Korean non-semiconductor equities Loading... : Investor Sentiment and Bull/Bear Views

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09:01
Feb 06
Yoon Ji-ho Economic Commentator 3PRO TV (삼프로TV)
Buy Samsung, SK hynix on dips
Samsung Electronics and SK hynix are the two cheap Korean semiconductor stocks and should be core holdings; they dominate KOSPI earnings, memory prices are driving EPS, and Samsung's DRAM, foundry, and NAND businesses are improving. On market selloffs he would buy these first, but if they correct sharply the rest of the Korean market is more vulnerable, so investors should not rotate into weaker non-semiconductor names.
HIGH

About Korean non-semiconductor equities Investor Commentary

Across the available history and selected sources, Buzzberg tracks Korean non-semiconductor equities across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 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: Yoon Ji-ho.