Calls
4
Shin Young-mok
Director, Meritz Securities Gwanghwamun Premier Center
Win Rate
50.0%
return
-1.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 13
$36050.00
+2.2%
A contact at GS E&C told the speaker that the destroyed Qatar LNG facility was their project, and if reconstruction proceeds, GS E&C would go back to rebuild it. This gives GS E&C specific Middle East plant reconstruction exposure beyond the broad construction theme.
Construction & Infrastructure
Long
Apr 13
$94600.00
-8.1%
War in the Middle East has damaged plants built by Korean construction companies in the mid-2000s, including a Qatar LNG facility. Because these facilities generate revenue, they must be rebuilt quickly, potentially creating a second Middle East construction boom. Korean construction/plant stocks had been cheap and low-PBR and now have growth momentum, although they may correct after recent gains.
Construction & Infrastructure
Long
Apr 13
$175100.00
-28.7%
War in the Middle East has damaged plants built by Korean construction companies in the mid-2000s, including a Qatar LNG facility. Because these facilities generate revenue, they must be rebuilt quickly, potentially creating a second Middle East construction boom. Korean construction/plant stocks had been cheap and low-PBR and now have growth momentum, although they may correct after recent gains.
Construction & Infrastructure
Showing 3 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Shin Young-mok has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: 005930.KS, 000720.KS, 006360.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
