Calls
126
#1084
Alpha Score 1.2
Oh Hyun-jin
Team Lead
Win Rate
26.2%
return
-13.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 05
$1442000.00
+15.8%
Long-term supply agreements (LTA) will reduce the cyclical volatility of Samsung Electronics and SK Hynix, providing earnings visibility that supports the downside of stock prices. Big Tech capex remains high, sustaining demand. Potential upfront payments of 10-20% could provide additional upside. The stocks are cheap on a PER basis, and the structural shift to LTA justifies a higher valuation multiple.
AI Memory
Long
May 05
$231500.00
+7.3%
Long-term supply agreements (LTA) will reduce the cyclical volatility of Samsung Electronics and SK Hynix, providing earnings visibility that supports the downside of stock prices. Big Tech capex remains high, sustaining demand. Potential upfront payments of 10-20% could provide additional upside. The stocks are cheap on a PER basis, and the structural shift to LTA justifies a higher valuation multiple.
AI Memory
Long
May 15
$211500.00
+9.5%
Naver is a long-term hold with exposure to robotics and stablecoin potential. The stock is in an accumulation zone around 200,000 won. Investors should dollar-cost average and wait for catalysts.
Internet Platforms
Long
May 06
$154600.00
-16.2%
Kia is attractively valued at 7-8x forward P/E with hidden assets like Boston Dynamics stake. While other sectors have rallied, autos have lagged. The stock is near technical support and could rebound once semiconductor leadership pauses.
Autos & EV
Long
Jun 10
$46700.00
-1.9%
KEPCO KPS is the cheapest nuclear play at 14x P/E and will benefit from the growing nuclear dismantling market and steady maintenance orders.
Grid Equipment
Long
May 08
$249000.00
-27.3%
Entertainment stocks, particularly Hybe, are at historically low forward PER valuations while earnings are recovering and the fan platform Weverse is generating steady revenue growth. As semiconductor leadership consolidates, money should rotate into this deeply undervalued sector.
Gaming & Entertainment
Long
May 06
$903000.00
+46.6%
Glass substrate technology for AI data centers is becoming mainstream, benefiting Samsung Electro-Mechanics, SKC, HB Technology, and Philoptics as key suppliers.
AI Hardware
Long
May 06
$432500.00
+11.3%
Hyundai Motor, Kia, and Hyundai Mobis are undervalued compared to global peers and have potential upside from robotics spin-offs and Boston Dynamics listing.
Autos & EV
Long
May 06
$15520.00
-35.5%
Grand Korea Leisure and Paradise have been beaten down due to competition from Lotte Tour Development and poor hold rates. However, tourist inflows remain strong, and hold rates are cyclical. Both stocks are near bottom and could rebound once their hold rates normalize.
Gaming & Leisure
Long
May 06
$11970.00
-21.8%
Grand Korea Leisure and Paradise have been beaten down due to competition from Lotte Tour Development and poor hold rates. However, tourist inflows remain strong, and hold rates are cyclical. Both stocks are near bottom and could rebound once their hold rates normalize.
Gaming & Leisure
Long
May 01
$422500.00
-32.8%
Within the large-cap securities group, Kiwoom Securities, Samsung Securities, Korea Investment Holdings, and NH Investment & Securities trade at low P/E multiples of 7-8x, offering compelling valuation versus Mirae Asset Securities (18x P/E) which carries a SpaceX premium. The four firms also posted strong Q1 earnings (Kiwoom's operating profit +90% YoY) and their core brokerage revenue is growing. These stocks are attractive for dip-buying given their cheap valuations and structural earnings support.
Brokers
Long
Jul 01
$20625.00
-26.3%
Construction companies like GS E&C, Hyundai E&C, and Daewoo E&C will benefit from data center construction momentum. GS E&C recently won a massive 2.4GW data center order, driving the sector higher.
Construction & Infrastructure
Long
Jun 17
$28850.00
-9.5%
Korean Air benefits from multiple tailwinds: oil dropping to the mid-$70s cuts fuel costs, air cargo rates are rising due to Red Sea disruptions and IT component shipments, and the upcoming merger with Asiana creates a national champion. The stock is the clearest beneficiary of geopolitical calming.
Airlines
Long
Jun 10
$116200.00
-14.8%
With renewables surging and the energy shortage theme intact, nuclear power stocks can follow. Doosan Enerbility finds technical support and can trend upward. KEPCO Engineering has fallen a lot. KEPCO KPS is the cheapest nuclear stock (PER ~14x), benefits from recurring maintenance and the nuclear decommissioning market, and its earnings outlook is strong.
Grid Equipment
Long
Jun 10
$103700.00
-15.6%
Hanwha Ocean is poised for upside due to strong orders for high-margin special vessels, despite the shipbuilding sector being generally heavy.
Shipbuilding
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Oh Hyun-jin has 126 trade ideas tracked on Buzzberg across 126 tickers since May 2026. Win rate 26% across 126 evaluated calls, average return -13.0%. Ranked #1084 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, 035420.KS.
