001230.KS Dongkuk Holdings Co., Ltd. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
09:30
31 авг
31 авг
Korean construction and steel bottoming.
Beyond the power equipment and battery names, construction and steel complex are also showing bottoming signals. Construction has data center demand plus Middle East reconstruction potential, with Hyundai E&C and GS E&C showing the strongest price action; steel names like Hyundai Steel and Dongkuk Steel are starting to stir from their lows.
Сред.
00:48
20 июл
20 июл
Buy steel and chemical stocks for AI demand
Steel and chemical companies are emerging as unexpected AI/data-center plays. AI data centers need massive structural frames (steel beams) and power-cable materials, while humanoid robots require specialty chemicals and lightweight materials. Korean steel makers (Dongkuk Steel, POSCO, Hyundai Steel) are seeing sell-out demand for data-center products, and chemical names (LG Chem, Lotte Chemical, Hanwha Solutions) are developing robot and semiconductor specialty materials. After years of depressed earnings, these cyclicals are posting improving results at rock-bottom valuations.
Сред.
Об аналитическом покрытии 001230.KS
Buzzberg отслеживает 001230.KS (Dongkuk Holdings Co., Ltd.) в 1 источниках. Бычьих сигналов: 1, медвежьих: 0, от 2 аналитиков. Сентимент преимущественно бычий (50%). Всего отслеживаются 2 торговые идеи. За последние 7 дней: наблюдение: 1. Последние спикеры: Hwang Yoo-hyun, Lee Ju-hyeon.