Сигналы
16
#1100
Альфа-оценка 10.9
Son Soo-hyun
Частный банкир, Hana Securities Yongsan WM Center
Винрейт
37.5%
доходность
-4.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
18 мая
$1836000.00
-8.1%
Semiconductor earnings are surging with DRAM and HBM prices rising, foreign selling is temporary, and the dip is a buying opportunity for Samsung Electronics and SK Hynix, which are must-hold long-term positions driven by robust profit growth.
Память для ИИ
Лонг
18 мая
$280500.00
-6.8%
Semiconductor earnings are surging with DRAM and HBM prices rising, foreign selling is temporary, and the dip is a buying opportunity for Samsung Electronics and SK Hynix, which are must-hold long-term positions driven by robust profit growth.
Память для ИИ
Лонг
13 июл
$115100.00
+29.3%
Kolmar serves as a diversified K‑beauty proxy, functioning like a cosmetics ETF because it develops products for many indie brands. It benefits from the same strong export trends and channel expansion, and specifically from strong sunscreen sales in Q2. For investors who want a less aggressive way to participate in the cosmetics boom, Kolmar is a comfortable pick.
Личная гигиена
Лонг
13 июл
$392000.00
+12.8%
APR is the top pick in Korean cosmetics. The sector is buoyed by record June exports of ~$1.1B (up 42% YoY) led by the US and Europe, not China. K‑beauty’s Amazon market share is only 8% with room to expand to 20%, as Amazon Prime Day rankings improved and SKU count is rapidly growing. APR is gaining shelf space and launching spin‑off products (cream, treatment, balm) from its best‑selling items, driving further demand. Multiple brokerages have target prices above 500,000 KRW, implying substantial upside from the current 400,000 KRW level. The fundamentals are intact, and recent weakness was merely sector rotation into AI, not a deterioration in business.
Личная гигиена
Лонг
25 июн
$197.26
-6.1%
The speaker expects the KOSPI index to perform well today and remains positive long-term, supported by semiconductor strength.
Фондовые индексы
Лонг
15 июн
$1931000.00
-31.1%
Samsung Electro-Mechanics is attractive due to its leadership in AI server substrates and high-cap MLCCs, where a supply bottleneck is clear until 2028. AI server substrates require larger areas, higher layer counts, and stringent thermal/power conditions, areas where Samsung excels. High-reliability MLCC demand is also tightening. Analyst price targets range from 210,000 to 300,000 won, and despite recent gains the upside remains open, making current levels a good entry point.
Оборудование для ИИ
Лонг
15 июн
$179800.00
-22.7%
Semiconductor front-end equipment stocks are compelling as the industry shifts from price increases to a volume-driven capex cycle. Major chipmakers have clear expansion plans, with SK hynix aiming to double capacity in 5 years, potentially tripling within 3-4 years. Equipment companies enjoy high operating leverage as fixed costs are spread over large-scale orders, rapidly improving margins. Current sentiment is dominated by DRAM price momentum, making front-end equipment more favorable than back-end. Specific names include VM (etching), TES and Wonik IPS (deposition), and PSK (photoresist removal).
Производство/оборудование
Лонг
12 авг
$248000.00
+16.1%
Cosmax is an ODM/OEM manufacturer serving the entire cosmetics industry, making it a proxy for K-beauty export strength. Its US subsidiary turning profitable is a key catalyst, and the company directly benefits from the structural shift toward Korean cosmetics in global markets. Recent earnings and a 20% surge reflect this positive momentum.
Личная гигиена
Лонг
12 авг
$413000.00
+7.0%
PharmaResearch shares dipped due to one-off costs (advertising/bonuses), but the underlying story is strong. The company's Rejuran (리주란) is transitioning into cosmetics, opening a new growth avenue, while its medical device Rejuran sales in Europe are positive. The export-based K-beauty theme and these catalysts make it a high-upside play.
Фарма и биотех
Лонг
15 июн
$30.72
-2.9%
Front-end semiconductor equipment stocks, especially VM, and also Wonik IPS, PSK, and Tes, are in a strong position as memory makers shift from price-led (P-cycle) to volume-driven (Q-cycle) growth, triggering massive capacity expansion (e.g., SK Hynix Yongin cluster). Equipment vendors will see order growth, improving margins through operating leverage. She prefers front-end over back-end for the near-to-medium term because DRAM is currently the focal point.
Облигации и ставки
Лонг
15 июн
$29000.00
-32.1%
Semiconductor front-end equipment stocks are compelling as the industry shifts from price increases to a volume-driven capex cycle. Major chipmakers have clear expansion plans, with SK hynix aiming to double capacity in 5 years, potentially tripling within 3-4 years. Equipment companies enjoy high operating leverage as fixed costs are spread over large-scale orders, rapidly improving margins. Current sentiment is dominated by DRAM price momentum, making front-end equipment more favorable than back-end. Specific names include VM (etching), TES and Wonik IPS (deposition), and PSK (photoresist removal).
Производство/оборудование
Лонг
15 июн
$2750.00
+1.3%
Semiconductor front-end equipment stocks are compelling as the industry shifts from price increases to a volume-driven capex cycle. Major chipmakers have clear expansion plans, with SK hynix aiming to double capacity in 5 years, potentially tripling within 3-4 years. Equipment companies enjoy high operating leverage as fixed costs are spread over large-scale orders, rapidly improving margins. Current sentiment is dominated by DRAM price momentum, making front-end equipment more favorable than back-end. Specific names include VM (etching), TES and Wonik IPS (deposition), and PSK (photoresist removal).
Прочее
Лонг
15 июн
$2155.00
-13.0%
Semiconductor front-end equipment stocks are compelling as the industry shifts from price increases to a volume-driven capex cycle. Major chipmakers have clear expansion plans, with SK hynix aiming to double capacity in 5 years, potentially tripling within 3-4 years. Equipment companies enjoy high operating leverage as fixed costs are spread over large-scale orders, rapidly improving margins. Current sentiment is dominated by DRAM price momentum, making front-end equipment more favorable than back-end. Specific names include VM (etching), TES and Wonik IPS (deposition), and PSK (photoresist removal).
Строительство/инфраструктура
Лонг
08 июн
$205.10
+6.6%
NVIDIA's recent pullback is a buying opportunity because the capacity reduction rumor (96GB) is not a sign of demand weakness but a supply-driven adjustment to broaden the customer base. The long-term AI demand cycle remains intact, and similar past corrections (e.g., the Turbo controversy) were followed by significant rebounds. Jensen Huang's recent comments that AI stocks are still cheap further support this view.
ИИ-вычисления
Лонг
18 мая
$1227000.00
-11.4%
Hanwha Aerospace has the potential to become a Korean Lockheed Martin by integrating aerospace and defense, with US approval for K9 exports as a catalyst; the recent dip from margin disappointment is temporary and the stock remains attractive.
ВПК
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У Son Soo-hyun на Buzzberg отслеживается 16 торговых идей по 16 тикерам с мая 2026. винрейт 38% по 16 оцененным сигналам, средняя доходность -4.7%. #1100 в рейтинге Buzzberg Alpha. Чаще всего покрывает: 000660.KS, 005930.KS, EWY.
