Park Joon

Manager

· tracked since Jul 2026

Calls

2

Win Rate

50.0%

return

-0.6%

Calls 2 1 Posts tracked · 0.5/day

Calls

7d 2

30d 2

90d 2

Best Calls

015760.KS long +1.6%

Worst Calls

034020.KS long -2.8%

Most Mentioned

034020.KS ×1

015760.KS ×1

Recent Calls

015760.KS long 1 day ago

034020.KS long 1 day ago

Win Rate 50% Long 2 Short 0

Win Rate

7d —

30d —

90d —

Average Return -0.6% Long Return -0.6% Short Return -

Average Return

7d —

30d —

90d —

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

015760.KS Korea El... Korea Electric Powe...

Long

Jul 01

$37550.00

+1.6%

AI power demand and nuclear revival play.

Power demand from AI data centers and the nuclear policy revival support earnings recovery for Korean power utilities. Korea Electric Power (KEPCO) has seen earnings estimate downgrades stop, and oil prices are declining, easing cost pressures. Doosan Enerbility stands to benefit from US nuclear plant orders. Both stocks are undervalued and poised for a rebound.

Energy

YOUTUBE

034020.KS Doosan E... Doosan Enerbility Co., Ltd.

Long

Jul 01

$88100.00

-2.8%

AI power demand and nuclear revival play.

Power demand from AI data centers and the nuclear policy revival support earnings recovery for Korean power utilities. Korea Electric Power (KEPCO) has seen earnings estimate downgrades stop, and oil prices are declining, easing cost pressures. Doosan Enerbility stands to benefit from US nuclear plant orders. Both stocks are undervalued and poised for a rebound.

Energy

YOUTUBE

Showing 2 of 2 picks · sorted by mentions