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05:00
Jun 26
Kim Hyeong-cheol CEO, Kim Hyung-chul Research Institute 815 Money Talk (815머니톡)
Rebalancing may boost defense and shipbuilding.
The upcoming half-year rebalancing by institutional investors at end-June may release funds that have been concentrated in Samsung and SK Hynix, and flow into underperforming sectors that have solid earnings and strong order backlogs, namely defense, shipbuilding, and power equipment. LIG Nex1 has additional momentum from European cooperation, and Rheinmetall is also active, making them potential beneficiaries.
RHM.F
LOW

About RHM.F Analyst Coverage

Buzzberg tracks RHM.F across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Kim Hyeong-cheol.