#806
Alpha Score 4.4
Lee Kwon-hee
CEO, Economist
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 24
$219500.00
+61.3%
Samsung Electronics and SK Hynix have very cheap valuations relative to their earnings power and industry position. They have not yet rallied but will eventually explode, similar to how shipbuilding stocks suddenly surged. The market is slowly rising, and these large caps will catch up, providing significant upside.
AI/Semi
Long
Apr 20
$1166000.00
+137.0%
SK Hynix reported strong operating profit and the stock hit new highs. With AI-driven demand for HBM and memory, earnings guidance continues to rise. The stock has clear upward momentum and further gains are expected.
AI/Semi
Long
May 04
$539000.00
+13.7%
Hyundai Motor is undervalued at 10x P/E compared to Tesla at 200x. The company is investing heavily in robotics, autonomous driving, and has purchased 50,000 GPUs. It will eventually be re-rated upward as the market recognizes its tech and manufacturing capabilities. The stock is a long-term hold toward 1 million won.
Consumer
Long
May 06
$208000.00
+10.3%
Naver holds an 8.59% stake in Mirae Asset Securities, which is not yet reflected in its stock price. As Mirae Asset Securities benefits from brokerage momentum (e.g., Samsung Securities' global comparison), Naver's hidden asset value should eventually be recognized.
AI/Semi
Long
May 04
$4228000.00
-8.8%
AI data center buildout drives structural demand for power equipment; companies like Suneil Electric, Hyosung Heavy Industries, and LS Electric are in a strong uptrend, though timing entry after a pullback is prudent.
Energy
Long
May 01
$294000.00
-11.9%
LS Electric benefits from AI data center demand for switchgear and power distribution equipment, with valuation elevated due to data center exposure.
Energy
Long
May 04
$394500.00
-25.2%
Hanmi Semiconductor is continuously bought by foreigners. Korean analysts do not cover it, allowing the stock to rise quietly. Strong foreign demand supports further upside.
NatSec
Long
May 11
$904000.00
+151.1%
Glass substrates for advanced chip packaging are a promising theme as the industry moves from silicon interposers to cheaper, heat-resistant glass. The two main beneficiaries are SKC and Samsung Electro-Mechanics. Philoptics, which makes the TGV drilling equipment, is a higher-risk play that may commercialize by year-end or next year.
AI/Semi
Long
May 14
$636000.00
-12.7%
Samsung SDI is the leader in the battery sector; after a pullback from highs, it remains supported by growing ESS demand for AI data centers (BBU) and rising analyst targets. Buying on dips is recommended, with a strong buy if it drops below 500,000 won.
Energy
Long
May 04
$163.36
+34.5%
KOSPI is currently at 6,930 and should reach 8,300 easily given forward P/E of only 8.5x (below 10-year average of 9.3x). If Samsung and SK Hynix re-rate to 10x, KOSPI could hit 10,000. The index is supported by strong earnings growth and foreign inflows. Buy index ETFs or large caps.
Macro
Long
May 13
$191900.00
+10.2%
LG Electronics is attractive due to its data center cooling (HVAC) and home robotics businesses, which provide a strong cash cow and growth catalyst. Institutional and foreign buying supports the thesis.
Consumer
Long
Apr 24
$542000.00
+111.3%
LG Innotek is in a very strong uptrend. The red candle yesterday was a buying opportunity because it did not break the prior close, indicating the trend remains intact. The stock is one of the strongest large caps.
AI/Semi
Long
May 06
$648000.00
+2.9%
Shipbuilding stocks (Samsung Heavy Industries, HD Hyundai Heavy Industries, HJ Heavy Industries) have upside from FLNG projects, low valuations, and improving order books. The stocks are forming higher lows and are attractive on dips.
Other
Long
May 04
$333500.00
-29.4%
AI data center buildout drives structural demand for power equipment; companies like Suneil Electric, Hyosung Heavy Industries, and LS Electric are in a strong uptrend, though timing entry after a pullback is prudent.
Energy
Long
May 01
$127200.00
-23.0%
Doosan Enerbility is the only company that will be involved in any nuclear project (SMR, large reactors, Korean or US) because it holds the key nuclear components and has relationships with all developers, making it the premier nuclear play.
Energy
Showing 15 of 155 picks · sorted by mentions
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Lee Kwon-hee has 155 trade ideas tracked on Buzzberg across 154 tickers since April 2026. Win rate 38% across 153 evaluated calls, average return -1.0%. Ranked #806 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, 005380.KS.