Calls
5
#1179
Alpha Score 13.8
Park Ji-won
Manager
Win Rate
20.0%
return
-11.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 02
$246000.00
-16.9%
The electrical equipment (transformer) sector is correcting, but underlying US demand for power infrastructure and data centers remains explosive. Q2 earnings should beat expectations, and historically the sector rallies during earnings season. The dip is a buying opportunity; LS Electric, HD Hyundai Electric, and Hyosung Heavy Industries are top picks.
Grid Equipment
Long
Jul 02
$118600.00
+19.1%
Cosmetics stocks are exceptionally strong, with Hankook Cosmetics hitting new highs and APR surging, driven by strong export data, Amazon sales effects, and increasing global demand. Even on a heavy market down day, these stocks are rising, signaling institutional accumulation and a potential sectoral leadership shift.
Personal Care
Long
Jul 02
$994000.00
-24.8%
The electrical equipment (transformer) sector is correcting, but underlying US demand for power infrastructure and data centers remains explosive. Q2 earnings should beat expectations, and historically the sector rallies during earnings season. The dip is a buying opportunity; LS Electric, HD Hyundai Electric, and Hyosung Heavy Industries are top picks.
Grid Equipment
Long
Jul 02
$425000.00
-14.8%
Cosmetics stocks are exceptionally strong, with Hankook Cosmetics hitting new highs and APR surging, driven by strong export data, Amazon sales effects, and increasing global demand. Even on a heavy market down day, these stocks are rising, signaling institutional accumulation and a potential sectoral leadership shift.
Personal Care
Long
Jul 02
$3609000.00
-20.9%
The electrical equipment (transformer) sector is correcting, but underlying US demand for power infrastructure and data centers remains explosive. Q2 earnings should beat expectations, and historically the sector rallies during earnings season. The dip is a buying opportunity; LS Electric, HD Hyundai Electric, and Hyosung Heavy Industries are top picks.
Grid Equipment
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Park Ji-won has 5 trade ideas tracked on Buzzberg across 5 tickers since June 2026. Ranked #1179 on the Buzzberg Alpha leaderboard. Most covered: USD/KRW, 267260.KS, 298040.KS.
