Calls
21
#836
Alpha Score 1.8
Park Ji-eun
Director
Win Rate
19.1%
Return
-12.4%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 17
$2009000.00
-0.8%
Samsung Electro-Mechanics and Daeduck Electronics will see significant earnings growth as MLCC price hikes are not yet reflected in consensus. Daeduck is especially cheap at a forward PER of around 20x.
AI/Semi
Long
Jun 24
$326500.00
+4.0%
Samsung Electronics is cheap at ~7x P/E, has HBM4 momentum, a likely foundry turnaround as it captures TSMC overflow, strong cash for potential M&A, and a Nomura target of 670,000 KRW based on 5x PBR. New money should buy Samsung rather than SK Hynix, which faces HBM4 competition, credit rating constraints, and limited shareholder returns.
AI/Semi
Long
Jun 24
$366000.00
-6.1%
Alteogen has a clear royalty revenue stream that is strong this year and growing into next year and beyond, with no market noise. As a top market cap on KOSDAQ, it would likely benefit from passive fund inflows if KOSDAQ index reconstitution occurs, creating index premium.
Healthcare
Long
Jun 24
$1691000.00
+1.7%
SK Square is a holding company whose NAV is dominated by SK Hynix. As SK Hynix pays dividends, SK Square becomes a dividend proxy. Target prices have been raised, and it remains a positive beneficiary play on Hynix without being the main character.
Other
Long
Jun 24
$101100.00
-5.7%
Kolon TissueGene's Phase 3 trial results are expected in mid-July. If successful, the therapy could open a large new osteoarthritis market, providing a powerful momentum catalyst for the stock.
Healthcare
Long
Jun 24
$178.09
+5.4%
US biotech ETFs XBI and IBB are making 52-week highs, driven by aggressive large pharma M&A activity that acts as a safety play despite elevated interest rates. The M&A momentum and defensive characteristics are attracting flows, while Korean biotech lags.
Healthcare
Long
Jun 24
$147.03
+5.7%
US biotech ETFs XBI and IBB are making 52-week highs, driven by aggressive large pharma M&A activity that acts as a safety play despite elevated interest rates. The M&A momentum and defensive characteristics are attracting flows, while Korean biotech lags.
Healthcare
Long
Jun 18
$57600.00
-20.2%
Hotel Shilla is a direct beneficiary of the weak Korean won and surging inbound tourism. Hotel room rates have skyrocketed to 1 million KRW per night even on weekdays, and foreign tourists, especially from the US and Europe, find these rates relatively cheap due to FX effects. The company's hotel segment is booming, providing a niche investment angle outside semiconductors.
Consumer
Long
Jun 18
$603000.00
-19.3%
Hyundai Mobis will capture the long-duration aftermarket and service revenue from robots. Just as car dealers earn most of their profit from after-sales service, robots will generate a massive AS parts and maintenance stream. Hyundai Mobis, as the key parts/AS arm within the Hyundai Motor Group, is structurally positioned to benefit from the robot installed base growth.
Consumer
Long
Jun 18
$506000.00
-4.2%
Small-cap semiconductor equipment stocks like Wonik IPS and Iotech were resilient during the extreme semiconductor rally, and foreign investors were net buyers of these names. These stocks are displaying relative strength and could outperform when the concentration in memory chips eventually broadens into the equipment space.
AI/Semi
Long
Jun 18
$68200.00
-33.0%
HL Mando was singled out by Goldman Sachs as a top pick for the Korean robot theme because of its advanced actuator technology required for humanoid robots. The stock surged on the report and still has room as robot supply chains develop, particularly in Boston Dynamics and Tesla-related ecosystems.
Other
Long
Jun 17
$29175.00
-3.9%
Korean Air is a strong buy. Fuel surcharges are dropping, cargo demand is very strong due to semiconductor shipments, and China routes are expanding in the winter.
Other
Long
Jun 17
$388500.00
-21.5%
Secondary battery stocks like LG Energy Solution, Samsung SDI, and POSCO Holdings are bottoming out. They will benefit from US and European policies aimed at de-risking from China.
Other
Long
Jun 17
$432500.00
-22.8%
Power equipment stocks like LS, Hyosung Heavy Industries, and HD Hyundai Electric are rebounding after a 35% drop. They are cheaper than US peers and have raised prices, ensuring strong future earnings.
Other
Long
Jun 17
$550000.00
-17.3%
Secondary battery stocks like LG Energy Solution, Samsung SDI, and POSCO Holdings are bottoming out. They will benefit from US and European policies aimed at de-risking from China.
Energy
Showing 15 of 21 picks · sorted by mentions
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Park Ji-eun has 21 trade ideas tracked on Buzzberg across 21 tickers since May 2026. Win rate 19% across 21 evaluated calls, average return -12.4%. Ranked #836 on the Buzzberg Alpha leaderboard. Most covered: 009150.KS, 005930.KS, IBB.
