Calls
4
Son In-jun
Researcher, Eugene Investment & Securities
Win Rate
0.0%
return
-28.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 20
$2779000.00
-39.9%
SK hynix (000660.KS) target price 370,000 won, 12-month forward P/E 8x. Memory supply shortage severe, HBM price doubling next year, operating profit seen reaching ~46 trillion won (2026). Earnings estimates still have considerable upward room; valuation undemanding with potential to re-rate toward 9x P/E like Micron, further boosted by ADR listing removing Korea discount.
AI Memory
Long
Jun 20
$357250.00
-30.4%
Samsung Electronics (005930.KS) target price 560,000 won based on 12-month forward EPS and 8x P/E. DRAM memory shortage intensifying, HBM prices expected to double in 2026, driving substantial earnings estimate upgrades above current consensus. The stock trades at under 6x his 2026 EPS estimate, leaving significant upside as earnings revisions roll in.
AI Memory
Long
Jun 20
$7230.00
-22.0%
YEST (122990.KQ) is entering the high-pressure wet cleaning equipment market crucial for next-generation DRAM processes, with a key patent win removing legal risk. The addressable market is expanding sharply as DRAM makers adopt 1d nm nodes; YEST’s 125-wafer tool is favored for space efficiency. Earnings could jump to ~77 billion won operating profit next year, fundamentally transforming the company’s value.
Construction & Infrastructure
Long
Jun 20
$1133.99
-21.2%
Micron Technology (MU) will deliver a positive earnings surprise and strong guidance next week. CY2027 EPS estimates are already being revised sharply higher (Deutsche Bank sees $160), supporting a P/E re-rating above 9x and a target around $150–160. The ongoing memory shortage and HBM boom benefit Micron alongside Korean peers.
AI Memory
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Son In-jun has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: MU, 000660.KS, 005930.KS.
