Calls
3
Kim Jeong-yeol
Head, Unistory Asset Management
Win Rate
100.0%
Return
+44.1%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 07
$271500.00
+20.1%
Samsung Electronics and SK Hynix are structurally undervalued. The market is shifting from PBR to PER valuation due to stable earnings from long-term agreements with data center clients. Target prices of 500,000 won for Samsung and 3,000,000 won for SK Hynix reflect this shift, and the current P/E ratios are still low compared to global peers like Micron. Strong earnings growth supports further upside.
AI/Semi
Long
May 22
$1330000.00
+53.1%
Samsung Electro-Mechanics received a large order for silicon capacitors from a Big Tech customer, validating its technology and future revenue; analyst targets raised to 1.6-1.7 million won.
AI/Semi
Long
May 07
$1656000.00
+59.2%
Samsung Electronics and SK Hynix are structurally undervalued. The market is shifting from PBR to PER valuation due to stable earnings from long-term agreements with data center clients. Target prices of 500,000 won for Samsung and 3,000,000 won for SK Hynix reflect this shift, and the current P/E ratios are still low compared to global peers like Micron. Strong earnings growth supports further upside.
AI/Semi
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Kim Jeong-yeol has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: 005930.KS, 000660.KS, 009150.KS.
