Korean cement sector Loading... : Investor Sentiment and Bull/Bear Views

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13:30
Jul 13
Cha Young-joo Director, Wise Economic Research Institute 3PRO TV (삼프로TV)
Unpriced earnings turnarounds will outperform
Stocks that have not rallied in anticipation but are showing earnings improvements (the 'chicken not eaten' group) will outperform in the short term. Sectors such as secondary batteries (turning from loss to profit), financials, securities, banks, cosmetics, and cement are candidates where earnings data is coming in better and the positive surprise is not yet priced in, offering better relative performance than already-rallied names.
MED
07:00
Jan 26
Infrastructure cyclicals may be final phase
In the final phase of the liquidity cycle, lower rates and government infrastructure spending should lift cyclicals. The speaker expects steel, construction, construction machinery, cement, paint, and gas-pipeline infrastructure to be the last leg, and suggests preparing in advance.
HIGH

About Korean cement sector Investor Commentary

Across the available history and selected sources, Buzzberg tracks Korean cement sector across 2 sources: 2 bullish vs 0 bearish calls from 2 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. 2 total trade ideas tracked. Latest voices: Cha Young-joo, Lee Chang-dae.