TS Tenaris S. A. 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
10:13
Sep 29
Sep 29
3PRO TV
Substrates benefit from capacity expansion.
If Samsung Electro-Mechanics is expanding capacity so aggressively, the substrate supply chain should benefit; he prefers substrate makers such as Simmtech, TLB, and TS as a way to play the substrate upcycle.
TS
Tenaris S. A.
Long
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06:10
Sep 29
Sep 29
3PRO TV
Buy substrate makers on capacity expansion.
He prefers semiconductor substrate suppliers because Samsung Electro-Mechanics' expansion and long-term contracts signal robust substrate demand. He names Simmtech, TLB, and TS as companies he views positively; many have already expanded capacity, and he interprets such capex announcements as evidence of demand rather than oversupply.
TS
Tenaris S. A.
Long
1ST
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07:57
Sep 02
Sep 02
3PRO TV
Samsung Vietnam suppliers remain selectively strong.
Korean semiconductor equipment and materials names tied to Samsung's Vietnam expansion—ISC, EO Technics, YC, DI, TCK, TS, Hana Micron—kept attracting money on a down day because their valuations are not expensive and specific analyst and news catalysts are still being reflected. The trade is short-term and selective, as positive individual news still works even in a weak tape.
TS
Tenaris S. A.
Long
1ST
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About TS Investor Commentary
Across the available history and selected sources, Buzzberg tracks TS (Tenaris S. A.) across 1 sources: 3 bullish vs 0 bearish calls from 2 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. Latest voices: Yoo Chang-hee, Lee Kwon-hee.