Calls
10
#307
Alpha Score 85.1
Heo Jae-hwan
Eugene Investment & Securities Executive Director
Win Rate
60.0%
return
+23.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 30
$567000.00
-4.6%
Samsung SDI is the only secondary battery name that can really benefit from ESS growth without an EV recovery; it has secured cash, is investing in US ESS, and is furthest ahead in transitioning toward ESS. Other battery companies still need time to survive independently, so SDI deserves the most attention within the battery complex.
Batteries & Storage
Long
Aug 30
$88200.00
-3.7%
Doosan Enerbility has both nuclear and gas turbine exposure, and gas turbines are also doing well recently. This diversified exposure helps the stock hold up and makes it a viable nuclear-related way to play power and energy even though nuclear construction is slow.
Grid Equipment
Long
Aug 29
$810000.00
-10.5%
Power equipment, transmission, distribution and ESS remain positive because AI datacenter construction is still driving demand and grid/power is the tightest bottleneck. Recent weakness came from the sector already being up 10-20x and some US datacenter construction delays, but Korean companies such as Hyosung Heavy Industries and HD Hyundai Electric have proven global competitiveness and are building US factories, making this area preferable to expensive semiconductor names.
Grid Equipment
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Heo Jae-hwan has 10 trade ideas tracked on Buzzberg across 10 tickers since January 2026. Ranked #307 on the Buzzberg Alpha leaderboard. Most covered: SMH, 005930.KS, NVDA.
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
