471990.KS KODEX AI Semiconductor Core Equipment ETF Loading...

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02:14
May 27
Lee Jaeman Head of Global Investment Analysis, Hana Securities Researc… 3PRO TV (삼프로TV)
Buy non-semiconductor sectors when semiconductors pause
When semiconductor stocks pause or rise modestly (0-4% daily), rotation into non-semiconductor sectors such as secondary batteries, shipbuilding, semiconductor equipment, machinery, energy/chemicals, steel, and specific stocks like Samsung Electro-Mechanics, LG Innotek, and POSCO tends to outperform. These sectors benefit from AI infrastructure, energy storage, defense exports, and turnarounds.
471990.KS
MED
23:30
May 09
Lee Kwon-hee CEO, Economist 815 Money Talk (815머니톡)
Korean equipment stocks on capex expansion
Korean semiconductor equipment, parts, and materials stocks (sobu-jang) benefit from Samsung's planned fab expansion (P5, Yongin). The speaker advises monitoring PER; when it drops to levels like 20-30x for individual names, it is a buy signal. Even if earnings are weak, the sector can rise on capex news.
471990.KS 1ST
HIGH

About 471990.KS Analyst Coverage

Buzzberg tracks 471990.KS (KODEX AI Semiconductor Core Equipment ETF) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked.