Calls
10
#547
Alpha Score 35.8
Lee Young-hoon
Director
Win Rate
30.0%
Return
-2.7%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 26
$524000.00
-8.3%
Hyundai Motor's Q1 earnings miss was anticipated due to tariffs and won strength, and the worst is likely behind. New vehicle launches in H2 and the long-term value from humanoid robots and autonomous driving should support a recovery. The market's pullback is overdone given unchanged fundamentals; the stock is worth holding or buying on weakness.
Consumer
Long
May 09
$268500.00
+26.4%
The AI investment cycle is far from over, and Korea's semiconductor giants Samsung Electronics and SK Hynix are at the center of it. Despite short-term overheating and foreign selling, the long-term uptrend remains intact. Lee is holding these stocks and advises against selling, expecting a recovery after the correction.
AI/Semi
Long
May 30
$418500.00
-17.4%
Sees an overlooked opportunity in Korean shipbuilding, specifically HD Hyundai Heavy Industries group. Catalysts include US Navy's block construction plan for warships, AI data center engine orders (e.g., 530 billion won contract), and a significant valuation discount vs Japanese peers (40-50% lower PBR). He has been accumulating since April and expects re-rating.
Other
Long
May 09
$1676000.00
+59.5%
The AI investment cycle is far from over, and Korea's semiconductor giants Samsung Electronics and SK Hynix are at the center of it. Despite short-term overheating and foreign selling, the long-term uptrend remains intact. Lee is holding these stocks and advises against selling, expecting a recovery after the correction.
AI/Semi
Long
May 09
$656000.00
-14.0%
HD Hyundai Heavy Industries is undervalued relative to other large-cap AI plays. The company supplies medium-speed engines for AI data centers, has record earnings, continuous order flow, and potential additional orders. Its valuation (PBR) is low, making it attractive.
Other
Long
Jun 27
$26205.00
+0.2%
Korean semiconductor equipment and materials stocks have been sold off indiscriminately in the broad market downturn, creating a significant valuation gap versus global leaders like ASML, Tokyo Electron, and AMAT. Given their growth prospects and cycle sustainability, these beaten-down names offer a strong recovery opportunity, and the speaker is actively rotating into them.
AI/Semi
Long
Jun 20
$219.20
-9.7%
The upcoming pension fund rebalancing will gradually reduce the overconcentration in semiconductors, relieve the forced-selling pressure elsewhere, and direct flows into other sectors with record earnings that have barely moved, creating a buying opportunity for the broader Korean market.
Macro
Long
Jun 07
$27700.00
-17.0%
Samsung Heavy Industries (010140.KS) trades at a PER of 13-14x, offering a discount to peers. The company has a potential catalyst from its floating data center concept, which could generate additional revenue and re-rating if commercialized, as seen with Wärtsilä's high valuation (PBR 9x, PER 35-36x). Combined with strong order backlog and high-margin shipbuilding, Samsung Heavy is well positioned.
Other
Long
May 31
$772000.00
-37.0%
Hyundai Mobis is the key supplier of actuators, which account for 60% of the hardware cost in humanoid robots. This gives it a strong position in the robot supply chain, making it a direct beneficiary of the physical AI trend.
Consumer
Long
Apr 26
$379000.00
-9.4%
Alteogen, a large-cap biotech with a validated platform and a significant licensing deal, has limited downside risk at current levels. The stock is bottoming and showing signs of a rebound, making it attractive for a rebound trade as the sector stabilizes.
Healthcare
Showing 10 of 10 picks · sorted by mentions
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Lee Young-hoon has 10 trade ideas tracked on Buzzberg across 10 tickers since April 2026. Ranked #547 on the Buzzberg Alpha leaderboard. Most covered: 005380.KS, 005930.KS, 000660.KS.
