Calls
4
Son Hyun-jung
Research Fellow
Win Rate
0.0%
return
-34.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 22
$279500.00
-27.9%
LS Electric is a key player in on-site data center power solutions; despite higher valuation, it has strong growth catalysts and a target multiple of 40x on 2028 EPS.
Grid Equipment
Long
May 22
$281500.00
-39.9%
Sanil Electric is a smaller-cap beneficiary of the power equipment supercycle with high growth potential.
Grid Equipment
Long
May 22
$1165000.00
-38.5%
HD Hyundai Electric is a strong peer to Hyosung in the power equipment supercycle, benefiting from US grid investment and AI data center demand.
Grid Equipment
Long
May 22
$3996000.00
-30.7%
Hyosung Heavy Industries is a key beneficiary of the US power grid supercycle, with AI data center demand driving orders; Q1 orders hit 4.2T won (77% US), and a P/E of 35x on 2027 EPS implies a 5M won target.
Grid Equipment
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Son Hyun-jung has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: 267260.KS, 298040.KS, 010120.KS.
