#200
Alpha Score 76.4
Kim Jang-yeol
Reporter, The Bell
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 20
$1166000.00
+137.0%
SK Hynix's 2Q earnings momentum will be explosive because DRAM price increases that were smaller in Q1 due to product mix and timing will fully hit in Q2, and the company remains the leader in HBM. Earnings estimates for 2025 imply 40% growth, supporting further upside.
AI/Semi
Long
May 04
$266000.00
+33.1%
Samsung Electronics is undervalued relative to its earnings power (analyst target 360,000 won) and benefits from big tech capex not being cut. The labor union issue is temporary and should not derail the investment thesis. Foreign inflows and the opening of direct trading accounts support further gains.
AI/Semi
Long
Apr 20
$680000.00
+233.8%
Samsung Electro-Mechanics is in a very strong uptrend, not even touching its 5-day moving average. For a mid-to-large cap stock once momentum sets in, the rally can persist longer. Hold until the trend clearly breaks.
AI/Semi
Long
May 13
$809.70
+40.1%
Micron Technology is trading at ~8x P/E, already above SK hynix's ~7x. Speaker expects Micron to re-rate to 10x, implying a $1,000 stock price from current ~$750. This is used as a valuation anchor for SK hynix; as Micron moves higher, SK hynix should follow. Long-term contracts and AI memory demand support the multiple expansion.
AI/Semi
Long
May 08
$181.60
+21.0%
KOSPI can reach 8,500-9,000 given current EPS of ~850 and PER expansion from 10x to 12x. Strong earnings from Samsung and SK Hynix, improving ROE vs Taiwan support higher valuation. With other sectors contributing, index upside is significant.
Macro
Long
May 08
$399.48
-7.9%
A previously bearish analyst on Alphabet acknowledged his mistake: Google's cloud revenue grew 63% (beating 50% expectations), AI search is not declining, and depreciation growth (from $44B to $65B) was offset by a $90B increase in operating profit. The company's stability and growth make it a strong holding amid AI infrastructure spending.
AI/Semi
Long
Jun 12
$65000.00
+0.5%
HL Mando has significant upside to analyst target prices (80,000–109,000 won) after being range-bound for six months; today's upper limit merely reclaims lost ground and the Goldman Sachs target suggests further room to run.
Other
Long
May 08
$614000.00
-0.2%
Hyundai Motor can re-rate to PER 20x from current 13x, implying a target of 80,000 won. Catalysts include robotics/AI factory narrative, Boston Dynamics IPO potential, and undervaluation vs global peers like BYD.
Consumer
Long
Apr 20
$91500.00
+111.0%
Jusung Engineering's new ALG (Atomic Layer Generation) technology is a significant breakthrough that could allow the company to move beyond traditional ALD and supply to TSMC and Samsung, leading to a valuation re-rating from ~20-30x to 40-50x P/E, similar to Hanmi Semiconductor or EO Technics.
AI/Semi
Long
May 11
$684000.00
+67.4%
LG Innotek is undervalued relative to Samsung Electro-Mechanics (19x P/E vs 47x) and has a turnaround story with annual operating profit expected to exceed 1 trillion won for the first time in four years. The stock shows volume breakout and analyst reports are cautious, signaling a buying opportunity at the start of a recovery.
AI/Semi
Long
May 11
$684000.00
-2.5%
Korean shipbuilding stocks (Hanwha Ocean, Samsung Heavy Industries, HD Hyundai Heavy) are due for a rebound as US Navy contracts (MRO, submarines) and LNG orders materialize. The sector has been weak but catalysts are approaching, making it a buy-the-dip opportunity.
Other
Long
Jun 12
$71500.00
-20.8%
Korean semiconductor equipment stocks (Wonik IPS, HPSP, Eugene Tech) have additional upside of 5-10% beyond current analyst target prices because recent capex expansion announcements from SK Hynix (tripling capacity by 2034) and potential price increases are not yet fully reflected in earnings estimates; however, after today's surge, chasing is risky and new catalysts are needed for the next leg higher.
AI/Semi
Long
Jun 11
$137400.00
+13.5%
SK hynix announced it will triple its capacity by 2037 and will increase unit prices for equipment suppliers by about 3%. Combined with global reports of semiconductor equipment shortages, this creates a strong earnings tailwind for Korean semiconductor equipment and materials companies. Stocks like Chusung Engineering, KoMiCo, Wonik IPS, Eugene Technology, Hanmi Semiconductor, and Doosan Tesna are direct beneficiaries.
Other
Long
Jun 04
$420.45
-2.1%
Broadcom's recent 14% drop was due to a small guidance miss in AI chips, not fundamentals; valuation dropped to 36x PE, attractive relative to peers; buy at these levels.
AI/Semi
Long
May 29
$206250.00
+7.6%
Samsung Electronics preferred shares (005935.KS) trade at a 36.5% discount to common shares, far wider than the 10-year average of 16.5%. Catalysts to narrow the gap include Samsung's common-share buyback (which includes preferred), the launch of a 2x semiconductor ETF that buys only common shares (creating artificial scarcity of preferred), and potential extended trading hours that benefit preferred. Foreign investors have already accumulated preferred shares.
AI/Semi
Showing 15 of 63 picks · sorted by mentions
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Kim Jang-yeol has 63 trade ideas tracked on Buzzberg across 63 tickers since April 2026. Win rate 43% across 63 evaluated calls, average return +5.3%. Ranked #200 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, 009150.KS.