SK Kim

Executive Director and Analyst, Daiwa Securities
· tracked since Jul 2026
Calls
2
Win Rate
0.0%
return
-15.4%
Calls 2 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
No live winners yet
Worst Calls
000660.KS Long -19.9%
005930.KS Long -10.9%
Most Mentioned
Recent Calls
000660.KS Long 1 month ago
005930.KS Long 1 month ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d
Average Return -15.4% Long Return -15.4% Short Return -
Average Return
7d -9.0%
30d -24.6%
90d
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Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 07
$2106000.00
-19.9%
ADR listing catalyst, passive fund demand.
SK Hynix's US ADR listing will be a very positive catalyst, narrowing its valuation discount to Micron. Inclusion in indexes like the Nasdaq 100 would trigger massive passive fund buying, creating a long-term positive demand dynamic for the stock.
AI Memory
Long
Jul 07
$288500.00
-10.9%
Multi-year LTAs, strong OP, shareholder returns.
Samsung's Q2 operating profit significantly beat consensus even after including one-off bonus costs, with actual OP likely over 100 trillion won. The company has multi-year long-term agreements (LTAs) providing structural earnings stability over 3-5 years. Samsung's leading-edge foundry (2nm) offers a competitive cost/performance edge vs. TSMC's 3nm. Anticipates a sizable shareholder return program in H2, the final year of its three-year policy, which will drive the stock rerating.
AI Memory
Showing 2 of 2 calls · sorted by mentions

SK Kim has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: 000660.KS, 005930.KS.