Calls
23
#1048
Alpha Score 8.7
Jang Ho-jin
CEO, Geumsigong
Win Rate
30.4%
return
-5.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$94500.00
-7.1%
SK Eternix is the core beneficiary of SK Group's massive 15GW AI data center project. The project involves KKR investment and potential strategic funding from global big tech like AWS. The scale is enormous (up to 1,000 trillion KRW total investment, 450 trillion KRW potential revenue), making it a long-term re-rating story for SK Eternix and related SK affiliates.
Telecom Operators
Long
Jul 02
$102700.00
+1.1%
Amid today’s sharp sell-off, money rotated into beaten-down Korean domestic plays. Banking stocks (Shinhan, KB), internet platforms (Naver, Kakao), non-life insurance, and inbound tourism (hotels/casinos) held up well, showing buying interest. The speaker believes these sectors can extend their rebound on strong earnings expectations and are tradeable.
Banks
Long
Jul 02
$167000.00
-0.6%
Amid today’s sharp sell-off, money rotated into beaten-down Korean domestic plays. Banking stocks (Shinhan, KB), internet platforms (Naver, Kakao), non-life insurance, and inbound tourism (hotels/casinos) held up well, showing buying interest. The speaker believes these sectors can extend their rebound on strong earnings expectations and are tradeable.
Banks
Long
May 08
$132.50
-4.2%
Oil prices will stay elevated above $80 in the near term due to supply-demand imbalances and geopolitical tensions, making a quick decline unlikely.
Commodities
Long
May 07
$1578000.00
-4.5%
Semiconductor stocks like Samsung Electronics and SK hynix still have upside potential driven by AI demand and strong foreign buying, with target prices suggesting further gains despite some consolidation.
AI Memory
Long
May 07
$262500.00
-2.7%
Semiconductor stocks like Samsung Electronics and SK hynix still have upside potential driven by AI demand and strong foreign buying, with target prices suggesting further gains despite some consolidation.
AI Memory
Long
Jul 22
$64300.00
-18.0%
SK Group is building a massive 15GW AI data center in Ulsan with AWS, requiring around 1,000 trillion won of investment. SK Eternics is the renewable energy and EPC company that will carry out construction, energy supply and infrastructure for the project, positioning it as a key long-term beneficiary. Additionally, KKR's acquisition of SK Group’s clean energy assets signals confidence in the business, and the project is likely to attract strategic global capital.
Clean Energy
Long
Jul 22
$93400.00
-3.5%
Korean semiconductor equipment and materials stocks have been stable and not fallen as much as memory makers. When Samsung and SK hynix become too heavy and slow down, the next leg of the semiconductor rally will rotate into these smaller names, offering multi-bagger upside. Stocks like PSK Holdings, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Isu Petasys are poised for this rotation.
PCB/Substrates
Long
Jul 22
$124300.00
-10.5%
Korean semiconductor equipment and materials stocks have been stable and not fallen as much as memory makers. When Samsung and SK hynix become too heavy and slow down, the next leg of the semiconductor rally will rotate into these smaller names, offering multi-bagger upside. Stocks like PSK Holdings, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Isu Petasys are poised for this rotation.
Foundry Equipment
Long
Jul 22
$629000.00
-13.4%
SK Eternix is the core beneficiary of SK Group's massive 15GW AI data center project. The project involves KKR investment and potential strategic funding from global big tech like AWS. The scale is enormous (up to 1,000 trillion KRW total investment, 450 trillion KRW potential revenue), making it a long-term re-rating story for SK Eternix and related SK affiliates.
Capital Markets
Long
Jul 22
$217000.00
+0.2%
Korean semiconductor equipment and materials stocks have been stable and not fallen as much as memory makers. When Samsung and SK hynix become too heavy and slow down, the next leg of the semiconductor rally will rotate into these smaller names, offering multi-bagger upside. Stocks like PSK Holdings, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Isu Petasys are poised for this rotation.
Foundry Equipment
Long
Jul 22
$763.00
+31.5%
Korean semiconductor equipment and materials stocks have been stable and not fallen as much as memory makers. When Samsung and SK hynix become too heavy and slow down, the next leg of the semiconductor rally will rotate into these smaller names, offering multi-bagger upside. Stocks like PSK Holdings, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Isu Petasys are poised for this rotation.
Other
Long
Jul 22
$12740.00
+15.4%
After leveraged ETF regulations reduce volatility and heavyweights Samsung/Hynix become too heavy, money will flow back into KOSDAQ. Expect a real initial rebound around mid-August and a serious rally in September.
Thematic ETFs
Long
Jul 08
$154700.00
-12.3%
Kia's Q2 earnings are expected to be strong, making it the best performer among Korean automakers. The stock's recent rise is driven by earnings, not robot hype, and with a PBR of 0.98x, it still has room to move toward 1x and potentially 180,000 won.
Autos & EV
Long
Jul 08
$257000.00
-4.1%
NCSOFT has stopped falling and is building a solid base after delivering a Q1 earnings surprise. With Q2 earnings also expected to be decent, the stock is showing signs of a gradual recovery and could move higher from its deeply depressed levels.
Gaming & Entertainment
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Jang Ho-jin has 23 trade ideas tracked on Buzzberg across 23 tickers since May 2026. Win rate 30% across 23 evaluated calls, average return -5.6%. Ranked #1048 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 017670.KS, 055550.KS.
