PKX Shipbuilding Industry ETF (Korea) Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
11:00
Jul 31
Jul 31
815 Money Talk
Korean shipbuilding to prosper on US needs.
The US will not use Chinese ships for commercial or military purposes, and Korea has a strong position in the global shipbuilding market. Korean shipbuilders just reported massive earnings improvements. Shipbuilding stocks, including engine and equipment makers, remain attractive and should capture a significant share of the potential 100 trillion won US shipbuilding market.
PKX
Shipbuilding Industry ETF (Korea)
Long
1ST
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02:09
Jul 30
Jul 30
Chesley Investment Advisory
Shipbuilding beats consensus, margins rising.
Korean shipbuilding stocks have recently reported earnings, and most of them are significantly beating consensus with operating margins rising sharply. Even engine makers that saw some deliveries pushed to the second half should be fine because the volumes are merely deferred. The overall shipbuilding sector looks strong.
PKX
Shipbuilding Industry ETF (Korea)
Long
1ST
—
—
11:00
Jul 20
Jul 20
815 Money Talk
Buy beaten sectors if rates fall.
Deeply beaten-down stocks in defense, shipbuilding, semiconductor equipment/materials, and biotech are poised for a sharp rebound by September. The essential precondition is that interest rates must decline, which would unlock a powerful rotation into these oversold sectors.
PKX
Shipbuilding Industry ETF (Korea)
Long
1ST
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About PKX Investor Commentary
Across the available history and selected sources, Buzzberg tracks PKX (Shipbuilding Industry ETF (Korea)) across 5 sources: 3 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 50% = 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. 6 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Kim Dong-yeop, Choi Il-ho, Lee Kwon-hee.