Calls
6
#464
Alpha Score 64.1
Isaac Thong
Co-Portfolio Manager, Aberdeen Asian Income Fund
Win Rate
33.3%
return
+8.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 24
$1676000.00
-3.8%
Korean semiconductor companies are generating record margins and free cash flows due to tight supply, and their commitment to returning cash provides an attractive, safe dividend yield of over 2% that the market will eventually reward.
AI Memory
Long
Aug 24
$257000.00
-2.5%
Korean semiconductor companies are generating record margins and free cash flows due to tight supply, and their commitment to returning cash provides an attractive, safe dividend yield of over 2% that the market will eventually reward.
AI Memory
Long
Aug 24
$58.07
-3.4%
Tencent is a more attractive long-term AI investment than Alibaba because it is monetizing AI across its existing platform, whereas Alibaba is forced to deploy massive capex into cloud infrastructure to compete with US hyperscalers.
Internet Platforms
Long
Apr 13
$78.26
+40.6%
Taiwanese semiconductor companies and South Korean memory chip makers are a good avenue to tap both quality and income and growth, as they are the backbone for global AI, enabling the AI revolution with strong demand from hyperscalers, and they strike a good balance between compounding earnings and returning income to shareholders.
Equity Indexes
Long
Apr 13
$36.46
-2.4%
Chinese consumer companies and certain industrial companies are attractive due to the rising middle class, good management quality, strong cash flows, and trading at low mid-teens P/E multiples, offering long-term value and high dividend payout ratios.
Equity Indexes
Long
Apr 13
$443.34
+24.2%
Taiwanese semiconductor companies and South Korean memory chip makers are a good avenue to tap both quality and income and growth, as they are the backbone for global AI, enabling the AI revolution with strong demand from hyperscalers, and they strike a good balance between compounding earnings and returning income to shareholders.
Thematic ETFs
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Isaac Thong has 6 trade ideas tracked on Buzzberg across 6 tickers since April 2026. Ranked #464 on the Buzzberg Alpha leaderboard. Most covered: SMH, TCEHY, FXI.
