Calls
10
Lee Tae-won
Branch Manager, NH Investment & Securities Ichon-dong Center
Win Rate
-
return
-
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 02
$545.25
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Fidelity data show that when semiconductor EPS growth exceeds price returns, the sector gains with near 100% probability over 12 months, and the current relative P/E at the bottom 25% supports a 77% probability of outperforming the market.
Thematic ETFs
Long
Sep 02
$1633000.00
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Fidelity's semiconductor report argues EPS growth is exceeding share-price gains, historically giving near 100% odds of semiconductor gains over the next 12 months; semis also trade near the bottom quartile of relative PER with 77% probability of outperforming. Because Korean and US semis are linked, Samsung Electronics and SK hynix should outperform into year-end/next year, with buybacks sealing the downside.
AI Memory
Long
Sep 02
$155000.00
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Korean cosmetics exports grew 37.8% in July and 52% in August, and have been positive for nine consecutive months. Korean Kolmar, a representative cosmetics name, saw institutions accumulate over 600,000 shares from July and foreign buying before reporting 50% operating profit growth and 68% net profit growth, driving a sharp rally; the export trend supports continued strength.
Personal Care
Long
Sep 02
$299500.00
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Screening for market cap above 1 trillion won, forward earnings upgrades, not having already surged relative to the market, and healthy foreign/institutional inflows identifies LG Energy Solution, LS, Yuhan, Daeduk Electronics, and TES. These are mostly secondary battery, bio, and semiconductor equipment/materials laggards that could pay off later in Q4 once foreign selling abates after the September FOMC.
Grid Equipment
Long
Sep 02
$187300.00
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Biohealth exports rose 30.4% in July and stayed strong in August. Celltrion is a large-cap biotech that began rising from August 1 with institutional and foreign accumulation; the data supports biohealth as an alternative export theme to semiconductors.
Pharma & Biotech
Long
Sep 02
$252500.00
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Fidelity's semiconductor report argues EPS growth is exceeding share-price gains, historically giving near 100% odds of semiconductor gains over the next 12 months; semis also trade near the bottom quartile of relative PER with 77% probability of outperforming. Because Korean and US semis are linked, Samsung Electronics and SK hynix should outperform into year-end/next year, with buybacks sealing the downside.
AI Memory
Long
Sep 02
$82300.00
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Screening for market cap above 1 trillion won, forward earnings upgrades, not having already surged relative to the market, and healthy foreign/institutional inflows identifies LG Energy Solution, LS, Yuhan, Daeduk Electronics, and TES. These are mostly secondary battery, bio, and semiconductor equipment/materials laggards that could pay off later in Q4 once foreign selling abates after the September FOMC.
Construction & Infrastructure
Long
Sep 02
$109000.00
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Screening for market cap above 1 trillion won, forward earnings upgrades, not having already surged relative to the market, and healthy foreign/institutional inflows identifies LG Energy Solution, LS, Yuhan, Daeduk Electronics, and TES. These are mostly secondary battery, bio, and semiconductor equipment/materials laggards that could pay off later in Q4 once foreign selling abates after the September FOMC.
PCB/Substrates
Long
Sep 02
$133500.00
-
Screening for market cap above 1 trillion won, forward earnings upgrades, not having already surged relative to the market, and healthy foreign/institutional inflows identifies LG Energy Solution, LS, Yuhan, Daeduk Electronics, and TES. These are mostly secondary battery, bio, and semiconductor equipment/materials laggards that could pay off later in Q4 once foreign selling abates after the September FOMC.
Foundry Equipment
Long
Sep 02
$186500.00
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Private funds bought Samsung Electronics preferred shares rather than common during August. The common/preferred discount widened from a typical 25% to over 50% after June, and funds appear positioned for that gap to narrow, making the preferred a cheaper path to Samsung exposure with discount-narrowing upside.
AI Memory
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Lee Tae-won has 10 trade ideas tracked on Buzzberg across 12 tickers since September 2026.
