Calls
4
Kim Hong-sik
Managing Director, Hana Securities Research Center
Win Rate
25.0%
return
-6.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 22
$95100.00
-2.2%
SK Telecom is not a defensive stock but rises with equipment stocks due to AI linkage. AI-related issues will lead to 5G rate plan changes and the stock can go back to 130,000 won as an AI play.
Telecom Operators
Long
Jul 22
$15060.00
-2.2%
The US is preparing a major frequency auction for upper C-band spectrum, the real game, which will trigger a massive wireless communication equipment investment cycle in 2026 similar to the 2019 boom. Chinese wireless equipment vendors will be excluded, benefiting Korean vendors to Ericsson, Nokia, and Samsung. The recent sharp sell-off is overdone and a great buying opportunity; the stocks have huge upside potential and can replicate past multi-bagger performance.
AI Hardware
Long
Jul 22
$46150.00
+5.0%
The US is preparing a major frequency auction for upper C-band spectrum, the real game, which will trigger a massive wireless communication equipment investment cycle in 2026 similar to the 2019 boom. Chinese wireless equipment vendors will be excluded, benefiting Korean vendors to Ericsson, Nokia, and Samsung. The recent sharp sell-off is overdone and a great buying opportunity; the stocks have huge upside potential and can replicate past multi-bagger performance.
Power Semis
Long
Jul 22
$16550.00
-27.6%
The US is preparing a major frequency auction for upper C-band spectrum, the real game, which will trigger a massive wireless communication equipment investment cycle in 2026 similar to the 2019 boom. Chinese wireless equipment vendors will be excluded, benefiting Korean vendors to Ericsson, Nokia, and Samsung. The recent sharp sell-off is overdone and a great buying opportunity; the stocks have huge upside potential and can replicate past multi-bagger performance.
AI Photonics
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Kim Hong-sik has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: 218410.KQ, 230240.KQ, 032500.KQ.
