Calls
6
#963
Alpha Score 5.4
Lee Hwa-jin
Deputy Manager, Meritz Securities
Win Rate
0.0%
return
-36.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 02
$1822000.00
-30.0%
Samsung Electro-Mechanics is suffering temporary selling from ETF rebalancing, but its fundamental demand for MLCC and substrate remains strong. The stock is not at a top; a price correction is a buying opportunity for long-term upside.
AI Hardware
Long
Jun 02
$150800.00
-39.0%
L&F (LNF) is a top pick in the secondary battery sector. Strong 1Q earnings, capacity expansion to 30k tons, and potential additional supply contracts with LG Energy Solution. The company is leading the sector rebound.
Critical Minerals
Long
Jun 02
$405500.00
-54.6%
Robotis is the only listed domestic robot hand maker and is benefiting from explosive demand for actuators in humanoid robots. Capacity expansion and large order pipeline make it a key robotics play.
Robotics
Long
Jun 02
$361500.00
-32.1%
Samsung Electronics is a strong buy on dips. Long-term HBM supply contracts with Microsoft (up to $10bn prepayment) and other cloud providers imply sustainable earnings growth. Target prices from sell-side could reach 70-80 million won when applying 2029 valuation.
AI Memory
Long
Jun 02
$0.13
-8.4%
Korea PM (Korea Precision Materials) is a small-cap robotics material supplier that is close to finalizing a coltest with Boston Dynamics for titanium metal powder. Its sales could jump from 35bn to 100bn by 2028 and to 500bn by 2029 if the deal is confirmed, offering asymmetric upside.
Chemicals
Long
Jun 02
$272500.00
-56.3%
Peptron has a long-acting drug platform and a pending technology transfer option with Eli Lilly. If the option is exercised, it could lead to significant revenue. The risk is balanced by the potential.
GLP-1 / Obesity
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Lee Hwa-jin has 6 trade ideas tracked on Buzzberg across 6 tickers since June 2026. Ranked #963 on the Buzzberg Alpha leaderboard. Most covered: 066970.KS, 108490.KQ, 009150.KS.
