Calls
165
#792
Alpha Score 61.4
Lee Jae-kyu
PB Deputy Manager, SK Securities
Win Rate
44.2%
return
+3.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 14
$45150.00
-8.0%
Korean cosmetics exports are at record levels and the structural shift in the industry is favorable, especially for ODM companies. Hankook Kolmar, Cosmax, and Silicon2 are names to watch as the sector still has upside.
Personal Care
Long
Sep 14
$103.44
+1.3%
U.S. software ETF price action is holding up while AI hardware looks vulnerable. The AI trade may rotate from hardware toward software, power, and power sources.
Thematic ETFs
Long
Aug 31
$91000.00
-6.8%
In the current rangebound market, Lee points to rotation into previously ignored consumer sectors such as cosmetics, food and beverages. He names Samyang Foods, Binggrae, Cosmax and Kolmar Korea as examples of funds moving away from crowded semiconductor leadership into neglected consumer names.
Packaged Foods
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Lee Jae-kyu has 165 trade ideas tracked on Buzzberg across 165 tickers since January 2026. Win rate 44% across 165 evaluated calls, average return +3.3%. Ranked #792 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
