KRW South Korean Won Loading... : Bullish and Bearish Analyst Opinions
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04:56
Sep 03
Sep 03
Short dollar, buy North Asia currencies.
Capital that went into U.S. growth stocks is coming back into the export cycle, supporting a capital repatriation normalization theme that is bullish for the yen, Korean won and Taiwan dollar; he remains short the dollar.
HIGH
06:43
Sep 02
Sep 02
AI demand strengthens Korean won
The Korean won is the only bright spot in Asian currencies today, showing pretty strong growth on the back of strong AI demand.
LOW
06:40
Aug 31
Aug 31
Korean won can rally further
Korea's market has become cleaner and more stable after earlier leverage-driven volatility. Bennett is neutral on Korean equities, but is constructive on the Korean won, which has already rallied about 10% in six weeks and should be supported further by repatriated earnings from large Korean companies being reinvested domestically.
MED
10:15
Aug 30
Aug 30
The author argues CNY undervaluation is relative to a basket, not all Asian pairs.
The author argues CNY undervaluation is relative to a basket, not all Asian pairs, and notes JPY/TWD/KRW appreciation would increase CNY undervaluation, a factual exchange-rate analysis without a trade position.
LOW
11:44
Aug 28
Aug 28
Korean Won strong on BOK hikes.
The Korean Won is the strongest global currency this month, driven by back-to-back rate hikes from the Bank of Korea. This monetary tightening is providing significant support for the currency's value.
HIGH
08:56
Aug 28
Aug 28
The Korean Won will strengthen further.
The Korean Won is expected to strengthen further, potentially dropping into the 1,200 KRW/USD range by next year, driven by a structural trend of US Dollar weakness and shifting global monetary environments.
HIGH
05:56
Aug 28
Aug 28
BOK hikes make Korean won stronger.
Back-to-back Bank of Korea rate hikes are pushing the Korean won stronger. It is the best-performing Asian currency and best-performing major global currency so far this month, with additional regional strength shown by the Taiwanese dollar.
MED
02:29
Aug 27
Aug 27
Bok Shin comments that the recent rebound in the Korean won will help reduce import expenses.
Bok Shin comments that the recent rebound in the Korean won will help reduce import expenses for the economy.
09:30
Aug 24
Aug 24
Keep cash, avoid full leverage.
Because interest-rate and macro risks are unpredictable and policy responses are difficult to time, Hwang argues investors should hold a meaningful cash reserve and avoid maxed-out leverage or full leveraged-ETF positions; otherwise they risk forced selling at the worst possible time instead of buying a dip.
HIGH
23:00
Aug 16
Aug 16
Korean won strengthens toward 1,350
The Korean won has already appreciated from around 1,550 to 1,400 per US dollar and should keep strengthening. Scott Bessent, now US Treasury Secretary, is a former currency hedge fund CIO who is signaling that Washington will not tolerate yen or won weakness because Asian currency weakness could force Japan to dump US Treasuries and destabilize US rates. Korea also narrowed its policy rate gap with the US to 1%, removing a key source of won weakness; a USD/KRW break of 1,400 opens the way toward 1,350.
HIGH
23:00
Aug 16
Aug 16
Won should strengthen as rate gap narrows.
The Bank of Korea's new governor has taken a hawkish stance and delivered a rate hike, narrowing the U.S.-Korea policy rate gap. Combined with the U.S. decision not to tolerate further yen/won weakness, Korea's large cumulative current account surplus, and slowing foreign stock selling, the speaker argues that USD/KRW above 1,500 was unjustified and that the won should keep firming, particularly if the rate gap narrows to 0.75% and USD/KRW breaks into the 1,300s.
HIGH
04:55
Aug 13
Aug 13
Asian currencies have room to rally.
Asian currencies like the Korean Won, Japanese Yen, and Chinese Yuan are very cheap right now and have room to rally against the US dollar, especially if China pushes to internationalize its currency.
MED
09:24
Aug 09
Aug 09
Won strengthening to 1300-1350 per dollar.
The Korean won will strengthen below 1,400 per dollar, likely to the 1,300-1,350 range. The Bank of Korea surprised markets by raising rates in July and signaling further hikes (possibly another 25bp), narrowing the interest-rate gap with the US. Despite heavy foreign selling, the won did not break 1,400, which shows speculative forces have been deterred. The US-Japan coordination also supports broader dollar weakness, and the BOK's hawkish pivot is a turning point for the won.
HIGH
16:36
Aug 04
Aug 04
Diversification benefits non-USD major currencies.
Although dollar dominance will endure for decades, a marginal deterioration is underway as authorities diversify away from the dollar, benefiting currencies like the euro, Australian dollar, Canadian dollar, Singapore dollar and Korean won.
MED
04:08
Aug 04
Aug 04
Author agrees on BoJ concerns and notes administration cares about trade impact of JPY and KRW.
Author agrees on BoJ concerns and notes administration cares about trade impact of JPY and KRW weakness, but expresses no explicit position.
LOW
04:32
Aug 03
Aug 03
Author explicitly states they are long KRW, expressing a clear directional position.
Author explicitly states they are long KRW, expressing a clear directional position in the currency.
00:32
Jul 31
Jul 31
Long KRW as the speaker asserts the won remains significantly undervalued at the current 1420.
Long KRW as the speaker asserts the won remains significantly undervalued at the current 1420 level, implying appreciation potential.
MED
09:02
Jul 22
Jul 22
KRW to strengthen as foreign selling ends.
Foreign selling of KOSPI stocks has been the dominant force behind KRW weakness. With that selling now largely complete and other fundamentals (exports, growth) supportive, the Korean won should appreciate. He forecasts USD/KRW to fall to the mid-1,400s by year-end.
HIGH
06:04
Jul 22
Jul 22
Korean won strengthens versus yen.
Korean won is set to strengthen against the yen, driven by the chip export boom, BOK rate hike expectations, authorities encouraging repatriation, and the yen remaining weak; the KRW/JPY cross looks ready to break higher.
MED
04:41
Jul 21
Jul 21
Central bank jawboning ineffective, short yen/won.
Japanese and Korean central banks' verbal intervention and jawboning are ineffective; market fundamentals and interest rate differentials will continue to force the yen and won weaker, and traders will take the trade into their own hands.
MED
12:30
Jul 16
Jul 16
Korean won to strengthen on rate spread.
After the Bank of Korea’s rate hike today, the US‑Korea interest rate differential is likely to narrow as the US 10‑year yield has fallen to the 4.5% area. The speaker expects the Korean won to strengthen moderately, which could also attract foreign inflows into Korea.
MED
11:00
Jul 16
Jul 16
Maintain cash, preserve optionality in high volatility.
Rather than chasing rallies or forcing strategies in a highly volatile, abnormal market, investors should keep a meaningful cash position to survive, maintain sanity, and have ammunition for later opportunities when the trend stabilizes. The speaker explicitly advises holding cash as a strategy right now.
HIGH
06:25
Jul 16
Jul 16
Foreign tech outflows will pressure the won.
The Korean Won is likely to face renewed weakness after any short-term gains, driven by heavy foreign selling and rebalancing outflows from Korean tech stocks, compounded by a lack of intervention supporting the Japanese Yen.
MED
02:36
Jul 15
Jul 15
KRW to strengthen on Hynix flows.
SK Hynix’s ADR listing will bring roughly USD 26 billion of dollar sales into Korea over the next two months as those proceeds are converted to KRW. This flow is expected to push USD/KRW from the 1,480 area down to the mid-1,400s by the end of Q3, strengthening the won significantly.
MED
07:00
Jul 13
Jul 13
Hold cash until trend reversal.
The market is in a severe downtrend with no confirmed bottom. Holding cash and waiting for a clear trend reversal or bottom pattern is the wisest course; do not actively buy until that signal appears.
HIGH
10:33
Jul 10
Jul 10
Korean won weakness near-term despite interventions
Korean won dynamics have shifted to portfolio flows, causing weakness on equity rebalancing outflows and risk-off. Despite SK Hynix listing short-term support and expected interventions and rate hikes, near-term more weakness is likely.
MED
09:19
Jul 09
Jul 09
Korean won set to strengthen.
Korean authorities are actively supporting the won by selling FX reserves and selling euro-denominated bonds early. Foreign buying of Korean equities is resuming, and SK Hynix ADR proceeds will be repatriated into won. Inflation pressures could force a BoK rate hike, adding further support. The won is set to strengthen.
HIGH
11:18
Jul 06
Jul 06
Won undervalued, flows to support it
The South Korean won is one of the most undervalued currencies and should strengthen in the short term, supported by repatriation flows from the upcoming SK Hynix US listing and a recent improvement in trading footing.
MED
06:05
Jul 06
Jul 06
Won undervalued, ADR proceeds to boost.
The Korean won is undervalued, particularly against the US dollar and other Asian currencies. The start of 24-hour trading and the expected conversion of SK Hynix ADR proceeds into won provide additional support, making the won an attractive currency as investors potentially rotate out of dollars.
MED
23:00
Jul 04
Jul 04
Korean won to appreciate on BoK hikes
The Korean won is poised to strengthen against the dollar. The Bank of Korea will start hiking rates in July, narrowing the rate differential as the Federal Reserve may not be able to raise rates as much as markets expect. Record export receipts and the eventual repatriation of dollar earnings will provide additional supply, and the won is significantly undervalued after breaching 1,500 per dollar.
MED
About KRW Analyst Coverage
Buzzberg tracks KRW (South Korean Won) across 11 sources. 35 bullish vs 3 bearish calls from 37 analysts. Sentiment: predominantly bullish (42%). 76 total trade ideas tracked. Past 7 days: 6 bullish, 1 watch. Latest voices: Jason Pang, Winnie Hsu, Ben Bennett.