#131 Alpha Score 84.6

Park Geun-hyung

Director
· tracked since May 2026
131
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 84.6
Calls 20 8 Posts tracked · 0.2/day
Calls
7d 6
30d 13
90d 20
Best Calls
069960.KS long +61.3%
000660.KS long +49.9%
009150.KS long +43.5%
Worst Calls
139480.KS long -27.2%
020000.KS long -23.1%
204320.KS long -13.7%
Most Mentioned
005930.KS ×7
000660.KS ×7
EWY ×4
Recent Calls
012330.KS long 5 days ago
204320.KS long 5 days ago
032830.KS long 5 days ago
Win Rate 65% Long 20 Short 0
Win Rate
7d 57%
30d 71%
90d —
Average Return +11.0% Long Return +11.0% Short Return -
Average Return
7d +1.8%
30d +3.0%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
000660.KS SK hynix Inc. SK hynix Inc.
Long
May 12
$1844000.00
+49.9%
Memory cycle not peaked, semiconductor stocks cheap
Memory cycle has not peaked; valuations for Samsung Electronics and SK hynix remain cheap at 5-6x P/E versus global peers at 9-10x. HBM and AI demand continue to support earnings, and foreign selling is portfolio rebalancing, not a fundamental exit. The sector's extreme concentration creates short-term volatility but does not change the long-term uptrend.
AI/Semi
YOUTUBE
005930.KS Samsung ... Samsung Electronics...
Long
May 12
$278000.00
+27.3%
Memory cycle not peaked, semiconductor stocks cheap
Memory cycle has not peaked; valuations for Samsung Electronics and SK hynix remain cheap at 5-6x P/E versus global peers at 9-10x. HBM and AI demand continue to support earnings, and foreign selling is portfolio rebalancing, not a fundamental exit. The sector's extreme concentration creates short-term volatility but does not change the long-term uptrend.
AI/Semi
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
May 07
$182.53
+20.1%
KOSPI could exceed 10,000 points.
KOSPI can reach 10,000+ points based on EPS growth and valuation expansion to 12-13x P/E, supported by improving fundamentals and analyst targets from NH Investment (9,000) and Kiwoom (12,500).
Macro
YOUTUBE
086280.KS Hyundai ... Hyundai Glovis Co., Ltd.
Long
Jun 16
$223000.00
-0.2%
Hyundai robotics lifts key group affiliates
Hyundai Motor Group is expanding into robotics, and this thematic push is lifting component and logistics stocks: HL Mando, Hyundai Mobis, and Glovis. These stocks are rising as part of the wider sector diffusion and benefit from the group's robotics initiative.
Other
YOUTUBE
009150.KS Samsung ... Samsung Electro-Mec...
Long
May 26
$1582000.00
+43.5%
MLCC shortage benefits Samsung Electro-Mechanics, LG Innotek
MLCC (multi-layer ceramic capacitors) are entering a shortage phase driven by the rising cost share in NVIDIA's Vera Rubin platform. MLCC cost share jumped from under 10% (in GB300) to nearly 30% in Vera Rubin, and MLCC revenue grew 182%. This benefits Samsung Electro-Mechanics and LG Innotek directly, as they are key MLCC suppliers. The shortage narrative is similar to what happened with memory semiconductors, providing a strong demand tailwind despite elevated valuations.
AI/Semi
YOUTUBE
004170.KS Shinsegae Inc. Shinsegae Inc.
Long
May 14
$529000.00
+34.4%
Korean consumption recovery play stocks benefit
Korean domestic consumption stocks are benefiting from a recovery in consumer spending driven by rising financial assets from stock market gains, inbound tourism, and a shift from overseas to domestic travel. Department stores (Shinsegae, Lotte Shopping), apparel (Handsome), and beauty/medical devices (PharmaResearch) are seeing strong sales. Handsome, in particular, is a late-cycle indicator as men's clothing purchases signal peak consumption.
Consumer
YOUTUBE
023530.KS Lotte Sh... Lotte Shopping Co., Ltd.
Long
May 14
$175700.00
+2.4%
Korean consumption recovery play stocks benefit
Korean domestic consumption stocks are benefiting from a recovery in consumer spending driven by rising financial assets from stock market gains, inbound tourism, and a shift from overseas to domestic travel. Department stores (Shinsegae, Lotte Shopping), apparel (Handsome), and beauty/medical devices (PharmaResearch) are seeing strong sales. Handsome, in particular, is a late-cycle indicator as men's clothing purchases signal peak consumption.
Consumer
YOUTUBE
012330.KS Hyundai ... Hyundai Mobis Co., Ltd.
Long
Jun 16
$657000.00
-6.8%
Hyundai robotics lifts key group affiliates
Hyundai Motor Group is expanding into robotics, and this thematic push is lifting component and logistics stocks: HL Mando, Hyundai Mobis, and Glovis. These stocks are rising as part of the wider sector diffusion and benefit from the group's robotics initiative.
Consumer
YOUTUBE
028260.KS Samsung ... Samsung C&T Corporation
Long
Jun 16
$493000.00
-0.3%
Limits force rotation into holding companies
Institutional investors and funds have reached position limit guidelines on Samsung Electronics and SK Hynix (around 60% of portfolio). They cannot buy more, but cannot sell either. This is forcing rotation into related holding companies and associates such as SK Square (holds SK Hynix), Samsung C&T and Samsung Life (hold Samsung Electronics), creating mechanical buying demand.
Other
YOUTUBE
032830.KS Samsung ... Samsung Life Insura...
Long
Jun 16
$427000.00
+16.4%
Limits force rotation into holding companies
Institutional investors and funds have reached position limit guidelines on Samsung Electronics and SK Hynix (around 60% of portfolio). They cannot buy more, but cannot sell either. This is forcing rotation into related holding companies and associates such as SK Square (holds SK Hynix), Samsung C&T and Samsung Life (hold Samsung Electronics), creating mechanical buying demand.
Other
YOUTUBE
204320.KS HL Mando... HL Mando Corporation
Long
Jun 16
$75700.00
-13.7%
Hyundai robotics lifts key group affiliates
Hyundai Motor Group is expanding into robotics, and this thematic push is lifting component and logistics stocks: HL Mando, Hyundai Mobis, and Glovis. These stocks are rising as part of the wider sector diffusion and benefit from the group's robotics initiative.
Other
YOUTUBE
402340.KS SK Squar... SK Square Co., Ltd.
Long
Jun 16
$1491000.00
+19.4%
Limits force rotation into holding companies
Institutional investors and funds have reached position limit guidelines on Samsung Electronics and SK Hynix (around 60% of portfolio). They cannot buy more, but cannot sell either. This is forcing rotation into related holding companies and associates such as SK Square (holds SK Hynix), Samsung C&T and Samsung Life (hold Samsung Electronics), creating mechanical buying demand.
Other
YOUTUBE
214450.KQ PharmaRe... PharmaResearch Co., Ltd.
Long
Jun 09
$276500.00
+6.3%
Oversold cosmetics/beauty stocks rebound
Cosmetics and beauty device stocks (PharmaResearch, AlbaGlobal) are rebounding sharply after being oversold. Despite strong export fundamentals and inbound tourism, these stocks had fallen excessively, creating a value bounce opportunity.
Healthcare
YOUTUBE
293490.KQ Wonik IPS Wonik IPS
Long
Jun 09
$8620.00
+2.2%
Buy KOSDAQ semiconductor equipment/materials
KOSDAQ-listed semiconductor equipment and materials stocks (so-bu-jang) are rallying in sympathy with the major semiconductor names. These include Tech, PSK, TES, Wonik IPS, and others. The recovery in Samsung and Hynix provides lift to the entire supply chain, and order momentum (e.g., HBM-related) supports further upside.
AI/Semi
YOUTUBE
PSK State St... State Street SPDR I...
Long
Jun 09
$30.55
+1.0%
Buy KOSDAQ semiconductor equipment/materials
KOSDAQ-listed semiconductor equipment and materials stocks (so-bu-jang) are rallying in sympathy with the major semiconductor names. These include Tech, PSK, TES, Wonik IPS, and others. The recovery in Samsung and Hynix provides lift to the entire supply chain, and order momentum (e.g., HBM-related) supports further upside.
Macro
YOUTUBE
Showing 15 of 20 picks · sorted by mentions

Park Geun-hyung has 20 trade ideas tracked on Buzzberg across 20 tickers since May 2026. Win rate 65% across 20 evaluated calls, average return +11.0%. Ranked #131 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 000660.KS, EWY.