Сигналы
87
#1026
Альфа-оценка 16.9
Ha Chang-wan
CEO
Винрейт
44.2%
доходность
-0.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
16 июл
$1845000.00
-8.5%
AI memory demand (HBM) remains strong with full order backlogs and the recent earnings downgrade is unjustified. Big tech capex continues to expand, and upcoming earnings/capex guidance will confirm AI investment, triggering a semiconductor recovery. Current sell-off is supply/demand noise, not fundamental weakness.
Память для ИИ
Лонг
16 июл
$256500.00
+1.9%
AI memory demand (HBM) remains strong with full order backlogs and the recent earnings downgrade is unjustified. Big tech capex continues to expand, and upcoming earnings/capex guidance will confirm AI investment, triggering a semiconductor recovery. Current sell-off is supply/demand noise, not fundamental weakness.
Память для ИИ
Лонг
22 июл
$1438000.00
-7.5%
Samsung Electro-Mechanics stood out because analysts maintained a 300,000 won target price despite the sharp stock decline. It is seen as a beneficiary of good semiconductor conditions, and the consensus positive target revisions suggest it is a resilient play.
Оборудование для ИИ
Лонг
14 авг
$589.12
-3.6%
With Samsung Electronics and SK hynix showing strength, related supply chain components like substrates and MLCCs, specifically Samsung Electro-Mechanics, will likely follow suit, especially if foreign buying continues.
Тематические ETF
Лонг
20 авг
$35.09
-0.1%
For dividend and defensive investing, the Schwab US Dividend Equity ETF (SCHD) is a much safer and superior alternative to Korean financial stocks. It offers structural dividend growth, reliable rebalancing, and significantly better long-term total returns.
Фондовые индексы
Лонг
14 авг
$112800.00
+15.6%
Nuclear power stocks are gaining momentum due to X-energy news, government policies, and the AI data center energy narrative. Construction companies involved in nuclear projects, such as Hyundai E&C, Daewoo E&C, and Doosan Enerbility, will benefit from this rotational trade.
Строительство/инфраструктура
Лонг
14 авг
$81100.00
+5.8%
Nuclear power stocks are gaining momentum due to X-energy news, government policies, and the AI data center energy narrative. Construction companies involved in nuclear projects, such as Hyundai E&C, Daewoo E&C, and Doosan Enerbility, will benefit from this rotational trade.
Энергосетевое оборудование
Лонг
14 авг
$84.92
-4.5%
News that Hyundai Motor is pushing its auto parts suppliers to develop humanoid robot components is driving a rally in robotics stocks like Hyundai AutoEver, Robostar, SPG, Robotis, and Hyundai Movex.
Тематические ETF
Лонг
14 авг
$45.25
+7.5%
Nuclear power stocks are gaining momentum due to X-energy news, government policies, and the AI data center energy narrative. Construction companies involved in nuclear projects, such as Hyundai E&C, Daewoo E&C, and Doosan Enerbility, will benefit from this rotational trade.
Тематические ETF
Лонг
13 авг
$107900.00
-0.1%
The ongoing semiconductor rally boosts demand for high-capacity MLCCs and substrates. Samsung Electro-Mechanics is leading this trend, supported by MLCC price hikes, which also brings positive rotational momentum to substrate makers like Daeduck Electronics and Simmtech, and MLCC peers like Samwha Capacitor.
Оборудование для ИИ
Лонг
13 авг
$422500.00
-3.4%
Hyundai Motor has broken its downtrend line and is bottoming out. With the previous low breached and a trend reversal, the upside is now open, making it a good time to buy above the absolute bottom.
Авто/EV
Лонг
13 авг
$1226000.00
+13.2%
Copper prices remain high due to supply shortages from mine issues and rising demand from data centers and defense. Sustained high copper prices benefit power cable and infrastructure stocks like LS Group, as well as Korea Zinc which also benefits from rising gold prices.
Металлы/добыча
Лонг
13 авг
$108100.00
+4.3%
The ongoing semiconductor rally boosts demand for high-capacity MLCCs and substrates. Samsung Electro-Mechanics is leading this trend, supported by MLCC price hikes, which also brings positive rotational momentum to substrate makers like Daeduck Electronics and Simmtech, and MLCC peers like Samwha Capacitor.
PCB/подложки
Лонг
13 авг
$39200.00
+16.1%
As Bloom Energy and Constellation Energy surge in the US due to data center power bottlenecks, domestic Solid Oxide Fuel Cell (SOFC) and hydrogen fuel cell companies like Doosan Fuel Cell and Vinatech are gaining momentum as fast power supply alternatives.
Чистая энергетика
Лонг
13 авг
$237.16
-4.5%
As Bloom Energy and Constellation Energy surge in the US due to data center power bottlenecks, domestic Solid Oxide Fuel Cell (SOFC) and hydrogen fuel cell companies like Doosan Fuel Cell and Vinatech are gaining momentum as fast power supply alternatives.
Чистая энергетика
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У Ha Chang-wan на Buzzberg отслеживается 87 торговых идей по 87 тикерам с апреля 2026. винрейт 44% по 86 оцененным сигналам, средняя доходность -0.4%. #1026 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 005930.KS, 009150.KS.
