Calls
6
#839
Alpha Score 32.0
Fiona Yang
Fund Manager, Asia ex-Japan Equities, Invesco
Win Rate
60.0%
return
+0.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 12
$1500000.00
+12.5%
Korean memory stocks (SK Hynix, Samsung Electronics) have halved in price due to leverage and excessive enthusiasm, but demand remains strong and capacity is still extremely limited, making them significantly more attractive at current levels.
AI Memory
Long
Aug 12
$255750.00
+2.2%
Korean memory stocks (SK Hynix, Samsung Electronics) have halved in price due to leverage and excessive enthusiasm, but demand remains strong and capacity is still extremely limited, making them significantly more attractive at current levels.
AI Memory
Long
Aug 12
$105.94
-
Chinese hyperscalers (Tencent, JD.com, Baidu) are in a very early phase of AI investment compared to the U.S., with chip availability increasing and technology gap narrowing (Kimi3, Alibaba chairman model), giving them confidence to invest in AI CapEx and potentially generate strong returns.
Internet Platforms
Long
Aug 12
$31.92
-9.6%
Chinese hyperscalers (Tencent, JD.com, Baidu) are in a very early phase of AI investment compared to the U.S., with chip availability increasing and technology gap narrowing (Kimi3, Alibaba chairman model), giving them confidence to invest in AI CapEx and potentially generate strong returns.
Retail & Mobility
Long
Aug 12
$59.52
-5.1%
Chinese hyperscalers (Tencent, JD.com, Baidu) are in a very early phase of AI investment compared to the U.S., with chip availability increasing and technology gap narrowing (Kimi3, Alibaba chairman model), giving them confidence to invest in AI CapEx and potentially generate strong returns.
Internet Platforms
Long
Jul 03
$180.14
+2.8%
In the second half, Korean market will broaden beyond memory stocks, driven by massive dividends and bonuses boosting domestic consumption, and capex ramp-ups benefiting construction and tertiary beneficiaries.
Equity Indexes
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Fiona Yang has 6 trade ideas tracked on Buzzberg across 6 tickers since July 2026. Ranked #839 on the Buzzberg Alpha leaderboard. Most covered: TCEHY, JD, EWY.
