A String of Positive Catalysts: Samsung and SK Hynix Surge—How to Position in Korea’s Core Assets?
Recently, shares of Samsung Electronics and SK Hynix have rallied aggressively. Samsung jumped 7.4% on the first trading day after the new year and then another 8% on Monday, leaving investors in awe. As underlying equities soared, related ETFs also went into overdrive. Most notably, $南方两倍做多三星电子(07747)$ surged 32% over two trading days, while $南方两倍做多海力士(07709)$ gained 15% over the same period. Driven by Samsung and SK Hynix, $韩国ETF-iShares MSCI(EWY)$ broadly lifted off, delivering year-to-date gains exceeding 7.8%, significantly outperforming both the $标普500(.SPX)$ and the $纳斯达克100指
$Sheng Siong(OV8.SI)$ in about a month time Singapore budget will be out . Will the government Continue throwing money out again Or will they stop giving out vouchers for this year ? Sheng Siong is a staple defensive stock that has a crazy PE ratio but I believe it should continue opening more stores soon . I believe the price has risen up too fast and it is now very expensive to buy in . I will continue to support them as I didn't spend much of my vouches
$HongkongLand USD(H78.SI)$ Possibility setting to break ATH as a result of recent change in management business directions - unlocking value of asset .
$APP 20260116 630.0 PUT$ Sharing for coins. This Short Put was rolled from last week when the put strike was breached from the sudden down turn of APP. Now that the share has reversed back up higher last night, the put is in a more positive position, however this contract still has a week to go, anything can happen in a week, plan to roll it again both down and out if the bearishness persists. 🤞
$OCBC Bank(O39.SI)$ while investing in high risk stocks, do remember to also diversify your portfolio to invest in stable blue chips and bank stocks. Never put all eggs inside one basket.
$Pony AI Inc(PONY)$ About to hit 139! Is Pony.ai finally going to shine this Year of the Horse? With a delivery target of 3,000 vehicles this year, things are looking promising — this one’s got drama!
$Tradr 2X Short TSLA Daily ETF(TSLQ)$ turned out to be a sweet trade! The bond market swings delivered solid inverse returns , and I locked in profits on the short-term move — feels steady and nice. Of course, leverage trades are volatile, so take gains when you have them.
$Micron Technology(MU)$ AI memory chips — Jensen Huang emphasized the importance of memory and storage demand. Storage-related stocks keep climbing: $SanDisk Corp.(SNDK)$ soared 27%, $Western Digital(WDC)$ rose over 16%, and Micron Technology gained 10%. Micron expects to maintain high growth in 2026, and the technical charts show a strong rebound — really impressive!
$Tempus AI(TEM)$ So glad I held TEM! Q3 adjusted EBITDA turned positive, 80% YoY revenue growth forecast, average target price $86.54, short selling can't stop the rally