Сигналы
23
#1048
Альфа-оценка 8.7
Jang Ho-jin
CEO, Geumsigong
Винрейт
30.4%
доходность
-5.6%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
22 июл
$94500.00
-7.1%
SK Eternix is the core beneficiary of SK Group's massive 15GW AI data center project. The project involves KKR investment and potential strategic funding from global big tech like AWS. The scale is enormous (up to 1,000 trillion KRW total investment, 450 trillion KRW potential revenue), making it a long-term re-rating story for SK Eternix and related SK affiliates.
Телеком-операторы
Лонг
02 июл
$102700.00
+1.1%
Amid today’s sharp sell-off, money rotated into beaten-down Korean domestic plays. Banking stocks (Shinhan, KB), internet platforms (Naver, Kakao), non-life insurance, and inbound tourism (hotels/casinos) held up well, showing buying interest. The speaker believes these sectors can extend their rebound on strong earnings expectations and are tradeable.
Банки
Лонг
02 июл
$167000.00
-0.6%
Amid today’s sharp sell-off, money rotated into beaten-down Korean domestic plays. Banking stocks (Shinhan, KB), internet platforms (Naver, Kakao), non-life insurance, and inbound tourism (hotels/casinos) held up well, showing buying interest. The speaker believes these sectors can extend their rebound on strong earnings expectations and are tradeable.
Банки
Лонг
08 мая
$132.50
-4.2%
Oil prices will stay elevated above $80 in the near term due to supply-demand imbalances and geopolitical tensions, making a quick decline unlikely.
Сырьё
Лонг
07 мая
$1578000.00
-4.5%
Semiconductor stocks like Samsung Electronics and SK hynix still have upside potential driven by AI demand and strong foreign buying, with target prices suggesting further gains despite some consolidation.
Память для ИИ
Лонг
07 мая
$262500.00
-2.7%
Semiconductor stocks like Samsung Electronics and SK hynix still have upside potential driven by AI demand and strong foreign buying, with target prices suggesting further gains despite some consolidation.
Память для ИИ
Лонг
22 июл
$64300.00
-18.0%
SK Group is building a massive 15GW AI data center in Ulsan with AWS, requiring around 1,000 trillion won of investment. SK Eternics is the renewable energy and EPC company that will carry out construction, energy supply and infrastructure for the project, positioning it as a key long-term beneficiary. Additionally, KKR's acquisition of SK Group’s clean energy assets signals confidence in the business, and the project is likely to attract strategic global capital.
Чистая энергетика
Лонг
22 июл
$93400.00
-3.5%
Korean semiconductor equipment and materials stocks have been stable and not fallen as much as memory makers. When Samsung and SK hynix become too heavy and slow down, the next leg of the semiconductor rally will rotate into these smaller names, offering multi-bagger upside. Stocks like PSK Holdings, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Isu Petasys are poised for this rotation.
PCB/подложки
Лонг
22 июл
$124300.00
-10.5%
Korean semiconductor equipment and materials stocks have been stable and not fallen as much as memory makers. When Samsung and SK hynix become too heavy and slow down, the next leg of the semiconductor rally will rotate into these smaller names, offering multi-bagger upside. Stocks like PSK Holdings, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Isu Petasys are poised for this rotation.
Производство/оборудование
Лонг
22 июл
$629000.00
-13.4%
SK Eternix is the core beneficiary of SK Group's massive 15GW AI data center project. The project involves KKR investment and potential strategic funding from global big tech like AWS. The scale is enormous (up to 1,000 trillion KRW total investment, 450 trillion KRW potential revenue), making it a long-term re-rating story for SK Eternix and related SK affiliates.
Рынки капитала
Лонг
22 июл
$217000.00
+0.2%
Korean semiconductor equipment and materials stocks have been stable and not fallen as much as memory makers. When Samsung and SK hynix become too heavy and slow down, the next leg of the semiconductor rally will rotate into these smaller names, offering multi-bagger upside. Stocks like PSK Holdings, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Isu Petasys are poised for this rotation.
Производство/оборудование
Лонг
22 июл
$763.00
+31.5%
Korean semiconductor equipment and materials stocks have been stable and not fallen as much as memory makers. When Samsung and SK hynix become too heavy and slow down, the next leg of the semiconductor rally will rotate into these smaller names, offering multi-bagger upside. Stocks like PSK Holdings, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Isu Petasys are poised for this rotation.
Прочее
Лонг
22 июл
$12740.00
+15.4%
After leveraged ETF regulations reduce volatility and heavyweights Samsung/Hynix become too heavy, money will flow back into KOSDAQ. Expect a real initial rebound around mid-August and a serious rally in September.
Тематические ETF
Лонг
08 июл
$154700.00
-12.3%
Kia's Q2 earnings are expected to be strong, making it the best performer among Korean automakers. The stock's recent rise is driven by earnings, not robot hype, and with a PBR of 0.98x, it still has room to move toward 1x and potentially 180,000 won.
Авто/EV
Лонг
08 июл
$257000.00
-4.1%
NCSOFT has stopped falling and is building a solid base after delivering a Q1 earnings surprise. With Q2 earnings also expected to be decent, the stock is showing signs of a gradual recovery and could move higher from its deeply depressed levels.
Гейминг и развлечения
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У Jang Ho-jin на Buzzberg отслеживается 23 торговых идей по 23 тикерам с мая 2026. винрейт 30% по 23 оцененным сигналам, средняя доходность -5.6%. #1048 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 017670.KS, 055550.KS.
