#132 Alpha Score 84.4

Park Hyun-sang

Deputy Head
· tracked since May 2026
132
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 84.4
Calls 16 12 Posts tracked · 0.3/day
Calls
7d 7
30d 9
90d 16
Best Calls
009150.KS long +90.1%
000660.KS long +66.9%
402340.KS long +33.8%
Worst Calls
112610.KS long -25.3%
047040.KS long -21.3%
079550.KS long -15.7%
Most Mentioned
Recent Calls
SPCX long 3 days ago
CARZ long 5 days ago
112610.KS long 5 days ago
Win Rate 56% Long 16 Short 0
Win Rate
7d 56%
30d 80%
90d
Average Return +12.4% Long Return +12.4% Short Return -
Average Return
7d +15.6%
30d +8.7%
90d
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 07
$1656000.00
+66.9%
AI semiconductor leaders cheap, structural growth intact
Samsung Electronics and SK Hynix are still cheap at 5-6x forward PER, benefiting from structural AI demand, upcoming US retail investor inflows, and a 2x leveraged ETF listing around May 20. The long-term trend remains intact despite short-term overextension.
AI/Semi
Long
May 07
$271500.00
+30.4%
AI semiconductor leaders cheap, structural growth intact
Samsung Electronics and SK Hynix are still cheap at 5-6x forward PER, benefiting from structural AI demand, upcoming US retail investor inflows, and a 2x leveraged ETF listing around May 20. The long-term trend remains intact despite short-term overextension.
AI/Semi
Long
May 26
$933.80
+16.8%
Defense, cosmetics, securities: good earnings, resting.
When the KOSPI flattens or pulls back, investors should focus on sectors that have strong earnings but have not yet rallied. These include defense, cosmetics, and securities sectors, which are currently resting near the bottom of their ranges and offer good value.
Macro
Long
May 12
$184500.00
+14.6%
Cheap PE with robotics narrative.
LG Electronics has a low price-to-earnings ratio and is undergoing a business restructuring toward robotics. The robotics narrative adds valuation appeal without criticism, and foreigners bought the stock today, making it a standout.
Consumer
Long
May 21
$1194000.00
+90.1%
Substrate stocks strong on earnings.
Semiconductor substrate stocks such as Samsung Electro-Mechanics, Daeduck Electronics, and Simmtech are moving higher on solid earnings and are part of the broader semiconductor supply chain strength. This sector offers a narrower play on the AI/semiconductor cycle.
AI/Semi
Long
May 07
$181.70
+20.6%
KOSPI index cheap, long-term uptrend
The KOSPI index is still undervalued relative to historical PER and is expected to trend higher over time. Park explicitly suggests trading the index (buying) as the market has strong underlying liquidity and structural support from AI-linked demand.
Macro
Long
Jun 18
$189.60
-2.4%
Pre-IPO supply squeeze drives SpaceX.
SpaceX is benefiting from strong retail momentum and anticipated passive fund inflows upon its planned Nasdaq listing and index inclusion, similar to the pattern seen with KakaoBank's listing. Although valuation is expensive, the supply-demand dynamic could keep pushing the price higher until the inclusion event.
Other
Long
Jun 16
$147100.00
-12.6%
Catch-up rally in Korean construction stocks.
Korean construction names such as Daewoo Construction and Hyundai Construction are catching up after prolonged underperformance. Redevelopment momentum, government policy tailwinds, and solid earnings are driving rotation into the sector. The laggards within the group (e.g., Daewoo Construction, which had barely moved) are showing classic catch-up rallies, suggesting further upside as money flows out of over-loved large-caps.
Other
Long
Jun 16
$1174000.00
-4.4%
Defense stocks surging on short covering.
Korean defense stocks are rallying on powerful short-covering fueled by heavy prior short interest and solid earnings. A major catalyst emerged: LIG Defense & Aerospace announced a strategic collaboration with Rheinmetall for mid-range interception systems, a top-3 defense news event this year. This ignited a sector-wide move that also lifted Hyundai Rotem and Hanwha Aerospace. The thesis is long defense as a beaten-down, high-short-interest sector with strong fundamentals and new catalysts.
NatSec
Long
Jun 16
$27000.00
-21.3%
Catch-up rally in Korean construction stocks.
Korean construction names such as Daewoo Construction and Hyundai Construction are catching up after prolonged underperformance. Redevelopment momentum, government policy tailwinds, and solid earnings are driving rotation into the sector. The laggards within the group (e.g., Daewoo Construction, which had barely moved) are showing classic catch-up rallies, suggesting further upside as money flows out of over-loved large-caps.
Other
Long
Jun 16
$1011000.00
-15.7%
Defense stocks surging on short covering.
Korean defense stocks are rallying on powerful short-covering fueled by heavy prior short interest and solid earnings. A major catalyst emerged: LIG Defense & Aerospace announced a strategic collaboration with Rheinmetall for mid-range interception systems, a top-3 defense news event this year. This ignited a sector-wide move that also lifted Hyundai Rotem and Hanwha Aerospace. The thesis is long defense as a beaten-down, high-short-interest sector with strong fundamentals and new catalysts.
NatSec
Long
Jun 16
$56800.00
-25.3%
Short squeeze in Korean wind/solar.
Heavily shorted wind power stock CS Wind surged to the daily upper limit after Trump’s administration voluntarily gave up its appeal against a court ruling that invalidated the offshore wind ban. The policy reversal triggered a massive short-squeeze, and the stock rallied 15% in a single session. Other renewable names (solar) also followed. Beaten-down renewables with high short interest present explosive upside on any positive news, making them attractive for short-covering trades.
Other
Long
Jun 16
$120.46
-0.4%
Auto sector attractive for rotation.
Korean auto stocks are attractively valued and have been beaten down; as sector rotation continues, autos are a logical next candidate to catch up. With reasonable earnings and low expectations, they offer decent upside in a broadening market.
Consumer
Long
Jun 02
$1330000.00
+33.8%
SK Square laggard play on SK hynix
SK Square has consolidated well while SK hynix surged, making it an attractive alternative for traders looking for relative value within the SK group; it may offer a catch-up trade as investors rotate from the outperformer.
Other
Long
May 21
$147400.00
+6.0%
Substrate stocks strong on earnings.
Semiconductor substrate stocks such as Samsung Electro-Mechanics, Daeduck Electronics, and Simmtech are moving higher on solid earnings and are part of the broader semiconductor supply chain strength. This sector offers a narrower play on the AI/semiconductor cycle.
AI/Semi
Showing 15 of 16 picks · sorted by mentions

Park Hyun-sang has 16 trade ideas tracked on Buzzberg across 16 tickers since May 2026. Win rate 56% across 16 evaluated calls, average return +12.4%. Ranked #132 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, KOREAN DEFENSE SECTOR.