Calls
6
#154
Alpha Score 92.7
Oh Seok
Manager
Win Rate
50.0%
return
+62.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 04
$192300.00
+42.0%
Cosmax, the global #1 cosmetics ODM, is experiencing strong US indie brand growth (+35% YoY), expansion into Europe via a new subsidiary, and record quarterly revenue. Margins are stable and the stock trades at only 14x forward P/E, well below its historical 18-20x range, offering a re-rating opportunity as second-half earnings accelerate.
Personal Care
Long
Jan 28
$68800.00
+29.7%
SK Telecom's stake in Anthropic, purchased for about KRW 130B in 2023, is now worth over KRW 1.5T. A potential sale could enable dividend resumption, and the stock remains cheap.
Telecom Operators
Long
Jan 27
$72800.00
-39.8%
Hive trades at a 42x valuation while smaller Korean entertainment peers trade around 18x. If the sector attracts flows, the cheaper SM and YG may outperform Hive on relative valuation.
Gaming & Entertainment
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Oh Seok has 6 trade ideas tracked on Buzzberg across 6 tickers since January 2026. Ranked #154 on the Buzzberg Alpha leaderboard. Most covered: 009150.KS, 041510.KQ, KOREAN SEMICONDUCTOR SECTOR.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
