Сигналы
44
#1055
Альфа-оценка 3.8
Kwon Soon-woo
Руководитель группы отчетности, 3PRO TV
Винрейт
38.6%
доходность
-8.5%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 мая
$1609000.00
+3.8%
Korean semiconductor stocks (Samsung Electronics, SK Hynix) are significantly cheaper than global peers like Micron and SanDisk. The launch of a foreign integrated account service will allow foreign investors to directly buy Korean stocks, and they will likely first target large-cap semiconductors due to their low valuation. This, combined with massive AI-driven capex from big tech and memory ASP increases, creates strong demand for Korean memory stocks.
Память для ИИ
Лонг
06 мая
$268250.00
-7.4%
Korean semiconductor stocks (Samsung Electronics, SK Hynix) are significantly cheaper than global peers like Micron and SanDisk. The launch of a foreign integrated account service will allow foreign investors to directly buy Korean stocks, and they will likely first target large-cap semiconductors due to their low valuation. This, combined with massive AI-driven capex from big tech and memory ASP increases, creates strong demand for Korean memory stocks.
Память для ИИ
Лонг
01 июл
$88400.00
-14.0%
Doosan Enerbility is a direct beneficiary of the US nuclear renaissance. Even if Westinghouse wins the prime contracts, the actual manufacturing and construction work flows to Doosan, positioning it to capture large orders as the US targets 400 GW of new nuclear capacity.
Энергосетевое оборудование
Лонг
18 мая
$29550.00
-26.7%
Samsung Heavy Industries secured additional LNG carrier orders from an Oceania-based shipping company. This is part of a broader shipbuilding supercycle where newbuilding prices are rising, and order backlogs are at high levels, supporting strong future earnings.
Судостроение
Лонг
27 мая
$752000.00
-35.8%
Korean shipbuilders are benefiting from a surge in orders for LNG carriers, gas carriers, and oil tankers driven by energy security concerns after geopolitical tensions (e.g., Hormuz Strait). Additionally, major defense projects such as the KDDX (Korean next-generation destroyer) and potential Canadian submarine exports provide further long-term growth catalysts. The combined order momentum supports strong earnings recovery and re-rating for the sector.
Судостроение
Лонг
25 мая
$1473000.00
-10.1%
The AI hardware supply chain is driving strong demand for memory, PCB, and MLCC components. Memory is the most expensive component after the GPU, followed by PCB and MLCC. This benefits Korean companies: Samsung Electronics and SK Hynix in memory, Samsung Electro-Mechanics in MLCC, and Isu Petasys in PCB.
Оборудование для ИИ
Лонг
18 мая
$116900.00
-25.1%
Hanwha Ocean received a VLCC order from Pan Ocean at the highest price in 15 years. This indicates strong demand for tankers and high pricing power, positioning the company to benefit from the current supercycle in shipbuilding.
Судостроение
Лонг
05 мая
$177.42
-4.2%
KOSPI is undervalued based on low PER of 7.15, below the COVID-era trough of 7.52, while earnings are expected to grow 4-5 times from 2023 levels, supporting a target range above 8,000.
Фондовые индексы
Лонг
18 июн
$1151.26
-22.4%
Расходы на инфраструктуру ИИ требуют масштабных закупок памяти; три доминирующих производителя памяти (Samsung, SK Hynix, Micron) являются прямыми и неизбежными бенефициарами, которых теперь называют «M3», они превосходят по показателям старую группу «M7», поскольку капитальные затраты на ИИ агрессивно направляются в сектор памяти.
Память для ИИ
Лонг
28 июн
$202000.00
-2.5%
LS Electric (referred to as LX Electric) is expanding its Utah switchboard plant six-fold because demand for power distribution panels from AI data centers far outstrips supply. Switchboards are essential for data centers to receive high-voltage power, and LS Electric holds the number one position in North America. The huge capacity increase signals years of locked-in demand.
Энергосетевое оборудование
Лонг
10 мая
$1704000.00
-25.2%
Doosan is aggressively expanding its semiconductor materials and equipment supply chain, including copper clad laminate production and acquiring SK Siltron, to capture AI-driven demand, with production capacity ramping up significantly.
Энергосетевое оборудование
Лонг
20 июл
$1345000.00
+9.7%
Samsung Biologics' 2.7 trillion won acquisition of PolyPeptide Group gives it a top-4 global position in peptide CDMO, opening access to the obesity drug market where import demand has already surpassed anticancer drugs.
Фарма и биотех
Лонг
02 июл
$319500.00
-3.3%
Posco Group declared at its investor day that it will no longer be a steel company. By 2035 it plans to cut steel revenue to 35% of the mix, while expanding into strategic resources (rare earth, lithium, cathode/anode materials) and energy (LNG, renewables, offshore wind). The group expects to grow profits six‑fold through this portfolio transformation, which is structurally underappreciated by a market that still values it as a mature steel play.
Металлы/добыча
Лонг
02 авг
$205.81
+10.3%
The forced liquidation of a large leveraged AI infrastructure fund (Situation Awareness Fund) that held heavily concentrated positions in Nvidia, Micron, SK hynix, Bloom Energy, SanDisk, and others has concluded. The selling pressure that drove those stocks down is now removed, because the banks that facilitated the liquidation have absorbed the shares. This signals that the downward force is weakening and a rebound in these AI-related stocks is likely.
Чистая энергетика
Лонг
02 авг
$14.99
+25.4%
Korean cosmetics exports have been growing 30-40% year-on-year almost every month, yet the sector remains largely ignored and overshadowed by memory. This persistent under-appreciation creates a buying opportunity in Korean beauty stocks, which are benefiting from strong global demand.
Фондовые индексы
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У Kwon Soon-woo на Buzzberg отслеживается 44 торговых идей по 43 тикерам с апреля 2026. винрейт 39% по 44 оцененным сигналам, средняя доходность -8.5%. #1055 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 005930.KS, 034020.KS.
