Calls
4
Kim Rok-ho
Team Leader, Hana Securities Research Center
Win Rate
25.0%
return
-8.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$1979000.00
-23.9%
SK hynix and Samsung Electronics are supported by sustained upward revisions in earnings estimates, as DRAM price increases continue to exceed expectations due to strong AI-driven demand and rising LPDDR content from NVIDIA's next-generation Vera CPU, making current valuations not burdensome and leaving room for further upside.
AI Memory
Long
May 14
$295750.00
-13.6%
SK hynix and Samsung Electronics are supported by sustained upward revisions in earnings estimates, as DRAM price increases continue to exceed expectations due to strong AI-driven demand and rising LPDDR content from NVIDIA's next-generation Vera CPU, making current valuations not burdensome and leaving room for further upside.
AI Memory
Long
Jun 04
$135900.00
+5.2%
Front-end semiconductor equipment stocks (TES, VM, PSK) have high earnings visibility due to the DRAM and foundry capex cycle and are trading at attractive valuations after a recent correction driven by supply, not fundamentals. These names offer valuation upside and are top picks within the sector.
Foundry Equipment
Long
Jun 04
$30.67
-2.8%
Front-end semiconductor equipment stocks (TES, VM, PSK) have high earnings visibility due to the DRAM and foundry capex cycle and are trading at attractive valuations after a recent correction driven by supply, not fundamentals. These names offer valuation upside and are top picks within the sector.
Bonds & Rates
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Kim Rok-ho has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: 000660.KS, 005930.KS, PSK.
