Jung Young-jin

Reporter, The Korea Economic Daily
· tracked since May 2026
Calls 2 1 Posts tracked · 1.0/day Posted today
Calls
7d 2
30d 2
90d 2
Win Rate - Long 2 Short 0
Win Rate
7d —
30d —
90d —
Average Return - Long Return - Short Return -
Average Return
7d —
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
005930.KS Samsung ... Samsung Electronics...
Long
May 26
$300500.00
-
Korean semis deeply undervalued vs peers.
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/Semi
YOUTUBE
000660.KS SK hynix Inc. SK hynix Inc.
Long
May 26
$2084000.00
-
Korean semis deeply undervalued vs peers.
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/Semi
YOUTUBE
Showing 2 of 2 picks ยท sorted by mentions