Calls
3
Kim Kyung-hwan
Team Leader
Win Rate
0.0%
return
-13.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 05
$58.08
-11.2%
ChiNext Index's top 7 companies have average ROE over 30%, valuations are still 30% below 2021 highs, and the index is expected to make new all-time highs in the second half of 2024. Investors should buy on dips as the index offers exposure to high-quality Chinese capital goods, energy, and AI tech companies with strong fundamentals.
Thematic ETFs
Long
Jul 15
$2096000.00
-24.3%
The CXMT IPO and the subsequent local capex cycle do not pose a near-term fatal threat to Korean memory makers. The technology gap with Samsung and SK hynix remains, CXMT cannot yet meet its own demand, and the capacity additions will only start to materialize from 2026-2027. Investors should not treat this as a critical risk; it is a manageable development to monitor.
AI Memory
Long
Jul 15
$276750.00
-4.2%
The CXMT IPO and the subsequent local capex cycle do not pose a near-term fatal threat to Korean memory makers. The technology gap with Samsung and SK hynix remains, CXMT cannot yet meet its own demand, and the capacity additions will only start to materialize from 2026-2027. Investors should not treat this as a critical risk; it is a manageable development to monitor.
AI Memory
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Kim Kyung-hwan has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: CNXT, STAR 50 INDEX, 科创50指数.
