Calls
5
#884
Alpha Score 29.9
Lee Jae-seok
SK Securities
Win Rate
40.0%
return
-1.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 27
$1717000.00
-3.7%
The market is normalizing, and the top two memory semiconductor companies, Samsung Electronics and SK hynix, are expected to show stable upward trends. They are preferred over smaller equipment makers.
AI Memory
Long
Aug 27
$129100.00
+0.2%
Construction stocks like Hyundai E&C and Samsung E&A are attractively valued compared to power, defense, and shipbuilding. They have strong momentum from building nuclear power plants and high-tech AI data centers.
Construction & Infrastructure
Long
Aug 27
$264750.00
-2.9%
The market is normalizing, and the top two memory semiconductor companies, Samsung Electronics and SK hynix, are expected to show stable upward trends. They are preferred over smaller equipment makers.
AI Memory
Long
Aug 27
$50200.00
-0.2%
Construction stocks like Hyundai E&C and Samsung E&A are attractively valued compared to power, defense, and shipbuilding. They have strong momentum from building nuclear power plants and high-tech AI data centers.
Construction & Infrastructure
Long
Aug 27
$283.19
+0.3%
Energy Storage Systems (ESS) are crucial for energy efficiency in AI data centers. With the US restricting Chinese equipment, Korean ESS providers are poised to benefit from a structural shortage expected by late 2027.
REITs
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Lee Jae-seok has 5 trade ideas tracked on Buzzberg across 5 tickers since August 2026. Ranked #884 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, ESS.
