Сигналы
6
#1111
Альфа-оценка 7.6
Kim Dong-hyeok
CEO, S-One Investment Research
Винрейт
0.0%
доходность
-19.1%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
28 июн
$2641000.00
-34.5%
After sharp selloffs, Samsung Electronics and SK hynix consistently lead snapback bounces. When circuit breakers hit and panic spikes, buying these two names for a short-term rebound trade the next day remains profitable because of their overwhelming weight and liquidity.
Память для ИИ
Лонг
28 июн
$331000.00
-15.0%
After sharp selloffs, Samsung Electronics and SK hynix consistently lead snapback bounces. When circuit breakers hit and panic spikes, buying these two names for a short-term rebound trade the next day remains profitable because of their overwhelming weight and liquidity.
Память для ИИ
Лонг
28 июн
$733000.00
-5.2%
The National Growth Fund has approved massive direct equity investments into specific companies such as LIG Nex1 and LigaChem Bio, with more to come. Even though these stocks sold off on the news, companies backed by government funds tend to lead when the market recovers, so they are worth accumulating on weakness.
ВПК
Лонг
28 июн
$181300.00
-26.7%
Samsung's disclosed 1,000-trillion-won 10-year capex plan and similar SK Group spending are a near-term positive for semiconductor equipment makers. The investment cycle is multi-year, so oversupply fears are 4–5 years away. Equipment companies will see strong order flow and valuations can expand now.
Производство/оборудование
Лонг
28 июн
$144000.00
-30.6%
The National Growth Fund has approved massive direct equity investments into specific companies such as LIG Nex1 and LigaChem Bio, with more to come. Even though these stocks sold off on the news, companies backed by government funds tend to lead when the market recovers, so they are worth accumulating on weakness.
Фарма и биотех
Лонг
28 июн
$30.48
-2.9%
Samsung's disclosed 1,000-trillion-won 10-year capex plan and similar SK Group spending are a near-term positive for semiconductor equipment makers. The investment cycle is multi-year, so oversupply fears are 4–5 years away. Equipment companies will see strong order flow and valuations can expand now.
Облигации и ставки
Показано 6 из 6 коллов · сортировка по упоминаниям
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У Kim Dong-hyeok на Buzzberg отслеживается 6 торговых идей по 6 тикерам с июня 2026. #1111 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 005930.KS, PSK.
