Calls
4
Baek Jun-gi
Team Lead, NH Investment & Securities
Win Rate
0.0%
return
-13.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 08
$42150.00
-2.1%
Hanjung NCS is another ESS component play, with larger current sales volume than Shinsung ST and exposure to Samsung SDI; it may also qualify as an LG Energy Solution vendor, and its cooling plates and immersion-cooling products overlap with Shinsung ST's offerings. However, the speaker relatively prefers Shinsung ST because its stock has lagged more.
Batteries & Storage
Long
Jan 08
$30550.00
-20.5%
Shinsung ST is the biggest component beneficiary of LG Energy Solution's ESS investment. Its parent is an LG affiliate, LGES is its main customer and an early LFP developer with North American ESS plans, and Shinsung ST supplies bus bars, module cases, heat sinks, and containers; container ESS capacity should expand sharply from 2026.
Other
Long
Jan 08
$70800.00
-2.1%
Intellian Technologies is recommended because it turned profitable from Q3, Q4 is expected to be solid, Amazon and other latecomers are starting large LEO-satellite investments, and the stock lagged last year due to financial-risk concerns, leaving high 2026 earnings-turnaround momentum.
Space
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Baek Jun-gi has 4 trade ideas tracked on Buzzberg across 4 tickers since January 2026. Most covered: 189300.KQ, 107640.KQ, KRX:KOSDAQ.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
