Lee Ho-nyeon

ETF Operations Division 1 Team Head, Mirae Asset

· tracked since Aug 2026

Calls

Win Rate

25.0%

return

-2.8%

Calls 4 1 Posts tracked · 0.1/day

Calls

7d 0

30d 4

90d 4

Best Calls

FXI Long +2.3%

Worst Calls

688256.SS Long -6.3%

SMH Long -4.7%

KWEB Long -2.3%

Most Mentioned

KWEB ×1

SMH ×1

FXI ×1

Recent Calls

688256.SS Long 1 week ago

KWEB Long 1 week ago

SMH Long 1 week ago

Win Rate 25% Long 4 Short 0

Win Rate

7d 25%

30d —

90d —

Average Return -2.8% Long Return -2.8% Short Return -

Average Return

7d -3.4%

30d —

90d —

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Ticker

Side

Mentions

First Call

Call Price

P&L

Thesis

Theme

Source

688256.SS Cambrico... Cambricon Technolog...

Long

Aug 13

$1104.86

-6.3%

China semiconductor self-sufficiency powering ETF gains.

China's semiconductor sector is a state-driven self-sufficiency story supported by National Big Fund phases, DUV equipment localization and the display/battery/EV industrialization playbook; Lee identified Cambricon early, and his China semiconductor and STAR-market ETFs have ridden the theme, with semiconductor materials, components and equipment as the most undervalued area.

AI ASIC

YOUTUBE

FXI iShares ... iShares China Large-Cap ETF

Long

Aug 13

$35.15

+2.3%

Allocate 30% to China for diversification.

Park argues Chinese companies often look attractive because they combine high ROE with low PER and increasingly shareholder-friendly policies, supported by government-linked capital; however, he stresses stock picking is critical, noting his prior Shanghai-Hong Kong Stock Connect trade returned about 38% while index funds lost, and his Korea-China-US focus fund currently holds about 20% in Chinese equities.

Equity Indexes

YOUTUBE