KQ eToro Group Ltd. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
08:05
Sep 07
Sep 07
Semicap equipment stocks bottom fishing
Korean semiconductor equipment and materials stocks are starting a bottom-fishing/key-matching move after sharp declines; Doosan Tesna rose about 12%, Hanmi Semiconductor is trying to build a base, and HPSP is attempting a V-shaped rebound, but overhead supply is heavy so the next test is whether they can break through.
MED
03:19
Sep 04
Sep 04
Physical AI lifts Korean robotics.
Altogen secured a $4.4bn license-out, won its Halozyme-related patent dispute and owns one of only two global SC IV-to-subcutaneous platforms. But supply digestion after the capital increase and weak biotech sentiment are causing volatility, making it a watch candidate around key support.
MED
08:08
Aug 31
Aug 31
Korean PCB/CCL names benefit from AI.
Kim says Korean PCB, substrate, and CCL names are moving on AI and high-performance substrate demand, plus a possible supply-chain displacement from Taiwan's Unimicron origin/assembly scandal. Simmtech has the best chart shape and still has a large gap to analyst target prices. Doosan's CCL is supplied to NVIDIA and management confirmed tight CCL supply. Samsung Electro-Mechanics recovered sharply from early weakness as a related beneficiary.
MED
02:23
Aug 27
Aug 27
Avoid battery small/mid; favor large-caps
This battery upcycle is different from the prior bubble because higher rates compress long-duration valuations and shorten visibility to about 2028. As a result, only large-cap cell makers and a few materials have clear upside, while KOSDAQ small/mid battery names such as Ecopro have little or no valuation upside, and the Bank of Korea rate hike reinforces a focus on large-cap leaders.
MED
04:21
Aug 20
Aug 20
Market cap ₩23.2B is below cash of ₩29.6B, NCAV is ₩41.9B, and a ₩3B buyback (~13% of shares) was just announced; dividend yield is ~4.7%. This is a negative-EV balance sheet story with a material buyback and prior share-retirement history, aligning with Korea’s Value-up push for more shareholder returns. The asset-backed setup is compelling, but no position and no price target from the author makes this a WATCH, not a conviction LONG. Weak operating business (0.3% margin), potential value trap, very low daily liquidity, management could fail to cancel repurchased shares, and foreign-investor access to KOSDAQ microcaps may be limited.
MED
23:55
Aug 17
Aug 17
Robotis leads with institutional accumulation.
Robotis is a leading actuator company in the Korean robot space and one of the strongest robot stocks. Institutions, especially trust asset managers and pension funds, have been buying continuously since July 31. The stock has doubled from its July low of about 155,000 won to around 280,000 won, supported by that institutional accumulation.
HIGH
12:30
Aug 14
Aug 14
SPG leads robot reducer component theme
SPG has the best price action because robot reducers are the key component; as Chinese robot-related names highlight critical parts, Korean companies making similar components should attract attention, and SPG is positioned around the reducer bottleneck.
MED
11:00
Aug 10
Aug 10
Battery stocks offer 20% trading upside.
Biotech stocks are experiencing a sharp short-covering rally, amplified by positive catalysts such as Blackrock's 5% stake in Alteogen. The rebound is broad-based, and he suggests focusing on names within the biotech sector for trading opportunities.
MED
06:00
Aug 06
Aug 06
Strong won lifts Naver and Kakao.
A stronger Korean won, now stabilizing around 1400–1450, is most beneficial for domestic-oriented software and platform companies rather than customs-sensitive exporters. With currency stability, real domestic demand plays such as Naver and Kakao stand to gain because a stronger won improves their domestic purchasing power and consumers' willingness to spend on services. Meanwhile, small/mid-cap stocks also benefit from reduced currency swing risk.
MED
00:49
Aug 05
Aug 05
Palantir surge boosts domestic AI software stocks.
Korean biotech stocks, led by LigaChem Bio, are returning to previous technical bands after being severely depressed. This recovery is critical for KOSDAQ's continued rally, and holding these levels could open significant upside.
HIGH
22:08
Aug 04
Aug 04
Alteogen gains on Keytruda sales growth.
Alteogen benefits from Merck's Keytruda sales growth (up 5% YoY) and Merck's continued focus on obesity drug development, creating a positive setup for the Korean biotech linked to Keytruda technology.
LOW
12:08
Aug 01
Aug 01
K-beauty stocks show rotation and staying power.
Korean beauty and cosmetics stocks like Amorepacific, LG Household & Health Care, and Hugel showed surprising relative strength even during the market panic, indicating a possible rotation into consumer/beauty sectors. If the broader market stabilizes, these names are likely to extend gains as domestic themes return.
MED
01:25
Jul 23
Jul 23
AI data center automation drives robotics demand.
The robotics sector is rising on clear catalysts: Samsung-Hyundai partnership, NVIDIA and Samsung/SK/Naver roundtable, and AI data center expansion that will inevitably require automation and robotics. China's robotics boom (many startups, more sophisticated robots, consumer-facing stores) adds competitive urgency. Korean robotics names like Rainbow Robotics, T-Robotics, TXR Robotics, and others are beneficiaries.
MED
00:53
Jul 23
Jul 23
Korean semiconductor 소부장 leads KOSDAQ rebound
The semiconductor materials, components, and equipment (소부장) sector is leading the KOSDAQ rebound as AI and general investments expand; equipment names are surging, but lagging materials and parts also have upside when orders flow, making the sector attractive if earnings are confirmed.
MED
09:00
Jul 21
Jul 21
Watch KOSDAQ active ETFs for equipment rebound.
When the KOSDAQ market eventually stabilizes and sentiment improves, semiconductor equipment stocks are likely to lead the recovery. Newly launched KOSDAQ active ETFs, especially the first public fund from DS Asset Management, are heavily concentrated in beaten-down equipment names like TES, PSK, and VM. These ETFs provide a practical watchlist of candidates that will attract flows once a rebound takes hold, even though trends are broken now and entry is premature.
MED
12:30
Jul 15
Jul 15
Biotech bottoming, watch for September catalyst.
Korean biotech stocks (Alteogen, ABL Bio, LigaChem) are in a bottoming process during July–August, with a potential meaningful shift in September. Recent rebounds do not yet confirm a trend change, but the sector is worth monitoring for a catalyst-driven entry once the base is established.
LOW
00:18
Jul 03
Jul 03
Avoid secondary Korean semiconductor plays.
Stocks that followed the rally of Samsung Electronics and SK Hynix (secondary semiconductor equipment/materials plays) are likely to lose momentum as leadership weakens and margin pressures increase. Investors should avoid them.
MED
22:09
Jul 01
Jul 01
Buy deeply discounted Korean entertainment stocks
Korean entertainment stocks are trading at extreme undervaluation – HYBE at 22x, SM, JYP, YG at 12-15x forward P/E – after a 40-50% drop in a few months due to sector rotation away into semiconductors. The analyst community recommends overweight, citing strong Q2 earnings that meet or beat consensus, massive BTS world tour driving record HYBE profits, and fast-growing 5th-gen groups. A rebound in HYBE will lift the entire sector as semis lose momentum.
HIGH
01:30
Jul 01
Jul 01
EcoPro BM offering: pain then recovery.
EcoPro BM’s 1.2 trillion won rights offering causes severe short‑term dilution and a sharp sell‑off, but the underlying nickel smelter project in Indonesia is a high‑value‑add business that will eventually expand earnings and strengthen the value chain. A bottoming process is necessary and may take one to two months, after which recovery is likely; the fundraising does not damage long‑term fundamentals.
MED
08:28
Jun 29
Jun 29
Battery stocks bottomed and rebounding strongly
Korean secondary battery stocks have shown a strong bottoming signal. They fell 30-50% from highs, but catalysts include LG Energy Solution's expected Q2 profit turn, stronger-than-expected Tesla demand, and Korea's dominant ESS market share in the US. Technicals show volume-supported breakouts with leaders Samsung SDI and EcoPro holding key levels. The sector has likely found a bottom and is set for a multi-month rebound, though near-term volatility may occur.
HIGH
02:15
Jun 21
Jun 21
MLCC shortage boosts Avatec and Samsung Electro-Mechanics.
Game stocks are seeing low-price buying as the market overshoots semiconductors. NCsoft has visible earnings improvement, and Shift Up is diversifying from its hit Nikke to Stellar Blade, reducing single-game risk. Selective gaming names can benefit if sector sentiment improves.
HIGH
01:23
Jun 18
Jun 18
MNC Solution: cheap, monopolistic defense parts
MNC Solution is a critical defense components supplier whose parts go into virtually every domestic defense platform, including K2 tanks. Production cannot happen without its servo motors and gear motors. Earnings are forecast to double from KRW 600bn this year to KRW 1,100bn next year. At a market cap of about KRW 850bn, the stock is cheap among defense names. Additional potential catalysts include European expansion and a strategic investor (SI) joining the ongoing M&A process, which could dramatically change the valuation narrative.
HIGH
11:00
Jun 13
Jun 13
Korean semicon equipment stocks keep rising.
Global semiconductor equipment demand is exceptionally strong, with US peers (Lam Research, Applied Materials, KLA) hitting new highs. Korean semiconductor equipment, materials, substrate, and MLCC stocks (KoMiCo, Hanmi Semiconductor, TES, Samsung Electro-Mechanics) are the leading sector and will continue to rally, supported by supply-demand tightness extending to 2028 and the KOSDAQ activation policy from July. Pullbacks are buying opportunities.
HIGH
01:30
Jun 07
Jun 07
Cosmetics stocks lag earnings, rebound potential.
Cosmetics stocks have strong earnings driven by surging exports to Europe and the US, but stock prices have lagged, offering a potential rebound opportunity.
MED
22:48
Feb 22
Feb 22
The company Wemade Play is valued at $60 million but possesses $500 million in cash on its balance sheet. This extreme discrepancy suggests the market has grossly mispriced the stock, as its cash value per share is significantly higher than its current trading price. The stock is a compelling buy because it is trading for a fraction of its cash holdings, presenting a deep value opportunity. The author does not explicitly state risks, but inherent risks to this thesis would include: the cash figure being incorrect (e.g., currency error from KRW to USD), the existence of massive corresponding liabilities, potential for cash burn, or issues with management and capital allocation.
About KQ Analyst Coverage
Buzzberg tracks KQ (eToro Group Ltd.) across 5 sources. 18 bullish vs 0 bearish calls from 16 analysts. Sentiment: predominantly bullish (72%). 25 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Lee Kwon-hee, Lee Ju-hyeon, Kim Jang-yeol.