Calls
35
#1059
Alpha Score 7.8
Lee Hyuk-jin
Reporter, The Bell
Win Rate
29.4%
return
-4.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 18
$287750.00
-11.2%
Samsung Electronics is trading at a valuation of around 6x earnings, near the bottom of its historical band. Despite near-term risks from strikes and bonus costs, the earnings base is high enough that even under a conservative scenario the stock is not expensive. Public opinion is turning against the union as the stock price falls, which may pressure both sides to reach a resolution. The speaker expects a turning point this week.
AI Memory
Long
May 18
$1886000.00
-20.1%
SK hynix has already paid 10% performance bonuses without causing a significant valuation reset, showing the market can absorb such costs. AI-driven memory demand is structurally higher, and SK hynix is well positioned in the HBM market. Earnings momentum remains strong, making the stock attractive at current levels.
AI Memory
Long
Jul 06
$180.14
-2.5%
The widely held fear of a second-half bear market is overblown. Psychological pessimism has peaked and rational optimism is starting. Samsung's strong earnings, falling oil prices reducing Fed rate hike pressure, and overall liquidity support will allow the KOSPI to recover and rally toward year-end.
Equity Indexes
Long
May 12
$649000.00
-36.9%
Hyundai Motor Group is cheap relative to its intrinsic value, with hidden upside from its 11% stake in Boston Dynamics, which could IPO in 2027 and generate special dividends for inheritance tax needs. The group's low valuation and potential catalyst make it an attractive long.
Autos & EV
Long
May 11
$1159000.00
-11.6%
Korean holding companies (SK Square, Samsung C&T, Samsung Life) are attractively valued with P/B around 4.5x and will benefit from massive dividend flows from subsidiaries, share buybacks, and restructuring catalysts driven by succession planning and shareholder activism. Hold them for income and rerating.
Capital Markets
Long
Aug 10
$263500.00
-2.7%
OCI Holdings is another stock heavily sold by foreigners, making it an 'empty house.' With confirming Q2 earnings, the stock is poised to rebound strongly once foreign selling abates and they start refilling these positions.
Chemicals
Long
Aug 03
$378000.00
+7.9%
Foreign investors, who have been massive sellers recently, will return as the won strengthens on falling oil prices. The stocks they sold the most—Samsung Electronics, SK Square, Hyundai Motor, and PharmaResearch—will experience a 'filling the empty house' rebound as foreign buying resumes.
Pharma & Biotech
Long
Jun 22
$1133.99
-19.4%
Micron Technology trades at a low early-10s PER, so its upcoming earnings beat will be received positively by the market, providing a near-term catalyst for the semiconductor sector.
AI Memory
Long
Jun 01
$2069000.00
-35.5%
Samsung Electro-Mechanics benefits from FCBGA substrate demand that exceeds supply by 50%, with production capacity only coming online in the second half of next year. Valuation multiple expansion is possible given the structural shortage and low current FCBGA revenue share.
AI Hardware
Long
May 12
$699000.00
-13.6%
LG Innotek benefits from component demand in robotics, EVs, and data centers, and its PCB business is well-positioned. It is a focused play compared to the conglomerate LG Electronics, making it a more attractive long.
AI Photonics
Long
May 11
$446000.00
-19.8%
Korean holding companies (SK Square, Samsung C&T, Samsung Life) are attractively valued with P/B around 4.5x and will benefit from massive dividend flows from subsidiaries, share buybacks, and restructuring catalysts driven by succession planning and shareholder activism. Hold them for income and rerating.
Construction & Infrastructure
Long
Aug 10
$48750.00
+1.1%
Stocks heavily sold by foreigners but with solid earnings, such as PharmaResearch and OCI Holdings, will rebound strongly when foreign capital returns to the market.
Construction & Infrastructure
Long
Aug 10
$152000.00
-5.2%
Stocks heavily sold by foreigners but with solid earnings, such as PharmaResearch and OCI Holdings, will rebound strongly when foreign capital returns to the market.
Aerospace
Long
Aug 10
$103.12
-1.9%
CMO/CDMO and SC formulation biotech companies like Halozyme and Alteogen offer high earnings visibility due to royalty-based models, making them attractive in a high-rate environment.
Pharma & Biotech
Long
Aug 10
$250.75
+0.3%
Defense stocks reported strong Q2 earnings with significant YoY growth but have been neglected by supply and demand, making them attractive for August.
Thematic ETFs
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Lee Hyuk-jin has 35 trade ideas tracked on Buzzberg across 34 tickers since April 2026. Win rate 29% across 34 evaluated calls, average return -4.6%. Ranked #1059 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, EWY.
