Choi Gwang-wook

CEO, Delta Asset Management
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
EWY long +11.8%
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EWY ×1
Recent Calls
EWY long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d
90d
Average Return +11.8% Long Return +11.8% Short Return -
Average Return
7d +11.0%
30d
90d
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Thesis
Theme
Source
Long
May 18
$180.74
+11.8%
KOSPI can rise further as P/E compresses.
KOSPI index can rise further because the P/E ratio is declining as earnings surge, and money continues to flow from deposits and real estate into equities.
Macro
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