Calls
4
Park Seung-jin
Head of Overseas Equity Research, Hana Securities
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$87100.00
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AI power shortage is boosting on-site generation; hydrogen fuel cells can be deployed within a year versus 5+ years for nuclear/gas, and Korean fuel-cell/power equipment suppliers and active ETFs should benefit.
AI Software
Long
Jan 14
$689.21
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The US market is driven by earnings, with EPS estimates continuing to rise, while the Korean market's rally has been driven more by policy and valuation re-rating, including dividend tax reform. For Korean retail investors, US equities offer a more fundamentally grounded market, and a lower USD/KRW rate improves the merit of investing in US stocks.
Equity Indexes
Long
Jan 14
$387.64
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SMH allows top holdings to reach 20% of the portfolio, while SOXX caps top holdings at 10%. This makes SMH more aggressive and better positioned to capture Nvidia, TSMC, and Broadcom, the top three AI semiconductor leaders, than SOXX.
Thematic ETFs
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Park Seung-jin has 4 trade ideas tracked on Buzzberg across 14 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
