Calls
4
Moon Nam-joong
Senior Research Fellow, Daishin Securities
Win Rate
75.0%
return
+13.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 29
$1404000.00
+18.9%
Despite a 44% correction from highs, Korean semiconductor stocks will lead the next rally from Q4 as earnings remain strong and foreign investors return. Portfolio should be shifted toward semiconductor leaders Samsung Electronics and SK Hynix.
AI Memory
Long
Jul 29
$207000.00
+20.0%
Despite a 44% correction from highs, Korean semiconductor stocks will lead the next rally from Q4 as earnings remain strong and foreign investors return. Portfolio should be shifted toward semiconductor leaders Samsung Electronics and SK Hynix.
AI Memory
Long
Jul 29
$145.22
+17.1%
The KOSPI could fall further to around 5,000 in Q3 due to US tariff risks and Bank of Korea rate hikes, but from Q4 easing inflation, possible war end, and a Fed rate cut will ignite a strong bull market lasting into mid-2027. Investors should be patient and buy the dip via KOSPI-linked ETFs.
Equity Indexes
Short
Jul 29
$741.65
-4.2%
US equities face near-term downside risk from a bearish converging triangle pattern forming since June, and new tariffs under Section 301 could act as a breakdown catalyst, dragging Korean stocks lower.
Equity Indexes
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Moon Nam-joong has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: EWY, 000660.KS, 005930.KS.
