Сигналы
8
#660
Альфа-оценка 45.1
Kim Dong-hoon
Assistant Manager
Винрейт
62.5%
доходность
+2.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
19 авг
$1531000.00
+13.0%
Samsung Electronics and SK hynix valuations are still at cheap post-2020 levels, so he views this as a place to buy rather than sell. He adds that rate fear looks overdone because if it were truly driving a broad growth sell-off, biotech and other growth names would also be sold aggressively, but they are holding up while DRAM spot prices remain firm.
Память для ИИ
Лонг
19 авг
$1333000.00
+2.5%
Samyang Foods and Nongshim are not purely domestic consumer staples but export growth stocks. They have shown defensive behavior during volatility and have a near-term catalyst from the August 1-20 export data release expected around August 21.
Продукты питания
Лонг
19 авг
$426000.00
+1.5%
Samyang Foods and Nongshim are not purely domestic consumer staples but export growth stocks. They have shown defensive behavior during volatility and have a near-term catalyst from the August 1-20 export data release expected around August 21.
Продукты питания
Лонг
19 авг
$250500.00
+12.4%
Samsung Electronics and SK hynix valuations are still at cheap post-2020 levels, so he views this as a place to buy rather than sell. He adds that rate fear looks overdone because if it were truly driving a broad growth sell-off, biotech and other growth names would also be sold aggressively, but they are holding up while DRAM spot prices remain firm.
Память для ИИ
Лонг
19 авг
$34900.00
-1.1%
After the July volatility washout, market participation is broadening beyond Samsung Electronics and SK hynix into sectors that reported strong second-quarter earnings: defense via Hanwha Aerospace, shipbuilding, and securities including Mirae Asset Securities. He says these areas were dragged down with the market and should be considered for H2 positioning.
Брокеры
Лонг
19 авг
$1183000.00
-8.3%
After the July volatility washout, market participation is broadening beyond Samsung Electronics and SK hynix into sectors that reported strong second-quarter earnings: defense via Hanwha Aerospace, shipbuilding, and securities including Mirae Asset Securities. He says these areas were dragged down with the market and should be considered for H2 positioning.
ВПК
Лонг
19 авг
$170.05
+5.2%
The KOSPI sell-off is overdone because valuations for the KOSPI, Samsung Electronics, and SK hynix remain at post-2020 lows; VKOSPI has fallen from historical highs around 96 to 55-60; single-stock leveraged ETF turnover collapsed from 17tn won to under 1tn won; foreigners returned to net buying in August; and market breadth is broadening beyond the semiconductor top-two. He says this is a buy-or-hold zone, not a sell zone.
Фондовые индексы
Лонг
19 авг
$183.57
-1.6%
After the July volatility washout, market participation is broadening beyond Samsung Electronics and SK hynix into sectors that reported strong second-quarter earnings: defense via Hanwha Aerospace, shipbuilding, and securities including Mirae Asset Securities. He says these areas were dragged down with the market and should be considered for H2 positioning.
Тематические ETF
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У Kim Dong-hoon на Buzzberg отслеживается 8 торговых идей по 8 тикерам с августа 2026. #660 в рейтинге Buzzberg Alpha. Чаще всего покрывает: XLI, EWY, 000660.KS.
