Calls
3
Lee Geon-gyu
CEO, Renaissance Asset Management
Win Rate
100.0%
Return
+1.5%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 29
$2607000.00
+1.2%
SK Hynix is significantly undervalued versus Micron and TSMC on earnings, and the planned ADR listing on Nasdaq will unlock passive flows from Nasdaq-100 and Philadelphia semiconductor ETFs, while the local share price will be pressured upward, with additional momentum from the company's shareholder return policy.
AI/Semi
Long
Jun 29
$197.28
+0.4%
KOSPI remains on track for 12,000 by the first half of next year because Korea's operating profit growth is among the highest globally, yet the market trades at only 7.5x P/E, leaving significant room to re-rate to historical averages of 10-12x and reaching a market cap of 1 quadrillion won.
Macro
Long
Jun 29
$611.61
+2.9%
Semiconductors, particularly memory, offer the strongest momentum, the cheapest valuation, and the highest earnings growth in the Korean market, with no negative change in oil prices or big-tech capex, making the sector the top pick despite recent market noise.
AI/Semi
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Lee Geon-gyu has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: SMH, EWY, 000660.KS.
