Calls
6
#1103
Alpha Score 10.6
Han Yu-geon
Team Leader, Hana Securities Research Center
Win Rate
40.0%
return
-14.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 11
$42500.00
+4.5%
Korean companies directly in the SpaceX value chain, such as HBM (engine material supplier to Starship), SeAH Besteel Holdings, Almac, and Mirae Asset Securities, will benefit from SpaceX's capex and order growth as the IPO proceeds flow into the supply chain. Recent corrections offer a buying opportunity ahead of second-half project ramp-ups and earnings improvements.
Metals & Mining
Long
Jun 11
$24.68
+23.3%
Korean companies directly in the SpaceX value chain, such as HBM (engine material supplier to Starship), SeAH Besteel Holdings, Almac, and Mirae Asset Securities, will benefit from SpaceX's capex and order growth as the IPO proceeds flow into the supply chain. Recent corrections offer a buying opportunity ahead of second-half project ramp-ups and earnings improvements.
Metals & Mining
Long
Jun 11
$47300.00
-23.3%
Korean companies directly in the SpaceX value chain, such as HBM (engine material supplier to Starship), SeAH Besteel Holdings, Almac, and Mirae Asset Securities, will benefit from SpaceX's capex and order growth as the IPO proceeds flow into the supply chain. Recent corrections offer a buying opportunity ahead of second-half project ramp-ups and earnings improvements.
Brokers
Long
May 28
$31000.00
-32.6%
Traditional Korean system integration (SI) companies such as Samsung SDS, Hyundai AutoEver, LG CNS, and POSCO DX are transitioning into physical AI enablers, handling robotics, data centers, and automation for their respective conglomerates. These companies will play a key role in driving Korea's physical AI industry and should be accumulated.
AI Software
Long
May 28
$756000.00
-45.2%
Traditional Korean system integration (SI) companies such as Samsung SDS, Hyundai AutoEver, LG CNS, and POSCO DX are transitioning into physical AI enablers, handling robotics, data centers, and automation for their respective conglomerates. These companies will play a key role in driving Korea's physical AI industry and should be accumulated.
Autos & EV
Long
May 28
$0.20
-
Traditional Korean system integration (SI) companies such as Samsung SDS, Hyundai AutoEver, LG CNS, and POSCO DX are transitioning into physical AI enablers, handling robotics, data centers, and automation for their respective conglomerates. These companies will play a key role in driving Korea's physical AI industry and should be accumulated.
Other
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Han Yu-geon has 6 trade ideas tracked on Buzzberg across 6 tickers since May 2026. Ranked #1103 on the Buzzberg Alpha leaderboard. Most covered: HBM, 001430.KS, ALMAC.
