Calls
4
Jung Young-jin
Reporter, The Korea Economic Daily
Win Rate
25.0%
return
-10.6%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 19
$253500.00
-20.1%
AI data center build-out is creating a massive power bottleneck. JPMorgan notes that electricity infrastructure will need to be deployed first, benefiting transformer and heavy electrical equipment makers like LS Electric and HD Hyundai Electric.
Grid Equipment
Long
Jun 19
$1086000.00
-21.6%
AI data center build-out is creating a massive power bottleneck. JPMorgan notes that electricity infrastructure will need to be deployed first, benefiting transformer and heavy electrical equipment makers like LS Electric and HD Hyundai Electric.
Grid Equipment
Long
May 26
$2084000.00
+4.6%
Korean semiconductor stocks (Samsung Electronics and SK Hynix) are deeply undervalued compared to global peers like NVIDIA (24x) and TSMC (25x), trading at only 6-7x forward earnings. AI memory demand from HBM and agentic AI is surging, while foreign selling has been mechanical due to MSCI weight limits rather than fundamental deterioration. This valuation gap and structural demand create a compelling buying opportunity.
AI Memory
Long
May 26
$300500.00
-5.2%
Korean semiconductor stocks (Samsung Electronics and SK Hynix) are deeply undervalued compared to global peers like NVIDIA (24x) and TSMC (25x), trading at only 6-7x forward earnings. AI memory demand from HBM and agentic AI is surging, while foreign selling has been mechanical due to MSCI weight limits rather than fundamental deterioration. This valuation gap and structural demand create a compelling buying opportunity.
Other
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Jung Young-jin has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: 000660.KS, 005930.KS, 267260.KS.
