Calls
6
#1111
Alpha Score 7.6
Kim Dong-hyeok
CEO, S-One Investment Research
Win Rate
0.0%
return
-19.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 28
$2641000.00
-34.5%
After sharp selloffs, Samsung Electronics and SK hynix consistently lead snapback bounces. When circuit breakers hit and panic spikes, buying these two names for a short-term rebound trade the next day remains profitable because of their overwhelming weight and liquidity.
AI Memory
Long
Jun 28
$331000.00
-15.0%
After sharp selloffs, Samsung Electronics and SK hynix consistently lead snapback bounces. When circuit breakers hit and panic spikes, buying these two names for a short-term rebound trade the next day remains profitable because of their overwhelming weight and liquidity.
AI Memory
Long
Jun 28
$733000.00
-5.2%
The National Growth Fund has approved massive direct equity investments into specific companies such as LIG Nex1 and LigaChem Bio, with more to come. Even though these stocks sold off on the news, companies backed by government funds tend to lead when the market recovers, so they are worth accumulating on weakness.
Defense
Long
Jun 28
$181300.00
-26.7%
Samsung's disclosed 1,000-trillion-won 10-year capex plan and similar SK Group spending are a near-term positive for semiconductor equipment makers. The investment cycle is multi-year, so oversupply fears are 4–5 years away. Equipment companies will see strong order flow and valuations can expand now.
Foundry Equipment
Long
Jun 28
$144000.00
-30.6%
The National Growth Fund has approved massive direct equity investments into specific companies such as LIG Nex1 and LigaChem Bio, with more to come. Even though these stocks sold off on the news, companies backed by government funds tend to lead when the market recovers, so they are worth accumulating on weakness.
Pharma & Biotech
Long
Jun 28
$30.48
-2.9%
Samsung's disclosed 1,000-trillion-won 10-year capex plan and similar SK Group spending are a near-term positive for semiconductor equipment makers. The investment cycle is multi-year, so oversupply fears are 4–5 years away. Equipment companies will see strong order flow and valuations can expand now.
Bonds & Rates
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Kim Dong-hyeok has 6 trade ideas tracked on Buzzberg across 6 tickers since June 2026. Ranked #1111 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, PSK.
