#752
Alpha Score 10.8
Park Ji-hoon
Director, Asset Management Consulting Dept., NH Investment & Securities
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
$925000.00
+145.4%
Samsung Electro-Mechanics is undervalued with massive growth headroom: 1Q earnings beat, robotics and glass substrate not yet reflected, MLCC and FCBGA price increases starting, and potential 2028 operating profit of 4~5 trillion won. Market cap should exceed 100 trillion from current 60~70 trillion, making it a safe long-term holding with dips as buying opportunities.
AI/Semi
Long
May 06
$127000.00
-22.9%
Nuclear power stocks should be accumulated on dips. Doosan Enerbility and Korea Electric Power are the key picks, as the latter is set to become the sole export entity for nuclear reactors, though it faces near-term earnings headwinds from oil prices. The sector offers medium-term upside from export momentum.
Energy
Long
May 13
$722000.00
-7.6%
HD Hyundai Heavy Industries is in a 'more buying' zone. The company reported strong Q1 operating profit (~900 billion won), the commercial ship division is improving profitability, LNG and gas vessel orders remain buoyant, and the engine division is expected to surpass 1 trillion won in profit by 2030. The stock also has a robotics/physical AI angle.
Other
Long
May 06
$45050.00
-15.9%
Nuclear power stocks should be accumulated on dips. Doosan Enerbility and Korea Electric Power are the key picks, as the latter is set to become the sole export entity for nuclear reactors, though it faces near-term earnings headwinds from oil prices. The sector offers medium-term upside from export momentum.
Energy
Long
Jun 11
$229500.00
+12.9%
Power equipment stocks have corrected sharply, with valuations dropping to 22x earnings. Global peers are raising prices for distribution equipment by 10%, and domestic firms are likely to follow. Backlogs stretch to 2028, high exchange rates boost export margins, and second-quarter earnings should surprise to the upside, making this pullback a buying opportunity.
Energy
Long
May 29
$458500.00
-11.8%
LG Energy Solution is cheap compared to Samsung Electro-Mechanics: similar 2027 earnings expectations (~3-3.5 trillion won) but market cap of 100 trillion vs 160 trillion. Catalysts include ESS demand from data centers, recovery in EV sales (improving US/Europe data), autonomous driving adoption, and potential robot battery demand. The stock is a value play with multiple catalysts.
Energy
Long
May 22
$152300.00
+2.6%
Daeduck Electronics, a PCB/substrate manufacturer, will benefit from increased lead frame and substrate demand as autonomous driving and electric vehicles drive higher semiconductor content per vehicle. He identified this through AI research and recommends it as a secondary play after Samsung Electro-Mechanics.
AI/Semi
Long
May 06
$261500.00
+35.4%
Samsung Electronics has long-term growth potential driven by foundry recovery in the second half, and despite near-term risks from union issues, the stock remains a core holding with ongoing positive momentum. He sees it writing new history and advises holding for the long term.
AI/Semi
Long
Jun 18
$3820000.00
+0.9%
Korean power equipment and transformer stocks fell 35% from their peak and now trade at a discount to global peers at about 28x earnings. Companies are raising product prices by 10% or more, and the weak won provides an earnings tailwind for these export-sensitive names. Second-quarter earnings checks remain positive, and meaningful foreign buying has returned this week. The sector is entering an earnings-driven recovery phase.
Energy
Long
Jun 11
$123500.00
-6.8%
Korean PCB makers are benefiting from memory specification changes (HBM, increased layers) that require more PCB capacity. Valuations remain undemanding, so a buy-and-hold approach is warranted. Companies include Korea Circuit, Simmtech, Daeduck Electronics, TLB, Haesung DS, and Isu Petasys.
Photonics
Long
Jun 11
$1030000.00
+4.7%
Power equipment stocks have corrected sharply, with valuations dropping to 22x earnings. Global peers are raising prices for distribution equipment by 10%, and domestic firms are likely to follow. Backlogs stretch to 2028, high exchange rates boost export margins, and second-quarter earnings should surprise to the upside, making this pullback a buying opportunity.
Energy
Long
May 29
$21300.00
-7.1%
Daeduck Electronics is a substrate (FCBGA) and automotive electronics supplier that will benefit from the same trends as Samsung Electro-Mechanics: autonomous driving, AI, and robotics. It is cheaper on valuation (30x P/E vs Samsung Electro-Mechanics' 70x) and has expansion potential in FCBGA and MLCC.
Other
Long
May 22
$0.01
+0.0%
Haesung DS, a lead frame supplier, will see volume and ASP growth as advanced driving systems require more lead frames per vehicle. He recommends it as a follow-up play in the semiconductor supply chain.
AI/Semi
Long
May 14
$529000.00
+34.4%
Shinsegae is the top domestic consumption pick with PER of 11x, the highest proportion of treasury shares among retail stocks, and potential share cancellation. Q1 operating profit surged over 50% YoY, and Q2 is expected to be even better.
Consumer
Long
May 14
$66000.00
-16.7%
Hotel Shilla benefits from inbound tourism recovery (China-Japan-US tensions shifting tourists to Korea). Operating profits are improving sharply year-on-year. Insider buying by the CEO adds confidence. The stock is still in an uptrend.
Consumer
Showing 15 of 46 picks · sorted by mentions
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Park Ji-hoon has 46 trade ideas tracked on Buzzberg across 46 tickers since May 2026. Win rate 31% across 45 evaluated calls, average return -1.1%. Ranked #752 on the Buzzberg Alpha leaderboard. Most covered: 009150.KS, 034020.KS, 329180.KS.