Calls
2
SK Kim
Executive Director and Analyst, Daiwa Securities
Win Rate
50.0%
return
+1.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 07
$2106000.00
+3.5%
SK Hynix's US ADR listing will be a very positive catalyst, narrowing its valuation discount to Micron. Inclusion in indexes like the Nasdaq 100 would trigger massive passive fund buying, creating a long-term positive demand dynamic for the stock.
AI Memory
Long
Jul 07
$288500.00
-1.2%
Samsung's Q2 operating profit significantly beat consensus even after including one-off bonus costs, with actual OP likely over 100 trillion won. The company has multi-year long-term agreements (LTAs) providing structural earnings stability over 3-5 years. Samsung's leading-edge foundry (2nm) offers a competitive cost/performance edge vs. TSMC's 3nm. Anticipates a sizable shareholder return program in H2, the final year of its three-year policy, which will drive the stock rerating.
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SK Kim has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: 000660.KS, 005930.KS.
