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06:00
Jun 17
Park Jin-hee Director 815 Money Talk (815머니톡)
Power equipment/wire stocks offer corrected value.
Korean power equipment and cable stocks have corrected enough to offer valuation merit. The main bottleneck for building more data centers is power supply, meaning that once this bottleneck is resolved, demand for power infrastructure will spike. Combined with reconstruction needs (Ukraine, Middle East), the sector has attractive price levels and a strong story to resume its uptrend.
CAFE 1ST
MED

About CAFE Analyst Coverage

Buzzberg tracks CAFE (iPath® Bloomberg Coffee Subindex Total Return(SM) ETN) 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.