KRW South Korean Won Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
17:36
May 19
May 19
The tweet notes weakness in the Korean won as a key data point, but lacks a forward-looking directional trade view from the author.
HIGH
07:58
May 18
May 18
Speaker discloses FX basket with explicit position 'Long KRW' — first-person currency long on Korean won.
HIGH
15:59
May 16
May 16
Brad Setser argues Korean won balance sheets are not weak and favors direct KRW support, but his view is hedged and not a clear directional trade call.
HIGH
15:47
May 16
May 16
Brad Setser supports Korea's policy of supporting the won and notes strong memory demand giving Korea a forex windfall, but expresses no personal trade direction.
HIGH
15:35
May 16
May 16
Brad Setser questions the rationale for allowing further Korean won weakness given a record current account surplus, implying a bearish view on the currency.
HIGH
05:52
May 15
May 15
The author sarcastically dismisses a bullish call on cheap Asian currencies as a "widow maker trade," implying high risk of reversal despite the claimed trend start.
HIGH
12:11
May 11
May 11
The author sarcastically flags Asian FX as a potential widow maker trade while quoting a bullish thesis on the dollar savings pile shift, but hedges with "might" and sarcasm.
HIGH
16:32
May 08
May 08
Brad Setser highlights that Korea and Taiwan's surpluses coincide with historically weak currencies, questioning the expected relationship between trade flows and exchange rates.
HIGH
11:09
May 07
May 07
Long Korean won on cheap valuation
James Lord is bullish on the Korean won, noting it is a cheap currency and that Korea's trade balance continues to grow despite higher oil prices, which supports a stronger won.
MED
06:41
May 07
May 07
AI-linked Asian currencies to outperform.
Asian currencies tied to AI supply chains and capital inflows should remain better supported relative to other EM Asian peers. The Korean won benefits from AI-driven equity inflows, WGBI inclusion, and potential pension fund domestic pivots; the Malaysian ringgit from corporate dollar conversions for data center buildout; the Chinese renminbi and Singapore dollar from resilient current account surpluses linked to AI trends.
MED
04:06
May 07
May 07
Korean assets are phenomenal opportunity.
South Korean equities and the Korean won are a phenomenal opportunity due to 200% YoY earnings growth, a one-year forward P/E of 7, and exposure to the fourth industrial revolution and AI trends. The rally is not stretched and still offers value.
HIGH
00:40
May 06
May 06
The author suggests Asian currencies are an imbalanced trade opportunity but uses hedged language and sarcasm, so no directional call is made.
HIGH
00:39
May 06
May 06
Author sarcastically dismisses political explanations for FX moves while quoting PTJ's forecast of 15% gains for KRW and JPY later this year.
HIGH
07:53
May 01
May 01
Hyperliquid News reports the purchase of the $KRW (USDKRW) ticker for 500 HYPE by @tradexyz, a factual event with no directional market view.
HIGH
15:40
Apr 30
Apr 30
Brad Setser explains that Taiwan dollar rates are structurally low and Korean retail and NPS drove foreign flows, but no forward-looking trade view is expressed.
LOW
08:03
Apr 30
Apr 30
Won and TWD gain from AI boom.
The Korean Won and Taiwan Dollar are beneficiaries of the AI boom, which boosts their current account surpluses and offsets the negative impact of high oil prices, unlike Southeast Asian currencies.
MED
16:31
Mar 31
Mar 31
The author argues that the Korean won is fundamentally undervalued and suggests the National Pension Service (NPS) should halt its foreign asset purchases as a policy step to support the currency.
MED
09:09
Mar 18
Mar 18
Go long the South Korean Won (KRW) based on a Citigroup forecast that the Bank of Korea will hike its policy rate to 3% within the year to combat inflation.
MED
17:38
Mar 06
Mar 06
@ChengWeiChin1 and USD rates a tiny bit higher and KRW has trended down so why not ... they are generating way more cash flow than needed to cover input costs so it becomes a bit of a cash management game. but has to be part of the story
08:57
Mar 06
Mar 06
but the puzzle remains -- Korean chips are on fire, supporting the stock market (admittedly with volatility this month given positioning and Korea's exposure to an energy shock) and the current account .... yet the won remains extremely weak
6/6
08:56
Mar 06
Mar 06
So the net impulse from Korea's government actions supported the won ...
5/ https://t.co/vNHgWwYEYZ
08:51
Mar 06
Mar 06
Brad Setser (@Brad_Setser) replying to @Brad_Setser
In January a $13 billion current account surplus wasn't enough to support the won -- the Bank of Korea sold $4b in reserves ... so there were big
08:49
Mar 06
Mar 06
Korea is a super interesting case (even before the latest events in the Gulf).
Surging current account surplus (10% of GDP), surging domestic stock market and a very weak currency are an unusual combination
1/
03:06
Mar 04
Mar 04
The Bank of Korea governor is verbally intervening against further currency weakness, signaling a high probability of official action to strengthen the Won.
HIGH
00:52
Mar 04
Mar 04
The South Korean Won is expected to depreciate further as rising energy costs negatively impact the growth prospects of the energy-importing nation.
MED
00:26
Mar 04
Mar 04
The Bank of Korea is explicitly signaling potential intervention to support its currency (KRW), which would put downward pressure on the USD/KRW pair.
MED
12:24
Mar 02
Mar 02
The unwinding of H1 2025 hedges is expected to keep the Korean Won currency range-bound.
MED
07:57
Feb 28
Feb 28
The Korean Won is undervalued and expected to strengthen, implying downside for the USD/KRW currency pair from the 1430 level.
HIGH
18:06
Feb 27
Feb 27
The Korean National Pension Service (NPS) is actively putting downward pressure on the Korean Won, creating a structural headwind for the currency despite the Bank of Korea's opposing view.
HIGH
02:48
Feb 26
Feb 26
A Bank of Korea official is signaling that the Korean Won's recent strength may be unsustainable or unwelcome, implying potential for a reversal (USD strength vs KRW).
MED
About KRW Analyst Coverage
Buzzberg tracks KRW (South Korean Won) across 7 sources. 9 bullish vs 0 bearish calls from 12 analysts. Sentiment: predominantly bullish (26%). 34 total trade ideas tracked.