Calls
9
#338
Alpha Score 60.4
Baek In-jae
Deputy Center Director, Hana Securities
Win Rate
55.6%
Return
+1.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 12
$1884000.00
+41.9%
The launch of single-stock 2x leveraged ETFs for Samsung Electronics and SK hynix on May 27 is expected to cause ETF providers to buy the underlying shares in advance, providing short-term upward momentum. Additionally, some investors may sell the underlying stocks to switch into the leveraged products, but the net effect could support prices until the launch date.
AI/Semi
Long
May 12
$277500.00
+22.3%
The launch of single-stock 2x leveraged ETFs for Samsung Electronics and SK hynix on May 27 is expected to cause ETF providers to buy the underlying shares in advance, providing short-term upward momentum. Additionally, some investors may sell the underlying stocks to switch into the leveraged products, but the net effect could support prices until the launch date.
AI/Semi
Long
Jun 23
$214500.00
+2.8%
Samsung Electronics preferred shares offer significantly higher dividend yield than the common shares and are attractive for long-term investors as the discount narrows.
AI/Semi
Long
Jun 23
$2046000.00
-2.6%
Samsung Electro-Mechanics is benefiting from AI server MLCC demand growing over 30% annually. Meritz Securities, a top-tier analyst on the stock, has repeatedly raised its target price, now at 280,000 KRW. Buy on pullbacks, continuing to accumulate.
AI/Semi
Long
Jun 09
$949.28
+19.4%
DRAM and NAND memory will remain in supply deficit through at least 2028, as shown by Goldman Sachs supply-demand analysis. This structural shortage gives pricing power to Samsung Electronics, SK Hynix, and Micron, and is shifting the industry toward long-term supply agreements (LTAs) that stabilize earnings and reduce cyclicality. Therefore, semiconductor stocks, especially Samsung and SK Hynix, are positioned for a V-shaped recovery and sustained outperformance.
AI/Semi
Long
Jun 02
$153700.00
-44.7%
Doosan Robotics is the first to move in the physical AI era, and its collaboration with Jensen Huang will drive significant upside.
Other
Long
Jun 02
$710000.00
-32.3%
Hyundai Motor owns Boston Dynamics, benefits from physical AI and robotics theme, plus turnaround in auto business. It offers asymmetric upside from robotics value.
Consumer
Long
Jun 02
$391000.00
-40.7%
Doosan Robotics is a direct robotics play, boosted by Jensen Huang's visit to Doosan Group. It is a pure-play robotics company with significant upside from AI-driven automation.
Other
Long
May 12
$1140000.00
+50.9%
SK Square holds a 20% stake in SK hynix, giving it direct leverage to SK hynix's performance. Its share price has risen more sharply than that of Samsung C&T because of this higher proportional holding. It is another proxy for investors who missed the direct run in SK hynix.
Other
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Baek In-jae has 9 trade ideas tracked on Buzzberg across 9 tickers since May 2026. Ranked #338 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, 017670.KS.
