Calls
2
So Jae-hun
Manager, NH Investment Securities
Win Rate
50.0%
return
+1.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jul 03
$56.95
-0.4%
The Japanese Yen (JPY) is unlikely to weaken much further from current levels; the Bank of Japan likely has intervention tactics ready to prevent additional depreciation past 160, which could lead to yen strengthening or at least stabilization.
FX & Currencies
Long
Jul 03
$20.58
+2.7%
Global investment interest is shifting from memory/chip designers to semiconductor equipment makers as memory companies and TSMC raise capex. Tokyo Electron, a top-tier equipment firm, has already outperformed, and this trend should benefit Korean equipment stocks in H2.
Telecom Operators
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So Jae-hun has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: T, FXY, EWH.
