Korean machinery Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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01:30
Sep 17
Sep 17
Aerospace, electrical, machinery profits beat rates
Aerospace/defense, electrical equipment, and machinery are estimated to deliver around 30% YoY operating-profit growth, placing them among the sectors that can withstand high-rate gravity; defense also has added support from rising US-China conflict risk.
MED
03:19
Jan 20
Jan 20
Weak-won regime favors select sectors
In periods when the won is stronger than the yen but weaker than the yuan, machinery and shipbuilding perform in both up and down markets; when KOSPI rises, semiconductors and transportation lead, which is the current setup.
MED
22:37
Jan 04
Jan 04
Korean sectors benefit from China consumption.
If China's consumption and related sectors improve, Korean semiconductors, energy, IT hardware, machinery, healthcare, securities, and chemicals should see faster earnings upgrades; China's first-quarter policy expectations add support.
MED
About Korean machinery Investor Commentary
Across the available history and selected sources, Buzzberg tracks Korean machinery across 1 sources: 3 bullish vs 0 bearish calls from 3 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. 3 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Kwon Taek-jung, Vincent, Lee Jaeman.