Calls
8
#336
Alpha Score 75.5
Ryu Jong-hoon
Reporter
Win Rate
75.0%
return
+10.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$1339000.00
+35.3%
Samsung Electronics' Q2 results confirm memory semiconductors have entered a super cycle. With no new fabs ramping until late 2026, memory shortage will persist until 2028. LTA order volumes continue to increase, and CXMT has no capex plans despite its IPO, removing a key overcapacity fear. Server AI demand drives record quarterly profits in DRAM and NAND, and Samsung's DS division earned 89.2 trillion won in operating profit.
AI Memory
Long
Jul 30
$209750.00
+23.7%
Samsung Electronics' Q2 results confirm memory semiconductors have entered a super cycle. With no new fabs ramping until late 2026, memory shortage will persist until 2028. LTA order volumes continue to increase, and CXMT has no capex plans despite its IPO, removing a key overcapacity fear. Server AI demand drives record quarterly profits in DRAM and NAND, and Samsung's DS division earned 89.2 trillion won in operating profit.
AI Memory
Long
Jul 30
$356000.00
+53.1%
The three major Korean battery makers all turned profitable in Q2. Data center ESS demand is surging and will provide sustainable revenue growth, not a one-quarter flash. Samsung SDI and SK On are already profitable excluding US AMPC production credits, while LG Energy Solution still relies on subsidies but is improving. The industry is exiting the ‘dark tunnel’ as North American factories pivot to ESS and benefit from stable AMPC inflows.
Batteries & Storage
Long
Jul 30
$289500.00
+0.5%
Amorepacific and LG Household & Health Care delivered strong Q2 results driven by overseas expansion. North American and Japanese sales hit record highs, compensating for the structural loss of the Chinese daigong/face-shop channel. LG H&H’s beauty segment turned profitable for the first time in years, signaling a successful pivot to North America and a structural earnings improvement.
Personal Care
Long
Jul 30
$132000.00
+6.4%
Amorepacific and LG Household & Health Care delivered strong Q2 results driven by overseas expansion. North American and Japanese sales hit record highs, compensating for the structural loss of the Chinese daigong/face-shop channel. LG H&H’s beauty segment turned profitable for the first time in years, signaling a successful pivot to North America and a structural earnings improvement.
Personal Care
Long
Jul 30
$115800.00
+25.0%
The three major Korean battery makers all turned profitable in Q2. Data center ESS demand is surging and will provide sustainable revenue growth, not a one-quarter flash. Samsung SDI and SK On are already profitable excluding US AMPC production credits, while LG Energy Solution still relies on subsidies but is improving. The industry is exiting the ‘dark tunnel’ as North American factories pivot to ESS and benefit from stable AMPC inflows.
Clean Energy
Long
Jun 18
$13110.00
-10.8%
Abaco, a Korean equipment company, has a potential solution to a key bottleneck in the manufacturing of next-generation glass substrates. Its advanced laser equipment is designed to address the challenges of creating Through-Glass Vias (TGV), a critical step. As the industry moves towards glass substrates for advanced packaging, companies that solve key manufacturing hurdles like Abaco could see significant demand.
AI ASIC
Long
Jun 11
$706000.00
-46.0%
Foreign tourist spending in Korea is surging because the weak won makes luxury goods cheaper for overseas visitors. Shinsegae Department Store's flagship location saw foreign card payments jump 98% YoY in Q1. The structural shift from a purely domestic retail story to a tourism beneficiary is re-rating department store stocks; Shinsegae's share price has already doubled but the uptrend remains intact with no signs of peaking.
Retail & Mobility
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Ryu Jong-hoon has 8 trade ideas tracked on Buzzberg across 8 tickers since June 2026. Ranked #336 on the Buzzberg Alpha leaderboard. Most covered: 000660.KS, 005930.KS, 006400.KS.
