Calls
4
Kim Jeong-hyeon
Head of Unni Asset Management
Win Rate
75.0%
Return
+18.0%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 08
$1676000.00
+59.5%
Samsung Electronics and SK hynix benefit from AI-driven structural demand surge; earnings estimates have risen 3.5x in 4 months while valuations remain cheap at 5-6x P/E. Potential multiple expansion to 8x and U.S. listing catalyst for re-rating.
AI/Semi
Long
May 08
$614000.00
-21.7%
Hyundai Motor has upside to 80,000 won, driven by robot/AI narrative (Boston Dynamics) and sector rotation, though earnings haven't increased; valuation catch-up potential similar to semiconductors.
Consumer
Long
May 08
$268500.00
+26.4%
Samsung Electronics and SK hynix benefit from AI-driven structural demand surge; earnings estimates have risen 3.5x in 4 months while valuations remain cheap at 5-6x P/E. Potential multiple expansion to 8x and U.S. listing catalyst for re-rating.
AI/Semi
Long
May 08
$183.08
+7.8%
KOSPI is undervalued relative to historical average P/E and could rise to 8,500-9,500 if earnings hold. Despite concentration risk in Samsung and SK hynix, the overall market has room to expand multiples.
Macro
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Kim Jeong-hyeon has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: EWY, 000660.KS, 005930.KS.
