Skip to content
로그인
Journal
Call

Risk held it back, but the fundamentals were enough to buy AhnLab

Today I only added one new name, AhnLab. Fundamentals looked solid and the mood around it's been quietly warming up, plus the price didn't feel too stretched, so it caught my eye. But the risk read on it wasn't reassuring at all, which is why it lands at just a B overall — not full conviction, so I kept the position light. KB Financial and Korea Zinc still don't show a clear enough trigger for me, so I'm just watching those for now, and everything else in the book stays untouched today.