Calls
14
#949
Alpha Score 9.3
Ryu Jong-eun
Reporter, 3PRO TV
Win Rate
28.6%
return
-10.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 09
$320000.00
-20.5%
Samsung Electronics is pushing to build a new advanced packaging factory in Gwangju, Honam region, to overcome limitations of its old packaging plants in Cheonan/Onyang, significantly boost HBM production capacity, and benefit from better power infrastructure and land availability in the region. This expansion will strengthen Samsung's competitiveness in AI memory and advanced packaging, which is increasingly critical for HBM and high-performance computing.
AI Memory
Long
Jun 16
$2361000.00
-23.1%
SK Hynix's enormous free cash flows (145 trillion won this year, 225 trillion next year) make a 100 trillion won shareholder return plausible under its 50% payout policy. The planned US ADR listing of 2.5% new shares is dilutive but could be offset by a higher US share price, making the overall impact positive for shareholders.
AI Memory
Long
Jun 11
$593000.00
-32.0%
Hyundai Motor's robotics technology goes beyond its ownership of Boston Dynamics. Hyundai's in-house Robotics Lab has hidden advanced capabilities, including video-based motion learning and precision object throwing/catching. The Atlas robot may appear at the US World Cup opening ceremony, providing a massive marketing catalyst. The market undervalues this robotics potential, and the technology could drive significant future value.
Autos & EV
Long
Jul 26
$102700.00
-4.7%
SK Telecom and NVIDIA are collaborating on up to 2GW-scale AI data centers in Korea, positioning SK Telecom as a key beneficiary in the build-out of Korea's targeted 18.4GW AI infrastructure.
Telecom Operators
Long
Jul 26
$208500.00
+7.9%
Naver secured a $1 billion investment from NVIDIA along with GPU supply and technology cooperation, enabling it to aggressively expand its Neocloud AI data center business and shift from a shopping portal into an AI cloud powerhouse.
Internet Platforms
Long
Jun 17
$12910.00
-20.8%
Abaco has developed advanced laser equipment to overcome the bottleneck of drilling through-glass vias (TGV) in glass substrates, a critical challenge for mass production. This positions the company as a key enabler for the emerging glass substrate market in AI semiconductor packaging.
AI ASIC
Long
Jun 16
$1174000.00
-23.4%
Hanwha Aerospace increasing its stake in KAI to 9.04% positions it as second-largest shareholder, with potential to create a fully integrated defense company from bullets to fighter jets and foster an aerospace cluster in Yeongnam, driving long-term growth.
Defense
Short
Jun 10
$156500.00
+16.6%
Chinese-made electric vehicles, including Tesla's China-produced Model Y, are flooding the Korean market, sharply eroding domestic automaker sales (Hyundai -23%, Kia -9% in May) with no strong countermeasures; an upcoming metal workers union strike adds further production risk.
Autos & EV
Long
Jun 10
$669000.00
-22.7%
A weak Korean won is driving a surge in foreign tourist spending, particularly on luxury goods at department stores; Shinsegae Main Branch saw foreign payments jump 98% YoY in Q1, and department store stocks like Shinsegae, Hyundai Department Store, and Lotte Shopping have shown strong, steady uptrends with further re-rating potential as they become de facto foreign currency earners.
Retail & Mobility
Short
Jun 10
$590000.00
+31.7%
Chinese-made electric vehicles, including Tesla's China-produced Model Y, are flooding the Korean market, sharply eroding domestic automaker sales (Hyundai -23%, Kia -9% in May) with no strong countermeasures; an upcoming metal workers union strike adds further production risk.
Autos & EV
Long
Jun 10
$191800.00
-32.6%
A weak Korean won is driving a surge in foreign tourist spending, particularly on luxury goods at department stores; Shinsegae Main Branch saw foreign payments jump 98% YoY in Q1, and department store stocks like Shinsegae, Hyundai Department Store, and Lotte Shopping have shown strong, steady uptrends with further re-rating potential as they become de facto foreign currency earners.
Retail & Mobility
Long
Jun 10
$168200.00
-18.5%
A weak Korean won is driving a surge in foreign tourist spending, particularly on luxury goods at department stores; Shinsegae Main Branch saw foreign payments jump 98% YoY in Q1, and department store stocks like Shinsegae, Hyundai Department Store, and Lotte Shopping have shown strong, steady uptrends with further re-rating potential as they become de facto foreign currency earners.
Retail & Mobility
Long
Jun 09
$364000.00
+2.2%
Korean shipbuilders HD Korea Shipbuilding & Offshore Engineering and Samsung Heavy Industries have already achieved over 60% of their annual order targets by May, with Samsung Heavy reaching nearly 70%. Expectations of large LNG project orders in the second half suggest they are on track to meaningfully exceed full-year targets, driving further earnings and order book growth.
Shipbuilding
Long
Jun 09
$25900.00
-12.5%
Korean shipbuilders HD Korea Shipbuilding & Offshore Engineering and Samsung Heavy Industries have already achieved over 60% of their annual order targets by May, with Samsung Heavy reaching nearly 70%. Expectations of large LNG project orders in the second half suggest they are on track to meaningfully exceed full-year targets, driving further earnings and order book growth.
Shipbuilding
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Ryu Jong-eun has 14 trade ideas tracked on Buzzberg across 13 tickers since June 2026. Ranked #949 on the Buzzberg Alpha leaderboard. Most covered: 005930.KS, 005380.KS, 000660.KS.
