Han Dong-hee

Semiconductor Analyst, SK Securities
· tracked since May 2026
Calls
2
Win Rate
0.0%
return
-11.8%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
000660.KS Long -13.0%
005930.KS Long -10.7%
Most Mentioned
Recent Calls
005930.KS Long 3 months ago
000660.KS Long 3 months ago
Win Rate 0% Long 2 Short 0
Win Rate
7d 100%
30d 100%
90d 0%
Average Return -11.8% Long Return -11.8% Short Return -
Average Return
7d +20.5%
30d +35.6%
90d -10.1%
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 22
$1940000.00
-13.0%
SK Hynix target 2M won, structural upcycle.
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
-10.7%
Samsung Electronics target 400K won, revaluation.
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.
AI Memory
Showing 2 of 2 calls · sorted by mentions

Han Dong-hee has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: 000660.KS, 005930.KS.