Сигналы
3
Kim Jeong-yeol
Глава, Unistory Asset Management
Винрейт
66.7%
доходность
+2.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
07 мая
$271500.00
+3.7%
Samsung Electronics and SK Hynix are structurally undervalued. The market is shifting from PBR to PER valuation due to stable earnings from long-term agreements with data center clients. Target prices of 500,000 won for Samsung and 3,000,000 won for SK Hynix reflect this shift, and the current P/E ratios are still low compared to global peers like Micron. Strong earnings growth supports further upside.
Память для ИИ
Лонг
22 мая
$1330000.00
-1.1%
Samsung Electro-Mechanics received a large order for silicon capacitors from a Big Tech customer, validating its technology and future revenue; analyst targets raised to 1.6-1.7 million won.
Оборудование для ИИ
Лонг
07 мая
$1656000.00
+4.5%
Samsung Electronics and SK Hynix are structurally undervalued. The market is shifting from PBR to PER valuation due to stable earnings from long-term agreements with data center clients. Target prices of 500,000 won for Samsung and 3,000,000 won for SK Hynix reflect this shift, and the current P/E ratios are still low compared to global peers like Micron. Strong earnings growth supports further upside.
Память для ИИ
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У Kim Jeong-yeol на Buzzberg отслеживается 3 торговых идей по 3 тикерам с мая 2026. Чаще всего покрывает: 005930.KS, 000660.KS, 009150.KS.
