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Dave Nicoski
  • Dave Nicoski

Int'l Insights: Pullback Opportunities in S. Korea

Pullback opportunity in South Korea The two-month pullback in Korea has created buying opportunities. In fact, this recent weakness is largely confined to auto and financial stocks, masking strength in other segments, such as tech and materials, where bullish inflections are visible. In this report we highlight actionable themes and individual names within Korea including: • Tech continues to lead. Bullish inflections are visible in the charts of: Samsung Electronics (005930-KR), SK hynix...

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