#173
Alpha Score 79.6
Kwon Soon-woo
Reporting Team Lead, 3PRO TV
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 06
$1609000.00
+71.8%
Korean semiconductor stocks (Samsung Electronics, SK Hynix) are significantly cheaper than global peers like Micron and SanDisk. The launch of a foreign integrated account service will allow foreign investors to directly buy Korean stocks, and they will likely first target large-cap semiconductors due to their low valuation. This, combined with massive AI-driven capex from big tech and memory ASP increases, creates strong demand for Korean memory stocks.
AI/Semi
Long
May 06
$268250.00
+32.0%
Korean semiconductor stocks (Samsung Electronics, SK Hynix) are significantly cheaper than global peers like Micron and SanDisk. The launch of a foreign integrated account service will allow foreign investors to directly buy Korean stocks, and they will likely first target large-cap semiconductors due to their low valuation. This, combined with massive AI-driven capex from big tech and memory ASP increases, creates strong demand for Korean memory stocks.
AI/Semi
Long
May 18
$29550.00
-6.8%
Samsung Heavy Industries secured additional LNG carrier orders from an Oceania-based shipping company. This is part of a broader shipbuilding supercycle where newbuilding prices are rising, and order backlogs are at high levels, supporting strong future earnings.
Other
Long
May 18
$1578000.00
+3.4%
Doosan's acquisition of SK Siltron will transform it into a neutral wafer supplier to both Samsung and SK hynix, expanding its market share while reducing the captive-supplier dynamic that previously limited growth. This structural change is positive for Doosan's semiconductor portfolio and overall business.
Other
Long
May 05
$177.42
+23.5%
KOSPI is undervalued based on low PER of 7.15, below the COVID-era trough of 7.52, while earnings are expected to grow 4-5 times from 2023 levels, supporting a target range above 8,000.
Macro
Long
May 18
$116900.00
+9.8%
Hanwha Ocean received a VLCC order from Pan Ocean at the highest price in 15 years. This indicates strong demand for tankers and high pricing power, positioning the company to benefit from the current supercycle in shipbuilding.
NatSec
Long
Jun 18
$1151.26
-1.5%
AI infrastructure spending requires massive memory purchases; the three dominant memory makers (Samsung, SK Hynix, Micron) are the direct and inevitable beneficiaries, now called 'M3', outperforming the old 'M7' as AI capex flows aggressively into memory.
AI/Semi
Long
Jun 18
$114.30
+0.5%
Geopolitical tensions around the Iran-US nuclear deal aftermath and Strait of Hormuz are adding a structural premium to oil prices; even with a price cap, crude is expected to face upward pressure and remain elevated.
Energy
Long
May 28
$222500.00
-4.9%
Jensen Huang's visit to LG could spark a strategic partnership similar to Hyundai's collaboration with NVIDIA and Boston Dynamics. LG has leading capabilities in actuators, data center cooling (chillers), batteries (LG Energy Solution), and displays, all critical for AI infrastructure and robotics. A partnership would unlock significant value across LG's businesses, benefiting the LG Group broadly.
Consumer
Long
May 28
$440500.00
-8.2%
Jensen Huang's visit to LG could spark a strategic partnership similar to Hyundai's collaboration with NVIDIA and Boston Dynamics. LG has leading capabilities in actuators, data center cooling (chillers), batteries (LG Energy Solution), and displays, all critical for AI infrastructure and robotics. A partnership would unlock significant value across LG's businesses, benefiting the LG Group broadly.
Energy
Long
May 27
$752000.00
-11.3%
Korean shipbuilders are benefiting from a surge in orders for LNG carriers, gas carriers, and oil tankers driven by energy security concerns after geopolitical tensions (e.g., Hormuz Strait). Additionally, major defense projects such as the KDDX (Korean next-generation destroyer) and potential Canadian submarine exports provide further long-term growth catalysts. The combined order momentum supports strong earnings recovery and re-rating for the sector.
Other
Long
May 25
$1473000.00
+54.1%
The AI hardware supply chain is driving strong demand for memory, PCB, and MLCC components. Memory is the most expensive component after the GPU, followed by PCB and MLCC. This benefits Korean companies: Samsung Electronics and SK Hynix in memory, Samsung Electro-Mechanics in MLCC, and Isu Petasys in PCB.
AI/Semi
Long
May 19
$526000.00
+16.3%
Hyundai Motor Group plans to deploy 25,000 humanoid robots in its production lines. Hyundai Mobis will supply the actuators, which account for 60% of the robot's manufacturing cost. As a direct supplier to the robot ramp, Hyundai Mobis stands to benefit more than Hyundai Motor, which is the buyer. This supply-chain position gives Hyundai Mobis a differentiated edge over Hyundai Motor.
Consumer
Long
May 10
$158500.00
-24.5%
SKC's subsidiary Absolics is nearing commercialization of glass substrates for AI chips, and recent validation from AMD and AWS plus NVIDIA's Corning investment could accelerate adoption, making SKC a beneficiary.
Other
Long
Apr 20
$538000.00
+3.2%
Samsung SDI has secured battery supply deals with all three German premium automakers (BMW, Mercedes-Benz, Audi), making it a key supplier for their next-generation electric vehicle platforms (e.g., Mercedes MMA platform). This marks a significant expansion of its customer base and revenue potential.
Energy
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Kwon Soon-woo has 16 trade ideas tracked on Buzzberg across 16 tickers since April 2026. Win rate 56% across 16 evaluated calls, average return +9.4%. Ranked #173 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, 000150.KS.