Сигналы
10
Lee Tae-won
Branch Manager, NH Investment & Securities Ichon-dong Center
Винрейт
-
доходность
-
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
02 сен
$545.25
-
Fidelity data show that when semiconductor EPS growth exceeds price returns, the sector gains with near 100% probability over 12 months, and the current relative P/E at the bottom 25% supports a 77% probability of outperforming the market.
Тематические ETF
Лонг
02 сен
$1633000.00
-
Fidelity's semiconductor report argues EPS growth is exceeding share-price gains, historically giving near 100% odds of semiconductor gains over the next 12 months; semis also trade near the bottom quartile of relative PER with 77% probability of outperforming. Because Korean and US semis are linked, Samsung Electronics and SK hynix should outperform into year-end/next year, with buybacks sealing the downside.
Память для ИИ
Лонг
02 сен
$155000.00
-
Korean cosmetics exports grew 37.8% in July and 52% in August, and have been positive for nine consecutive months. Korean Kolmar, a representative cosmetics name, saw institutions accumulate over 600,000 shares from July and foreign buying before reporting 50% operating profit growth and 68% net profit growth, driving a sharp rally; the export trend supports continued strength.
Личная гигиена
Лонг
02 сен
$299500.00
-
Screening for market cap above 1 trillion won, forward earnings upgrades, not having already surged relative to the market, and healthy foreign/institutional inflows identifies LG Energy Solution, LS, Yuhan, Daeduk Electronics, and TES. These are mostly secondary battery, bio, and semiconductor equipment/materials laggards that could pay off later in Q4 once foreign selling abates after the September FOMC.
Энергосетевое оборудование
Лонг
02 сен
$187300.00
-
Biohealth exports rose 30.4% in July and stayed strong in August. Celltrion is a large-cap biotech that began rising from August 1 with institutional and foreign accumulation; the data supports biohealth as an alternative export theme to semiconductors.
Фарма и биотех
Лонг
02 сен
$252500.00
-
Fidelity's semiconductor report argues EPS growth is exceeding share-price gains, historically giving near 100% odds of semiconductor gains over the next 12 months; semis also trade near the bottom quartile of relative PER with 77% probability of outperforming. Because Korean and US semis are linked, Samsung Electronics and SK hynix should outperform into year-end/next year, with buybacks sealing the downside.
Память для ИИ
Лонг
02 сен
$82300.00
-
Screening for market cap above 1 trillion won, forward earnings upgrades, not having already surged relative to the market, and healthy foreign/institutional inflows identifies LG Energy Solution, LS, Yuhan, Daeduk Electronics, and TES. These are mostly secondary battery, bio, and semiconductor equipment/materials laggards that could pay off later in Q4 once foreign selling abates after the September FOMC.
Строительство/инфраструктура
Лонг
02 сен
$109000.00
-
Screening for market cap above 1 trillion won, forward earnings upgrades, not having already surged relative to the market, and healthy foreign/institutional inflows identifies LG Energy Solution, LS, Yuhan, Daeduk Electronics, and TES. These are mostly secondary battery, bio, and semiconductor equipment/materials laggards that could pay off later in Q4 once foreign selling abates after the September FOMC.
PCB/подложки
Лонг
02 сен
$133500.00
-
Screening for market cap above 1 trillion won, forward earnings upgrades, not having already surged relative to the market, and healthy foreign/institutional inflows identifies LG Energy Solution, LS, Yuhan, Daeduk Electronics, and TES. These are mostly secondary battery, bio, and semiconductor equipment/materials laggards that could pay off later in Q4 once foreign selling abates after the September FOMC.
Производство/оборудование
Лонг
02 сен
$186500.00
-
Private funds bought Samsung Electronics preferred shares rather than common during August. The common/preferred discount widened from a typical 25% to over 50% after June, and funds appear positioned for that gap to narrow, making the preferred a cheaper path to Samsung exposure with discount-narrowing upside.
Память для ИИ
Показано 10 из 10 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Lee Tae-won на Buzzberg отслеживается 10 торговых идей по 12 тикерам с сентября 2026.
