064350.KS Loading... : Bullish and Bearish Analyst Opinions

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11:04
May 07
Park Geun-young Managing Director, IBK Investment & Securities 3PRO TV (삼프로TV)
Defense sector benefits from global rearmament.
Korean defense stocks are a long-term buy regardless of ceasefire or continued conflict. NATO members are moving to raise defense spending to 5% of GDP, Europe is rearming, and Middle Eastern countries are accelerating purchases after the war. Specific companies like Hanwha Aerospace, Hyundai Rotem, LIG Nex1, and Korea Aerospace have strong order backlogs and export potential.
HIGH
08:30
May 04
Buy Hyundai Rotem on dips
Hyundai Rotem is experiencing a short-term dip, presenting a buying opportunity for investors who do not own it. He advises accumulating on weakness in divided lots.
MED
11:01
May 02
Defense stocks on troop cuts
US troop reduction in Europe and self-defense policy push will increase demand for defense. SpaceX IPO in June also provides catalyst. Korean defense stocks like Hyundai Rotem, Korea Aerospace, Hanwha Aerospace are at support levels.
MED

About 064350.KS Analyst Coverage

Buzzberg tracks 064350.KS across 2 sources. 3 bullish vs 0 bearish calls from 3 analysts. Sentiment: predominantly bullish (100%). 3 total trade ideas tracked.