Calls
14
#755
Alpha Score 11.3
Kim Young-cheol
CEO
Win Rate
28.6%
Return
-7.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 22
$646000.00
-25.6%
Hyundai Motor is extremely cheap at 16x P/E with a robotics growth catalyst (humanoid robots), while global peers like Tesla trade at over 100x, indicating substantial re-rating potential.
Consumer
Long
May 14
$1300000.00
-32.1%
Power equipment names like LS Electric and Hyundai Electric are positioned for data center and AI infrastructure demand, and the recent pullback is a buying opportunity.
Energy
Long
May 27
$324500.00
-20.6%
Hanmi Semiconductor is the dominant supplier of TC bonders for HBM and now for HBF (NAND stacking). The recent confirmation of HBF TC bonder production removes uncertainty and positions the company for strong demand from memory manufacturers. Despite recent earnings miss, the stock is expected to reach new highs.
NatSec
Long
May 14
$290500.00
-30.1%
Power equipment names like LS Electric and Hyundai Electric are positioned for data center and AI infrastructure demand, and the recent pullback is a buying opportunity.
Energy
Long
May 14
$748000.00
+24.5%
LG Innotek benefits from the robotics and physical AI theme because its camera modules are essential for vision systems, and with supply chain security concerns, Chinese alternatives are avoided.
AI/Semi
Long
Jun 23
$214000.00
-8.5%
LG Electronics is receiving a dramatic analyst upgrade, with the target price nearly doubling from 180,000 won to 350,000 won. The upgrade is driven by exposure to the physical AI theme and a strong recovery in operating performance. The magnitude of the target increase (94% upside to the close) and the improving narrative around the company suggest a powerful re-rating is underway, and the speaker draws attention to this as a tradable momentum opportunity.
Consumer
Long
Jun 17
$63100.00
-16.5%
Semiconductor equipment (소부장) stocks have pulled back for 3-4 days but earnings and capex from Samsung and SK hynix remain record-high; historically when big-chip stocks pause, equipment names rotate back, and current 20x PER levels provide a technical buy zone.
AI/Semi
Long
Jun 09
$2034000.00
+31.4%
Samsung Electronics and SK Hynix are the cheapest stocks in the market with PER around 6-7x, yet have the strongest earnings growth. Sector rotation always starts with them after a selloff, making them the safest and most attractive buys for a rebound.
AI/Semi
Long
Jun 09
$306000.00
+10.9%
Samsung Electronics and SK Hynix are the cheapest stocks in the market with PER around 6-7x, yet have the strongest earnings growth. Sector rotation always starts with them after a selloff, making them the safest and most attractive buys for a rebound.
AI/Semi
Long
Jun 09
$3333000.00
-6.9%
Power equipment stocks like Hyosung Heavy Industries and HD Hyundai Electric corrected 40% from highs and are now at 20x PER, making them attractive for a rebound. The long-term demand from data center infrastructure remains intact.
Energy
Long
May 27
$1617000.00
+23.3%
Samsung Electro-Mechanics and LG Innotek are benefiting from an AI-driven shortage of substrates (both MLCC and FC-BGA). Long-term supply agreements are expanding, and KB Securities has issued aggressive target price increases. The substrate shortage is expected to persist, supporting strong earnings growth.
AI/Semi
Long
May 22
$163100.00
-17.0%
Kia is even cheaper than Hyundai Motor at 7x P/E and shares the same robotics re-rating thesis, making it a value play in the auto sector with upside from AI and physical AI demand.
Consumer
Long
May 22
$112000.00
-27.6%
Doosan Enerbility is a key power equipment stock tied to gas turbines and nuclear, with demand catalysts from AI data centers and a current valuation that is not overly expensive.
Energy
Long
May 08
$538000.00
-5.8%
Hyundai AutoEver is positioned to benefit from autonomous driving and physical AI/robotics themes, especially via the Hyundai Motor Group’s Boston Dynamics. After a long consolidation, it is ready to break out, offering more elasticity than the parent stock.
AI/Semi
Showing 14 of 14 picks · sorted by mentions
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Kim Young-cheol has 14 trade ideas tracked on Buzzberg across 14 tickers since May 2026. Ranked #755 on the Buzzberg Alpha leaderboard. Most covered: 005380.KS, 267260.KS, 010120.KS.
