Calls
16
#590
Alpha Score 71.3
Shin Jungho
Head of Research Center, LS Securities
Win Rate
68.8%
return
+9.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 02
$545.22
+5.0%
In Korea's semiconductor supply chain, equipment names have already re-rated on capex expectations, but utilization rates need to rise first. Therefore the better positioning is semiconductor materials plus Samsung Electronics rather than equipment.
Thematic ETFs
Long
Sep 02
$761.78
+0.1%
For the remainder of H2, the index itself may be difficult, but individual stocks can still work. For index exposure the S&P 500 is preferable, while for stock-picking Korean names are better because fast rotational buying can move individual stocks, requiring patience until one's stock moves.
Equity Indexes
Long
Aug 06
$38150.00
-12.1%
A stronger Korean won, now stabilizing around 1400–1450, is most beneficial for domestic-oriented software and platform companies rather than customs-sensitive exporters. With currency stability, real domestic demand plays such as Naver and Kakao stand to gain because a stronger won improves their domestic purchasing power and consumers' willingness to spend on services. Meanwhile, small/mid-cap stocks also benefit from reduced currency swing risk.
Internet Platforms
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Shin Jungho has 16 trade ideas tracked on Buzzberg across 16 tickers since February 2026. Win rate 69% across 16 evaluated calls, average return +9.1%. Ranked #590 on the Buzzberg Alpha leaderboard. Most covered: EWY, 005930.KS, 000660.KS.
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
