Korean China-hit traditional manufacturing sectors Loading... : Investor Sentiment and Bull/Bear Views
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00:29
Jan 07
Jan 07
Cheap China-hit Korean sectors may rally.
If Trump and Kim meet and the Russia-Ukraine war ends, cheap China-hit Korean manufacturing sectors below KOSPI PBR 1.4—chemicals, transport, distribution, metals, and construction—can rally. He compares the setup to the traditional manufacturing leaders in 2007 and the China-stimulus winners in 2009, and suggests considering profit-taking in today's high-return leaders.
HIGH
About Korean China-hit traditional manufacturing sectors Investor Commentary
Across the available history and selected sources, Buzzberg tracks Korean China-hit traditional manufacturing sectors across 1 sources: 1 bullish vs 0 bearish calls from 1 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. 1 total trade idea tracked. Latest voices: So Hyeon-cheol.