Calls
9
#1997
Alpha Score 5.1
Lee Jae-chung
Executive Director, CSOP Asset Management
Win Rate
11.1%
return
-13.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 21
$48.00
+1.5%
China's STAR 50 and ChiNext indices have rallied on strong earnings and the AI boom, but the government deliberately slows the uptrend to prevent overheating. Buying on these government-induced pullbacks offers attractive entry points for long-term exposure.
Thematic ETFs
Long
Jul 21
$355.98
-1.4%
Google (Alphabet) is expected to announce increased AI investment and positive forward guidance during its upcoming earnings. This will provide a clear catalyst confirming robust semiconductor demand, remove market uncertainty, and support both Google and the broader AI supply chain.
Hyperscalers
Long
Jun 15
$259500.00
-18.5%
US grid modernization and massive AI data center power demands are creating huge orders for Korean power equipment companies. HD Hyundai Electric, Hyosung Heavy Industries, and LS Electric are key suppliers. Chinese competitors are largely kept out due to trade restrictions, so Korean firms capture the opportunity with strong pricing and volume growth.
Grid Equipment
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Lee Jae-chung has 9 trade ideas tracked on Buzzberg across 9 tickers since June 2026. Ranked #1997 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, EWY.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
