EWY
iShares MSCI South Korea ETF
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TSM - I was right, kind of, and i think there's still more value here.
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Are you thinking EWY is a good buy now then?
I'm increasing exposure into non-US equities gradually, buying $IXUS and $EWY iShares South Korea MSCI ETF and Japanese stocks like Mitsu Heavy Industries $MHVFY. But I am still buying all equities in general.
Anyone looking at EWY (south korea ETF)? It's hitting ATH daily.
I own EWY and 40% of the weight is Samsung and SK Hynix. That's enough exposure for me.
I was thinking about buying $EWY tomorrow to get exposure to Samsung and SK Hynix since memory is so hot. -3% would be nice, but I’m also suspicious since anything that’s making me good money feels suspect
It already is relative to world markets, and with a weakening dollar. It's great that DJ went up 15% last year but dollar dropped 10%. Meanwhile value in European markets grew 38%, Latin American funds 48%, Korea like almost 100%. Look at international funds returns this year. It's already happening. And I think people are wise to diversify out of the dollar. (I like EWY, SCHF, IEUR, ILF, and AAAU) People tend to interpret this two possible ways. 1. It is temporary, once we stop engaging in monetary (and maybe military) brinksmanship with the whole world they'll come back to us because the value in US is so high and we have historically been very reliable. or 2. The reputational damage is already so severe that other economies are making long term plans that don't rely on American markets, military or corporations and products. Our challenging NATO has ended the nearly 80 year pax americana, and the world is fed up with the wild swings in our economic and military policy every 4-8 years. Developing markets will develop their own tech giants (MELI), and the industrialized world will begin to invest more in their own military and independent supply lines. Maybe a third group of people just say AI a bunch and dance around like it will magically create profit somehow that won't be stopped. But outside Mag 7 I think the US already shows signs of stagflation. People who insist mag7 shows health are making a weird argument - pick the 7 best stocks and base the whole economy on how they do - meanwhile, not everyone works for or profits from those companies. I favor 2, but no one knows, and 1 is not crazy.
Gold,. Silver, Copper, Korean Index EWY, Latin America Index FFLA. Trump is going to cause another situation. Good luck.
I like EWY and Xyl, maybe other water ETFs.
South Korea did the best for me by far. Mostly due to Samsung. EWY to the moon
This is my whole operating principle right now. Everyone thinks the US primacy will last forever. Buffet said “never bet against America”. But this is based on the assumption we act as we had for almost 70 years as a source of stability in policy, treaties, foreign policy etc. Now that we’re as predictable as a toddler who missed nap time that assumption no longer holds. We are causing long lasting reputational damage and at the same time sabotaging our formerly world class research infrastructure, university system, our relationships with allies, including threatening the most important treaty for stability in the last century. This is unprecedented, and deeply stupid. When the idiot got elected last Jan I began to position out of USD. I have gone into gold (AAAU 25%) and a mixture of international ETFs and funds (SGOVX, IEUR, SCHF, ILF and EWY 60%) and a small mixture of US and European equities in fields that I largely have some expertise (10-15% and shrinking) - those have still done the worst. EWY went up 100% last year, ILF 50% , SCHF 40%) so this pivot has been great, just wish I’d done it all at once and taken some early losses. Overall 2025 was ~40% with my US equities dragging me down - even though they’ve largely gained only RNA, and CNC have popped enough to be competitive with my intl positions since I bought those at ATLs. Still thinking of shedding them for more non USD positions. Not to gloat but this is working and not gonna stop until the US rights its policy.
International, yes. And gold. IEUR, ILF, EWY, SCHF, AAAU
The US market is only performing well if: 1. You ignore the dollar dropped 10% 2. You ignore the growth in international markets that lapped the US We are bears compared to the rest of the world and people really need to start looking at what intl markets did last year before saying VOO and chill. VOO did 18%. IEUR did 38. ILY did 48. EWY did 100%. We're being left in the dust.
EWY has had that amazing run compared to SPY in 2025. Kicking myself for not at least getting in on that.
I bought some EWY (Korean ETF) leaps a week ago, up 15% already.
I mean the dropoff in the EWY ETF is pretty severe. * Samsung Electronics Ltd — 26.20% * SK Hynix Inc — 18.77% * Hyundai Motor — 2.69%
EWY (SK ETF) or for the bold, KORU.
EWY - Samsung is their biggest position S Korean Index. ETF FFLA - Latin America ETF. Cheap Exp Fee. 6% dividend CRH - Building Materials. International Exposure And for me, CHINA: BYDDY, BABA, JD. They're gonna to eat our lunch. They play the Liar-Rapist-Traitor-Felon-in-Chief like a fiddle. And GOLD, SILVER, COPPER Plus the usual tech... 😉
I understand where you come from but it's not really correct to compare SPY which follows ~500 companies with EWG (60 companies), EWQ (61 companies), EWY (90 companies), EWL (47 companies), EWU (81 companies)... By default those percentage will be higher for indexes following less companies.
Too late for SNDK? EWY welcomes you. I'm in it for the memories.
Bought some EWY (S Korea ETF) today for the 45% Samsung and SK Hynix. Looks promising And lower risk, maybe.
EWY. Have a good amount of shares in it and I’m scaling in some calls. It might not go much further than here in the short term but I’ll be pretty well positioned if it does
EWY +90% 1Y Ishares Msci South Korea ETF Thoughts?
Mexico ain't shit, look at South Korea (EWY), Samsung, Hynix, KB Financial, and Hyundai. I fell into a rabbit hole looking @ Hyundai and South Korea because I learned they are primary owners of Boston Dynamics robotics since 2020.
If you buy FLKR or EWY, it's like 40-50% Samsung/SK Hynix. The rest is really cheap value stocks.
I own micron and it is by far my favorite stock and most concentrated holding right now, before late last year, NVDA and AVGO were jockeying for that spot, and of course I still own them, but they almost certainly won't grow earnings as fast as Micron and Hynix. Shoutout to EWY, just got a healthy dividend payment, the index forward PE is 14, despite it doing great this year, 40% of it is Samsung and Hynix, though Hynix is eating Samsung's lunch. Hynix US ADR incoming in 2026. Korea's stock market is only 40% foreign owned, it should be a lot higher by any metric that considers PE dividends, and earnings growth. Just some notes that Micron is paying down its manageable debt now, and buying back shares now. Micron has major new supply coming online in NY in 2030, maybe. Delays keep happening. Little hiccups. Micron is telling customers that they will have supply, but they might have to wait a bit, and will definitely have to wait until 2027 if they want high-speed ram now, because it is sold out in 2026. Ram is a bigger bottleneck than GPU and ASICs chips right now. Korea is investing heavily in is state-sponsored RAM production (another reason to own EWY), and new supply will be coming online, around 2030. Nanyang is the 4th ram maker. They may produce high-speed ram by 2030. Consumer DRAM prices have spiked around 100% in a very short period of time, and despite these higher prices, Micron is closing Crucial, its Consumer DRAM line, in February. Sucks to be me with only 32 gb of RAM, but in America we buy from the company sore, so I at least have shares in that. Why would a company close a division that is suddenly wildly profitable? Is that a crazy decision or does it scream bottleneck. With faster chips, you can get more out of RAM, so I would expect NVDA and AVGO earnings misses (which haven't happened yet except for a China quarter) to be the leading canary that the AI trade is over. If micron's earnings go flat after next quarter, when they guide for another huge surprise, though less growth in 3 and 4, they can pay a 5% dividend and justify their valuation. They usually guide low. Yeah, memory is cyclical, but if micron plummets, due to actual data and not speculative bearish conjecture from people who know a lot about debt but not a lot about this field, then the entire AI trade is done, for a while at least, until the cycle comes back. I posted earlier this week that micron's PE will mechaically compress from 32 to 23 with that one quarter's worth of surprise. Next quarter's earnings will be bigger. Micron's current PE is 27.45. I think it's totally reaonable that it slowly grinds back up to 32 at least. The forward PE is uber-low mainly due to the mechanical compression when bad record-earnings quarters from early 2025 fall off and are replaced by much larger quarterly earnings. Not investment advice. When institutions accumulate, they buy then stop, and things lurch down a lot, then they buy again, then stop again. Micron is super volatile. Know your Kelly criterion and size appropriately. Don't trade on margin.
You right, I misremembered it. Either way I still don't like Samsung and MU still have better trade volume and options liquidity, people can buy shares in EWY for SK if they want to just sit on it and hold.
Google AI says the only three used for this AI bullshit are Micron (MU) and some Korean companies I never heard of like SK Hynix and Samsung. You can buy both of those through EWY if you are in the US.
How do you buy Samsung ? I bought EWY
Why don’t you buy MU or EWY instead?
Look up MSCI indices (e.g. GREK is Greece, EWY is South Korea) Google search away for the most part
QE was awesome post-covid. Now we get it at all-time highs! This is not crazy at all! /s But, I think we have learned that the Fed was super nervous about the clusters in spikes in SOFR rates, which was a genuine liquidity issue, possibly shutdown related, we'll never know. I took that as a signal that the Fed would surely cut, not that they would start buying treasuries. I'm not knocking gold, silver, and copper at all, I have exposure to all, but I think the vast majority of loan-created money will go to the place it has been reliably going the last three years: AI infra. Even Jamie D is blunting JPM earnings to invest in that vertical. For the bubble bears: If you've been bearish all along, you're bearish for the same reasons now that you were three years ago: the train might stop. But, your bias shouldn't be prove the train won't stop and I'll get on, but prove to me that it will stop and I'll start to disembark. The Fed has the back of the stock market, even though the stock market absolutely does not need it. Corporate bonds are fine, outside OAI-adjacent stuff. The dollar hasn't tanked. Inflation is not about 3%... yet. Monetization of AI is best measured by API calls. Companies pay for those. That is exploding for every player, except maybe OAI losing some share to GOOG. Inference is the monetization wave and is now most compute demand. ASICs are probably the future, but NVDA has some ASICs build into GB300s already for long context windows. Crucially, there is a memory shortage now. If models stay the same size, all those new API calls need more memory to run. Except models don't stay the same size. Sparse mixture of expert models still improve when they have a larger RAM footprint, and quantization of large models reliably increases halluncinations and degrades performance. That memory will come from MU, SK Hynix, and Samsung. EWY has an uber low PE and is 40% Hynix and Samsung. This is the safest Sharpe ratio bet in the world, but it won't pay out as much as MU. If you held memory stocks in past shortages, you know what a wild ride that can be. This is a secular shortage. Fabric (ethernet/NVlink/optics) and GPUs might still be the bottleneck for training, but probably not, but training was the the bottleneck pre-2025. The current and destination bottleneck is high-band RAM, and the fundamentals of these companies scream bottleneck. Anyway, crystal ball comment, not advice, yada yada. Feel free to come back and mock me if I am wrong.
Thinking of selling MSTR, do tax loss harvesting and buying some $MU, $EWY, $IBIT, $AMKR. What do you think?
Thanks. Do you mind sharing avg price of EWY and Mu $400 calls ? I’m considering getting in
Any good plays ? Is it still worth buying MU at $238 and EWY at 95?
What calls on MU or EWY would you buy now ?
What calls on MU or EWY would you buy now ?
I haven’t looked at EWY but I suppose you’re using as a proxy for Samsung and SK Hynix. Seems reasonable, but MU is plenty enough for me. I like the pureplay on DRAM and a little NAND. There is no end yet in sight to the DRAM supply issue - so I think we still have time to run. The RAM party usually ends 6-12 months before supply issues starts becoming addressed but 2026 is sold out and 2027 is when the TPU and Rubin go into volume production. Only thing that ends the party early is if OpenAI goes bust, but they have Microsoft and Softbank, and Nvidia standing behind them with deep pockets. Anything can happen but this cycle is definitely the craziest one we’ve ever seen.
If you can afford to save and afford to pay off debt, then you can't really afford not to invest. The value of the dollar halves every 15 years, and treasuries can keep you even with that a lot of the time. The s&p doubles every 7-10 ten years. The number of publicly traded stocks is constantly shrinking, so where you can put money is inherently limited if you aren't an accredited investor with a liquid few million. But if a public company can somewhat sustainably get a dramatically better ROI per dollar than you can, then you should be exposed over 5-7 year market cycles. Private capital is still slowly eating the world, in spite of the recent drama and selloffs related to fraud where people leveraged the same assets with different private parties and banks. My take is that private capital investor types are fine with typical infrastructure loans, but are balking at all the AI infrastructure loans that have gone out. It's fine that a lot of investors have tried to sit out the AI trade for the last three years, impossible if they own index funds, and those fixed-income risk-profile types are unlikely to ever steer their assets in. If interest rates go lower, private capital's standard MO will probably be to spin out startup vehicles. Retail is leverage of last resort, the lowest-tier scraps gobblers that own 25% of the market. When IPOs and waves of dilution are used to finance spend, when leverage jumps from 7% to 30%, and when sequential-quarter growth is no longer a thing, that's the time I would really worry. A stat I heard recently is that the S&P is up by double digits 80% of the years where there is not a recession, and up 20%+ for 40% of those years. So, if we're about to enter a recession, all bets are off, but people have been calling that for the last three years. If you take the informal definition of recession to be two quarters of negative GDP growth, then we're no where near that. The I in GDP dominated by AI infra investment is huge. But, when that I goes down, because hyperscalers et al. are reducing spend, it seems that we can't not have a recession. First-order, that recession could be severe. But, layoffs are continuing along with earnings and revenue growth, so the Fed is in a hard place, knowing that lower rates will ad fuel to fire and create more money that will need to find a home. Kevin Hasset has the gravitas and charisma of the Pillsbury Doughboy, so I wouldn't bank on a suddenly compliant Fed. The market feels the Fed will still fight inflation and so do I. Is there evidence that inflation is running dramatically higher than 3%? I'd argue not yet. Are there liquidity problems in corporate debt outside the AI trade? Nope. Is the AI trade still primarily funded by earnings of companies that have growing earnings? Yep. Are there huge bottlenecks that have fueled crazy price hikes and earnings jumps? Yep, thinking of MU and EWY, which I own. There is still an arms race going on. When former frontier players start bowing out and cut back on training and acknowledge defeat, that will be a significant moment. It just hasn't happened yet. Wherever you put your assets, you assume risk. But, some degree of risk is the only thing that will pay you, though, for the sake of sleep, I am personally buying dividend stocks again, thinking about my barbell, and hedging. Soros used to say that volatility increases towards market tops, and it's my base case that things get more volatile between now and the next recession, which will market will probably rapidly forecast with waterfall declines.
Most people need to look into ETFs and leave options alone. I trade small so my wins and losses haven't hurt me much. But gosh darn if I didn't invest in ETFs and MFs sooner I'd have a lot more money. Just do a good job evaluating the strategy on them. Like I want international exposure but nothing crazy so I go for an EWY over a more random index.
Last I saw, Burry was calling for PLTR puts (joined him marginally) and buying MOL. I don't really disagree with a marginal PLTR long duration long put if you want to hedge your growth stocks. But, NVDA (long) was absent in that blurb. Shorting through NVDA earnings is a bad idea. I think AVGO and MU have been comparatively strong this week, and they're up next. Google can not only run inference for a ton of models with their Thor/Broadcom ASICs, but they reportedly trained Gemini 3 on ASICs. Jensen got a lot of questions on ASICs and Memory/supply. He emphasized that NVDA has negotiated far in advance and is fine for now. But... High-bandwidth memory is the biggest bottleneck in the world right now because training and inference is memory bound. Samsung, SK Hynix, and MU have been caught colluding many times before in cycles past. They're not dumb enough to meet at a golf course now, but they are all raising prices. The PC Gamer geeks are crying foul. MU and EWY are up a lot, but still undervalued vs. most growthy US stocks, not that valuation means what it used to. Not investment advice. I am not an investment professional. Just talking my book for the moment (with a small dividend/hedge barbell). The stat I took away from today is that NVDA's forward PE is now 29, when the average for the cubes is 26, without the same kind of growth. The historical average for NVDA's PE is 35. A lot of money has moved into money market accounts. It has been there for awhile. The train is still rolling, but many investors are in denial because they don't appreciate its scale. There are a dozen billionaires with soft-control positions on boards or as shareholders who are all spending more than they have ever spent to race to AGI. Among them are Musk, Zuck, Elon, Sergei and Brin, Gates, Thiel, The Ellisons, even the Waltons are going to get onboard. If you are thinking about shorting a bubble, tell me which ego is going to stop first and gracefully conceded. Until then, they have a lot to spend.
You could buy EWY which is about 23% Samsung.
You’ll want “ EWY “, SK is 18% with Samsung at 22.9%
pretty sure there are plenty of South Korea ETF like EWY (but it is quite expensive), or just buy Samsung Electronics if you can access UK exchange, and SK Hynix in german, consider they are already 30% of the exchange
Mem supercycle. Don’t forget EWY to bag the koreans
I have EWY primarily for exposure to SK hynix, secondarily to Samsung, and then thirdly for the rest of South Korea. (EWY is essentially VOO for South Korea.) It has been very, very good for me.
EWK appears to be iShares MSCI Belgium ETF (EWK). Very little Samsung exposure. I get my Samsung exposure through EWI....iShares MSCI South Korea ETF (EWY)
>Would you buy EWK for the Samsung exposure? EWK is Belgium. You might prefer EWY.
I’ve been full porting EWY for the past 2 weeks, it’s a rough index of their stock market
Big fan of those two, also some EWY which is basically Hynix and Samsung
Bullish on South Korea EWY sold some of my Brk.b. Running out of patience.
> You might notice that markets with growth are all US allies such as Japan, Korea and German (and gold and btc) while the hangseng and SSE are in line with SPY. https://stockcharts.com/freecharts/perf.php?SPY,MCHI,EWJ,EWG,EWY&p=4&O=011000
If you adjust those index to USD, the % numbers look **significantly** higher for YTD. **South Korea**: EWY **is up over 80%** before dividend and today's up from market news. **Hong Kong**: MCHI **is up over 40%** before dividend and today's up from market news. **Greece**: GREK **is up over 62%** before dividend. **Spain**: EWP **is up over 60%** before dividend and so forth.
Uh huh... and that's why Spain over **60% YTD** (EWP) Greece over **62% YTD** (GREK) Korea over **80% YTD** (EWY) China over 40% YTD (MCHI) Japan over 23% YTD (EWJ) France over 27% YTD (EWQ) etc.. **VXUS is up over 28% YTD with dividends. VTI over 15% YTD in comparison.**
So far South Korea is standing strong. Thank you EWY 🫡
I have kdef and EWY im really trying to figure out how I can buy hanwha aerospace
Wal-Mart, Ford, Visa, Mastercard, Google, T-Mobile, Kimberly-Clark, Coca Cola, Pepsi, $EWY, Johnson & Johnson, Unilever, Linde, Wells Fargo, Bank of America, Protecter & Gamble. Maybe a little Target, CVS, Tyson and Kroger thrown in too.
$MU ripped from 120 to 170 just before ER in September alone, so it's no surprise the ER becomes a sell on the news event Longer term, AI demand for memory and story will be insane, and each of these industries is controlled by only a few players. In the memory, it's $MU, Samsung and SK Hynix (who make up like 50% of $EWY); in the storage, it's a duopoly of $STX and $WDC
EWY (Korean ETF) didn't even budge after ORCL beat (slightly down initially), and all half their economy does is build stuff for data centers. Easiest lay up ever. Just sold EWY 76.00, highest price ever.
That’s what I’m wondering too. Will be watching CPNG and EWY to see what happens. No idea what to expect though.
Korean stocks are weird. I have been holding some EWY waiting for a Korean economic miracle, not coming:)
To keep as a watchlist: 🇯🇵: EWJ, TM, NSANY, HMC. 🇰🇷: EWY, CPNG, LPL, SKM.
- Buying silver in March 2020 and selling it in Summer 2020. Doubled my money in just a few months. - Buying FLKR/EWY(South Korean ETFs) late last December. Up 45-50% on my investment in just a few months
+41.5% YTD for FLKR/EWY vs +7% for SPY
I've been buying EWY. Korean stocks have little correlation with US markets and trade at extremely cheap PE. Most of the shittiness of korea (corruption, bad demographics) is priced in.
You already have too much exposure to mag 7 holding American ETFs so not sure why you want more of it. Consider gold or foreign market for diversification? I made so much money from GLD and EWY this year
Now I’m happy I only lost 2% on my XLE play after seeing oil crater even more lmao Also anyone paying attention to international markets? South Korean stocks (EWY) are ripping this month.
I swing trade momentum across asset classes and if I plug in the etf TAN to my system it doesn’t look very good. Doesn’t necessarily mean it’s a bad trade though. Anything could happen, but I can only comment from the perspective of my strategy. I’ve been in XLE and GSG for the past week or so personally. Also EWY (etf tracking South Korean stocks) since end of May. So far it’s worked but if this Iran stuff fizzles out then my energy and commodity plays most likely will too.
I making Puts on EWY MONDAY
If you’re doing buy and hold then just keep DCAing. Diversify equities across developed and emerging markets too, not just US, but I wouldn’t slow your contributions if you have a long time horizon. I personally swing trade momentum across sectors, countries, and asset classes so I’m always in something. Lots of opportunities in international markets this year. I switched out of South Korean equities ETF (EWY) and moved into a commodities ETF (GSG) a couple days ago since stocks are losing steam. Anything can happen with Iran/Israel though so I might have a new position by tomorrow or early next week. If you have a real edge and know how to trade then you can hold positions with more confidence. Otherwise stick to DCAing and passive investing bc you’ll eventually lose money trying to time markets without an edge.
Thank you South Korea for EWY holding strong during this selloff
I think the biggest issue is its hard to invest directly in SK Hynix or SK Square as a foreigner. I think European exchanges have ADR shares, but I don't think US exchanges do. I bought FLKR/EWY because I like the Korean market as a whole(very cheap, lots of great companies), and 10% of it is in SK Hynix/SK Square.
That would definitely be better. I have DFIV (basically S&P 500 but for non US stocks) and EWJV (Japanese top 100) and both are weighted to have a P/E as low as possible while still reflecting the market. I know they exist for the S&P 500 but I just want a small tweak. I thoroughly enjoy both DFIV and EWJV and I enjoy owning VOO for it's own merits. It would be cool to own an index without overly relying on a stock I wouldn't purchase independently of the ETF. I was thinking about this question for a while after I saw EWY (Korean top 100) with 22% Samsung. I like Samsung I'm just not thrilled it has 22% in the ETF and would like to not be so reliant on over weight companies.
Yes wait. Wait for a serious correction in the Shiller PE (you can look that up). US markets are still overvalued. Other countries have better fundamentals. For example, a South Korea index fund EWY looks okay lately.
EWY/FLKR- Korean stocks are trading at a P/E of 8 and a P/B of 0.8, extremely cheap. Also Samsung/SK Hynix will benefit a ton from the AI boom. Lastly, there are signs that Korea will reach a deal with the US for the trade war soon. Hyundai/Kia also have production in the US, so they can avoid tariffs on certain models. Gladstone land- Farmland has historically done well during both recessions and stagflation, because people still buy food during recssions. It is trading 40% below its NAV, and has a >6% dividend yield, paying dividends monthly
> the federal workforce being cut in half, Not happening except at a few agencies. It's estimated that if all planned cuts are made, it's about a 5% reduction in federal workforce. But this is assuming that the moves aren't blocked under the impoundment control act. >let's add in lower government spending, Isn't really happening at a large scale. You have a few agencies that got cut hard like USAID, but we're looking at totals of just a few billion. >let's add in tax breaks for a small sliver of people who instead of giving it to the millions of people who actually spend money. Not going to engage in political discussion because it violates the subreddit rules. >Yes, I know - everyone knows - there are multiple variables at play. It's not an easy straight forward call of course, but if you add up everything that is going on, are you net negative or net positive on the 1 year, 3 year and 5 year outlook for the market? Can't give short term outlook because it depends more on sentiment than fundamentals. But I am positive for the 10-20 year outlook. I don't think we'll see the 10%+ returns people are accustomed to, but I think 4-5% returns are likely for US stocks. I am heavily invested in Korea though. As of December 2024 I moved a lot of my money to FLKR/EWY. They are going to absolutely eat up US market share in global trade. How are Ford, GM, etc supposed to compete with Kia/Hyundai when they have to pay 25% more for Steel/Aluminum, and parts, while Korea just uses domestic steel? Or how does Whirlpool compete with Samsung? Canada, Europe, etc will be depending a lot more on Korea. And when most of their companies are trading below book value, there is insane money to be made.
EWY/FLKR- Korean market is extremely cheap and owns 2 companies that are going to be instrumental in the AI boom(SK Hynix and Samsung) and a big leader in the EV boom(Hyundai)
Shoulda bought puts for the South Korea ETF Friday before the close, EWY is the ticker, winter president getting impeached this weekend. Wonder how that will pan out for that stock. 🤷♂️
The spanking is yet to be determined, what I did do was load up on IBIT and RDDT when they bottomed out, grabbed a few MSTR when it also bottomed. EWY has also had a nice dip buying opportunity that I took advantage of. Sold off my PLTR at $79.00. Also grabbed some discounted HOOD and AMZN. Most seem to already be recovering in AH, so I suppose I’ll know soon enough if the spanking will ensue.
Don't know the tax implications specifically for folks in the US so take it with a grain of salt. In general i don't think its the best play in the AUTO sector, even in korea KIA would probably be the better play. I'm myself waiting to buy the market (through EWY) and maybe samsung as standalone once and if the situation clears up. Could be a missed opportunity as well but you never know, i'd rather be on the patient side.
It was trading around this price before the coup attempt.(yes it is cheap ) Untill yoon leaves there would be political uncertainty. Not sure the risk is priced in is what I'm saying. If this cunt decides on martial law late at night what makes you think he wouldn't fuck over shareholders? I was holding EWY and samsung before the coup, waiting for the situation to become clearer before i buy back in.
Your P/E figures are wrong, P/E of EWY in 2014 was 20, now it is 11-12.
For EWY both price and P/E were approximately the same in 2023 as it was in 2016. Suggesting that there was no earnings growth during that period. In a similar period the S&P500 grew its EPS from around 85 to 185. I think sometimes its just ok to admit that you are wrong.
I bought the EWY dip because the Korean lady at the K-convenience store told me it was all BS. No position on France as my croissantier is from India.
Checked EWY as suggested and the dip is ok deep, like could be deeper but what scares me is that EWY is in a massive downtrend since 1 year now, so I doubt it will easily recover.
I bought EWY calls... hope they print tomorrow.
Calls on EWY. This South Korean drama is just that.
Nothing to worry about guys Yoon has EWY puts he wants to print...carry on,
Calls on Korean bottom easiest money ever EWY
EWY S Korea ETF only down .85% guess everything is fine over there....