KR2

KR200

1 tracked call · 1 long · 0 short · last 90d: 1L/0S

first called by ThreadGuy 2mo ago

KR2KR200LONG2mo ago

“this market has been actually up only, but these PE ratios could re-rate and they could go really like Samsung, we looked at their Q1 revenue could re-rate…”

ThreadGuy

ThreadGuy endorses the Korea re-rate thesis, arguing cheap forward PE plus the SK Hynix/Samsung wealth narrative could drive a multiple expansion with earnings unchanged. He says it keeps him optimistic.

KR2KR200LONG@ $1,188.23

$1,054.61-11.25%

since call May 22

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