net interest margins, a reduction in Hong Kong ELS provisions from 1.4 trillion won to 600 billion won, strong second-quarter earnings, sector rotation from semiconductors, and significant year-to-date underperformance versus the KOSPI.
Тематические ETF
Показано 5 из 5 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Choi Jeong-wook на Buzzberg отслеживается 5 торговых идей по 5 тикерам с июня 2026. #778 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 105560.KS, 055550.KS, 139130.KS.
