01 010130.KS KOREA ZINC Загрузка... : Бычьи и медвежьи мнения аналитиков

Korea Zinc is benefiting from the US supply chain restructuring away from China and reported strong Q2 earnings, breaking through its 60-day moving average.

Korea Zinc benefits from the US push to diversify away from China for raw materials. It posted strong Q2 earnings and the management dispute is being resolved. Technically, it has broken above the 60‑day line, supporting a positive long-term view.

The US Commerce Secretary directly referenced Korea Zinc’s Tennessee smelter as a key example of the administration’s $30 billion investment to build a critical mineral supply chain and reduce dependence on China. Korea Zinc will produce antimony, germanium and indium used in defense and semiconductors. This government-level endorsement and the strategic shift are positive catalysts driving inflows into the stock.

Resource-related stocks such as Korea Zinc, Youngpoong, and Elcomtec are difficult to sustain an uptrend because commodity price rallies lack continuity. The speaker suggests reducing exposure or selling on rebounds.

Copper prices are surging because a single data center consumes 50 tons of copper. Korea Zinc and Poongsan both benefit from non-ferrous metal price strength, and Korea Zinc posted a strong earnings surprise that lifted the stock from a low base, supported by the copper demand narrative.

Copper price surge is driving interest in non-ferrous metal stocks; related companies are showing strong upward trends, with Korea Zinc surging on good earnings and Poongsan, Sam-A Aluminum also performing well.

US gold prices surged significantly, triggering gold-themed Korean stocks. Korea Zinc and other gold-related names typically rally when gold jumps, making them a beneficiary of the precious metal's move.

Long Korea Zinc as a marginal beneficiary of indium demand from AI optics, but materiality is limited given broader metals exposure.