Сигналы
6
#1103
Альфа-оценка 10.6
Han Yu-geon
Руководитель группы, Hana Securities Research Center
Винрейт
40.0%
доходность
-14.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
11 июн
$42500.00
+4.5%
Korean companies directly in the SpaceX value chain, such as HBM (engine material supplier to Starship), SeAH Besteel Holdings, Almac, and Mirae Asset Securities, will benefit from SpaceX's capex and order growth as the IPO proceeds flow into the supply chain. Recent corrections offer a buying opportunity ahead of second-half project ramp-ups and earnings improvements.
Металлы/добыча
Лонг
11 июн
$24.68
+23.3%
Korean companies directly in the SpaceX value chain, such as HBM (engine material supplier to Starship), SeAH Besteel Holdings, Almac, and Mirae Asset Securities, will benefit from SpaceX's capex and order growth as the IPO proceeds flow into the supply chain. Recent corrections offer a buying opportunity ahead of second-half project ramp-ups and earnings improvements.
Металлы/добыча
Лонг
11 июн
$47300.00
-23.3%
Korean companies directly in the SpaceX value chain, such as HBM (engine material supplier to Starship), SeAH Besteel Holdings, Almac, and Mirae Asset Securities, will benefit from SpaceX's capex and order growth as the IPO proceeds flow into the supply chain. Recent corrections offer a buying opportunity ahead of second-half project ramp-ups and earnings improvements.
Брокеры
Лонг
28 мая
$31000.00
-32.6%
Traditional Korean system integration (SI) companies such as Samsung SDS, Hyundai AutoEver, LG CNS, and POSCO DX are transitioning into physical AI enablers, handling robotics, data centers, and automation for their respective conglomerates. These companies will play a key role in driving Korea's physical AI industry and should be accumulated.
ПО для ИИ
Лонг
28 мая
$756000.00
-45.2%
Traditional Korean system integration (SI) companies such as Samsung SDS, Hyundai AutoEver, LG CNS, and POSCO DX are transitioning into physical AI enablers, handling robotics, data centers, and automation for their respective conglomerates. These companies will play a key role in driving Korea's physical AI industry and should be accumulated.
Авто/EV
Лонг
28 мая
$0.20
-
Traditional Korean system integration (SI) companies such as Samsung SDS, Hyundai AutoEver, LG CNS, and POSCO DX are transitioning into physical AI enablers, handling robotics, data centers, and automation for their respective conglomerates. These companies will play a key role in driving Korea's physical AI industry and should be accumulated.
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Показано 6 из 6 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Han Yu-geon на Buzzberg отслеживается 6 торговых идей по 6 тикерам с мая 2026. #1103 в рейтинге Buzzberg Alpha. Чаще всего покрывает: HBM, 001430.KS, ALMAC.
