Сигналы
256
#1097
Альфа-оценка 0.0
Lee Ju-hyeon
Директор, Xangle
Винрейт
22.7%
доходность
-16.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
01 мая
$1447000.00
+15.4%
Big Tech capital expenditure is being revalued from a cost to core capital, with Alphabet and other hyperscalers signaling continued massive investment. Memory semiconductor supply is tight (confirmed by Alphabet's CEO and CFO) and HBM demand is structural, not cyclical. Samsung Electronics and SK hynix have secured long-term supply agreements (LTA), and their profitability is improving. Supply deficits will persist into next year, extending the semiconductor supercycle.
Память для ИИ
Лонг
01 мая
$232500.00
+6.9%
Big Tech capital expenditure is being revalued from a cost to core capital, with Alphabet and other hyperscalers signaling continued massive investment. Memory semiconductor supply is tight (confirmed by Alphabet's CEO and CFO) and HBM demand is structural, not cyclical. Samsung Electronics and SK hynix have secured long-term supply agreements (LTA), and their profitability is improving. Supply deficits will persist into next year, extending the semiconductor supercycle.
Память для ИИ
Лонг
09 мая
$190.20
-10.6%
KOSPI's forward PER is around 8x, near the historical low, meaning the index is extremely undervalued. With semiconductor momentum and possible foreign inflows from US-Iran talks and Goldman Sachs' 9000 target, reaching 8000 is highly likely next week.
Фондовые индексы
Лонг
01 мая
$539000.00
-24.0%
Hyundai Motor is transitioning from a hardware-oriented automaker to a software-defined vehicle (SDV) platform company, evidenced by its new 'Pleos Connect' infotainment system. The shift will enable recurring software/subscription revenue, a Tesla-inspired approach with improved physical controls. Although the stock is slow and overlooked, the direction is clear and the company historically rallies quietly after accumulation. Patience is warranted.
Авто/EV
Лонг
02 мая
$378000.00
-46.3%
Semiconductor equipment and material stocks have risen but on pullbacks they become buying opportunities because order momentum and capex cycle are accelerating. Specific name: Hanmi Semiconductor.
Производство/оборудование
Лонг
07 мая
$370000.00
-12.8%
Reconstruction plays: Hyundai E&C and Samsung E&A are direct beneficiaries of expected Middle East infrastructure contracts once the war ends. They have been consolidating and offer a good risk/reward.
Строительство/инфраструктура
Лонг
23 мая
$1330000.00
-0.5%
MLCC (Multi-Layer Ceramic Capacitor) stocks are benefiting from high factory utilization and rising average selling prices as demand from AI servers, smartphones, and automotive outpaces supply. Samsung Electro-Mechanics, LG InnoTek, and Amotech are the key names, with Samsung Electro-Mechanics being the safest leader in the space.
Оборудование для ИИ
Лонг
06 мая
$315500.00
-37.6%
The US ban on Chinese inverters will boost Korean power equipment makers LS Electric, HD Hyundai Electric, and SNT Motiv as they replace Chinese market share.
Энергосетевое оборудование
Лонг
27 мая
$111200.00
-31.7%
Doosan Enerbility is the top beneficiary of the US push to accelerate SMR (Small Modular Reactor) licensing. The NRC reform announcement and Trump's goal to quadruple nuclear capacity by 2050 provide strong tailwinds. The company has a large order backlog and is well-positioned in nuclear and gas turbine markets.
Энергосетевое оборудование
Лонг
02 мая
$154000.00
-15.8%
Korean auto stocks like Hyundai and Kia have not risen much compared to other sectors. US raising EU auto tariffs to 25% gives Korean automakers a relative price advantage. Even if Korea is targeted, downside is limited because they haven't rallied.
Авто/EV
Лонг
17 июн
$354000.00
-24.6%
Alteogen — это ключевая ведущая акция, необходимая для оживления фармацевтического/биотехнологического сектора KOSDAQ; потенциальная отмена перехода на KOSPI позволит ей остаться на KOSDAQ в статусе компании высшего уровня, что привлечет пассивные фонды и стимулирует более широкий рост биотехнологического сектора при поддержке предстоящих катализаторов Bio USA.
Фарма и биотех
Лонг
02 июн
$260000.00
-11.0%
NVIDIA CEO Jensen Huang specifically praised NAVER as Korea's leading AI cloud success story and a proof case for NVIDIA's digital twin / AI factory infrastructure. NAVER's stock surged 26% and is now testing the strong 300,000 won resistance level. If it breaks above, further upside to 350,000 and 400,000 won is likely. The fundamental catalyst from NVIDIA's endorsement provides a differentiated edge.
Интернет-платформы
Лонг
09 мая
$678000.00
-38.1%
Lithium carbonate futures have broken above 200,000 yuan, signaling a rally in lithium prices. Secondary battery stocks like Samsung SDI and LG Energy Solution have strong earnings expectations and any pullback is a dip-buying opportunity.
Батареи и накопители
Лонг
10 июн
$41300.00
-3.5%
Hanwha Solutions and CS Wind are attractive long-term energy plays as they have reached undervalued price levels while government policy momentum remains intact.
Энергосетевое оборудование
Лонг
30 мая
$122300.00
-28.5%
South Korea is holding follow-up talks on nuclear submarines and nuclear energy agreements next week, which will benefit shipbuilding and defense stocks. Hyundai Heavy Industries, Hanwha Ocean, and Doosan Energy are the primary beneficiaries. This is a near-term catalyst that is likely to sustain momentum in the shipbuilding sector.
Судостроение
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У Lee Ju-hyeon на Buzzberg отслеживается 256 торговых идей по 256 тикерам с мая 2026. винрейт 23% по 256 оцененным сигналам, средняя доходность -16.7%. #1097 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 005930.KS, EWY.
