Сигналы
6
#366
Альфа-оценка 66.9
Han Ji-young
Исследователь
Винрейт
83.3%
доходность
+6.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 мая
$1294000.00
+14.7%
Semiconductors have structurally changed from a cyclical industry to a growth sector driven by the AI investment cycle. Earnings continue to rise, and the old 'buy high, sell low' cyclical strategy no longer applies. This is supported by rising earnings estimates for Samsung Electronics and SK Hynix, and the shift in market perception is unlikely to reverse until at least the first half of 2026.
Память для ИИ
Лонг
02 мая
$162.00
+2.2%
KOSPI is not overvalued despite recent gains; rising earnings (consensus now ~800 trillion won for 2025, ~1,000 trillion for 2026) support a target range of 8,000 to 9,000, with potential for 10,000 if earnings momentum sustains. Money is flowing from deposits into equities, valuations are not stretched, and any correction will be shallow and short-lived.
Фондовые индексы
Лонг
02 мая
$223000.00
+3.4%
Semiconductors have structurally changed from a cyclical industry to a growth sector driven by the AI investment cycle. Earnings continue to rise, and the old 'buy high, sell low' cyclical strategy no longer applies. This is supported by rising earnings estimates for Samsung Electronics and SK Hynix, and the shift in market perception is unlikely to reverse until at least the first half of 2026.
Память для ИИ
Лонг
02 мая
$64.07
+9.5%
Securities, cosmetics, hotel/resort, and department store sectors have underperformed KOSPI despite rising earnings, making them attractive for catch-up. A strong won and high exchange rate boost foreign purchasing power for cosmetics and tourism, while the wealth effect from the rising stock market supports department store spending. These sectors should benefit from spillover demand as the rally broadens.
Тематические ETF
Лонг
02 мая
$60.99
+9.1%
Securities, cosmetics, hotel/resort, and department store sectors have underperformed KOSPI despite rising earnings, making them attractive for catch-up. A strong won and high exchange rate boost foreign purchasing power for cosmetics and tourism, while the wealth effect from the rising stock market supports department store spending. These sectors should benefit from spillover demand as the rally broadens.
Тематические ETF
Лонг
02 мая
$118.63
-0.3%
Securities, cosmetics, hotel/resort, and department store sectors have underperformed KOSPI despite rising earnings, making them attractive for catch-up. A strong won and high exchange rate boost foreign purchasing power for cosmetics and tourism, while the wealth effect from the rising stock market supports department store spending. These sectors should benefit from spillover demand as the rally broadens.
Тематические ETF
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У Han Ji-young на Buzzberg отслеживается 6 торговых идей по 6 тикерам с мая 2026. #366 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, EWY, 005930.KS.
