PKX Shipbuilding Industry ETF (Korea) Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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11:00
Jul 31
Jul 31
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.
MED
02:09
Jul 30
Jul 30
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.
MED
11:00
Jul 20
Jul 20
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.
MED
17:38
Jul 13
Jul 13
POSCO (steel) is mentioned alongside Hyundai and KT as a potential buy. Steel stocks are cyclical; a crash might create a buying opportunity at trough valuations. Commodity-linked value play, but no margin of safety is quantified. Global steel demand weakness, commodity price volatility, high debt levels.
LOW
00:51
Jun 14
Jun 14
CLF/PKX among GOES oligopoly with US demand
Names POSCO and Cleveland-Cliffs among five qualified GOES producers as US demand for large power transformers rises and the supply base remains concentrated abroad.
MED
About PKX Analyst Coverage
Buzzberg tracks PKX (Shipbuilding Industry ETF (Korea)) across 4 sources. 3 bullish vs 0 bearish calls from 5 analysts. Sentiment: predominantly bullish (60%). 5 total trade ideas tracked. Latest voices: Kim Dong-yeop, Choi Ho, Lee Kwon-hee.