#197
Alpha Score 76.7
Oh Hyun-jin
Team Lead
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 06
$154600.00
+0.2%
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.
Consumer
Long
May 05
$1442000.00
+91.7%
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/Semi
Long
May 05
$231500.00
+52.9%
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/Semi
Long
Jun 05
$15070.00
-4.4%
Korean casino stocks (Lotte Tour Development, Paradise, GKL) have strong earnings and are deeply oversold. As the market rotates into neglected sectors, these names should rebound significantly.
Other
Long
May 06
$550000.00
+11.5%
Hyundai Motor, Kia, and Hyundai Mobis are undervalued compared to global peers and have potential upside from robotics spin-offs and Boston Dynamics listing.
Consumer
Long
May 06
$903000.00
+151.4%
Glass substrate technology for AI data centers is becoming mainstream, benefiting Samsung Electro-Mechanics, SKC, HB Technology, and Philoptics as key suppliers.
AI/Semi
Long
May 06
$161200.00
-25.8%
Glass substrate technology for AI data centers is becoming mainstream, benefiting Samsung Electro-Mechanics, SKC, HB Technology, and Philoptics as key suppliers.
Other
Long
May 06
$11970.00
-4.1%
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.
Consumer
Long
Jun 10
$103700.00
+23.8%
Hanwha Ocean is poised for upside due to strong orders for high-margin special vessels, despite the shipbuilding sector being generally heavy.
NatSec
Long
May 15
$211500.00
+8.5%
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.
AI/Semi
Long
May 08
$473000.00
-14.5%
LG Energy Solution is an attractive battery play due to its expansion into LFP for ESS and EV, rising lithium prices, and a relatively cheaper valuation versus Samsung SDI after the recent sector rally. ESS demand and North American capacity additions support future growth.
Energy
Long
May 06
$432500.00
+41.5%
Hyundai Motor, Kia, and Hyundai Mobis are undervalued compared to global peers and have potential upside from robotics spin-offs and Boston Dynamics listing.
Consumer
Long
May 01
$422500.00
-18.1%
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.
Fintech
Long
Jun 17
$28850.00
-3.1%
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.
Other
Long
Jun 12
$17580.00
-3.5%
Korean casino stocks like Lotte Tour Development, GKL, and Paradise are undervalued compared to Macau peers and show steady earnings improvement.
Consumer
Showing 15 of 65 picks · sorted by mentions
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Oh Hyun-jin has 65 trade ideas tracked on Buzzberg across 65 tickers since May 2026. Win rate 40% across 65 evaluated calls, average return +5.4%. Ranked #197 on the Buzzberg Alpha leaderboard. Most covered: 000270.KS, 005930.KS, 000660.KS.