Chloe Melas 2.8 1 idea

Reporter, Bloomberg
After 1 day
N/A
1/15 min ideas
After 1 week
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1/15 min ideas
After 1 month
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1/15 min ideas
0 winning  /  1 losing  ·  1 positions (30d)
Net: -7.1%
By sector
Stock
1 ideas -7.1%
Top tickers (by frequency)
ASMIY 1 ideas
0% W -7.1%
Best and worst calls
ASM International issued an upbeat outlook citing strong demand and a recovery in the Chinese market. Despite the crash in Korean chip stocks (due to energy fears), the equipment makers supplying China are seeing a cyclical recovery. This suggests a divergence where equipment makers outperform the chip manufacturers in energy-poor nations. Long ASM International (ASMIY). New US trade restrictions on semiconductor equipment to China.
ASMIY Bloomberg Markets Mar 04, 12:20
Reporter, Bloomberg
Chloe Melas (Reporter, Bloomberg) | 1 trade ideas tracked | ASMIY | YouTube | Buzzberg