Investors / stance tracking
What Timothy Mo is saying
FollowFollowingUnfollowChief Asia-Pacific equity strategist, Goldman Sachs
3 dated public stances tracked since 2026-10-30, most recently 2026-10-30. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Timothy Mo's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Timothy Mo is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-10-30
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| EWY | 1 | 1 bullish | 2026-10-30 | |
| KOSPI | 1 | 1 bearish | 2026-10-30 | |
| SK | 1 | 1 bullish | 2026-10-30 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-10-30
KOSPI
bearish
CNBC (uncut) · uncut_tv
Despite record 350% earnings growth this year and 20%+ forecast next year, the market is unlikely to price in those earnings, warranting a 12-month target cut from 12,000 to 9,000
“the market is unlikely to be pricing in earnings”
CNBC uncut 2026-10-30 05:15 ET (5 min)
Elevated volatility compresses multiples but Goldman's Korea earnings forecasts are unchanged — 350% profit growth in 2026 and 20%+ next year — making the selloff an overreaction that still leaves ~60% upside to the revised 9,000 KOSPI target
“we still are constructive... there's still a significant upside in the market”
CNBC uncut 2026-10-30 05:20 ET (5 min)
2026-10-30
SK
bullish
CNBC (uncut) · uncut_tv
The market is implying a 65% cut to next year's semiconductor earnings, which is far too negative given confirmed GDRAM/HBM record undersupply through 2028-2029, 24x global token-demand growth expected by 2030, and both Samsung and SK Hynix reporting they are…
“the market is overly negative, is pricing these stocks down at levels which are extremely discounted relative to historical trends”
CNBC uncut 2026-10-30 05:20 ET (5 min)
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