Calls
2
Han Dong-hee
Semiconductor Analyst, SK Securities
Win Rate
50.0%
return
+4.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 22
$1940000.00
+12.4%
SK Hynix is the primary beneficiary of the structural AI-driven memory upcycle, with leadership in HBM, long-term supply agreements (LTA) providing earnings visibility, and valuation re-rating from PBR to PER. The speaker was the first to set a target price of 2 million won, based on sustained demand and pricing power. Continued HBM price increases and general DRAM tightness support further earnings upgrades.
AI Memory
Long
May 22
$292750.00
-2.6%
Samsung Electronics is undergoing a revaluation as it catches up in HBM and benefits from the same structural tailwinds: LTA-driven earnings stability, AI demand for memory, and a shift from PBR to PER valuation. The speaker set a target price of 400,000 won, citing the need for a double-digit PER multiple due to improved earnings visibility and the structural change in the memory market.
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Han Dong-hee has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: 000660.KS, 005930.KS.
