Are you looking at the previous blog?
A top-down approach to capturing semiconductor highs.
https://blog.naver.com/egzion/224341195034
I understand that there is an effort to predict the highs with this framework...
EPS growth rate highs are based on base effects, stock price peaks are based on profit margin peaks (4Q), past +9~10 month rally → adjustment is an opportunity for weight expansion, relatively favorable.
50-day spread, which is considered effective in the uptrend cycle
KOSPI and SK Hynix..
I hope someone understands the context.
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