Son Soo-hyun
Private Banker, Hana Securities Yongsan WM Center
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 18
$1836000.00
+11.8%
Semiconductor earnings are surging with DRAM and HBM prices rising, foreign selling is temporary, and the dip is a buying opportunity for Samsung Electronics and SK Hynix, which are must-hold long-term positions driven by robust profit growth.
AI/Semi
Long
May 18
$280500.00
+6.6%
Semiconductor earnings are surging with DRAM and HBM prices rising, foreign selling is temporary, and the dip is a buying opportunity for Samsung Electronics and SK Hynix, which are must-hold long-term positions driven by robust profit growth.
AI/Semi
Long
May 18
$1227000.00
+2.0%
Hanwha Aerospace has the potential to become a Korean Lockheed Martin by integrating aerospace and defense, with US approval for K9 exports as a catalyst; the recent dip from margin disappointment is temporary and the stock remains attractive.
NatSec
Long
May 18
$825000.00
+12.1%
LIG Nex1 is undervalued relative to its order backlog; its Cheongung missile system offers cost and lead-time advantages over Patriot, and global defense spending growth supports a strong upside.
NatSec
Showing 4 of 4 picks ยท sorted by mentions
Choose a mentions count to open ticker posts.