#481 Alpha Score 76.6

Choi Chang-gyu

Director, NH Investment & Securities
· tracked since Jan 2026
481
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Alpha Score 76.6
Calls
149
Win Rate
46.5%
return
+5.5%
Calls 149 53 Posts tracked · 0.2/day
Calls
7d 8
30d 29
90d 53
Win Rate 46% Long 147 Short 2
Win Rate
7d 43%
30d 52%
90d 60%
Average Return +5.5% Long Return +5.4% Short Return +18.7%
Average Return
7d -0.1%
30d +2.8%
90d +8.2%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 13
$479000.00
-4.0%
Ship engines pivot to data-center power.
HD Hyundai Heavy Industries rose 5.6% on plans to convert ship engines into data-center-type power-generation equipment, creating a new AI/data-center power capex angle rather than pure shipbuilding demand. The chart shows an uptrend and a double bottom after a July drop, with potential upside toward the 200-day moving average. The speaker suggests heavy-industry exposure may fit better than pure shipbuilding because the specific momentum is engines and data-center power.
Shipbuilding
Long
Sep 13
$46050.00
-3.4%
Won strength favors utilities, transport, chemicals.
If the won strengthens, Korean utilities and transport are the clearest beneficiaries, based on cited FX betas of about -0.5, with chemicals (-0.34) and steel (-0.31) also advantaged. Airlines benefit from lower fuel, aircraft lease, maintenance, and foreign-currency debt burdens. Representative names cited are KEPCO, Korean Air, Lotte Fine Chemical, and POSCO Holdings.
Chemicals
Long
Sep 13
$28900.00
+1.4%
Won strength favors utilities, transport, chemicals.
If the won strengthens, Korean utilities and transport are the clearest beneficiaries, based on cited FX betas of about -0.5, with chemicals (-0.34) and steel (-0.31) also advantaged. Airlines benefit from lower fuel, aircraft lease, maintenance, and foreign-currency debt burdens. Representative names cited are KEPCO, Korean Air, Lotte Fine Chemical, and POSCO Holdings.
Airlines
Showing 3 of 149 calls · sorted by mentions

Choi Chang-gyu has 149 trade ideas tracked on Buzzberg across 147 tickers since January 2026. Win rate 46% across 142 evaluated calls, average return +5.5%. Ranked #481 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, EWY.

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