Calls
87
#1026
Alpha Score 16.9
Ha Chang-wan
CEO
Win Rate
44.2%
return
-0.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 16
$1845000.00
-8.5%
AI memory demand (HBM) remains strong with full order backlogs and the recent earnings downgrade is unjustified. Big tech capex continues to expand, and upcoming earnings/capex guidance will confirm AI investment, triggering a semiconductor recovery. Current sell-off is supply/demand noise, not fundamental weakness.
AI Memory
Long
Jul 16
$256500.00
+1.9%
AI memory demand (HBM) remains strong with full order backlogs and the recent earnings downgrade is unjustified. Big tech capex continues to expand, and upcoming earnings/capex guidance will confirm AI investment, triggering a semiconductor recovery. Current sell-off is supply/demand noise, not fundamental weakness.
AI Memory
Long
Jul 22
$1438000.00
-7.5%
Samsung Electro-Mechanics stood out because analysts maintained a 300,000 won target price despite the sharp stock decline. It is seen as a beneficiary of good semiconductor conditions, and the consensus positive target revisions suggest it is a resilient play.
AI Hardware
Long
Aug 14
$589.12
-3.6%
With Samsung Electronics and SK hynix showing strength, related supply chain components like substrates and MLCCs, specifically Samsung Electro-Mechanics, will likely follow suit, especially if foreign buying continues.
Thematic ETFs
Long
Aug 20
$35.09
-0.1%
For dividend and defensive investing, the Schwab US Dividend Equity ETF (SCHD) is a much safer and superior alternative to Korean financial stocks. It offers structural dividend growth, reliable rebalancing, and significantly better long-term total returns.
Equity Indexes
Long
Aug 14
$112800.00
+15.6%
Nuclear power stocks are gaining momentum due to X-energy news, government policies, and the AI data center energy narrative. Construction companies involved in nuclear projects, such as Hyundai E&C, Daewoo E&C, and Doosan Enerbility, will benefit from this rotational trade.
Construction & Infrastructure
Long
Aug 14
$81100.00
+5.8%
Nuclear power stocks are gaining momentum due to X-energy news, government policies, and the AI data center energy narrative. Construction companies involved in nuclear projects, such as Hyundai E&C, Daewoo E&C, and Doosan Enerbility, will benefit from this rotational trade.
Grid Equipment
Long
Aug 14
$84.92
-4.5%
News that Hyundai Motor is pushing its auto parts suppliers to develop humanoid robot components is driving a rally in robotics stocks like Hyundai AutoEver, Robostar, SPG, Robotis, and Hyundai Movex.
Thematic ETFs
Long
Aug 14
$45.25
+7.5%
Nuclear power stocks are gaining momentum due to X-energy news, government policies, and the AI data center energy narrative. Construction companies involved in nuclear projects, such as Hyundai E&C, Daewoo E&C, and Doosan Enerbility, will benefit from this rotational trade.
Thematic ETFs
Long
Aug 13
$107900.00
-0.1%
The ongoing semiconductor rally boosts demand for high-capacity MLCCs and substrates. Samsung Electro-Mechanics is leading this trend, supported by MLCC price hikes, which also brings positive rotational momentum to substrate makers like Daeduck Electronics and Simmtech, and MLCC peers like Samwha Capacitor.
AI Hardware
Long
Aug 13
$422500.00
-3.4%
Hyundai Motor has broken its downtrend line and is bottoming out. With the previous low breached and a trend reversal, the upside is now open, making it a good time to buy above the absolute bottom.
Autos & EV
Long
Aug 13
$1226000.00
+13.2%
Copper prices remain high due to supply shortages from mine issues and rising demand from data centers and defense. Sustained high copper prices benefit power cable and infrastructure stocks like LS Group, as well as Korea Zinc which also benefits from rising gold prices.
Metals & Mining
Long
Aug 13
$108100.00
+4.3%
The ongoing semiconductor rally boosts demand for high-capacity MLCCs and substrates. Samsung Electro-Mechanics is leading this trend, supported by MLCC price hikes, which also brings positive rotational momentum to substrate makers like Daeduck Electronics and Simmtech, and MLCC peers like Samwha Capacitor.
PCB/Substrates
Long
Aug 13
$39200.00
+16.1%
As Bloom Energy and Constellation Energy surge in the US due to data center power bottlenecks, domestic Solid Oxide Fuel Cell (SOFC) and hydrogen fuel cell companies like Doosan Fuel Cell and Vinatech are gaining momentum as fast power supply alternatives.
Clean Energy
Long
Aug 13
$237.16
-4.5%
As Bloom Energy and Constellation Energy surge in the US due to data center power bottlenecks, domestic Solid Oxide Fuel Cell (SOFC) and hydrogen fuel cell companies like Doosan Fuel Cell and Vinatech are gaining momentum as fast power supply alternatives.
Clean Energy
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Ha Chang-wan has 87 trade ideas tracked on Buzzberg across 87 tickers since April 2026. Win rate 44% across 86 evaluated calls, average return -0.4%. Ranked #1026 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, 009150.KS.
