KRW South Korean Won Loading... : Bullish and Bearish Analyst Opinions
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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
08:16
Jul 03
Jul 03
24-hour trading strengthens Korean won.
The Korean won is set to benefit from the introduction of 24-hour trading, a structural development that supports Korea's bid for developed market status and increases currency accessibility, with an additional short-term boost from fund flows related to SK Hynix's U.S. fundraise.
MED
06:28
Jul 03
Jul 03
Asian currencies set to appreciate
Asian economies have massive current account surpluses ($1.6 trillion over 12 months) tied to exports and AI/tech. Once the narrative of U.S. exceptionalism abates and the Fed stops hiking, capital flows will return to Asia and drive appreciation in the Korean won, Taiwan dollar, and Japanese yen.
HIGH
06:37
Jul 02
Jul 02
Long Korean won on outflow stabilization
The Korean won could rebound if foreign equity outflows stabilize, as recent heavy outflows have pressured the currency; a stabilization would provide a period for won recovery.
LOW
14:37
Jul 01
Jul 01
The author argues that JPY, KRW, and TWD are incredibly undervalued and favors appreciation of Asian majors, but this is a macroeconomic analysis without a stated position or trade.
LOW
14:33
Jun 30
Jun 30
Author finds a good explanation for why the Korean won did not rally on AI stock selloffs, but expresses no personal position.
LOW
15:12
Jun 29
Jun 29
The author finds the Korean won's weakness puzzling despite positive economic news, noting it does not fully align with equity outflow explanations.
LOW
15:09
Jun 29
Jun 29
Discusses KRW strength drivers (rate differentials, trade surplus) but does not state a directional view or tradeable ticker.
LOW
06:14
Jun 22
Jun 22
The author finds explaining KRW weakness difficult, suggesting a complex or unresolved macro view without a directional position.
LOW
22:37
Jun 12
Jun 12
The author argues that China can autonomously revalue the CNY via the fix while the KRW and JPY have overshot fundamentals relative to rate differentials, implying a neutral macro observation.
LOW
03:04
Jun 08
Jun 08
Author argues that rate hikes are not the obvious solution to portfolio rebalancing flows from equity investors long Korea, noting the KRW/USD differential isn't extreme.
LOW
01:19
Jun 08
Jun 08
The author argues the Korean won has overshot due to technical equity flows and that Korea's strong fundamentals justify pushing back against excessive weakness.
LOW
04:30
Jun 05
Jun 05
The author argues that the Korean won is likely to appreciate from current levels and that the NPS faces risk from unhedged FX assets in KRW terms.
LOW
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
About KRW Analyst Coverage
Buzzberg tracks KRW (South Korean Won) across 8 sources. 16 bullish vs 1 bearish calls from 20 analysts. Sentiment: predominantly bullish (29%). 51 total trade ideas tracked. Past 7 days: 3 bullish, 1 bearish. Latest voices: Phoenix Kalen, Garfield Reynolds, Conviction Trivedi.