Сигналы
94
#1094
Альфа-оценка 0.3
Jang Woo-jin
Writer
Винрейт
14.9%
доходность
-19.3%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
12 мая
$1897000.00
-12.0%
SK Hynix is benefiting from rising ADR and GDR prices which will lift the domestic stock, while Samsung Electronics' labor issue uncertainty will resolve and allow it to catch up. Both are core semiconductor holdings.
Память для ИИ
Лонг
06 мая
$259500.00
-4.2%
Samsung Electronics is undervalued relative to SK Hynix and will catch up due to strong AI semiconductor demand and potential foundry orders from Apple, supported by real earnings momentum and global tailwinds. The stock broke through its previous high, indicating a breakout.
Память для ИИ
Лонг
19 мая
$995000.00
+33.1%
The semiconductor substrate shortage is structural and has completely changed the market perspective. LG Innotek and Samsung Electro-Mechanics are the leading beneficiaries, with both stocks showing strong upward trends as demand for advanced substrates continues to outstrip supply, driving revenue and margin expansion.
Оборудование для ИИ
Лонг
13 мая
$178.50
-4.8%
The KOSPI index may pull back to around the 7,300 level, which would be a reasonable buying opportunity. This is a first target where investors can start adding positions. The speaker suggests this level as a chance to deploy capital, assuming the broader trend remains intact.
Фондовые индексы
Лонг
06 мая
$550000.00
-25.5%
Hyundai Motor has renewed momentum from the Atlas humanoid robot reveal. The production version shows impressive athletic performance, and mass production plans for H2 2025 accelerate commercialization, changing the narrative.
Авто/EV
Лонг
19 мая
$793000.00
-33.8%
The semiconductor substrate shortage is structural and has completely changed the market perspective. LG Innotek and Samsung Electro-Mechanics are the leading beneficiaries, with both stocks showing strong upward trends as demand for advanced substrates continues to outstrip supply, driving revenue and margin expansion.
ИИ-фотоника
Лонг
19 мая
$97000.00
-27.8%
Jeju Semiconductor manufactures DDR4 memory and has seen explosive earnings growth (operating profit from 16 billion won in Q4 to 67 billion won in Q1). Its inclusion in top active funds and rapid market cap ascent suggest strong momentum and continued demand for legacy memory.
Производство/оборудование
Лонг
10 июн
$162200.00
-27.6%
Front-end semiconductor equipment companies are benefiting from equipment bottlenecks, as highlighted by ASM reports. Stocks like Jusung Engineering, Wonik IPS, PSK, and Eugene Technology are holding up well, with Eugene Tech seeing increased stake from a global long-only fund.
Производство/оборудование
Лонг
22 мая
$282500.00
-30.3%
Power equipment stocks (LS Electric, Hyosung Heavy Industries, HD Hyundai Electric) are rebounding after a pullback, supported by AI infrastructure demand. However, valuations for 2028 are already elevated. Investors can enjoy the short-term rebound but should be cautious about holding through macro risks in the second half.
Энергосетевое оборудование
Лонг
22 мая
$1187000.00
-35.6%
Power equipment stocks (LS Electric, Hyosung Heavy Industries, HD Hyundai Electric) are rebounding after a pullback, supported by AI infrastructure demand. However, valuations for 2028 are already elevated. Investors can enjoy the short-term rebound but should be cautious about holding through macro risks in the second half.
Энергосетевое оборудование
Лонг
17 июн
$41450.00
-15.2%
Korea Electric Power (KEPCO) демонстрирует благоприятную графическую модель на фоне общей структуры рынка, и на нее стоит обратить внимание как на потенциальную сделку на восстановление.
Электроэнергетика
Лонг
04 июн
$135900.00
-2.6%
Semiconductor equipment stocks such as Wonik IPS, TES, and PSK are due for a rotation rebound after being oversold due to leverage ETF effects. As concentration on Samsung/SK hynix eases, money is expected to flow into equipment names, providing short-term trading opportunities.
Производство/оборудование
Лонг
15 мая
$692000.00
-43.1%
Hyundai AutoEver is the strongest stock within the Hyundai Motor Group, with a clean uptrend along the 5-day moving average. It offers the most comfortable risk-reward among group names for investors looking to play the Hyundai theme.
Авто/EV
Лонг
13 мая
$189700.00
-12.8%
LG Electronics has two strong growth drivers: robotics (leader) and AI datacenter cooling systems. Despite better earnings than a US peer, its market cap is cheaper. The stock is breaking out to new highs on weekly and monthly charts, and the trend is not likely to reverse in the short-to-medium term. PBR is not burdensome.
Оборудование для ИИ
Лонг
10 июн
$669000.00
-36.4%
Department store stocks like Shinsegae, Lotte Shopping, and Hyundai Department Store are hitting new highs. They are benefiting from the wealth effect created by the semiconductor boom, as affluent consumers spend on luxury goods. Additionally, inbound tourism is recovering, boosting duty-free and casino-related stocks. This shows that despite index weakness, consumption-related names are attracting safe-haven flows.
Ритейл и мобильность
Показано 15 из 94 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Jang Woo-jin на Buzzberg отслеживается 94 торговых идей по 94 тикерам с мая 2026. винрейт 15% по 94 оцененным сигналам, средняя доходность -19.3%. #1094 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 005930.KS, 009150.KS.
