Calls
3
Park Seung-young
Portfolio Strategy Team Leader, Hanwha Investment & Securities PLUS Business Division
Win Rate
100.0%
Return
+1.8%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 26
$26205.00
+0.2%
Memory chip giants Samsung Electronics and SK Hynix need to aggressively expand capacity to meet AI-driven demand, so their upcoming capex increases will directly benefit semiconductor equipment makers; therefore, rotate from the memory names into equipment stocks.
AI/Semi
Long
Jun 26
$196.91
+0.5%
A static 30-30-30 allocation to US equities, Korean equities, and Korean bonds maximizes risk-adjusted returns while limiting fatigue; bonds should not exceed 30% as they mainly protect during sharp economic downturns, and equities should be split evenly between US and Korea to capture growth from both markets.
Macro
Long
Jun 26
$15.08
+4.8%
A static 30-30-30 allocation to US equities, Korean equities, and Korean bonds maximizes risk-adjusted returns while limiting fatigue; bonds should not exceed 30% as they mainly protect during sharp economic downturns, and equities should be split evenly between US and Korea to capture growth from both markets.
NatSec
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Park Seung-young has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: KOREAN BIOTECH SECTOR, EWY, S.
