Сигналы
300
#1092
Альфа-оценка 0.1
Lee Kwon-hee
Генеральный директор, экономист
Винрейт
22.9%
доходность
-19.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
24 апр
$219500.00
+9.3%
Samsung Electronics and SK Hynix have very cheap valuations relative to their earnings power and industry position. They have not yet rallied but will eventually explode, similar to how shipbuilding stocks suddenly surged. The market is slowly rising, and these large caps will catch up, providing significant upside.
Память для ИИ
Лонг
20 апр
$1166000.00
+35.2%
SK Hynix reported strong operating profit and the stock hit new highs. With AI-driven demand for HBM and memory, earnings guidance continues to rise. The stock has clear upward momentum and further gains are expected.
Память для ИИ
Лонг
04 мая
$539000.00
-27.2%
Hyundai Motor is undervalued at 10x P/E compared to Tesla at 200x. The company is investing heavily in robotics, autonomous driving, and has purchased 50,000 GPUs. It will eventually be re-rated upward as the market recognizes its tech and manufacturing capabilities. The stock is a long-term hold toward 1 million won.
Авто/EV
Лонг
04 мая
$163.36
+3.2%
KOSPI is currently at 6,930 and should reach 8,300 easily given forward P/E of only 8.5x (below 10-year average of 9.3x). If Samsung and SK Hynix re-rate to 10x, KOSPI could hit 10,000. The index is supported by strong earnings growth and foreign inflows. Buy index ETFs or large caps.
Фондовые индексы
Лонг
06 мая
$208000.00
+8.9%
Naver holds an 8.59% stake in Mirae Asset Securities, which is not yet reflected in its stock price. As Mirae Asset Securities benefits from brokerage momentum (e.g., Samsung Securities' global comparison), Naver's hidden asset value should eventually be recognized.
Интернет-платформы
Лонг
14 мая
$636000.00
-38.0%
Samsung SDI is the leader in the battery sector; after a pullback from highs, it remains supported by growing ESS demand for AI data centers (BBU) and rising analyst targets. Buying on dips is recommended, with a strong buy if it drops below 500,000 won.
Батареи и накопители
Лонг
11 мая
$904000.00
+31.1%
Glass substrates for advanced chip packaging are a promising theme as the industry moves from silicon interposers to cheaper, heat-resistant glass. The two main beneficiaries are SKC and Samsung Electro-Mechanics. Philoptics, which makes the TGV drilling equipment, is a higher-risk play that may commercialize by year-end or next year.
Оборудование для ИИ
Лонг
04 мая
$4228000.00
-37.2%
AI data center buildout drives structural demand for power equipment; companies like Suneil Electric, Hyosung Heavy Industries, and LS Electric are in a strong uptrend, though timing entry after a pullback is prudent.
Энергосетевое оборудование
Лонг
01 мая
$294000.00
-37.1%
LS Electric benefits from AI data center demand for switchgear and power distribution equipment, with valuation elevated due to data center exposure.
Энергосетевое оборудование
Лонг
13 мая
$191900.00
-17.2%
LG Electronics is attractive due to its data center cooling (HVAC) and home robotics businesses, which provide a strong cash cow and growth catalyst. Institutional and foreign buying supports the thesis.
Оборудование для ИИ
Лонг
11 мая
$129800.00
-33.0%
South Korean shipbuilding stocks are poised for a new leg higher after six months of consolidation. The US-Korea naval cooperation and MRO deals are likely to materialize from June, and LNG project orders are already confirmed. HD Hyundai Heavy Industries, Samsung Heavy Industries, and Hanwha Ocean are the key names, with Samsung Heavy showing a clean breakout from a range.
Судостроение
Лонг
04 мая
$394500.00
-48.7%
Hanmi Semiconductor is continuously bought by foreigners. Korean analysts do not cover it, allowing the stock to rise quietly. Strong foreign demand supports further upside.
Производство/оборудование
Лонг
06 мая
$648000.00
-26.0%
Shipbuilding stocks (Samsung Heavy Industries, HD Hyundai Heavy Industries, HJ Heavy Industries) have upside from FLNG projects, low valuations, and improving order books. The stocks are forming higher lows and are attractive on dips.
Судостроение
Лонг
04 мая
$339000.00
+13.4%
PharmaResearch has strong earnings (profit growth) and is trading at a low P/E (~15x) after a sharp correction. Concerns over market share loss and failed spin-off are overblown. If earnings stay solid, the stock can recover to the 400,000-500,000 won range.
Фарма и биотех
Лонг
13 мая
$385000.00
-17.5%
Alteogen is a stock he would buy if going to prison for 3 years. He has held it since 50,000 won and it has been in a consolidation range after a big run. While he does not reveal detailed reasoning, his personal conviction is high.
Фарма и биотех
Показано 15 из 300 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Lee Kwon-hee на Buzzberg отслеживается 300 торговых идей по 297 тикерам с апреля 2026. винрейт 23% по 297 оцененным сигналам, средняя доходность -19.0%. #1092 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 005930.KS, 000660.KS, 005380.KS.
