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06:00
Jun 17
Park Jin-hee Director 815 Money Talk (815머니톡)
Construction stocks benefit from reconstruction rotation.
Construction stocks like Samsung E&A and DL ENC have solid earnings and reconstruction momentum. They suffered from poor performance in the past but have restructured and now only pursue profitable orders, ending the destructive competition. With ceasefire and reconstruction themes (Middle East, possibly Ukraine), these names are prime rotation plays once the semiconductor concentration eases.
001880.KS 1ST
MED

About 001880.KS Analyst Coverage

Buzzberg tracks 001880.KS across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: Park Jin-hee.