Сигналы
18
#1114
Альфа-оценка 3.0
Lee Geon-hee
Генеральный директор, WizWave
Винрейт
16.7%
доходность
-13.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
06 мая
$1609000.00
-6.3%
SK Hynix is the cheapest stock in Korea at about 5x forward P/E, even cheaper than Samsung. It leads the memory rally with strong earnings. Technical divergence (26% above 21-day MA) suggests a near-term pullback, but the long-term trend is intact. Hold for further upside or add on pullback to 150,000 won.
Память для ИИ
Лонг
06 мая
$268250.00
-4.8%
Samsung Electronics is extremely cheap with a forward P/E of around 5x, far below global peers like Micron at 8x. It has strong earnings momentum, Apple foundry partnership rumors, and foreign buying through new access channels. The stock could reach 500,000 won if P/E expands to 10x. Despite today's 15% surge, it remains undervalued. Recommend buying on dips.
Память для ИИ
Лонг
13 мая
$679000.00
-39.7%
Hyundai Motor is evolving into a defense and robotics core company, with the upcoming Boston Dynamics IPO and government wearable robot deployments acting as catalysts.
Авто/EV
Лонг
03 авг
$1225000.00
+2.4%
Doosan acquired SK Siltron with a favorable deal structure: only 1000 billion won down payment, the rest paid later through profit sharing, giving Doosan immediate control and a growth driver earning over 200 billion won annually at roughly market value. The market reacted positively, and the stock rose 4.5%.
Энергосетевое оборудование
Шорт
03 авг
$157.30
-11.6%
Foreigners signaled no intention to let the market rebound after today's sharp decline, selling 2 trillion won in futures at the close and 3.8 trillion won in KOSPI cash. They have cleared long positions, bought puts, and sold calls. Even if US markets hold up, tomorrow is likely to see early strength then late weakness. Foreign derivative day trading is dominating, and near-term KOSPI will stay under pressure.
Фондовые индексы
Лонг
23 июл
$219500.00
-0.7%
Naver is transforming into an AI cloud operator. It is in talks with Brookfield (a large alternative asset manager) and NVIDIA; Brookfield likely provides funding, NVIDIA provides GPUs, and Naver operates the data center. This would create a new Neocloud business, turning Naver from a cash-poor internet company into a credible AI infrastructure play.
Интернет-платформы
Лонг
23 июл
$360500.00
+13.2%
PharmaResearch received a comprehensive bullish report from IBK that dismantled market doubts. The stock is fundamentally strong, valuation had collapsed, and the report signals a turnaround. The company has never had a real earnings blow-up, only a valuation break. This is a buying opportunity.
Фарма и биотех
Лонг
25 июн
$493000.00
-1.5%
Samsung SDI is poised to benefit from multiple growth drivers: solid-state battery development, EV recovery, BBU for data centers, and ESS turning profitable in H2; analysts set target at 913,000 KRW, indicating significant upside.
Батареи и накопители
Лонг
25 июн
$116000.00
-22.3%
Isu Petasys, a leader in high-end substrates for HBM, has been consolidating but remains fundamentally strong; analysts maintain a 200,000 KRW target, and the stock is expected to resume its uptrend as the HBM market expands.
PCB/подложки
Лонг
25 июн
$2008000.00
-33.5%
Samsung Electro-Mechanics will return to the 200,000 KRW range, driven by glass substrate and MLCC demand amid the AI and semiconductor boom.
Оборудование для ИИ
Лонг
25 июн
$178400.00
+13.8%
US 10-year Treasury yield has declined to 4.3%, and falling market interest rates reduce pressure on growth stocks, especially biotech, which rallied strongly recently and can sustain upward momentum.
Фарма и биотех
Лонг
20 мая
$292500.00
-25.6%
Hanmi Semiconductor is worth buying if the stock falls to 300,000 won, given the chairman's recent share purchases and the company's position in semiconductor equipment. The price target from analysts is higher, and the CEO's buying signals confidence.
Производство/оборудование
Лонг
13 мая
$263000.00
-6.3%
NCsoft, Krafton, and Pearl Abyss have strong earnings surprises and are undervalued; the game sector is set to rebound.
Гейминг и развлечения
Лонг
13 мая
$53200.00
-22.0%
Dentium has consistent earnings growth, share buybacks, and low valuation, making it an attractive value play.
Медтех
Лонг
13 мая
$269500.00
-12.8%
NCsoft, Krafton, and Pearl Abyss have strong earnings surprises and are undervalued; the game sector is set to rebound.
Гейминг и развлечения
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У Lee Geon-hee на Buzzberg отслеживается 18 торговых идей по 18 тикерам с мая 2026. винрейт 17% по 18 оцененным сигналам, средняя доходность -13.7%. #1114 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 005930.KS, 000660.KS, 005380.KS.
