Calls
2
Heo Jae-hwan
Eugene Investment & Securities Executive Director
Win Rate
50.0%
return
-1.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 31
$266250.00
-6.7%
Samsung Electronics is poised for a genuine re-rating in H2 because its absolute earnings have grown enormously, even though profit growth rates may decelerate. The market has not fully reflected the much higher earnings base, creating room for multiple expansion once the overdone sell-off clears.
AI Memory
Long
Jul 31
$745.85
+3.6%
KOSPI 200 is excessively concentrated in Samsung Electronics and SK hynix, making it effectively a semiconductor bet. During volatile markets, the S&P 500 offers better diversification and more comfort because it is not as overwhelmingly skewed toward AI hardware, making it a superior equity holding.
Equity Indexes
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Heo Jae-hwan has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: SPY, 005930.KS.
