Calls
20
#1175
Alpha Score 2.2
Jeong Tae-geun
Director, Mire Economic Research Institute
Win Rate
20.0%
return
-16.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 07
$1656000.00
+4.5%
Samsung Electronics and SK Hynix are heavily undervalued on a forward PER basis compared to Micron. Despite recent price gains, their PERs are only 5.2x and 4.4x vs Micron's 10x. DRAM and NAND exports are surging at record levels, earnings forecasts will keep climbing, and the influx of U.S. retail investors via universal accounts is re-rating Korean memory stocks closer to global peers. These stocks have further upside.
AI Memory
Long
May 07
$271500.00
+3.7%
Samsung Electronics and SK Hynix are heavily undervalued on a forward PER basis compared to Micron. Despite recent price gains, their PERs are only 5.2x and 4.4x vs Micron's 10x. DRAM and NAND exports are surging at record levels, earnings forecasts will keep climbing, and the influx of U.S. retail investors via universal accounts is re-rating Korean memory stocks closer to global peers. These stocks have further upside.
AI Memory
Long
May 07
$181.41
-1.4%
The KOSPI index is trading at a PER of only 7.3x, below Hong Kong and Taiwan. If the PER re-rates to the Hong Kong level of around 10x, the index would reach 10,000+. This re-rating is supported by potential MSCI developed market inclusion, improved foreign access infrastructure, and strong earnings from semiconductor sector. Investors can participate via index ETFs.
Equity Indexes
Long
May 07
$4583000.00
-40.6%
Hyosung Heavy Industries and Hyundai Rotem have completed period corrections and broken above their prior highs, making them attractive breakout buys. This timing strategy works when the market is in a strong uptrend.
Grid Equipment
Long
Aug 14
$281000.00
-9.6%
In the first half of the year, power equipment and robotics rallied alongside semiconductors. As semiconductors rebound, they will likely pull these sectors up again. Stocks like Hyosung Heavy Industries, Hyundai Motor, SPG, and Robotis that have crossed above their 20-day moving averages are prime candidates for a fast-follower strategy.
Robotics
Long
May 21
$667000.00
-37.8%
Hyundai Motor will be revalued upward when Chinese humanoid robot company Unitree goes public, likely in September or later this year. Unitree is favored by Chinese leadership and its IPO will redirect market attention to Hyundai as a leading robot manufacturer, potentially sparking a second wave in robotics.
Autos & EV
Long
May 07
$689000.00
-34.3%
U.S. LNG export terminals in Louisiana need massive expansion, driving orders for LNG carriers. Korean shipbuilders HD Hyundai Heavy Industries and Samsung Heavy Industries are the primary beneficiaries. HD Hyundai Heavy has already broken out from its previous high, and Samsung Heavy's chart is also favorable. This is the first 'daemi investment' theme.
Shipbuilding
Long
Aug 14
$14760.00
-10.2%
He expects power equipment to rally alongside semiconductors as it did in the first half because AI data centers and the Korean semiconductor cluster require electricity infrastructure; the US energy secretary is highlighting power equipment, backlog is over 32 trillion won with more than five years of orders, and demand is expanding from transmission transformers to distribution. He is waiting for Hyosung Heavy Industries and Hyundai Electric to confirm technical breakouts and also watching Daewon Cable and KB Metal.
Grid Equipment
Long
Aug 14
$5770.00
-8.3%
He expects power equipment to rally alongside semiconductors as it did in the first half because AI data centers and the Korean semiconductor cluster require electricity infrastructure; the US energy secretary is highlighting power equipment, backlog is over 32 trillion won with more than five years of orders, and demand is expanding from transmission transformers to distribution. He is waiting for Hyosung Heavy Industries and Hyundai Electric to confirm technical breakouts and also watching Daewon Cable and KB Metal.
Grid Equipment
Long
Aug 14
$118900.00
-19.7%
He sees Hyundai Motor's 8% spike as a likely upward start after a 20-day-line retest, supported by Samsung-Hyundai robot alliances and SPG's reducer supply news, similar to the Samsung Electro-Mechanics breakout pattern. He says Hyundai Autoever and Hyundai Mobis should be watched with Hyundai Motor, and Robotis/SPG have already made 5-day/20-day golden crosses.
Robotics
Long
Aug 14
$801000.00
-10.4%
He expects power equipment to rally alongside semiconductors as it did in the first half because AI data centers and the Korean semiconductor cluster require electricity infrastructure; the US energy secretary is highlighting power equipment, backlog is over 32 trillion won with more than five years of orders, and demand is expanding from transmission transformers to distribution. He is waiting for Hyosung Heavy Industries and Hyundai Electric to confirm technical breakouts and also watching Daewon Cable and KB Metal.
Grid Equipment
Long
Aug 14
$491000.00
-8.8%
He sees Hyundai Motor's 8% spike as a likely upward start after a 20-day-line retest, supported by Samsung-Hyundai robot alliances and SPG's reducer supply news, similar to the Samsung Electro-Mechanics breakout pattern. He says Hyundai Autoever and Hyundai Mobis should be watched with Hyundai Motor, and Robotis/SPG have already made 5-day/20-day golden crosses.
Autos & EV
Long
Jul 31
$56.92
+1.0%
Higher interest rates are boosting bank net interest margins and, through bond portfolio revaluation, insurers' profitability and free cash flow, which should also support year-end dividends. Financial stocks are the only other attractive sector outside semiconductors.
Thematic ETFs
Long
Jun 10
$11970.00
-24.3%
Hotel stocks are the next rotation play after department stores. Foreign inbound tourism is surging due to the weak Korean won, making domestic hotels cheaper for foreign visitors. Seoul hotel occupancy rates are rising above 80%, average daily room rates are climbing past 300,000 KRW, and luxury five-star hotels are fully booked. The trend benefits companies with hotels concentrated in high-occupancy areas like Jung-gu, Jongno-gu, and Gangnam. GSPNL holds Nine Tree hotels in those prime locations, and Seobu T&D covers the Yongsan area, both poised for strong revenue growth.
Gaming & Leisure
Long
Jun 10
$23100.00
+11.7%
Hotels are highly profitable right now due to a surge in inbound tourists taking advantage of favorable exchange rates, leading to near-full occupancy even at luxury rates. Companies operating hotels in prime Seoul locations like Jung-gu, Jongno, and Yongsan are prime beneficiaries.
Retail & Mobility
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Jeong Tae-geun has 20 trade ideas tracked on Buzzberg across 20 tickers since May 2026. Win rate 20% across 20 evaluated calls, average return -16.1%. Ranked #1175 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, EWY.
