Сигналы
4
Kim Rok-ho
Руководитель группы, Hana Securities Research Center
Винрейт
25.0%
доходность
-8.8%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
14 мая
$1979000.00
-23.9%
SK hynix and Samsung Electronics are supported by sustained upward revisions in earnings estimates, as DRAM price increases continue to exceed expectations due to strong AI-driven demand and rising LPDDR content from NVIDIA's next-generation Vera CPU, making current valuations not burdensome and leaving room for further upside.
Память для ИИ
Лонг
14 мая
$295750.00
-13.6%
SK hynix and Samsung Electronics are supported by sustained upward revisions in earnings estimates, as DRAM price increases continue to exceed expectations due to strong AI-driven demand and rising LPDDR content from NVIDIA's next-generation Vera CPU, making current valuations not burdensome and leaving room for further upside.
Память для ИИ
Лонг
04 июн
$135900.00
+5.2%
Front-end semiconductor equipment stocks (TES, VM, PSK) have high earnings visibility due to the DRAM and foundry capex cycle and are trading at attractive valuations after a recent correction driven by supply, not fundamentals. These names offer valuation upside and are top picks within the sector.
Производство/оборудование
Лонг
04 июн
$30.67
-2.8%
Front-end semiconductor equipment stocks (TES, VM, PSK) have high earnings visibility due to the DRAM and foundry capex cycle and are trading at attractive valuations after a recent correction driven by supply, not fundamentals. These names offer valuation upside and are top picks within the sector.
Облигации и ставки
Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Kim Rok-ho на Buzzberg отслеживается 4 торговых идей по 4 тикерам с мая 2026. Чаще всего покрывает: 000660.KS, 005930.KS, PSK.
