KOSES Loading... : Investor Sentiment and Bull/Bear Views

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03:40
Jan 15
Park Seung-jin Head of Overseas Equity Research, Hana Securities 3PRO TV (삼프로TV)
Hydrogen power benefits from AI shortage
AI power shortage is boosting on-site generation; hydrogen fuel cells can be deployed within a year versus 5+ years for nuclear/gas, and Korean fuel-cell/power equipment suppliers and active ETFs should benefit.
KOSES 1ST
MED
03:40
Jan 15
Kim Yo-sik Team Lead, Samsung Active Asset Management 3PRO TV (삼프로TV)
Korean fuel-cell suppliers benefit from Bloom
Bloom Energy's solid-oxide fuel-cell orders are ramping, and Korean component suppliers Vinatech, Koses and Doosan Fuel Cell should receive increasing US-bound orders.
KOSES 1ST
MED
02:39
Jan 15
Kim Hyo-sik Team Lead, Samsung Active Asset Management 3PRO TV (삼프로TV)
Korean fuel-cell suppliers benefit from IRA
IRA changes removed the carbon-emission requirement for fuel-cell tax credits and omitted the domestic-content adder, making low-cost Korean components more attractive. Bloom Energy has already ordered parts and equipment from Korean suppliers, and Korean deliveries should expand; Doosan Fuel Cell is discussing initial US orders, though timing is uncertain.
KOSES 1ST
HIGH

About KOSES Investor Commentary

Across the available history and selected sources, Buzzberg tracks KOSES across 1 sources: 3 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: Park Seung-jin, Kim Yo-sik, Kim Hyo-sik.