Long
AI/Semi
$1676000.00
+0.6%
Semiconductor earnings surge, cheap multiples, re-rating.
May 08
Long
Consumer
$614000.00
-0.2%
Hyundai Motor upside to 80,000 won.
May 08
Long
AI/Semi
$268500.00
+0.0%
Semiconductor earnings surge, cheap multiples, re-rating.
May 08
Long
Macro
$183.08
+4.3%
KOSPI target 8,500-9,500 on historical multiples.
May 08