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09:23
May 12
Park Se-ik CEO, ex-Chief Strategist Chesley Investment Advisory (…
Avoid Korean petrochemical stocks; earnings are unsustainable.
The recent earnings surprise of Korean petrochemical companies is driven by a one-time lag effect from the Middle East war (low-cost raw materials bought before price spikes) and is not sustainable. Investors should not chase these stocks as the temporary boost will fade, and the underlying structural oversupply and weak demand remain.
롯데케미칼 1ST
MED

About 롯데케미칼 Analyst Coverage

Buzzberg tracks 롯데케미칼 across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked.