Calls
4
Cho Hee-jin
Deputy Manager
Win Rate
0.0%
Return
-29.8%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 15
$756000.00
-34.3%
Hyundai Motor is the top pick within the Hyundai Motor Group robotics theme due to its largest direct stake in Boston Dynamics, its position at the top of the governance structure, upcoming hybrid new car momentum in the second half, and a potential re-rating from the robotics segment including Boston Dynamics' Nasdaq listing catalyst and Softbank's stake decision by June.
Consumer
Long
May 15
$666000.00
-29.2%
Hyundai Mobis also participates in the circular shareholding structure and could benefit from governance restructuring. Kia and Hyundai Steel hold stakes in Mobis; as those stakes need to be swapped, a higher share price would facilitate the process, providing potential upside.
Consumer
Long
May 15
$259500.00
-27.1%
Hyundai Glovis directly holds a stake in Boston Dynamics and is central to the expected governance restructuring within Hyundai Motor Group. Chairman Chung Eui-sun's personal 20% stake and the circular ownership structure create a catalyst for share price appreciation as the group reorganizes.
Other
Long
May 15
$355000.00
-28.7%
Robotis is a leading actuator maker for humanoid robots with 95% in-house production and a 26-year track record. Its new QDD actuator solves overheating issues common in Chinese competitors and is price-competitive. The company's Uzbekistan data factory opening in H2 for robot behavior data collection, along with a one-time bonus expense that may create a dip buying opportunity, provide strong catalysts.
Other
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Cho Hee-jin has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: 005380.KS, 012330.KS, 108490.KQ.
