Сигналы
3
Kim Kyung-hwan
Руководитель группы
Винрейт
0.0%
доходность
-13.2%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 июн
$58.08
-11.2%
ChiNext Index's top 7 companies have average ROE over 30%, valuations are still 30% below 2021 highs, and the index is expected to make new all-time highs in the second half of 2024. Investors should buy on dips as the index offers exposure to high-quality Chinese capital goods, energy, and AI tech companies with strong fundamentals.
Тематические ETF
Лонг
15 июл
$2096000.00
-24.3%
The CXMT IPO and the subsequent local capex cycle do not pose a near-term fatal threat to Korean memory makers. The technology gap with Samsung and SK hynix remains, CXMT cannot yet meet its own demand, and the capacity additions will only start to materialize from 2026-2027. Investors should not treat this as a critical risk; it is a manageable development to monitor.
Память для ИИ
Лонг
15 июл
$276750.00
-4.2%
The CXMT IPO and the subsequent local capex cycle do not pose a near-term fatal threat to Korean memory makers. The technology gap with Samsung and SK hynix remains, CXMT cannot yet meet its own demand, and the capacity additions will only start to materialize from 2026-2027. Investors should not treat this as a critical risk; it is a manageable development to monitor.
Память для ИИ
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У Kim Kyung-hwan на Buzzberg отслеживается 3 торговых идей по 3 тикерам с мая 2026. Чаще всего покрывает: CNXT, STAR 50 INDEX, 科创50指数.
