Calls
2
Oh Seok
Manager
Win Rate
100.0%
return
+8.3%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 04
$1147000.00
+15.4%
MLCC super cycle driven by AI server demand is causing severe supply shortages, with record BB ratios and lead times extending beyond 18 weeks. Samsung Electro-Mechanics is a prime beneficiary, having raised prices 10-20% and poised for strong earnings upgrades. After a 65% drawdown, valuations at 35x forward look attractive relative to historical peaks of 70-90x, and the cycle could last at least 1.5 years, pushing MLCC prices towards 8 won.
AI Hardware
Long
Aug 04
$192300.00
+1.2%
Cosmax, the global #1 cosmetics ODM, is experiencing strong US indie brand growth (+35% YoY), expansion into Europe via a new subsidiary, and record quarterly revenue. Margins are stable and the stock trades at only 14x forward P/E, well below its historical 18-20x range, offering a re-rating opportunity as second-half earnings accelerate.
Personal Care
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Oh Seok has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: 009150.KS, 192820.KS.
